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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 the Edit button at the top right corner of your guide page to open the edit page for the guide.
    • Click the Edit button at the top right corner of your guide page to open the edit page for the guide.

  2. Scroll down and click On for the Data Capture toggle on the right side of the page.
    • Scroll down and click On for the Data Capture toggle on the right side of the page.

  3. 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.

  4. 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.

  5. 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.

  6. 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.

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Dozuki System

Member since: 09/24/2009

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