This will explain what each of the icons at the top each step mean:

screenshot-2016-10-27-18-07-38Step functions

screenshot-2016-10-27-18-00-07

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 (not in image)

Skip a step

Two arrows close together – This marks the step as skipped (only if it’s set to be skippable)

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

The commenting functionality on the active step toolbar is exactly the same as the commenting box on the sidebar.

Tagged:

Leave a Reply

Your email address will not be published. Required fields are marked *