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Configure deviations to trigger result validations

Use a Schedule's compliance settings to automatically flag Results for validation when a deviation occurs — out-of-bounds GPS, late or too-fast answers, below-max scores, missing competencies, or a water-quality rule deviation.

Written by Logan Bowlby

Overview

A Schedule's compliance settings can automatically require validation of a Checklist's Result when a deviation occurs — a below-maximum score, a reading outside its range, a late completion, and more. Any flagged Result is held for review and approval by a Reviewer before it counts as valid, adding an extra layer of oversight to critical or regulatory Checklists.

Users must be Super Users or have the following Role to edit a Schedule's compliance settings:

  • Schedules: Modify or Create

Why this matters: Catching a deviation only helps if someone acts on it. Routing deviating Results to validation means a second person reviews exactly the checks that went wrong — instead of trusting that every Result is fine, or manually combing through all of them.


How it works

When a deviation is triggered during a Checklist, Mobaro can:

  • Flag the Result for validation — it's marked as awaiting validation.

  • Hold it back from standard reports — until a Reviewer validates it.

  • Notify Reviewers — assigned Reviewers are prompted to review and approve.

For who can validate and how, see How to validate Checklists.


Setting up validation triggers

1. Open the schedule's compliance settings

In the Backend, go to Schedules, open a Schedule, click Edit > Settings, and scroll to the Compliance section.

Note: A calendar or ad-hoc Schedule shows the full list of validation options. A continuous Schedule shows a shorter list with fewer triggers.

2. Choose the validation conditions

Tick the conditions that should flag a Result for validation:

  • Mark all Results as requiring validation — every Result must be reviewed before it's 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 Result scoring 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.

  • Require validation on rule deviation — flags Results where a Water Quality reading falls outside its ruleset range. See Understanding validation warnings and failures.

3. Apply to multiple schedules at once

To update several Schedules together, go to Schedules, select multiple, click Edit, and choose Bulk Change Compliance Settings.

Enable or disable options across all selected Schedules, then click Update selected values.


Frequently asked questions

Q: Do validation triggers work for all schedule types?
A: The available options vary. Calendar and ad-hoc Schedules support the full list; continuous Schedules support a shorter set.

Q: Can I use more than one trigger at once?
A: Yes. Enable any combination (e.g. GPS + minimum duration + score) and a Result is flagged if it hits any of them.

Q: What happens when a Result requires validation?
A: It stays in an awaiting-validation state until a Reviewer validates it, and Reviewers are notified automatically.

Q: What does "Require validation on rule deviation" cover?
A: Water Quality readings that fall outside the acceptable range defined in their ruleset. It's the bridge between the Water Quality module and the validation workflow.

Q: How is duration calculated for "Require minimum answer duration"?
A: From when the Checklist is first opened to when it's completed. If it's paused and resumed, the total elapsed time — including the break — is used, so it works best on Checklists completed in one session.

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