This is only a brief overview of location tags, we will go over them more in-depth later on when we learn about locations and hierarchies
Locations are generally tagged with their hierarchy tags, so we can define who is associated with them.
A normal location will be tagged with:
Location Name
District and Region Tags
All Locations
This allows us to create a User filter and associate that to the location. It is the agreement between the location tags, user filter tags, and user tags that allows the OpsAnalitica hierarchy to function and ensure that users only see what they are supposed to see.
OpsAnalitica supports dynamic checklists, these are checklists that conform to the attributes of a location. These attributes are defined sometimes by tags on the locations.
In addition to the hierarchy tags, a location may be tagged with location attribute tags.
Drive-thru, hours of operations, or menu/service offerings tags are common examples of this.
In order to add a location tag, Select Admin on the left side dashboard and then select Locations.
If you have already created the tag, you can start typing that tag name in the box labeled Tags, and it should appear.
Once you see it, click on it and it will be added to the location
Make sure you click the bottom tag that is already created.
You are also able to create a new tag while in the location if it doesn’t already exist
To do so, type out the full tag name into the box titled tags, and once you are done, click on it in the dropdown that appears
If you create a new tag while in the location, they will only be saved if you save that location, otherwise, they will not be saved.
There are two tags that need to be on every location
All Locations
The location’s name
You are not limited to these two tags, you can add more as well to build out the hierarchy, but these two are necessary in order to maneuver the platform correctly