Zaptic Knowledge Base
Zaptic Knowledge Base - App Articles
- I think the procedure/task I am doing is not accurate - how can I raise this?
- Where to find guides for a machine or procedure
- How to access submitted reports and check audit trails in the Zaptic app
- How to close tasks within the Zaptic app
- How to filter the App's to-do list
- How to escalate technical issues - Raising issues with Zaptic Support
- How to enable automatic log-out within the Zaptic App
- What does the QR code scan do?
- Understanding the symbols you will see within the Zaptic App
- How to make notes on images within a workflow
- How to begin Ad Hoc tasks using the Zaptic app
- How to change your password within the Zaptic App
- How to view completed reports
- How to assign actions from within the Zaptic app
- How to check what reports/guides have been created against a machine
- How to remove tasks from your to-do list within the app
- App & Device Troubleshooting - What do Zaptic need to know to best assist?
- Understanding how to navigate the Zaptic App - The five main areas
- How to reset a forgotten password
- How to ensure you have the latest version of the Zaptic App - Update FAQs
- How to find which Zaptic app version you are using
- What languages are currently available in Zaptic?
- To-do vs Ad-hoc - when to use either option
- How to use the troubleshooting page within the app
Zaptic Knowledge Base - Portal Articles
- AIKA FAQ
- How to adopt Skills Matrix boards to account for multiple final statuses post release 140
- How to move tasks between procedures
- How to delete unwanted units
- How to assign an action linked to a report within the portal
- How to adopt Skills Matrix boards to use emojis from report statuses post release 140
- Useful Database Joins
- Leveraging Your Data Through Zaptic
- Connecting to Zaptic Data
- How to use on-premises data gateway to connect to Zaptic BI databases
- Answer Tags
- Using Parameters to Dynamically Filter Content Loops via Schedules
- Report statuses - what's new after release 133
- How to configure a workflow so that reports automatically close when 'last actions' are completed
- How to use the preview button when authoring a workflow
- File size limits when uploading media into workflows
- What is the difference between tasks and training workflows?
- How to delete unwanted reports
- How to create a procedure
- Adding Teams to a Procedure
- How to add Collaborators to a Procedure
- How to copy procedures between Zaptic instances
- How to add tags to procedures and filter the procedures page
- How to export data from the procedures page
- How to reformat CSV data into Unicode UTF-8 (CSV Troubleshooting - Excel)
- Understanding Units
- How to request amendments or edits to dashboards
- Confidential Reports
- A Guide to understand user management in Zaptic after release 122
- I want to bulk invite my users - how do I do this?
- How do to revoke / resend an invitation to a user
- How to invite new users
- How to assign/remove users from teams
- How to bulk upload new users
- Bulk Upload Users - CSV troubleshooting guide
- What can I do in the Zaptic Portal?