Prerequisites

For this section, the assumption is that

• the Procedural Walkthrough Templates have already been uploaded to the database.
• Forms have already been designed to incorporate Procedural Walkthroughs.

For the task of ...

I need to ...

Selecting the template for Procedural Walkthrough

• On a Procedural Walkthrough field in a form, select the Walkthrough template you intend to use for this record.
  If only one template matches the configured keyword filtering, then this template will already be preselected.
• After the template has been selected, the system will display the Walkthrough as defined in the template.

Stepping through the Walkthrough in Roam

In Roam

• The Walkthrough is identified by an icon, and will display
  - the Name of the Procedural Walkthrough
  - the current "% Complete"
  - the name of the first incomplete Task
• Tapping on the tile takes the user to the list of Tasks.
• Tapping on the Task will take the user to the individual steps. Here the user can:
  - See detailed description for each task, including an image (if added in the template)
  - Answer each step with Yes or No
  - Select to go to the next Step, or close the task and return to the List of Tasks
• For each Step, users can
  - add a Comment
  - attach one or several files (e.g. photos)