Dynamic Branching Checklists
The following is a dynamic branching checklist business use case.
The technician is at the customer location and needs to complete some checklist questions before starting the work or during the work or after completing the work. There can be numerous checklist sections, each of which contains multiple questions. Not every section would be relevant to the technician. The Checklist Designer can be configured to display only relevant checklist sections to the technician using the Entry or Exit criteria.
An Entry Criteria decides which checklist section should be displayed to the technician, whereas an Exit Criteria decides which checklist section to navigate to from the current checklist section. The following two tabs are introduced as part of the checklist section properties:
• The Entry Criteria tab is available at the section level to display a section based on the entry criteria expression configured for a checklist response. If the expression is true, the section is displayed, else not.
• The Exit Criteria tab is available at the section level to skip to another section based on the exit criteria expression configured for a checklist question.
Example 1: A checklist consists of the following sections: Repair Section, Maintenance Section.
• An Entry Criteria is configured in the Repair Section > Entry Criteria tab as "Work Order Status Not Equal To Closed".
• An Entry Criteria is configured in the Repair Section > Entry Criteria tab as "Work Order Status Not Equal To Closed".
Technician X launches the checklist. The checklist first checks if the Work Order Status is not Closed, only then the Repair and Maintenance checklist sections are displayed for the technician to respond. If the Work Order Status is Closed, the Repair and Maintenance sections are not displayed for the technician to respond.
Example 2: A checklist consists of the following four sections: General Section, Setup Section, Installation Section, and Engine Section.
• An Exit Criteria is configured in the General Section > Exit Criteria tab as "Q1 response Equal To Installation, skip to Installation Section".
• An Exit Criteria is configured in the General Section > Exit Criteria tab as "Q1 response Equal To Engine, skip to Engine Section"
Technician X launches the checklist for a Work Order and the first section called the General Section is displayed to Technician X. Technician X responds to the first question in the General Section.
Question 1: Where is the leak found?
Responses: General, Setup, Installation, and Engine.
• If the response is selected as Installation, Technician X directly navigates to the Installation Section skipping the Setup Section and can start responding to the Installation checklist questions.
• If the response is Engine, Technician X directly navigates to the Engine Section, skipping the Installation Section, and can start responding to the Engine checklist questions.