Sometimes, when you’re creating a checklist, you’ll notice a question only applies to certain centers or rooms.
Instead of making a whole new checklist just for that one question, you can use Attributes.
Attributes let you group and categorize centers and rooms in 1Place - for example, by region, by whether they have a bus, or any other characteristic you need.
Watch the below comprehensive video to master attributes!
How to create Attributes?
1. To access Attributes, click the Settings tab, then click ‘Attributes.’
2. Choose Attribute Type
Choose between “Center (Franchisee) Attribute or Room (Site) Attribute" button on the left side of the screen.
3. Create the attributes using 2 options:
Create attributes one by one.
Click the "+CENTER/ROOM ATTRIBUTE"
Type the attribute name and choose the correct Center or Room. Click ‘Select All’ if it applies to all rooms.
Click green ‘Add’ button on the bottom right of the page.
Create attributes using uploader.
Click "UPLOAD ATTRIBUTES"
Apply the necessary filters, if needed.
If you have duplicate room names — for example, a Toddler Room in Center A and another Toddler Room in Center B — ticking 'Append Center name in Room name' will add the center name to each room name, as shown in the example below. This is useful if you have rooms with the same name in different centers to avoid duplicates.
But, if your room names already include the center name or code at the front then you don’t need to tick this option.
Choose between the two options to generate a template. Once clicked, the Excel file will download automatically.
Fill out the excel file template.
In the exported spreadsheet, you will see 2 different tabs,
Template tab - used to upload new attributes or update existing ones.
Data tab - contains the full list of rooms currently in your 1Place.
In the Data tab, add extra columns for desired attributes next to each applicable room.
Example:
Filter the list by room attributes as needed.
Next, go to the Template tab. In the first column, enter the room attribute name.
In the next column, enter all applicable rooms in one cell, separated by a vertical bar "|"
To make that easier:
Copy the filtered rooms from the Data tab.
Paste it somewhere nearby the sheet in the Template tab.
In the cell next to the attribute name, use the TEXTJOIN formula to combine the room names into one string with vertical bar between them. Use the formula below:
=textjoin("|",true,F3:F54)
F3:F54 or the number of cell may vary depending on where you put them
Once the combined list is generated, copy this formula cell.
Right-click → Paste Special → Values.
This locks the result so it won't break if you remove the source data.
You may now delete the rooms you pasted in the sheet.
Repeat this for each room attribute you want to create.
When done, save your file!
Go back to the uploader page, then choose or drag the file into the middle to upload.
Click the green "Next" button.
All the details from the Excel file will appear for review. Click the green ‘Upload Data’ button to proceed.
How to apply it to a Checklist Template?
Now that you've created your Attribute and added it to your Franchisees/Center or Sites/Room of choosing, you can start using this in the creation of Checklist Templates.
The setup screen of each question contains an 'Attributes' tab, in which you can choose between Franchisees/Center or Sites/Room
You then select which Attribute the question applies to:
This enables you to have certain questions only appear when that Franchisees/Center or Sites/Room is connected to that particular attribute, making certain Franchisees/Center or Sites/Room checklists much more dynamic.