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Zaptic
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FAQ: I need to submit a report, how can I do it Zaptic?
There are 2 methods which can be used to submit a report. The first method is used if you are using a tablet or a smartphone. Check if Zaptic 2.0 is installed on your device. Go to the article "FAQ: How to install the app on my device?" if you need ...Create, Edit and Delete Unit Types
Data Management is are a powerful feature in Zaptic. It enables Zaptic Portal users to: - Setup standardized list (example: list if areas on a site, list of product etc.) - Establish hierarchies (example: connect the area to a list of sub-areas) - ...Beta Authoring Triggers
The Zaptic Beta authoring experience brings the authoring and trigger creation in line for easier use and application. Zaptic uses the term "Trigger" to refer to an automated occurrence which happens based upon either the simple act of a report ...Triggering a manual sync
Manual Sync You can trigger a manual sync in Zaptic if you're app has not recently synced. If it has recently synced automatically, this won't be possible. To do so: Open the settings cog in the top left-hand side: Click on the troubleshooting tab ...Ad hoc activity
Ad hoc activity Users with no scheduled tasks, can access certain tasks by pressing the + button at the bottom of the screen. Here you may find tasks such as “Near Miss” or “Maintenance Tags” which are completed on an ad-hoc basis. The + button is ...
Popular Articles
How to invite a new user?
Note 1: You need to have USER management permission to do this operation. A quick way to verify if you have that permission is to quickly check if you can see the TEAMS tab (located at the top of your Zaptic page). If you don't see this, you should ...Campaigns
In the Campaign section of the portal, you can create a new campaign, edit an existing campaign or view top level, user specific data. Building a Campaign Click the button in the top left-hand side of the page to begin. Fill the various ...Inspecting Campaign Data
Now you have collected some data you can dig in a little deeper and find out exactly what each report displays... On entering an active campaign, you will be able to see the number of total visits along with your business specific KPI's. Diving in ...Inviting New Users
Inviting Users Go to the Teams tab in the top bar of the portal. If you don't see this, you should request the "User Management" permission from your system admin. Pressing the Invite New Users button on the left hand side of the screen will take you ...Zaptic Beta Flows
Beta Flows Zaptic now allows you to create and execute Beta-Type Flows. These are configured and appear differently to the original Zaptic workflows. Building Beta Flows To begin, create a new task/training and check the box to be taken to these ...