This article is about supporting the correct completion of your checklists by requiring different circumstances when completing a checklist.
You can schedule a checklist to check for different deviations. If a deviation is registered, the result will require validation from administrative staff.
Identifying deviations can support the correct completion of your checklists. It can be useful to prevent human mistakes made due to entrenched habits leading to checklists being completed on "auto-pilot".
The different deviations you can check for is:
- Require correct GPS location. This tracks the user's GPS location while completing the checklist. If the checklist is answered too far from the location, it will be marked as requiring validation.
- Require timely answer. Checklists answered too late will be marked as requiring validation and will force the user to provide an explanation of the delayed answer.
- Require maximum score. If the checklists scores below the maximum, it will be marked as requiring validation.
- Require a minimum duration. This means that the process of conducting the checklist must exceed a specific amount of time otherwise the result will require administrative staff to validate the result.
- Requires specific competencies. This variance applies specific competencies to a checklist; this, in turn, requires that a specific user to have these competencies in order to complete a checklist.
- Currently, if a user does not have a certain required competency, they may still complete the checklist, however, the validation flow will not allow the checklist to be approved automatically and would require manual interference to approve a submitted result.
The deviations are only visible to the administrative staff. The user(s) conducting the checklist does not get notified about the deviation unless they have to provide an explanation of a delayed answer.
Do note, that the duration of a checklist is calculated from the first time a checklist is opened until it is completed. If the completion of a checklist is paused and continued at a later time the entire timeslot is included in the duration. The optimal use of "Require a minimum duration" is therefore on checklists that are completed in one take.
How to set up deviations
Deviations can both be added to calendars and continuous schedules - except Require timely answer, which can only be added to calendar schedules.
- Go to the Schedules tab
- Create a new schedule or edit an existing schedule
- At the bottom of the editor, you can tick off the different deviations.
- Remember to click save
Tip: The minimum duration should not be too close to the average duration of conducting a checklist. It is meant as a way of pinpointing results that are decided to quickly completed and to prevent that the completion gets too automated due to entrenched habits in routine work.