FranchiCzar OS Knowledge

Contact us

Franchiczar Glossary

Super Administrator

Written By John Beatty (Super Administrator)

Updated at January 30th, 2023

This is a auto-generated Article of all your definitions within the glossary.

Glossary

This is a auto-generated Article of all your definitions within the glossary.

  • Actions

    Indicate the communications sent and/or changes made to a Node, meeting the Trigger conditions, within a Workflow.

  • Activity

    Indicates any notes, emails, calls, texts, and/or other actions corresponding to a node.

  • Actor

    In reference to Timelines & Checklist modules, this is the person or node assigned to act on or complete a task.

  • Alliance

    FCOS module/node pertaining to strategic business alliances and their Leads.

  • Alliances

    FCOS module/node pertaining to strategic business alliances and their Leads.

  • Automations

    A module within FCOS to create and manage custom workflows (also see Workflows).

  • Checklist

    In reference to Timelines & Checklist modules, consist of any number of tasks needed to satisfy a milestone. Checklists may also be built and used without applying them to a Milestone or Timeline.

  • COGS

    Cost of Goods Sold (Field within Financial Reports)

  • Condition

    Selections to define the parameters of a Trigger within a Workflow.

  • Conditions

    Selections to define the parameters of a Trigger within a Workflow.

  • CRM

    Customer Relationship Management

  • Customer

    FCOS module/node indicates an individual purchasing services from a Facility.

  • Customers

    FCOS module/node indicates an individual purchasing services from a Facility.

  • EBITDA

    Earnings Before Interest, Taxes, Depreciation, & Amortization (Field within Financial Reports)

  • Facilities

    FCOS module pertaining to the management of franchisee locations and Leads.

  • Facility

    Indicates a specific franchise location (also see "Facilities").

  • FCOS

    FranchiCzar Operating System

  • Franchisee

    FCOS module/node indicating a granted company/individual of a Franchisor for sale of goods or the operation of a service.

  • Franchisees

    FCOS module/node indicating a granted company/individual of a Franchisor for sale of goods or the operation of a service.

  • Franchisor

    FCOS module/node indicating the company/brand that grants the right to open locations that will sell goods or services, using its brand, expertise, and intellectual property.

  • Franchisors

    FCOS module/node indicating the company/brand that grants the right to open locations that will sell goods or services, using its brand, expertise, and intellectual property.

  • Lead

    Record entry into FCOS indicating a potential Customer, Facility, Franchisor, Franchisee, and/or Alliance. Lead information is submitted, retrieved, or entered directly into FCOS, requesting follow-up pertaining to a certain brand, good, or service.

  • Leads

    Record entry into FCOS indicating a potential Customer, Facility, Franchisor, Franchisee, and/or Alliance. Lead information is submitted, retrieved, or entered directly into FCOS, requesting follow-up pertaining to a certain brand, good, or service.

  • Milestone

    In reference to the Timelines module, used to indicate a significant stage in the Timeline.

  • Modal

    This is a kind of pop-up with the functionality to set one or more configurations.

  • Node

    Record containing information within FCOS (e.g. franchisor, franchisee, alliance, facility, or customer information).

  • {{ node.city }}

    Indicates the location (city) of referenced FCOS record entry.

  • {{ node.company_name }}

    Indicates the company name of referenced FCOS record entry.

  • {{ node.first_name }}

    Indicates the "first name" (only) of referenced FCOS record entry.

  • {{ node.full_name }}

    Indicates the "full name" of referenced FCOS record entry.

  • {{ node.last_name }}

    Indicates the "last name" of referenced FCOS record entry.

  • {{ node.primary_email }}

    Indicates the "primary" email of referenced FCOS record entry.

  • {{ node.state }}

    Indicates the "state" (or province/county in Canada/UK) of referenced FCOS record entry.

  • Parent

    Indicates the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).

  • {{ parent.company_name }}

    Indicates the specific "Name" of the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).

  • {{ parent.primary_email }}

    Indicates the "primary email" of the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).

  • {{ parent.primary_phone }}

    Indicates the "primary phone" of the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).

  • {{ parent.state }}

    Indicates the "state" (or province/county for Canada/UK) of the controlling or managing entity of the entry referenced or the Facility offering a service (e.g. Franchisor is the "parent" to a Franchisee; Facilities is the "parent" to its customers).

  • Point of Sale

    FCOS module/node used to create and manage items and services and perform transactions.

  • POS

    Abbreviation for "Point of Sale", FCOS module/node used to create and manage items and services and perform transactions.

  • {{ purchase_order.total | math.divided_by 100 | math.round 2 }}

    The formula used to accurately produce a receipt for a customer who purchased a good or service through the FCOS POS module.

  • Task

    In reference to Timelines & Checklist modules, these are the pieces that make up a Checklist and are assigned to an Actor(s) for completion.

  • Ticket

    Module with FCOS for users to submit and manage requests to the FranchiCzar team pertaining to the FCOS platform.

  • {{ ticket.category.name }}

    Indicates the category (generally the platform or Franchisor) of a ticket entered within FCOS.

  • {{ ticket.code }}

    Indicates the identifying code assigned to a ticket entered within FCOS.

  • {{ ticket.date_closed_or_solved }}

    Indicates the date that the ticket is "closed" or "solved" by the ticket owner.

  • {{ ticket.date_created }}

    Indicated the "date" that the ticket is entered into the FCOS ticketing system.

  • {{ ticket.date_first_response }}

    Indicates the "date" the ticket owner first responds.

  • {{ ticket.date_on_hold }}

    Indicates the "date" a ticket's status is "on hold" (only applicable if this status is assigned).

  • {{ ticket.date_updated }}

    Indicates the most recent "date" a ticket is updated.

  • {{ ticket_detail.body }}

    Indicates the content entered (description) for a ticket within FCOS.

  • {{ ticket_detail.date_created }}

    Indicates the "date" the content or ticket details are created within FCOS.

  • {{ ticket_detail.id }}

    Indicates the details contained within a ticket which can be utilized in an automated workflow.

  • {{ ticket_detail.is_internal }}

    Indicates the details submitted are categorized as internal and only viewable by FranchiCzar staff.

  • {{ ticket_detail.type }}

    Indicates the type of details submitted on the ticket (i.e. internal or external).

  • {{ ticket_detail.user_created_full_name }}

    Indicates the full name of the FCOS user who submitted the details found within the ticket.

  • {{ ticket.id }}

    Indicates the unique ID of a ticket entered into FCOS.

  • {{ ticket.is_public }}

    Indicates if a ticket is "public" (not private) within FCOS.

  • {{ ticket.node_name }}

    Set during the creation of the ticket and indicates "to whom you are sending [the] new ticket".

  • {{ ticket.regarding_node_name }}

    Set during the creation of the ticket and indicates which company or customer the ticket is "regarding".

  • {{ ticket.subject }}

    Indicates the "subject" entered for the ticket within FCOS.

  • {{ ticket.ticket_priority }}

    Indicates the "priority" level set for a ticket (e.g. Low, Normal, or High).

  • {{ ticket.ticket_status }}

    Indicates the ticket's "status" (e.g. New, In Review, Planned, In Progress, Completed, or Closed).

  • {{ ticket.user_assigned_full_name }}

    Indicates the FCOS user's "full name" assigned to a ticket.

  • {{ ticket.user_created_full_name }}

    Indicates the FCOS user's "full name" creating a ticket.

  • {{ ticket.vote_count }}

    Indicates the count of votes received for a ticket promoted to public for other FCOS users to view and vote on.

  • {{ ticket.vote_total }}

    Indicates the total number of votes received for a ticket promoted to public for other FCOS users to view and vote on.

  • Timeline

    A module within FranchiCzar OS consisting of Milestones, Checklists, and Tasks.

  • Trigger

    Events that initiate a Workflow (Action) within FCOS.

  • User

    Is the account registered (a person logged in) in FCOS.

  • {{ user.company.company_name }}

    Indicates the registered FCOS user's "company name".

  • {{ user.email_address }}

    Indicates the registered FCOS user's "email address".

  • {{ user.first_name }}

    Indicates the registered FCOS user's "first name".

  • {{ user.full_name }}

    Indicates the registered FCOS user's "full name".

  • {{ user.last_name }}

    Indicates the registered FCOS user's "last name".

  • {{ user.phone1 }}

    Indicates the registered FCOS user's "phone" number.

  • {{ user.position }}

    Indicates the registered FCOS user's title or "position" within their organization.

  • Workflow

    Custom FCOS Automation to complete a specific task (also see Automations).

Related Articles