How to Add Data Capture Forms to a Guide
- All How-To Guides
- Activating Operator View on a Guide
- Using Operator View
- Customizable Data Forms
- Viewing and Exporting Data
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 will show a Data Capture On/Off toggle in the Edit interface for the guide which allows you to activate this feature on this guide.
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 will appear on each step that still exists on that guide.
Using Operator View ¶
Once Operator View is activated on a guide, any user that has access to the guide can select the Operator View option in the top menu.
Starting a Work Session ¶
Once you click Operator View, you will 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 will automatically start once you click the Start Guide button.
If you already have a session (or sessions) started, you will be able to select from a list of active work orders in order to resume.
Entering Data ¶
Once you start the guide, you can proceed through each step one-at-a-time by clicking the Next Step button on the bottom right. If data forms are present on a step, they will 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 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 cancelled:
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 will be included to indicate how close the user's time is to the goal time set for the guide.
Pause Timing ¶
Users can pause the guide to account for breaks; however, data cannot be entered in the fields unless the timing is active.
Customizable Data 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 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.
Text Input ¶
The Text Input field prompts your user to enter a short amount of text.
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 into this field. This allows you to validate the input entered by your operators and users.
Radio Button ¶
The Radio Button option allows users to choose from a specified list of options shown clearly in list format - this 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.
Image Upload ¶
Prompt your users to upload an image they capture during the process, which will then 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.
Removing Fields ¶
To remove a field, simply drag it back to the area labeled “Drag & Drop Components” and then click “Save Form”.
A step signoff is another component you can add to your data forms. Signoff will require a signature, in the form of a password, before the user can move further in the guide. There are two types of signoffs—Self Signoff and Team Signoff.
Self Signoff ¶
Enabling Self Signoff on a step will prompt the user who is logged in to enter the password associated with their account. This can act as an electronic signature, verifying that the operator completed the work that was specified in the step.
Team Signoff ¶
If you would like another team member to sign off for an operator, you can enable Team Signoff for a step. When Team Signoff Is enabled, it will require the user to have a user on the specified team review the work and enter their password to sign off, allowing them to move on the next step.
This can be done in person, where the operator selects the user they would like to sign off and they then enter 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.
Here, users can see the data that was entered by the operator and either approve or reject it. Once it is approved, the operator will be able to move on 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.
Individual Reports ¶
To view the individual entries made for a guide click the link in the Entry Data column.
This will show you a list of each of the work sessions for this guide, ordered by date. You can 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 entries ever made for a single guide. This allows you to view, sort, compare and manipulate the data and timing information you collect from Operator View using Microsoft Excel or similar programs. You can even export this information into other programs.
To download the file, simply click the "Download .CSV" link on the Reports page for the guide report you wish to view.
Example .CSV File in Excel
Keep in mind that the .CSV file is exported in its raw format - you can apply any formatting styles or sorting rules to the columns, rows and cells once you've downloaded the file.
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.
Process Status ¶
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.
Factory View ¶
View all of your tracked operations at a glance. Factory view will give you an overall summary of your process performance and goal efficiencies for your selected date range.
Training Report ¶
See which employees are up to date on their training. This report gives you an overview of when an employee was trained and, when a new version is published, it will give them a Not Current status until they are trained on the new verison.