KB# 1877261
Last Updated: P20180530SBL

Overview

This article compares functionality, appearance and best-practice editing of current vs. past program phases / conditions in Thread with special focus on target status. It also addresses where condition labels in a Thread chart originate, and how to avoid a “No Targets Set” condition label when a program is closed. 

The terms phase and condition are used here interchangeably. 

Past vs. current program phases

Past and current program phases / conditions can be edited from a Thread chart. This article explains how they appear and function differently. 

  • Editing the current phase of a program is the same as editing the program itself; in fact, the menu option on its phase popup on the chart will be Edit Program. 
  • A past phase can be edited to make historical corrections; its menu option on the phase popup will be Edit Condition Record. 

The current phase

There is just one current phase on any chart. Editing the current phase is the same as editing the program itself. Changes here will carry forward to future phase(s) and update program-level information like target mastery and the Future Targets list.

The following two different navigation methods arrive at the SAME edit screen:

  • Tap the current condition label on a program chart, then select Edit Program
  • (OR) from the program list in your main workspace, tap the overflow menu icon (...) next to the desired program, and tap Edit Program.

Major edits or additions should always be perfomed in the current phase. This includes setting a target to mastered, even if the target was mastered but overlooked in a past phase. Images here and under Past Phases below should help clarify.

Tap Edit Program on the current phase popup menu (above) to access the edit screen. There, you’ll be editing the program itself. This is an example:

Past phases

Past phases are strictly historical. Edits to a past (historical) phase should be made only to correct errors. Examples include typos, adding a forgotten target that was actually current during that phase, or correcting criterion for mastery used during that phase.

The Current Targets list operates at the phase or condition level. Targets display as Current in a past phase to indicate those targets were current at the time. Other targets exist as inactive on the edit screen to suggest targets you might forgotten to set as current in that phase. 

Tap Edit Condition Record on a PAST phase popup menu (above) to access the edit screen. There, you’ll be editing only that phase, making corrections for historical purposes. This is an example:

Closing a program with proper condition labels

Or, avoiding a “No targets set” condition label

Condition labels (or phase headings) in a Thread chart originate from that condition’s current target list. The last condition label on the chart will revert to "No targets set" if all targets are mastered, and none are current. 

Since that’s the natural conclusion of many programs, this issue is on our road map as a future design improvement. Meanwhile, here is a workaround:

  1. Update to the current version of Thread in the App Store if you haven't already.
  2. Edit the current condition as required, setting the last target(s) to Mastered status.
  3. Add a new target -- a word or phrase to indicate you're finished; e.g., "Maintenance" or "Program Complete".
  4. Make sure the new target is set to Current status, then tap Done.
  5. Tap Save in the upper right corner. 
  6. Tap Create Phase Change Line.

Your labels should now be intact, with the addition of one condition label (with no data points) indicating the program is complete. In some cases, that last phase might not appear, since it contains no data -- but you don't need it.

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