The Compliance and Safety submodule, available within the Tasks module of Fracttal One, allows the creation and management of validation forms in an agile and structured way. This functionality is designed to ensure compliance with operational, safety and quality controls, applying validations both pre-operational (before executing the task) and post-operational (after executing the task).
Below, we will explain how to create and configure these validation forms and how to apply the necessary activation rules for their proper use in tasks.
Catalog Configuration
For defining the fields Classification 1, Classification 2, and Type, it is necessary to previously configure auxiliary catalogs:
Type: the type of validation required.
Classification 1 and Classification 2: optional categories to organize the forms.
Enter the Settings module.
Select the Auxiliary Catalogs submodule.
Access the new Compliance and Safety catalog.
Once inside the catalog overview, it is possible to add a new type of catalog, as well as the Classifications 1 and 2.
Creating Validation Forms
To start creating forms, the user must access the Compliance and Safety submodule within the Tasks module. Once inside, they must select the (+) icon to start a new form.
During the configuration process, the user must define the following main fields of the form:
Description: a brief description of the form.
Type: the type of validation required.
Classification 1 and Classification 2: optional categories to organize the forms.
Execution Timing: defines whether the form will be applied pre-operational (before the task) or post-operational (after the task).
Mandatory: option to mark if the validation will be mandatory for the user.
Validation Configuration
In the Validations tab, the user can define the specific validations that will be required according to the type of task to be performed. The available response options include:
Text: field to enter free text.
Verification: option to mark as verified or not verified.
Date: field to enter a specific date.
Number: field to enter a numeric value.
Signature: field to capture the responsible person's signature.
Each of these response options is adjusted to the type of validation needed to ensure compliance with regulations in each task.
Note: It is possible to define more than one field of each type (text, date, signature, attachments), depending on the validation process requirements. This capability allows you to structure forms more granularly and capture the corresponding information or evidence for complex control scenarios.
Once you have completed this information, simply click the icon to save the data you have entered.
Activation Rule Configuration
Once the form is created, the next step is to configure the activation rule according to the task requirement. This ensures that the form activates only under the previously defined conditions.
Once inside, you must select the (+) icon to create a new rule.
Steps to configure the rule:
Define a description for the rule.
Select the execution timing (Pre/Post), which will automatically filter the forms available in that category.
Access the Conditions tab and set a condition by clicking (+).
This condition will determine that, when met, the form is assigned to the corresponding task.
Among the available options, you can select that at least one condition must be true or that all conditions must be true to validate the rule.
This configuration ensures that Compliance and Safety forms are activated in a controlled manner, under previously defined criteria, allowing for more rigorous control of tasks and operational processes.
Note: Compliance and Security is an add-on that requires an additional subscription.