Adding Task Elements to a Procedure
When creating a new Procedure, there are a number of different elements that you can choose from to create your unique workflow. Below are explanations of each of these elements. You'll see us use the word Operator quite a bit; the Operator is the end user that will be using your procedure once it's complete.
The Task Elements and their Element Types are:
(📸Click the above image to enlarge it)
➡️ Capture : Camera
Using the Capture element, you can request the Operator upload an Image or Video via their camera.
-
- You can select Allow Multiple Selection to allow the Operator to upload multiple images.
- You can also Require a Response so the Operator will not be able to move on until an image is provided.
- The Orange dot symbolizes this step is required before the Operator can select Done.
- The Capture element could be helpful when you want confirmation that the machine has fulfilled basic CIL requirements.
➡️ Capture : Date Time
You can add an element in to capture the Date & Time ( or Date or Time)
When selected the function automatically populates the Date and/or Time.
App Preview: Date Time:
➡️ Capture : Files Upload
Files Upload enables the Operator to Upload a File.
On the right hand side, you can select all or some of the Allowable File Types.
This includes PDF, Microsoft Word (Doc/DocX), Microsoft Excel files (CSV/XLS/XLSX), Microsoft PowerPoint (PPT.PPTX) and text files (TXT).
The Preview will then list the Accepted Formats the Operator can select from, such as PDF, CSV, etc.
➡️ Capture : Number
Using the Number element, you can have the Operator add a Number, Setting or Unit of Measurement.
Similar to the Text Capture element, it forces the Operator to insert a number instead of text.
So the Operator could add in the setting of the machine or a temperature or pressure.
☑️This can be used in Centerlines workflow. For example, the value must be between 1-10.
➡️ Capture : Signature
In the Signature element, you can require the Operator sign off on the Task or Action by requiring that they add their signature.
Operators would use a touch screen or their mouse pad to do this.
App Preview: Signature:
➡️ Capture : Text Capture
-
- This can be a short one line description or you can select Allow Multiple Lines to allow the Operator a longer description area.
- This can be used when an Operator wants to Raise a Defect.
- The Operator could fill in the Text Capture with the state of the machine and what needs to be repaired or replaced.
- Within General Settings if you don’t move the slider for “Set response as report title” the title will default to the workflow name.
- The Text Capture element requires the Operator to describe something, such as the condition of the machine they are inspecting.
Report titles can be set and also appended with additional information from any of the following element types: text capture, dropdown, multiple choice, image select
➡️ Select : Confirmation
In the Provide Confirmation element, the Operator can simply check the Provide Confirmation box to confirm a Task or request has been completed.
App Preview: Confirmation:
➡️ Select : Drop Down
In the Drop Down element, your Operator can select from the drop down menu of items to choose from.
In this example, we’ve listed Cartoner, Case Packers, Palletizers.
✅You can set the Response to Report Title which will change the name of the flow or task, based on the answer provided. You may want to build this Drop Down element so the Operator can decide on a particular day to complete a CIL for Palletizers only.
✅You can import a list of values from a Spreadsheet such as Excel.
✅Automatically the Displayed Answer will show to your users. If you want another value to be recorded in your reports you can add an optional Recorded Answer.
➡️ Select : Image Select
In Image Select you can give the Operator the option of selecting an Image to questions for example: “Is the System Down or Running?”.
📸Think of Image Select as a Multiple choice with photographs.
The Minimum and Maximum in General Settings allows you to decide if the Operator can select just 1 image or multiple images.
🖋️You can annotate images that are uploaded by adding text.
App Preview: Image Select
➡️ Select : Multiple Choice
For the Multiple Choice element, the Operator is provided multiple options to choose from.
When using this element, within the General Settings, you can select a Minimum or in this case a Maximum number of options to select from.
➡️ Select : Unit Select
Select Unit Type allows an Operator to select from a List of Units in a area of the hierarchy from a dropdown list.
In this Preview Screen, the Operator can select from Bottling, Filling & Packaging, Filtering, and Processing.
🏆The benefit of this is that you can update this once within Data Management, so if this is being used in multiple tasks, you only need to update it in one place to reflect everywhere.
App Preview: Unit
➡️ Select : Yes/No
The Yes/No element allows your user to provide a simple Yes or No response, to questions such as: “Can you complete your Task?”. Based on the answer you could apply Conditional Elements to ask further questions from your operator.
✅❌If you check “Use Icons” operators will be shown symbols for Yes or No Responses.
⚖️You can add weighting to the responses, which would allow you to create calculations for an audit.
App Preview: Yes/No
➡️ Display : Image
Image Display, provides an image of an item you want the Operator to view.
In this example we’re displaying an image of a Cartoner Machine to be Cleaned, Inspected and Lubricated.
➡️ Display : Text Content
The display Text Content element allows you to add static Information text, a Warning, or a Problem.
The Text would be displayed in blue for Information, orange for Warning, and red for Problem and provides a visual reminder to the user as the icons change when the Display type is updated.
Content Displayed: Text Content: Top Tip!
- The Text Content element also allows you to display data according to the subject of your workflow (or the content loop if you’re using one).
- To do this you would enter a # symbol where it says “This is how your text will be displayed in the app”.
- Select your data> You would then use a number element to capture a figure from your operator.
- You can then use Routing to determine where the Steps should go if the answer provided by the operator isn’t in line with your question.
⛔No other elements uses the # functionality
📖Please read more about this in our dedicated guide here.
➡️ Display : Video
This popular tool provides a video for the Operator to view before they complete their Task.
The video could be a visual tour of the machine and the equipment the Operator may use. Another example could be a video for how the Operator would Clean, Inspect and Lubricate the machine.
❗Please note: There is a Maximum Upload size for AVI, MOV, MP4 and WEBM file types of 2GB.
➡️ Advanced : Content Loop
-
- Some workflows were time consuming to configure in the past, and this lead us to develop a new element type that can be used when creating tasks.
This is something called a Content Loop.
-
- Using the Content Loop element you will be able to repeat the same set of questions for each item in a list, such as for each piece of equipment.
- In short - this element offers the opportunity to build repetitive workflows drastically faster, also making the workflow easier to manage for your Super Users.
- You give Zaptic a list of items, and this feature will circle against each of the items whilst displaying specific steps from your workflow. Examples of use cases we’ve seen the content loop applied: Centerlines (CL) and Changeover.
- Access more on the Content Loop here .
➡️ Advanced : Link
The Link to URL element allows you to upload a link to a video using a URL (hyperlink).
🌐You can also link to work instruction content or a shared document, excel spreadsheet, etc (such as a document stored in SharePoint).
🔗These links can be added to or revised at the source and the link will take the Operator to the most current media (as opposed to an uploaded PDF or saved desktop video that is static and relevant only to a specific point in time).
As shown in app:
➡️ Advanced : Section
The Section element are steps embedded in a request or question.
You click on a Section to go to additional steps.
You could use the Section to break down a series of steps for different areas of instructions (such as a CIL).
App Preview : Section
➡️ Advanced : SubTask
Sub Task elements allow you to embed another workflow within a Step or Section (like a Defect Handling workflow).
This can be embedded into a CIL or Centerline for when the Operator is inspecting a machine or piece of equipment and finds an issue.
🏆A benefit of using Subtasks is that one task can be created, and this only has to be maintained and updated in one place, but “called” into many different tasks. This Subtask will then always use the latest version of the main task.
App Preview : SubTask
Whilst authoring and completing the subtask the section navigates the user to a new page. In the app, you would complete it by pressing "Done" in the same way as when you are completing a task.
➡️ Advanced : Embedded Guides
You can now embed guides directly into your tasks for an immersive experience allowing operators to focus on the task at hand while accessing know-how.
Enabling operators to have access to the right knowledge at the right time can now be done with just a few button clicks! Dynamically surface the right guide based on their tag in flows and content loops, saving you even more time when creating tasks.
➡️ Content as Shown In Portal: Routing
You can Select Routing to a new Step, for example:
-
- Go To Out of Range if
- Please Enter Settings from the Machine is >greater than 10.
❗Routing is ALWAYS between Steps and can have multiple levels (unlike Conditional elements that are within steps and can only have one level.)
These are just different examples showing the same type of instructions or requests. The great thing about exploring Steps and elements is you have multiple options for how to best deliver your information to the Operator.
App Preview : Routing
➡️ Content as Shown In App: Conditional element
You can add a Conditional element. This will display another question, based on the answer submitted previously.
For example, “If Outside of Range Please Provide Image of Settings”. You would then request that they upload an Image.
❗ Conditional elements are within steps and can only have one level. (Unlike Routing which is ALWAYS between Steps and can have multiple levels)
App Preview : Image - Zoom In
