Procedures Overview

Video released on 21/06/2024

Overview: Procedures

Procedures are a folder-like structure to house related built content and tasks. 

This is where you create your User Cases such as CILs, Centerlines, Health & Safety, Defect Handling built as Tasks that Operator accessed easily and digitally.

In Procedures you can:

• • Create a procedure.
  • Filter the procedure by tags.
  • Export data that has been generated in Zaptic.  
  • See when procedure was last updated.

Create a Procedure

When you first click into “Procedures” you will see the "Create Procedure" button.

When you click on this, it will open up a blank template for you to populate your Procedure with.

This includes a Timeline, Tasks, Training and Guides relating to this Procedure.

Within your new Procedure, you will be able to invite Collaborators to build the Procedure with you, as well as assign the Procedure to Teams.

Don’t forget to Save (top right hand corner) so you don’t lose any work on your newly created Procedure.

Filtering Procedures

When you first click into “Procedures” you will see the "Filter by tags" section:

Here you will see all the tags that previously created Procedures have been given.

You can filter the Procedures by any Tags that they have been allocated. 

When you click on a Filter, it turns the tag purple.

Click the tag again to unapply the filter and show all Procedures.

       Export data that has been generated in Zaptic 

• When you first click into “Procedures” you will see the "Export Data" option:

Here you can export all the data submitted from previous Procedures. You can choose to select the date range and which Procedures you would like to export. Zaptic will generate your file, and you can then download it using the green Download button. This will export the file as a CSV file for you to use as needed.

Exporting data- Top Tip!

• Sometimes exported data will contain emojis or foreign characters, which will display improperly due to limitations of the CSV file type. 
• They may appear in your CSV file looking like this:  âŒðŸ• )
• To fix this, if you're using Excel, go to Data> From Text/CSV, then select the file you downloaded from Zaptic.
• Then Transform Data > Load to show your data in a legible format.

See historical events within a Procedure 

Within a Procedure, in the Timeline section, you will be able to sort and filter by any of the following:

• • Recent events
  • Date
  • Collaborators

Once a filter is in place, you can click the "Clear all filters" button to remove the filter.