What are the various exceptions and the logic they support?

In the example to the right, a security guard is asked to confirm Is the location secure?.

• If the location is secure (and they tick Yes) they are not required to enter further information before proceeding (no exception raised)

• If the location isn't secure (and they check No) they are prompted to enter further information (exception raised), justifying their response ("Why did you answer no to is the location secure?") before being able to proceed

Building on the previous example, a security guard is asked to confirm Is the location secure?:

• If the location is secure (and they tick Yes) they are not required to enter further information before proceeding

• If the location isn't secure (and they check No) they are prompted to provide further mandatory justification for their response before they can proceed:

  • Select a response for "Why did you answer no to is the location secure?"

  • Take a Photo

  • Enter a reason for their response in a Comment box

In this example, a cleaner completes a form on behalf of the customer about their level of satisfaction. They are prompted "On a scale of 1-4 how satisfied is the customer?":

• The user selects a value between 1 and 4 as their response. In this example, 1 is very dissatisfied and 4 is delighted.

• Their response is then checked using the exception rule.

  • If the answer is 3 or 4, they proceed to the next question

  • If they give a response of is less than or equal to 2, they must provide a response to the question "Why did you answer [2/1] for how satisfied is the customer?". They must then select one of the three reasons shown in the diagram providing further details. Once selected, they are able to move on

If you wished to gain textural and/or pictorial evidence to support the Less than 3 selection, this functionality can be enabled so that the user is prompted after providing their mandatory selection in the same way as explained in the previous example.

In this example, a cleaner completes a form about a room that needs cleaning. They are prompted "Which room need cleaning?":

• The user selects a value from R1, R2, R3 or R4 (the reference number of the room) as their response

• Their response is then checked using the exception rule.

  • If their response is R1, they are prompted to answer the mandatory question "Why did you answer R1 to how satisfied is the customer?". They must select one of the three reasons (Exception 1) shown in the diagram above, under the heading "R1 - R3 Mandatory Selection". Once selected, they are able to move on

  • If their response is R2, they are prompted to answer the mandatory question "Why did you answer R2 to how satisfied is the customer?". They must select one of the three reasons (Exception 1) shown in the diagram above, under the heading "R1 - R3 Mandatory Selection". Once selected, they are able to move on

  • If their response is R3, they are prompted to answer the mandatory question "Why did you answer R3 to how satisfied is the customer?". They must select one of the three reasons (Exception 1) shown in the diagram above, under the heading "R1 - R3 Mandatory Selection". Once selected, they are able to move on

  • If their response is R4, they are prompted to answer the mandatory question "Why did you answer R4 to how satisfied is the customer?". They must select one of the three reasons (Exception 2) shown in the diagram above, under the heading "R4 Mandatory Selection". Once selected, they are able to move on

If you wished to gain textural and/or pictorial evidence to support the user selection, this functionality can be enabled so that the user is prompted after providing their mandatory selection in the same way as explained in the previous example. In this scenario, you can select by response whether to request for photographic and/or textural evidence e.g. you may wish to mandate taking a photograph for response R1, comments for R2, nothing for R3 and comments along with a photograph for R4.

It is not necessary to provide an exception for each response as shown above, you may only with to provide exception support for a subset of R1 through R4. An example of the flexibility is shown below in terms of use of exceptions and supporting evidence (using a similar scenario as above except R1 and R2 use one exception list and R4 uses another, whilst R3 doesn't trigger an exception):

As you can see in the example, although responses R1 and R4 require a mandatory response from the same list, R1 requires no evidence to be collected, whilst R4 requires a comment to be collected. Meanwhile R3 requires a mandatory response from a different list, and additionally requires photographic evidence along with comments to be made. Finally, R4 has no follow up exception selections assigned to it.