A resolution is the outcome of finishing a job. The resolution can be either successful or unsuccessful. Additionally, a worker has the option to add a comment to the resolution. When closing a job in the mobile app, the worker chooses one of the available resolutions. Resolutions allow you to analyze the results of completed jobs and identify the reasons for failures.
Adding a resolution
All available resolutions can be managed in the Settings → Resolutions menu. Successful resolutions are highlighted in green, while unsuccessful ones are marked in red.
To add a resolution, click the Add resolution button and enter the resolution name.
Determine whether a resolution is successful or unsuccessful, and allow the assignee to add notes when finishing a job with this resolution.
You can leave a comment on any unsuccessful resolution. However, if the resolution settings indicate that it requires a note, the performer will not be able to complete the job without a note to the resolution.
Click the Save button. The new resolution will appear on the list, and you'll be able to use it in job templates.
Resolutions not used in templates or jobs can be deleted. Locate the resolution in the list and click the delete button.
The name of the resolution in the list will be crossed. To restore a resolution, click the Restore button.
To confirm the deletion, click on the Save button.
Default resolutions — Completed and Not completed — cannot be deleted or edited.
Resolutions in templates
To enable the worker to choose a resolution upon completing the job, ensure it is included in the template. Navigate to Settings → Templates, then open the relevant template. You’ll find a list of available resolutions at the bottom of the page.
Mark the resolutions for the template and click Add. Then save the template.
A template must have at least one successful and one unsuccessful resolution.
As a result, the resolutions will become available in the new jobs for this template.
Resolutions in jobs
When finishing a job, an assignee can select a successful or unsuccessful resolution.
If a worker has not filled in the required fields of the report, they can only complete the job unsuccessfully.
After selecting a successful or unsuccessful execution, the performer can select a resolution if there are several available.
If only one successful or unsuccessful resolution is available, then after selecting "Finish successfully" or "Finish unsuccessfully", the job will immediately end without selecting a resolution.
After selecting a resolution, the assignee can add a note if the resolution allows it.
If a note is mandatory, the assignee must add one before completing the job with the chosen resolution.
After the job is finished, you can view its resolution in the web application.
The job resolution can be changed from the web app if needed.
If you need any help, leave us a ticket or write to our email address: support@planado.app.