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How to add Metadata

Creating a metadata field in the Didit hub

Read more about metadata, here.

  1. Go to the Didit hub via “Apps” in the main navigation.

    Confluence homepage with the dropdown for Apps and the Didit - Checklists app highlighted.
    Confluence homepage with the dropdown for Apps and the Didit - Checklists app highlighted.

  2. Click on “Manage templates” (you may already be there).

    The Didit hub with the manage templates section highlighted.
    The Didit hub with the manage templates section highlighted.

  3. Click on the checklist template you want to add metadata fields to.

    The Didt hub with the target checklist template highlighted.
    The Didt hub with the target checklist template highlighted.

  4. Click “Add field.”

    Checklist template detail view with an arrow to the add field button.
    Checklist template detail view with an arrow to the add field button.

  5. Give your field a name/label. Add a “Placeholder” and “Preset value” if you would like.

    The edit metadata field dialogue in the Didit hub.
    The edit metadata field dialogue in the Didit hub.

  6. Be sure to save your template after hitting “OK.”

    The checklist template detail view with an arrow to the Save chagnes button.
    The checklist template detail view with an arrow to the Save chagnes button.

Filling out a checklist with metadata

If a checklist asks you to add meta information, you’ll see the provided fields on top of the checklist. Checklist fields with a red asterisk are mandatory and must be filled out to finish the checklist.

An example of filling out a checklist that has metadata.
An example of filling out a checklist that has metadata.

If configured, we’ll show suggestions of previously populated data in those fields. The suggestions appear once you click into a metadata field.

Using our smartphone app to fill out meta data

An example of a checklist on a phone with the metadata fields showing.
An example of a checklist on a phone with the metadata fields showing.

Planned enhancements

  • Ability to filter in checklist list for metadata âś…
  • Search for checklist content and metadata
  • Erase suggestions from the dropdown menu easily

##Use cases

  • Cleaning a hotel room. If you have a checklist for cleaning a hotel room, metadata could ask for the cleaner, the location of the hotel, and the room number.
  • If you’re running a test in a pharmaceutical company, you may have information about the product, the specimen number, and the category.
  • Food safety under HACCP
  • Software deployments with version numbers, test people, …
  • Onboarding- and Offboarding-Checklists in HR

Link to this page: https://seibert.biz/addmetadata