- Enabling Data Capture on a Guide
- Creating Customizable Data Entry Forms
- Types of Fields
- Customizing Fields
- Removing Fields
- Viewing and Exporting your Data
Want to capture critical information? Maybe track users’ performances on procedures? Dozuki’s Data Capture feature allows you to insert customizable fields so you can collect essential information. 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.
Enabling Data Capture on a Guide
Begin by specifying which guides you would like to have Data Capture fields. Go to the “Introduction” or “Details” tab while editing a guide. Press “On” in the “Data Capture” section. This will activate the ability to add custom fields to this guide.
Creating Customizable Data Entry Forms
Forms are added to your guide on a step-by-step basis, so begin by editing the step to which you'd like to add a data entry form.
At the bottom of the step—in the editing interface—you will see two headings, “Drag & Drop Components” and “Step Form”.
To add a component to the step, drag and drop the type of field you would like to add into the “Step Form” box.
Types of Fields
The Text Input field prompts your user to enter a short amount of text. This field is usually used for numerical values that relate to a procedure, such as a part’s serial number.
Multi-line Text Area
The Multi-line Text Area prompts your user to input 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.
Customizing the Work Order # Field
The Work Order # field is the first component of Data Capture. Before beginning the guide, the user is prompted to enter the Work Order # for this data entry session.
You can request that the Work Order # be customized to text of your choosing.
Customizing the Text Input and the Multi-line Text Input Fields
Once the field is added to the “Step Components” box, click on it and a window will appear. In this window there are three areas for you to fill out. The first is the “Label” area, which is where you give the new field a title. The second is the “Example” area, where you put in an example response to the field you are creating. The final area is the checkbox called “Required”. Check or uncheck the box to indicate if this field should be filled out before the user is allowed to advance to the next step. Once you have finished filling out each area, press ‘’’Save’’’. Drag and repeat this step for any other fields, and press “Save Form” when you are done.
Customizing the Checkbox Field
Once the field is added to the “Step Components” box, click on it and a window will appear. In this area, there are two areas for you to fill out. The first is the “Label” area, which is where you give the new field a title. The second area is the checkbox called “Default”. Check or uncheck the box to indicate if you want the check box to show as checkde or unchecked when the user forst gets to the guide. Once you have finished filling out each area, press ‘’Save’’. Drag and repeat this step for any other fields, and press “Save Form” when you are done.
To remove a field, simply drag it back to the area labeled “Drag & Drop Components” and then press “Save Form”.
Viewing and Exporting your Data
To view and export the data you have collected, visit the Timing and Data Capture report in the Reports tab of your Management Console.
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