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v1.2

Minor Versionm

Approved General Content Updates

by Martin Lewis

Introduction

This guide demonstrates how to add a Self Signoff or Team Signoff to a guide page.

This enables the signoff to 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 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 Step Signoff header/section, near the bottom of the page.
    • 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 Step Signoff header/section, near the bottom of the page.

  5. 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.
    • 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 on the Save Signoff button to save the new signoff.
    • Click on the Save Signoff button to save the new signoff.

  8. If Version Control is being used on your site, adding Signoff to a step or editing an existing Signoff will only show in Operator View for Standard Users once the Draft version is officially published and approved. Admins and Authors are able to view the draft and currently released versions in Operator View.
    • If Version Control is being used on your site, adding Signoff to a step or editing an existing Signoff will only show in Operator View for Standard Users once the Draft version is officially published and approved.

    • Admins and Authors are able to view the draft and currently released versions in Operator View.

Finish Line

Dozuki System

Member since: 09/24/2009

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