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Data Capture

Overview

Want to capture critical information? Track users’ timing performance on procedures?

Operator View feature allows you to insert customizable data capture 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.

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Activating Data Capture on a Guide

Each guide has a Data Capture On/Off Toggle Switch on the right-hand side of the Edit interface. When toggled On, Data Capture is activated, along with Operator View.

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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.

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”.

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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

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.

Text Input

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.

Example:

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Numeric Input

The Numeric Input field prompts your user to enter a numeric value, such as a serial number.

Example:

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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.

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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.

Example:

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Checkbox

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.

Example:

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Radio Button

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.

Example:

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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.

Example:

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Image Input

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.

Example:

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Video Input

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.

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Customizing Fields

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.

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You can request that the Work Order # be customized to text of your choosing.

Example Customization:

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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 checked or unchecked when the user first 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.

Removing Fields

To remove a field, drag it back to the area labeled “Drag & Drop Components” and then click 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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