This is an overview of how to use Process Manager to collect data for compliant processes.
Collecting data using Process Manager is a highly efficient and enjoyable experience for staff.
The product’s mission is to provide value to workers by efficiently collecting necessary data and also by providing instructions, ensuring required steps are followed, and helping them collaborate on solutions.
Before data collection can occur, app administrators need to digitize forms and set up the process templates that are launched by staff. Learn more about how to do that here.
There are a number of standard fields that available to add to forms. This article does not cover them all. We are also constantly adding new form fields, so feel free to start a free trial to try Process Manager for yourself.
Launching Processes
To begin, staff launch process templates by selecting the process category and selecting the template. To launch the process, staff must complete the Process Summary, which is information that is associated to all forms completed during the execution of the process.
Loading Forms
Staff are alerted if their role is associated with the next “Not Started” task in the process. To load the form, staff simply tap the Task name. This reveals the form and clearly denotes the fields that are required to complete the task.
Info Box
The Info Box allows users to add instructions to forms. You can also embed images using the image icon and privately hosted videos by pasting the URL into the infobox.
Automated Calculations
Display the result of a simple math operation using existing number fields in your form. You can also add “constant numbers” to your equation for uses like tax calculations and temperature conversions.
Number Checks
Collect a single measurement. Define an acceptable range and trigger an alert in the event of an exception (optional).
Double Blind
Requires one or more users to enter values in order to verify data entry as accurate. Entered information is masked. If the submitted values do not match a process issue will be created.
Entered information is masked after submission (saving). Supervisor and administrator-level users may unmask and review existing data.
Repeated Tasks
You can set up your tasks to be repeated based on a defined time interval. For example, staff must complete a label and violator check every 60 minutes during a production process.
Are alerted when the check is required. They can enter the required information or skip the check, which requires a reason.
