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.

 

 

MYCITO* WIZARD Life Cycle

The following flow diagram illustrates the typical WIZARD life cycle inside MYCITO*.

 

1WizardCreate and manage wizard.
2StepsAdd steps to the wizard.
3NotificationsAdd notifications on the wizard.
4SecureSecure the wizard.
5User GroupsSet user groups to the wizard.
6PublishPublish the wizard.
7Group WizardGroup wizards together.
8WinnersSelect winners on the wizard.
9ExportExport the wizard steps to CSV.
10ReportsView reports associated with the wizard.

SUPPORT WIZARD Best Practise Flow

 

1Project
2Wizard
3FAQ
4Generate Task
5Assign Task
6Journal Resolution
7QA
8Close Task
9Close 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 ERP SERVICE for SMMEs in South Africa. Locally designed, developed and supported with a pay as you go model, no infrastructure costs, monthly updates, guaranteed levels of service and more to fit your month-to-month requirements.

Why MYCITO*
  •  A Cloud ERP Service
  •  Expandable and Adaptable
  •  Locally Developed & Supported
  •  Low Monthly Fee Commitment
Email: support@mycitoapp.com
Phone: +27 (0)12 667 6905

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