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v0.2

Minor Versionm

Approved General Content Updates

by Kristina Havlovic

Introduction

This guide explains best practices for data capture forms.

  1. When a form requires special characters and/or an alpha-numeric string, use the Text Input form in Data Capture.
    • When a form requires special characters and/or an alpha-numeric string, use the Text Input form in Data Capture.

    • Use it for a barcode, a word, a phrase, or a sentence.

    • This only allows for one long sentence or two short sentences.

  2. Use Numeric Input for data that requires a numerical capture, such as a serial number.
    • Use Numeric Input for data that requires a numerical capture, such as a serial number.

    • This allows you to validate the input entered by your operators and users.

    • You can set a limit minimum or maximum for the numeric input range.

  3. To prompt the user to input longer text, use the Multi-line Text Area data capture form.
    • To prompt the user to input longer text, use the Multi-line Text Area data capture form.

    • This field is used to collect a sentence or two of information, such as a short explanation of issues that a user encountered during the work process.

  4. Use the Checkbox data capture form for multiple selection answers or a checklist requirement.
    • Use the Checkbox data capture form for multiple selection answers or a checklist requirement.

    • This field is typically used by users to indicate that they have completed something, such as a single crucial step.

  5. Use the Radio Buttons data capture form for a list of choices.
    • Use the Radio Buttons data capture form for a list of choices.

    • This feature is ideal for limited options.

    • Example: What is the correct temperature for Machine 1?

    • 95 Degrees, 97 Degrees, etc.

    • You can add more than two choices.

  6. Use the Dropdown Input data capture form to allow the user to scroll through multiple options to report information or answer a question.
    • Use the Dropdown Input data capture form to allow the user to scroll through multiple options to report information or answer a question.

    • You can use the Drop-Down Menu for longer lists.

  7. Use the Image Input data capture form to upload images the user captured during the work process.
    • Use the Image Input data capture form to upload images the user captured during the work process.

  8. Use the Video Input date capture form to attach a video that was captured during the work process.
    • Use the Video Input date capture form to attach a video that was captured during the work process.

  9. Use the Document Input data capture form to attach a document.
    • Use the Document Input data capture form to attach a document.

  10. Use Self or Team Signoff if the step or guide requires a sign off for approval, whether by one person or a team of people.
    • Use Self or Team Signoff if the step or guide requires a sign off for approval, whether by one person or a team of people.

Dozuki System

Member since: 09/24/2009

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