Viewing Tasks and Training
Viewing individual report data has never been easier!
You can view reports in several ways across the Zaptic platform:
1) Within the app (dependant on you being in the user who submitted the report's team)
2) Within the procedure Timeline tab in the portal (A.K.A The report modal)
3) Within the Tasks/Training tab in the procedure (dependant on the type of report you want to view)
Above is an example of viewing option (3) - Viewing a report from the tasks tab.
Where the following apply:
1 - Allows user to change report status
2 - Shows map of where report was submitted (Subject to location services being enabled)
3 - Shows all comments related to this report
4 - Allows user to delete the report
Creating Tasks and Training
Adding a task Create one or multiple tasks which are part of your procedure from the Tasks tab in your new procedure. For example, if you own the Safety procedure one of your tasks may be a Near Miss. In the left-hand side column on the tasks tab you ...
FAQ: Why can't I see a task/ training on the app?
FAQ: Why can't I see a task/ training on the app? Usually, a task/ training is not available on the app if a team is NOT assigned to the procedure. Or if a user is not associated with a team. So if you have this issue check 2 things: 1. The procedure ...
FAQ : How do I know if my procedure is "live"?
FAQ: How do I know if my procedure is "live"? Procedures are not live, Tasks and Training flows are live. And, as soon as a team is assigned to the flow this becomes available on the app. Therefore, app users can start using it to gather data. It is ...
To Do Tab
To Do A simple and effective time/date ordered list of scheduled activity to be completed and includes Tasks, Training and Actions. In the case that the user or their team has no scheduled activity this tab will be blank. Tasks - A type of ...
Procedures Landing Page Starting with a blank instance, the Procedures tab allows you to digitise daily shop floor processes. Keeping everything in one place, within each procedure you will be able to build tasks and training, keep up with the most ...