GECKOSetup Overview
Workflows
Best Practices
On the GECKO platform, we encourage our clients to sit down and take the time to evaluate their internal business processes and group them into similar baskets. These baskets become the ‘Workflow Stages’.
Click ‘Add Workflow’ to create a new Workflow.
Workflows lay the foundation for your Workspaces. You will select a workflow when creating a new Workspace.
Add Workflow
Categories
Click ’Add Category’ to create a new Category
Categories add an extra level of filtering when searching for Workspaces.
Clients
Click ’Add Client’ to create a new Client.
Tags
Click ‘Add Tag’ to create a new Tag.
Best Practice
We recommend our clients start with 10 - 15 Tags to encourage consistency across business processes and reporting. Further Tags can be added as use cases become more refined within the GECKO system.
Some example Tags to consider
- Reviewed
- No Issue Found
- No Comment
- Complete - No Material Issues
- Red Flag
Please contact a member of the GECKO team if you would like to discuss Tags that are more specific to your business processes.
System settings
To learn more about system settings go here