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⚠️ How to Add Deviation Rules to a Form Template

Deviation rules allow you to automatically flag non-conformances, helping you track quality standards and safety issues in real-time.

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  1. While editing a form template, locate the question field (e.g., a "Checked?" pass/fail field) where you want to apply a rule.

  2. Hover over the field and select the Edit deviation rules icon (a small warning triangle with a gear) [+].

  3. In the Deviation Rules for pop-up, select the + Add String Rule button.

  4. Define your logic using the dropdown menus:

    • Condition: Choose from options like Equals, Does not equal, or Contains.

    • Value: Select the specific response that triggers the deviation (e.g., Fail).

  5. Assign a severity level to the deviation by selecting the dropdown next to the green arrow (defaulted to Normal):

    • Normal

    • Minor

    • Major

    • Critical

  6. To add multiple conditions (e.g., if you want "Pass" to be marked as Normal), select + Add String Rule again and repeat the process.

  7. Once your logic is set, select the green Save Rules button.