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Quality Observation Checklist Origin (not Checklist Item)

Feature Request

* Original + Attribution:

Site Visit to Kaiser. Meeting with Forrest Hughes.

Currently, we display the checklist ITEM title as the origin in the Observations table. We also need to show the CheckLIST title or Template name that observation came from in the table so that all observations can be filtered by Checklist. In the Planned Checklist this label is called TITLE.

Forrest brought this up in context of Quality, but it could also apply to Safety. However the Safety Walks would create a lot of added scope. So in the spirit of more opinionated tools I'd like to keep this limited to Quality.

What problem are we solving?

This will allow the Observations (quality or safety) table to be filtered by Checklist when those observations were created from a Checklist. For safety Walks or the Hyperlist input, can we display the

Who are we solving it for?

All Quality tool users. Both inspectors and admins.

What should happen?

Add a column to the Observation form talbe called "Template Name"

[RM] we want to add a column for origin template name and origin checklist. "Checklist" will be Form Number + Form Title, if the form is a draft Form Number will be replaced with word "Draft", if the form has no title the title will be replaced with "Created At: MM/DD/YYYY".

How will we know it’s done?

acceptance criteria, ideally observable.

Article(s) to Publish

if article is written during testing, place here for a reminder to publish in featurebase

notes / constraints:

Posted by Linear ·
Status: Done1 comment

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Comments1

  • sfreeman

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    Jul 28

    •

    Merged request

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    1 vote

    QC Observations: Checklist Title needed.

    • Current State - How it works now.

    “Origin” gives the checklist item title but not the Checklist Title it was generated from.

    • Desired State - How you would like it to work.

    We need a column indicating the Checklist Title the item was generated from. We also need to be able to sort and filter by Checklist Title.

    • Describe how it will make life easier, whether it saves time or just makes it smoother.

    This is necessary for sorting and for my QC Plan Deep Dive evaluations that assess whether DFOW / Checklists QC is being documented with Observations or not.

    “Location” is also a key checklist identifier. Positioning it adjacent to the other Origin columns would be preferred to its current position far to the right. When and if we make the column arrangement customizable that would also solve this.