The business has asked for the ability to rate something as satisfactory or unsatisfactory. These "conditional" steps can be used on any job plan, to add a ranking of Satisfactory / Unsatisfactory or Not Applicable in response to a question.
First Log into the Planner Portal and go to your Job Plan.
1. Click on the three dot icon to the right.
2. Select Edit Job Plan.
3. Users will have the option to either enter a new Step name and Text and mark it as Conditional or mark a current step and condition by using the Condition Based toggle.
If desired, you can change the Required step to no. We left our example as Required = Yes.
4. Click the Save button in the lower right corner before exiting.
The next step would be to apply the job plan to the task, in this case we have applied it to Task 197099137.
How the Tech will see the Conditional Steps
Once the Conditional Step is set up on the job plan, and the job plan is associated with the task, this is what it looks like in the Work Module. In this case the condition of a bin.
5. Step 4 asks you to rate the condition of the Shavings bin.
6. In this case it is a required rating. Click on the Ratings Required.
7. A pop-up box tells you that you must enter a rating, and that if you enter N/A or unsatisfactory, you must also enter a comment.
In this case, we entered Satisfactory.
8. Once the rating (and comments if needed) are entered, the submit button becomes active.
9. The line will change from Ratings required to Satisfactory.
From here you can hit the Mark All to complete the steps.
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