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.
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.
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.
Overview the types of data forms available in the Customizable Data Capture Forms Section below.
Pausing a Work Session
You can pause the guide to account for breaks; however, data cannot be entered in the fields unless the timing is active.
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:
Using Operator View, you can collect timing information for your guides at a step-by-step level.
When users enter Operator View and begin the guide, timing appears on the top-right.
If the Time Required for a guide is set, this goal time is included to indicate how close the user's time is to the goal time set for the guide.
Users can pause the guide, by exiting, to account for breaks; however, data cannot be entered in the fields unless the timing is 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.
Customizable 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 # for this data entry session.
Note: The Work Order Number can be customized to text of your choosing.
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 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.
Validated Numeric Input
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.
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.
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.
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.
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.
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 to add to your data forms. Before a user can move further in the guide, 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 user 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, 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. This allows the user to move to the next step.
This can be done in person, when the operator selects the user for the signoff, and the user enters their password in the operator view screen.
The members of the team specified on the signoff can also review the data and sign off remotely. They will receive a notification alerting them that there is a signoff pending.
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.
Viewing and Exporting Data
To view and export the data you have collected, visit the Reports section at the bottom of your Management Console navigation menu.
Timing and Data Capture
This section allows you to download data reports about guides with the Data Capture feature activated. These data reports include the work order number that was entered, the user’s name, the cycle time of the entire procedure, the individual step cycle time, and any data collected from prompts on a guide.
To view the individual entries made for a guide, click on the link in the Entry Data column.
You can view a list of each of the work sessions for this guide, ordered by date. Additionally, click the "View as .PDF" for a PDF report of that work session's data.
Example PDF Report
Export .CSV Report
You can also download a .CSV file that displays all of the entries ever made for a single guide. You can view, sort, compare, and manipulate the data and timing information that you collect from Operator View (using Microsoft Excel or similar programs). You can even export this information into other programs.
To download the file, click on the "Download .CSV" link on the Reports page for the guide report that you want to view.
Example .CSV File in Excel
Keep in mind that the .CSV file is exported in its raw format. Once you have downloaded the file, you may apply any formatting styles or sorting rules to the columns, rows, and cells.
Dashboards allow you to view combined metrics from your workstations and work orders. The current default dashboard options include Process Status, Work Order History, and Factory View.
Take a deeper look at process-specific (guide-specific) metrics including: step-level time distribution, fastest user, slowest user, and more.
Work Order History
View an overview of your work order output. Identify trends in your process performance throughput and view detailed work order logs.
View all of your tracked operations at a glance. Factory view gives you an overall summary of your process performance and goal efficiencies for a selected date range.
See which employees are up to date on their training. This report provides an overview of when an employee was trained. When a new version is published, the employee receives a Not Current status until they are trained on the new version.