Why is this functionality useful?
Category and instrument configuration is foundational to organizing your monitoring data in Proqio. The new Guided Category Setup simplifies this process by offering a structured, progress-driven interface. It helps reduce setup time, minimize errors, and gives users the flexibility to configure and revisit each step as needed.
Feature Highlights
- Streamlined Configuration: Complete your category setup efficiently with a clearly defined, step-by-step process.
- Flexible Navigation: Navigate freely between steps, skip irrelevant ones, or return to incomplete tasks as needed.
- Visible Progress Tracking: Quickly assess your progress and spot pending tasks directly from the category list view.
- Less Mistakes: This structured setup flow ensures you don't miss critical configuration steps.
- Auto-Save Functionality: Progress and inputs are automatically saved, so you can exit and resume without losing your place.
How does the Guided Category Setup Feature work?
The experience begins after selecting a category template
From there, the setup pop-up window launches and walks you through each configuration step:
1. Step Navigation
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A visual step tracker appears at the top of the modal to show your progress.
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Clickable Steps: Navigate freely to any step within the flow.
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Step Status Management:
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Steps are automatically marked as Done upon completion.
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You can also manually update a step’s status:
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From the progress dropdown in the Category Monitoring section (hover over the progress indicator).
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Using the status button at the top of each step inside the modal.
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Saved Progress: Your work is saved automatically when exiting the feature.
2. Re-entering the Setup Flow
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From Progress Tracking: In Category Monitoring, click the progress dropdown. Select any step to re-open that specific part of the setup.
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From the Ellipsis Menu (···):
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Choose Continue Setup from the dropdown next to each category.
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You’ll be taken to:
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The first incomplete step (if tasks are still pending), or
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The first step (Category) if everything is marked Done, enabling easy review or reconfiguration.
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3. Progress Tracking
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Progress Column: A new column in your category list shows setup progress as a percentage.
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Interactive Progress Bar:
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Hover to view a detailed list of all setup steps and their current status:
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To Do – not started yet
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In Progress – currently being edited
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Done – completed
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Not Needed – intentionally skipped (shown with strikethrough)
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Please see the below video for a visual representation of this feature. The below video also includes the Onboarding Dialogue Feature, another very helpful feature for new Proqio users