A document can be subdivided with the help of steps and process steps. Several steps can be inserted one after the other, as well as several process steps within one step. You can include different interactions in the process steps. These interactions are used for feedback and documentation of values and confirmations when running a report.
Open edit mode
To modify a document, you must open the editing mode by clicking the edit button in the upper right corner within the document in the editor. If you have created a new document, it opens directly in edit mode.
Add new step
A step is always the top level within a document. In the assistant, you later scroll through the steps one after the other like individual pages. Cioplenu offers a total of four step types or templates for creating your documents. These include the classic work instruction, which can also be used as a simple checklist. Furthermore, the a presentation template with extra large media content and modules are available.
Add process steps
A process step is added in one step and describes a single work step. You can add a new process step simply by using the button or the plus sign. You can use drag & drop to arrange individual steps, process steps and interactions.
In most actions, the options mandatory, explanation and N/A are available.
Mandatory: If this option is activated, an entry must be made for the interaction.
Explanation: With this option, the employee can also enter an explanation in the Assistant and document it with a media file if necessary.
N/A: This option gives the employee the additional option to mark this item as not applicable.
If you want to use process steps more than once, you can simply duplicate them by using the three dots. You can also delete a process step. If you want to display the detailed results of an individual operation in your reports, activate the field individual report for the respective operation.
You can add various interactions to your process steps. For example, checkboxes, confirmation fields, multiple/single choice questions, text fields, number returns or media returns are available as interactions.
In addition to interactions, you can also integrate and edit media in documents in your process steps. The integration of images, videos as well as other media (e.g. PDF files) enables you to present information and processes clearly.
Use modules in documents
In addition to new steps, you can also insert entire documents into other documents, which are then called modules. This option of nesting documents saves you from having to recreate frequently needed and identical content. Likewise, all changes in a module can be passed on to the corresponding documents at a higher level.
Header data of a document
The header data of a document can be found at the top in the middle. Here you can access between the view of the individual steps, the information, the modules, media used and materials.
Steps: This is the actual work mode, here you can create steps and work steps.
Information: Under information you can view and change the meta information stored when the document was created.
Modules: In the modules tab, you have access to the module overview via the module tree. In addition, there is a tabular view with all modules used in the document as well as a list with all uses of the current document as a module itself under use.
Media: Here you will find all media assigned to the document, such as PDF files, images and videos. You can also access global media and add further media.
Material: In this tab you will find all materials assigned to the document. You can also access global materials and add further materials.
In order to be able to see your document in the assistant and to start the creation of a report, it must be published and made visible. To do this, use the publish button in the upper right corner of the creator. For a newly created document, you will be taken directly to the review process. For documents that have already been published, you can choose whether a new review is necessary or whether a release should take place directly and without further review.
Using documents in the Assistant
Clicking on a document opens the overview and you can start creating a report via the start button or display the contents of the report via the preview. The preview is especially helpful if you are not quite sure whether you have found the right report.
Navigate through and perform the individual operations and interactions. Cioplenu offers the possibility for several people to work on the same report at the same time. You can also jump back and forth between the steps as you wish. At the end, you finish the report by clicking the finalize button.
An overview of the individual steps is displayed once again. If not all mandatory fields have been filled in, it is not possible to complete the report.