The answer to this depends on which Item Ratings system you're using, so first check your template settings to see if you're on "Classic" or "Custom" ratings:
Item Completion with Classic Ratings
If you're using Classic Ratings, an item is marked complete if it has been 'touched' (i.e. you tapped into the item to view the comments within it or changed the rating) AND:
It is marked "NI" or "NP"
-OR-
All non-checkbox (i.e. Multiple Choice, Text, Number, Date, etc.) informational comments within the item have been answered
Keep this in mind when building your template and choosing the answer types!
Item Completion with Custom Ratings
If you're using Custom Ratings, an item is marked complete if:
It has been 'touched' (i.e. you tapped into the item to view the comments within it or changed the rating)
- AND -
All non-checkbox (i.e. Multiple Choice, Text, Number, Date, etc.) informational comments within the item have been answered
This means that Item Ratings don't matter in the Custom Ratings system! So your informational comments should either be deleted or have an N/A option for when they do not apply.
Overview
In order for an item to show green/checked and completed all informational comments that require an answer need to be filled out in order for the item to show completed. All items need to be completed in order for a section to show completed.
Strictly check-box informational comments don't need to be answered, but any other answer types: Multiple Choice, Text, Number, Date, Numeric Range, and Signature require an answer.
If you want an item completed but don't want an informational comment on the report simply delete it or add an N/A answer that you can use as needed.
Frequently Asked Questions
Why is my item showing green and completed? I didn't do anything!
If you have no informational comments that require an answer then simply clicking into the item will cause it to show completed. There is currently no way to undo this.
How do I unmark an item showing completed?
If you have informational comments that require an answer you can uncheck the answer, and then it will revert back to being incomplete. If you do not have informational comments that require an answer, simply clicking into the item will display it as completed and there is no way to undo or unmark it.
As a work-around, if you have an item that is displaying completed but you still need to work on it, flag a comment so that you're reminded to come back to it!
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
