Understanding Units - The basics

Understanding Units - The basics

Within Zaptic, Units represent the hierarchy of factories or products, against which reports can be submitted. 

An example of a common unit hierarchy within Zaptic can be seen below - 

Location > Site > Department > Line > Machine

Each of the above groups are known as Unit Types within Zaptic, within which individual Units can exist. 

When viewing the data management page as below, you can see the existing Unit Types


After selecting a Unit Type, you can view more information about that Unit Type as well as seeing all the individual Units within. This is shown below, with the list of individual units towards to the bottom of the screenshot and the additional unit Information highlighted towards the left side. 

Relationships between units

Individual Units are part of Unit Types, but these also have relationships with other unit types within the unit hierarchy. 

This is enabled by the use of - 
  1. Parents - The Unit type above / The Unit type one-step higher up 
  2. Children - The Unit type below / The Unit type one-step lower down
As an example, if the hierarchy uses Departments > Lines > Machines as its Unit Types, then an Individual Unit within the Unit Type 'Lines' can have a parent from the Unit Type 'Departments' and a child from the Unit Type 'Machines'. 

This helps form relationships between different parts of the hierarchy, as using this you will be able to see which units are part of which lines, and which lines are part of which department. These relationships between units often map-out the hierarchy within the site. 

Unit Types as report subjects

Units are important as they are selected as the subject when you submit a workflow against them. 

When authoring a workflow, you choose which Unit Type you want the users to be able to select Units from to complete the workflow against. An example of this would be Clean Inspect and Lubricate workflows, which can be created to use the Unit Type of Machines - which would allow the users to select from all machine units to choose the machine that the workflow is being completed against. 

You would then be able to access the machine unit selected through data management, for example a Packer machine, and you could see all of the reports submitted against this specific unit. You could also view that units parent, to see what line that machine is a part of. 

If accessing the report from the procedures page, you would be able to see the unit chosen as the subject, which would tell the viewer which unit the report was completed against. If they needed additional information about that machine, they can follow the unit hierarchy within the data-management tab to go up and see that machines line, then department and so on. 

    • Related Articles

    • Understanding how to navigate the Zaptic Portal - The four main tabs

      How to access the Zaptic portal - Navigate to my.zaptic.com This can be done on computers or mobile devices/tablets We recommend Google Chrome where possible The four main tabs of the Zaptic portal Procedures Boards Teams Data-management 1. ...
    • How to export data from the procedures page

      What you need to be able to export data from the procedures page - Access to the Zaptic Portal through my.zaptic.com Procedure Management permissions within the portal How to export data from the procedures page 1. Navigate to the procedures page in ...
    • Understanding how to navigate the Zaptic App - The five main areas

      How to access the Zaptic app -  On chrome, navigate to app.zaptic.com Apple Store on IOS Playstore on Android The five main areas of the Zaptic app  To-do List and Done tab  Unit Search (barcode scanning)   Notifications menu  Ad-hoc menu  Settings ...
    • How to bulk update locations

      How to bulk update locations In order to bulk update locations in Zaptic you need - Access to the portal Data-management permissions A CSV containing the Zaptic ID's of the location you wish to update, and the data you wish to amend 1. Access the ...
    • How to upload a users call file

      When adding a new TDM, you need to update their location ownership within the Zaptic portal. You can view a users call file from the teams page > finding the user > selecting them > and then clicking 'edit locations'. In order to upload a call file ...