Working with WIZARDS in MYCITO*

The WIZARD feature enables CITO* users to create and publish multi-stepped online forms to capture information. Usually used to capture interested party information on product and/or service offerings.

 

 Mail a Friend

 

 

Creating a Wizard

 

1 New Wizard
2 View Wizard
3 Copy Wizard
4 Edit Steps
5 Edit Questions
6 Edit Notifications
7 Publish Wizard
8 View Reports
9 Export CSV

Grouping a Wizard

 

1 View Wizard
2 Group Wizard
3 Open Group
4 Send SMS
5 Send Email

Drawing a Wizard Winner

 

1 View Wizard
2 Draw Winners
3 Clear Winners

Locking a Wizard

 

1 View Wizard
2 Lock Wizard
Locking a Wizard will prevent editing of the Wizard, Questions and Steps.
3 Lock Steps
4 Lock Questions

Securing a Wizard

 

1 View Wizard
2 Secure Wizard
3 User Groups

Making a Wizard Public

 

1 View Wizard
2 Public Wizard

Processing Unprocessed Participants

 

1 View Participant
2 Reprocess Participant
3 Close Participant

Closing Participants

 

1 View Participant
2 Close Participant

Archiving a Wizard

 

1 View Wizard
2 Archive Wizard
You can not archive a Wizard with open Participants.
3 Group Wizard
4 Lock Wizard
A locked Wizard prevents editing but retains access to reports.
5 Lock Steps
A locked Step prevents editing but retains access to reports.
6 Lock Questions
A locked Question prevents editing but retains access to reports.
7 Lock Participants

Recalling a Wizard

 

1 View Wizard
2 Recall Wizard
3 Unlock Participants

Unlocking a Wizard

 

1 View Wizard
2 Unlock Wizard
3 Unlock Steps
4 Unlock Questions

Wizard Communication Flow

 

1 View Wizard
2 Group Wizard
3 Recipient Group
4 Send SMS
5 Send Email

SUPPORT WIZARD Best Practise Flow

 

1 Project
2 Wizard
3 FAQ
4 Generate Task
5 Assign Task
6 Journal Resolution
7 QA
8 Close Task
9 Close Participant

 

How To Create a Wizard

Follow these steps to CREATE A WIZARD.

  1. Open the option group BLOCKS & WIZARDS.
  2. Click the option LIST WIZARDS.
  3. Open the NEW ENTRY form, complete the required fields and click SUBMIT.
How To Edit Wizard

Follow these steps to EDIT WIZARD.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click the EDIT WIZARD tool in the toolbar, make changes and click SUBMIT.
How To Edit Steps

Follow these steps to EDIT STEPS.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the EDIT STEPS tool in the toolbar.
  4. Open the NEW ENTRY form, complete the required fields and click SUBMIT.
How To Edit Notification

Follow these steps to EDIT NOTIFICATIONS.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the EDIT NOTIFICATIONS tool in the toolbar.
  4. Open the NEW ENTRY form, complete the required fields and click SUBMIT.
How To Secure Wizard

Follow these steps to SECURE WIZARD.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the SECURE WIZARD tool in the toolbar.
How To User Groups

Follow these steps to link USER GROUPS

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the USER GROUPS tool in the toolbar.
  4. Select the USER GROUPS and click SUBMIT.
How To Public Wizard

Follow these steps to PUBLIC WIZARD.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the PUBLIC WIZARD tool in the toolbar.
How To Publish Wizard

Follow these steps to PUBLISH WIZARD.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the PUBLISH WIZARD tool in the toolbar.
How To Hide Wizard

Follow these steps to HIDE WIZARD.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the HIDE WIZARD tool in the toolbar.
How To Lock Wizard

Follow these steps to LOCK WIZARD.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the LOCK WIZARD tool in the toolbar.
How To Unlock Wizard

Follow these steps to UNLOCK WIZARD.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the UNLOCK WIZARD tool in the toolbar.
How To Draw Winners

Follow these steps to DRAW WINNERS.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the DRAW WINNERS tool in the toolbar.
How To Clear Winners

Follow these steps to CLEAR WINNERS.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the CLEAR WINNERS tool in the toolbar.
How To Export to CSV

Follow these steps to EXPORT TO CSV.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the EXPORT CSV tool in the toolbar.
  4. Right click on the blue FILE NAME to either open or save to desktop.
How To Delete Wizard

Follow these steps to DELETE WIZARD.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the DELETE WIZARD tool in the toolbar.
How To Restore Wizard

Follow these steps to RESTORE WIZARD.

  1. Open the option group BLOCKS & WIZARDS.
  2. Click the option LIST WIZARDS.
  3. Open the DELTED ENTRIES.
  4. Click on the magnifying glass to open the WIZARD PROFILE.
  5. Click on the RESTORE WIZARD tool in the toolbar.
How To View Participant Report

Follow these steps to view PARTICIPANT REPORT.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the PARTICIPANT REPORT tool in the toolbar.
How To View Wizard View Report

Follow these steps to VIEW WIZARD VIEW REPORT.

  1. Click in the search box and search the WIZARD.
  2. Click on the magnifying glass to open the WIZARD PROFILE.
  3. Click on the VIEW REPORT tool in the toolbar.
About MYCITO

MYCITO is quickly becoming a preferred CLOUD AMO / LMS & ERP SERVICE for SMMEs in South Africa. Locally designed, developed and supported with a pay as you go model, no infrastructure costs, quarterly updates, guaranteed levels of service and more to fit your month-to-month requirements.

Why MYCITO
  •  A Cloud AMO / LMS & ERP Service
  •  Expandable & Adaptable
  •  Locally Developed & Supported
  •  Monthly Commitment
 info@mycitoapp.com
 087 095 6171

Standard local (South Africa) office hours Monday - Friday (08:00 - 16:00) GMT+2

LEARN THE LINGO
AMO = Academy Management Office, LMS = Learner Record Management System / Software, ERP = Enterprise Resource Planning Software / System, SaaS = Software as a Service, SETA = Sector Education and Training Authorities, QCTO = Quality Council for Trades and Occupations, SAQA = South African Qualification Authority, QMS = Quality Management System, DHET = Department of Higher Education and Training, TVET = Technical and Vocational Education and Training, ESD = Enterprise Supplier Development, SMME = Small, Medium and Micro Enterprises, OFO = Organising Framework for Occupations

powered by mycito

Made in South Africa using jQuery, Bootstrap and Font Awesome.
Terms of Service, Privacy Policy, Copyright Policy, Website Disclaimer and Email Disclaimer

TOP