Overview: as a store manager, you need to be able to control how many tasks determine form failure, so that you can ensure compliance for audits where a pass/fail result is required.
Start from: the Compliance dashboard.
About the Severity function in forms
This new feature allows users to determine the number of failed tasks that will cause an entire form to fail. Alternatively, it can be tailored so that only the form section (or parent task) fails based on the number of high-severity child tasks that fail.
Note: task severity must be enabled to use this feature.
Set up severity in forms
- Select Forms from the main menu.
- Select an existing form to edit it or select CREATE FORM to create a new one.
- Scroll down to Settings and select the Enable Severity Failure toggle button.
- Enter the number of high severity tasks that will trigger the form to fail. Note: you can leave this at zero if you only want sections within the form to fail, and not the entire form itself.
About the new Form summary section
When editing or creating a new form draft page, you will see a new section which includes:
- Form summary: Displays the number of tasks for each severity level in the draft.
- Read-only settings from the Edit Form page: Severity Failure toggle and the specified number of task failures for the form. If the number of task failures reaches this number when the form is closed, then the form will be marked as failed.
Each parent task has its own configuration:
Task Severity dropdown: Allows selection of the severity level that for
that task.
Severity Failure toggle: Enables failure for the parent task. This is optional and should be used if certain child tasks should trigger a parent task to fail. You can then specify the number of failed child tasks that will fail.
A task is deemed as failed if a deviation is created from it. If the number of high severity task deviations equals or exceeds the set threshold in the form settings, the form is marked as 'failed' once completed.
If there are fewer deviations on high severity tasks, or any deviations on non-high-severity tasks, or no deviations at all, the form is marked as 'pass'. The form's status is automatically calculated when it has been marked as complete. This information is then fed back to head office via the Central Overview page (see example below).
Note: The fail/pass status of a form is not linked to its score.
Other considerations
- If a form is completed and is marked as a fail, users can still close the opened deviations, but the form status will remain as fail.
- While the form is still ongoing, users might open a deviation and close it, but the form will still have a fail status.
Users can see the number of form failures across their business from the Central Overview page.