This section documents the features and capabilities within the “active run” view of Tallyfy. This is the interface where someone self-certifies where they have done a task. In effect, this is where work actually gets done.
Layout of the view
The top right of the view shows the “active step”. The active step, with a green background is the step that you are currently working on. The reason it’s anchored at the top is as follows:
- It provides a clear focal point of which task is being done right now
- It works well on mobiles and tablets, where screen real-estate is limited
- It allows us to pack a lot more functionality into a step than what would be possible if the view looked more like a traditional checklist, i.e. from top to bottom.
As you do each step, you transition into the next step, and the current active step at the top is replaced with another active step. You can click on any step below the active step to cause it to become the new active step.
Steps which are done are in muted (grey) text below, while steps which are not done are in black text.
On any active step, you can perform various operations, detailed below.
Do a step
Check mark – This marks the step as done.
Undo a step
Red cross – Available when a step is done, and allows you to mark a step as undone.
See why you need to do a step
‘i’ sign – If rationale is recorded against that checklist step when the master checklist was built, then this shows up here.
Under comments icon – Report a problem
Speech bubble – To report a problem, select the “Report a problem” message type. You then need to select a target that you want to report the problem to – a person. This person receives an inbox notification under the message type “Problem”.
When a problem is reported, both the reporter and reportee see it in their inbox.
The reportee can mark the problem as solved.
The reporter can also mark the problem as solved, in case what they reported is not a problem anymore.
Under comments icon – Suggest an improvement
Speech bubble – To suggest an improvement, select the “Report a problem” message type. The checklist creator is automatically selected as the target for the improvement report.
This person (the creator) receives an inbox notification under the message type “Improvement”. When an improvement is reported, only the creator sees it in their inbox.
In the improvement report, the additional context reported is the step number where the improvement was suggested.
The target of an improvement request can mark the improvement as “Acknowledged” and when this is done, the message disappears from their inbox.
Under comments icon – Make a comment
Speech bubble – You can type in a free-form comment, and Tallyfy records the step number where you made the comment – for additional context around it. Everyone who tracks the run can see comments, for the full benefits of transparency.
Comments on the sidebar and sidebar
The commenting functionality on the active step toolbar is exactly the same as the commenting box on the sidebar. The Details and Pre-run captures are information about the run.
Complete capture fields
If any form fields exist against a step, they will also show up with the step, with the ability to fill them in. Required fields will be enforced and prevent the step from being done.