A Standard Operating Procedure (SOP) is a detailed, step-by-step instruction that describes how to perform specific tasks within an organization. By implementing a clear Standard Operating Procedure, you reduce errors, improve productivity, and keep everyone on the same page. It is the key to standardization and success in any business operation!
The Work Instruction App digitizes the Standard Operating Procedure for guidance in performing daily tasks. The work performed is stored in a traceable manner so that the work can be audited. With these apps you can flexibly support business processes such as: checking goods receipts, signing work orders, performing inspections and training new employees. By using images, photos and videos, the instructions are clear and can be used anytime and anywhere in this mobile app.
Try the Work Instruction App now for 1 month free. Click on the button below to create an account:
Connect Exact Online
Log into the Work Instruction App and go to the settings page by pressing the gear icon in the menu:
Under the Exact Online tab you have the option to log in to Exact Online by clicking on the Login button:
Then click on the country where you purchase Exact Online, often this is the Netherlands:
Vervolgens wordt je doorgestuurd om in te loggen bij Exact Online. Wanneer je dat hebt gedaan krijg je de volgende toestemmingsvraag:
Check the options there and press Allow. After that, the Work Instruction App is linked to Exact Online. After that, you can load the data from Exact Online.
Loading data
When the connection with Exact Online is established, you can load the data from Exact Online. To do this, go to the settings of the Work Instruction App by clicking on the gear in the menu:
Then, under the “Exact Online” tab, click on the “Load all items to cache” button:
First, all properties of the Exact Online administration are loaded:
Then all the required records from the various Exact Online components:
Depending on the format of the chosen Exact Online administration, this may take a while. When all records are loaded, you will be redirected to the main page and you can get started:
Add an Exact Online element to a work instruction
Press the green button with the white plus sign in the menu to create a new work instruction:
Press the button to add an element:
A pop-up will appear to select an element. Select the required element to add it to the work instruction:
When you have finished creating the work instruction, press the Publish button to make the instruction available to everyone.
Select Exact Online data in a work instruction
When you have added an Exact Online element to a work instruction definition, you can use it when you execute the work instruction. Press the Start workflow button to start a work instruction:
When you come across an Exact Online field, you can look up the record in the input field. Start typing, for example, the order number. After entering 2 characters, a suggestion will be given of the record to select:
Selection can also be done by scanning a barcode that matches the order number. When you have selected the record, the associated data is loaded and displayed:
Complete the work instruction and save your entered work.
Exact Online elements in executed work instructions
Press the Analyze button to view the work instructions performed:
Select the saved work instruction from the list. The selected data from Exact Online will be displayed in the executed work instructions. This way, they can be used for tracking and tracing purposes:
