Video released on 30/08/2024
Terminology
Tasks:
Where the key configuration within Zaptic occurs.
This is where any form can be digitised and implemented within the shop floor within minutes.
Procedures:
Collections of tasks, training and guides.
Workflows:
Any accumulation of elements, whether that's a task, training or guide.
Getting Started
As soon as you login to the Zaptic Portal you will see the Procedures page. Procedures are collections of tasks.
If you are a Collaborator, you can either choose from a previously created Procedure or you can create a new Procedure.
If you are a Team member on an existing Procedure, you can see the tasks within this procedure in the Zaptic app.
When starting a new Procedure, you should first give your new Procedure a name:
Then, navigate to the "Tasks" tab within the Procedure. Click on “Add” to add a new Task.
Adding a new task
When your new task opens, give it a name . This name will be used throughout Zaptic, in places such as the subject of Reports, so naming it accurately is important.
You can further customise report titles by appending responses to reports.
Each task is broken down into steps, and each step contains one or more elements.
When first creating a task, and when adding additional steps, make the workflow easier for your operators by giving your steps titles.
Using Elements
Within your Procedure steps, use elements to build your ideal workflow. The gif above demonstrates a Text Content Element, the Yes/No element and the Multiple Choice element. You can view more details about each element in the dedicated guide here.
Translate task and training flows
For the situations where you are working with a flow built in a different language, you can translate tasks, training, and guides into another language with the click of a button!
