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v1.2

Minor Versionm

Approved General Content Updates

by Martin Lewis

Introduction

This guide demonstrates how to add customizable data capture forms to a guide page that are completed by the user in Operator View.

  1. Click on the Edit button at the top-right of the guide page, just beneath the site header.
    • Click on the Edit button at the top-right of the guide page, just beneath the site header.

  2. Scroll down and toggle the Data Capture to On. Operator View is an element of the Data Capture feature in Dozuki Guides, so it is not accessible until Data Capture is enabled. Click on the Save button.
    • Scroll down and toggle the Data Capture to On.

    • Operator View is an element of the Data Capture feature in Dozuki Guides, so it is not accessible until Data Capture is enabled.

    • Click on the Save button.

    • Refreshing the page after saving will reveal the Data Capture fields underneath each step.

  3. To access the guide in Operator View: Click View Draft from the top-right of the guide. Operator View will now display at the top of the guide screen.
    • To access the guide in Operator View:

    • Click View Draft from the top-right of the guide.

    • Operator View will now display at the top of the guide screen.

    • Select Operator View.

  4. In the Guide Edit screen, click on the thumbnail of the step that you want to edit. To edit individual steps from Guide View, click on the Edit button on the upper-right of the page. Scroll down to the Drag & Drop Components and Step Form fields.
    • In the Guide Edit screen, click on the thumbnail of the step that you want to edit.

    • To edit individual steps from Guide View, click on the Edit button on the upper-right of the page.

    • Scroll down to the Drag & Drop Components and Step Form fields.

    • Click on the components that you want to use from the Drag & Drop Components box on the left. Drag and drop them in the Step Form box on the right.

    • Customize each component by clicking on it in the Step Form box.

    • Enter the text for the prompt that you want to create.

    • Enter a sample answer.

    • Click on the Save button to save the component.

  5. To set a component as required, check the box labeled Required on the component popup. A Checkbox cannot be set as a required component. Radio Buttons are always set as required components.
    • To set a component as required, check the box labeled Required on the component popup.

    • A Checkbox cannot be set as a required component. Radio Buttons are always set as required components.

    • Required components are identified with red asterisks.

  6. Once you have created the desired fields for your form, click on the Save Form button to create the step form.
    • Once you have created the desired fields for your form, click on the Save Form button to create the step form.

    • Data capture changes are included in revision history and are only shown in Operator View for Users once the Version is officially published.

Finish Line

2 other people completed this guide.

Dozuki System

Member since: 09/24/2009

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