With WizyVision's Visual Journey feature, you can create a step-by-step flow that guides users through the data collection process. This helps streamline and standardize data entry, ensuring that users provide the necessary information in a structured manner. Let's explore how you can set up a Visual Journey to optimize your data collection workflow.
Setting up the Workflow Order
To initiate a Visual Journey, you need to set the "workflow order" for your fields. Currently, this is done by assigning a number value to the workflow order field in your application.
Fields Supported in Visual Journey
In the Visual Journey, you can include specific fields to be displayed at each step. The following field types can be added to your Visual Journey:
- Toggle
- Checkbox
- Number
- Dropdown
- Text
- Paragraph
- Signature
By including these fields in your Visual Journey, you can ensure that users capture the relevant data in a structured and guided manner.
Capture State and Preview State
Each step in the Visual Journey has two states: capture state and preview state.
In the capture state, users input the required information or capture relevant data using WizyVision's scanning and data capture capabilities. It's important to note that when a field has a scanner, admins can enhance the user experience by adding a helper text and a helper image. These helpers provide guidance and instructions to users during the scanning/capture process, ensuring a smoother experience and accurate data capture.
The preview state allows users to review what has been scanned or captured and make any necessary adjustments before proceeding to the next step. This feature provides an opportunity to validate the data and ensure its accuracy.
Final Preview and Case Submission
After completing the Visual Journey, users will see a final preview of the full application form. This allows them to review all the information they have entered and make any necessary modifications before submitting the case. This final preview step ensures that users have a comprehensive view of their input and can ensure the accuracy and completeness of the data.
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By utilizing the Visual Journey feature in WizyVision, you can design guided workflows that optimize data collection, improve data accuracy, and streamline your operations. The intuitive interface and control over the data entry process result in increased efficiency and standardized data capture.