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V1.0

Major VersionM

by Dozuki System

Introduction

This guide demonstrates how to add Self Signoff or Team Signoff to a guide page that will be 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 Steps list, click on the thumbnail of the step that you want to edit. To edit individual steps from Guide View, click the Edit button in the top right corner of the guide step. Scroll down to the bottom of the step until you see the Step Signoff header.
    • In the Steps list, click on the thumbnail of the step that you want to edit.

    • To edit individual steps from Guide View, click the Edit button in the top right corner of the guide step.

    • Scroll down to the bottom of the step until you see the Step Signoff header.

  5. Under the Step Signoff header, check the box labelled Enable Step Signoff. Use the radio buttons to select Self Signoff or Team Signoff. Use the radio buttons to select Self Signoff or Team Signoff.
    • Under the Step Signoff header, check the box labelled Enable Step Signoff.

    • Use the radio buttons to select Self Signoff or Team Signoff.

  6. For Team Signoff, enter the name of the desire team into the provided field. The field will autofill available team names as you begin to type.
    • For Team Signoff, enter the name of the desire team into the provided field.

    • The field will autofill available team names as you begin to type.

    • Click on the desired team.

  7. Click the Save Signoff button to save the new signoff.
    • Click the Save Signoff button to save the new signoff.

    • Adding Signoff to a step or editing existing Signoff will cause a new guide revision to be created. You will need to publish the new guide revision before users see the Signoff in Operator View.

Finish Line

Dozuki System

Member since: 09/24/2009

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