Step Details Records

Step Details records store details about Steps that are included in a route. This topic provides a list and description of the fields that exist for the Step Details family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.


Field	Data Type	Description	Behavior and Usage
ACTION PICKLIST	Character	The action categories that you can select to perform on a step.	This field contains the categories defined in Actions section of the Picklist Management page.
ACTION VALUES	Character	The values defined for the selected action category.	This field contains the values defined for the action category in the Actions section of the Picklist Management page.
ALLOW PHOTOS	Radio Button	This option allows you to enable Photos section in the Step details page of Rounds Pro mobile application to add images.	You can select one of the following options: Yes: The Photos section is enabled in the Step details page of Rounds Pro mobile application. You can capture or attach images to the step as a photo evidence. No: The Photos section is not enabled.
CONDITIONS	Character/Numeric	This field stores the value of the Step condition.	Select or enter the reading value to set the condition. This condition combined with the value in the OPERATOR box, will activate the conditional step to appear. If the Step type is picklist, the picklist values for that step appear in the drop-down list. If the Step type is numeric, then you can enter a number only. If the Step type is character, then you can enter a character string.
CONDITIONAL STEP	Character	This field displays the step that must be performed if the condition set for the primary Step is met.	Select a Step that exists under the asset where the primary step exists or type to search for the step that must be activated if the reading values meet the condition set.
DISPLAY MESSAGE	Character	A message providing information on the limit value or the health indicator.	Enter a display message associated with the limit or the health indicator in the Limits Only or Generate Health Indicators section. The message can contain up to 50 characters. You can see this message when you enter the readings for the step using Mobile Rounds.
GENERATE HEALTH INDICATORS	Radio button	This option allows you to create health indicators based on the threshold level for readings.	Select this option to create health indicators based on the threshold level for readings.
HEALTH INDICATOR TYPE (Numeric reading type)	Character	Displays the following indicators with the appropriate color code: Alert (Red) Warning (Yellow) Normal (Green)	The appropriate indicators appear against each limit based on the upper and lower threshold levels: Upper Level 3 or Lower Level 3: Indicates a severe upper or lower threshold for readings. When a user enters a reading at this level while collecting data, an Alert health indicator appears. Upper Level 2 or Lower Level 2: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Alert health indicator appears. Upper Level 1 or Lower Level 1: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Warning health indicator appears. The readings between Upper Level 1 and Lower Level 1 are in the normal range.
HEALTH INDICATOR TYPE(Picklist reading type)	Character	Displays the following indicators with the approriate color code: Alert (Red) Warning (Yellow)	The appropriate indicators appear against each limit based on the upper and lower threshold levels: Upper Level 3 or Lower Level 3: Indicates a severe upper or lower threshold for readings. When a user enters a reading at this level while collecting data, an Alert health indicator appears. Upper Level 2 or Lower Level 2: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Alert health indicator appears. Upper Level 1 or Lower Level 1: Indicates an upper or lower threshold for readings. When a user enters a reading at this level while collecting data, a Warning health indicator appears.
Jobs Queue (x)	Drop-down List Box	Displays the status of each job.	When you update a Step or a Step Template, the Jobs Queue (x) shows the status of each Step and Step Template.
LIMIT	Character/Numeric	The threshold value for the readings entered for the Step in Rounds Pro mobile app.	Based on the value selected for READING TYPE you can enter the following readings: Character: The Limit rows do not appear in the LIMITS section. You cannot enter limits. Numeric: Numbers (decimal, negative or positive). Picklist: Select from the picklist values available for the step. After you select a value, it is not available for selection again. If you delete a value in the Picklist, the limit associated to that value is also deleted.
LIMIT COLOR	Character	The color and the name of the color associated with the limit value.	Select the Limit color from the drop-down list to be associated with the limit value.
None	Radio Button	This option allows you to delete the Limits values, if any generated for the health indicators.	Select this option to delete Limits values when the READING TYPE is Numeric or Picklist: Single Select.
Open Strategy	Link	Displays a link associated with a Strategy Step.	This link appears in the Details workspace only when you select a Strategy Step in the Assets hierarchy. You can select this link to navigate to the Strategy Details page.
Open Template	Link	Displays a link associated with a Step Template	This link appears in the Details workspace only when you select a step associated to a template in the Assets hierarchy. You can select this link to navigate to the Step Template Details page.
OPERATOR	Character	This field specifies the operators that determine if the reading value entered for the primary Step meet the condition specified.	Select the required operator from the drop-down list. The values available in this drop-down list are dependent on the value in the PRIMARY STEP NAME: If the Step type is Character, Is and Is Not appear in the list. CHARACTER type steps that are not linked to picklists do not have conditionals. If the Step type is Numeric, standard numeric operators appear in the list. If the Step type is Picklist, the values that are added to the picklist appear in the list.
PRIMARY STEP NAME	Character	The name of the step in a route, to which you want to add conditional steps.	The field contains the name of the current step in the route to which you want to add conditional steps. Note: Subsequent conditional steps that are added are displayed as STEP NAME.
READING PICKLIST	Character	The data that is displayed if value for READING TYPE is Picklist.	This field contains the values defined in the value set.
READING TYPE	Character/Numeric	The type of data that users can enter when creating a reading linked to the Step.	This field contains the following values: Picklist: Single Select Text Entry: Character Text Entry: Numeric
READING VALUES	Character/Numeric	The values defined for the selected reading category.	This field contains the values defined for the action category in the Readings section of the Picklist Management page. Click Save to save the changes. If the chip is in use in the current step, then the chip is greyed out and cannot be deleted. If the chip is in use in a limit or a conditional in any other step linked to the parent asset, then the deletion does not happen. When multiple chips are selected for deletion and you click Save, in case there are conflicts for deleting any of the chips, the Save Conflicts window appears. The window displays information about the chips that were not deleted and their relationships to other steps. The step details page is refreshed with the changes.
STEP DESCRIPTION	Character	A description of the Step.	In this box, you can enter a description of the action users will be completing when they enter readings for this step. For example, Pump Check, Vibration Check, or Temperature Check.
STEP NAME	Character	The name of the Step.	You can enter a unique alphanumeric name that you want to assign to the Step. This is a required field.
STEP TYPE	Character	The category to which the Step belongs.	By default, this field has the value Measurement Location. This is a required field.
STRATEGY INTERVAL	Character	Frequency at which the Step must be carried out.	This field contains the following values: Hourly Weekly Monthly
STRATEGY INTERVAL	Numeric	Displays the frequency at which the Step is carried out.	This field appears in the Details workspace when you open a Step that is linked to Strategy. This is a read-only field. Note: This field is available only if the Step is a Strategy Step. The subscript s in the Step icon indicates that the Step is a Strategy Step.
STRATEGY INTERVAL UNITS	Character	Displays the frequency measurement unit at which the Step is carried out.	This field is read-only that contains the following values: Days Weeks Months Note: This field is available only if the Step is a Strategy Step. The subscript s in the Step icon indicates that the Step is a Strategy Step.
UNIT OF MEASUREMENT	Character	The unit of measure that users can specify when entering a numeric reading value for the Step.	You can select a value from the list. This field is disabled if the STEP TYPE field contains the value Character.