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Configure deviations to trigger result validations

Automatically require validation when a checklist deviation is triggered to ensure critical results are reviewed.

Logan Bowlby avatar
Written by Logan Bowlby
Updated over a week ago

Overview

In Mobaro, deviations can be set to automatically require validation of checklist results. This ensures that any non-conformities are reviewed and approved by a supervisor or designated validator before the results are finalized.


How It Works

When a deviation is triggered during a checklist—such as a missed check, out-of-bounds response, or other predefined condition—Mobaro can be configured to:

  • Flag the result for validation: The result will be marked as requiring validation.

  • Restrict result visibility: The result remains hidden from standard reports until validated.

  • Notify validators: Assigned validators receive notifications to review and approve the result.

This process adds an extra layer of oversight, ensuring that critical issues are addressed appropriately.


Set up validation triggers

To automatically require validation when certain conditions are met in a checklist, you’ll configure compliance settings directly on individual schedules.

Go to the schedule compliance settings

Start in the Mobaro Backend by navigating to Schedules from the left-hand menu. Open any schedule and scroll to the Compliance section.

If you’re using:

  • A calendar or ad hoc schedule, you’ll see the full list of validation-related options.

  • A continuous schedule, you’ll see a shorter version with fewer triggers available.

Choose the validation conditions

In the Compliance section, check the boxes next to the scenarios that should trigger validation:

  • Mark all results as requiring validation – Every result must be reviewed before becoming valid.

  • Require correct GPS location – Flags results completed too far from the expected location.

  • Require timely answer – Flags results completed too late.

  • Require maximum score – Flags any score below the maximum.

  • Require minimum answer duration – Flags results completed too quickly to be reliable.

  • Require specific competencies – Flags results completed by users with no active certification for at least one listed competency.

These triggers are ideal for critical or regulatory checklists where oversight is especially important.

optional Apply validation in bulk

If you need to update multiple schedules at once, use the bulk change option by going to Schedules, selecting multiple schedules, and clicking Edit and choosing Bulk Change Compliance Settings.

Enable/disable validation options across all selected schedules and then click Update selected values.


Frequently Asked Questions

Q: Do validation triggers work for all types of schedules?
A: Yes, but the available options vary. Calendar and ad hoc schedules support all validation conditions. Continuous schedules support a shorter list.

Q: Can I use more than one validation trigger at a time?
A: Yes. You can enable multiple triggers (e.g. GPS + minimum duration + score) to flag Results for validation based on any of the selected conditions.

Q: What happens when a Result requires validation?
A: The result remains in an awaiting validation state until a designated user validates it. Validators are notified automatically.

Q: Can I force all Results from a schedule to require validation?
A: Yes. Use the “Mark all Results as requiring validation” option in the compliance settings.

Q: Can I apply validation settings to multiple schedules at once?
A: Yes. From the schedules overview, use the Bulk Change Compliance Settings option to apply the same validation rules across several schedules.

Q: What if a checklist is completed by someone without the required competencies?
A: The result will automatically be flagged for validation, even if no other validation triggers are enabled.

Q: How is checklist duration calculated for the “require minimum answer duration” setting?
A: Mobaro calculates duration from the moment the checklist is first opened to when it’s completed. If the checklist is paused and resumed later, the total elapsed time—including the break—is used. For best results, use this setting on checklists that are typically completed in one session.

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