If/Then Checkpoints

Now you have dynamic branching ability based on entries made on the inspection screen. It allows IF-Then branching based an entry or status of any other checkpoint. You also have the ability to cascade branches based on entries made at each junction. This is useful for asking a series of questions that lead the inspector to properly complete an inspection based on observations made along the way. It is also opens new opportunities for creating master checklists that insert groups of checkpoints based on inspector entries.  

Instructions

This example will setup this If/Then checkpoints:

Example: Product delivered free of damage (if no, then add: Describe damage and take photos.)

1. Select the Checklist and click Checkpoint from the Process Menu.

2. Add the primary inspection "If" checkpoint that will have a choice. The "If" logic can be based on an evaluation button (FTQ, FIXED, OPN, or NA) or a text option (YES or NO, A or B, etc.).

• Example 1: Product delivered free of damage. (is our "If" checkpoint)

3. Next add the "Then" checkpoint(s) to be inserted depending on the response to the a previous "If" checkpoint. 

4. For each "Then" checkpoint, click "Options" and check the "If/Then. Show this checkpoint if..." box. 

5. Select the reference checkpoint (the "If" checkpoint) from the drop down menu. This will be primary inspection checkpoint you setup in Step 2.

6. Select either "Note" or "Status".  Status is the checkpoint status (FTQ, OPN, FIXED, N/A). Note is text entered into the "Enter Observations" field on the Inspection entry screen. This can be a free form entry, an Auto Option selection or Auto Option button.

7.  Click Save.