How to Add Data Capture Forms to a Guide
Want to capture critical information? Track users’ timing performance on procedures?
Dozuki’s Operator View feature allows you to insert customizable fields so you can collect essential information from your users as they complete a process.
From tracing product progress to ensuring quality standards, you can author prompts that meet all of your needs. Make this valuable data easily accessible by integrating with any of your preferred reporting tools or spreadsheet programs.
All How-To Guides
Activating Operator View on a Guide
Each guide has a Data Capture On/Off Toggle Switch in the Edit interface. When toggled On, Data Capture is activated, along with Operator View.
Note: You can disable Data Capture/Operator View on a guide at any point, and your data forms will not be lost. When you re-enable Data Capture/Operator View, all previous forms appear on each step that still exists in the guide.
Using Operator View
Once Operator View is activated on a guide, any user with access to the guide can select the Operator View option in the top menu.
Starting a Work Session
When you click Operator View, you launch a full-screen, single-step view of the guide. The first page includes the Guide Introduction and the Tools & Parts required for the procedure.
Work Order Number
To begin the guide and work session, you will be prompted to enter a Work Order Number (Or custom prompt) to begin the guide. Timing automatically starts when you click on the Start Guide button.
If you already have a session (or sessions) started, you may select from a list of active Work Orders in order to resume.
Once you enter a Work Order or resume an active Work Order, the guide steps will open.
When you start the guide, you can proceed through each step one-at-a-time by clicking on the Next Step button on the bottom-right.
If data forms are present on a step, they appear in the column on the right.
An overview of the types of data forms available can be viewed in the Customizable Data Capture Forms Section section below.
Setting Time Required
You can set a Time Required Goal for a guide; this goal time is included next to the timer at the top right of Operator View to indicate how close the user's time is to the goal time set for the guide.
Pausing a Work Session
You can pause the guide, from the top of the data form to account and then exiting, to account for breaks or handoffs to another user or workstation; however, data cannot be entered in the fields unless the timer is resumed and active.
NOTE: It should be noted that any data in a step is lost if the User exits before clicking on the Next Step button.
Cancelling a Work Session
If required, you can cancel a session by clicking on the Cancel Session link at the very bottom of the data capture column on the right.
You will always be prompted to confirm your cancellation before the session is stopped and canceled:
Creating Data Forms
Forms are added to your guide on a step-by-step basis, so begin by editing the step to which you want to add a data capture form.
Work Order Number
The Work Order Number field is the first element of Operator View.
Before beginning the guide, the user is prompted to enter the Work Order Number for this data entry session.
The Work Order Number can be customized to text of your choosing.
Adding Data Form Fields
There are a variety of fields that can be added to your Data Forms, that allow the collection of different types of information from the User.
The following subsections explain the original intent of each data form field available.
The Text Input field prompts your user to enter a short amount of text.
Note: To collect a response with alphanumerical or special characters, this is the preferred Input to use.
The Numeric Input field prompts your user to enter a numeric value, such as a serial number.
Additional options allow you to specify a number range, including decimals, that is accepted in this field. This allows you to validate the input entered by your operators and users.
Multi-line Text Field
The Multi-line Text Field prompts your user to input longer text. This field is usually used to collect a sentence or two of information, such as a short explanation of issues that a user encountered within a step.
The Checkbox field is just what you would expect—a checkbox. This field is typically used by users to indicate that they have completed something, such as a single crucial step.
The Radio Button option allows users to choose from a specified list of options shown clearly in list format; this feature is ideal for limited options. You can use the Drop-Down Menu for longer lists.
Drop-Down Selection Menu
The Drop-Down prompts your user to select from a given list of options to answer a question or report information.
Prompt your users to upload an image that they capture during the process. The image will be saved to the report for this work entry session.
Prompt your users to upload a video that they capture during the process. The video will be saved to the report for this work entry session.
Prompt your users to upload a document that they capture during the process. The document will be saved to the report for this work entry session. You may also upload PDF documents.
To remove a field, drag it back to the area labeled “Drag & Drop Components” and then click Save Form.
A step signoff is another component that is available to be added to data forms. Once added, before a operator can move further in the guide, a Signoff requires a signature in the form of a password.
There are two types of signoffs: Self Signoff and Team Signoff.
Enabling Self Signoff on a step prompts the operator to enter the password associated with their account.
This acts as an electronic signature, verifying that the operator completed the step's specified work.
If you want another team member to signoff for an Operator, you can enable Team Signoff for a step. When Team Signoff is enabled, the user is required to have another user (from the specified team) review the work and enter their signoff password. Once the team member completes the signoff, the user to is able to move to the next step.
A Team Signoff can be done in person, when the operator selects the user for the signoff while still in the guide, and the user enters their password in the operator view screen.
It can also be completed remotely. This is done by requesting the signoff and then exiting the guide until the signoff is completed.
All members of the assigned team will receive a notification alerting them that there is a signoff pending. The members of the team specified on the signoff can then review the data and sign off remotely.
These signoffs can be reviewed in the "Pending Signoffs" section in the user profile.
In "Pending Signoffs," users see the data entered by the operator, and they either approve or reject it.
Once it is approved, the operator can move to the next step.
You can view and export the data you have collected, in the Reports Section of the Management Console.
More information about this can be found in the Reports Help Document.