Frequently Asked Questions
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This is the Frequently Asked Questions section of the Work Instruction App. If you have a question, please read this FAQ or contact support inside the app.
Quick answers
A Standard Operating Procedure (SOP) is a documented set of step-by-step instructions that describes how to perform a routine task. SOPs ensure consistency, quality and compliance across teams and shifts.
Log in to the Work Instruction App with a Manage subscription. Click Add Workflow, give it a name, then add steps with text, photos, videos, forms or checklists. Save as draft and publish when ready.
Partly. Starting a work instruction needs a connection, so everyone starts the latest published version. A run that has started keeps working when the connection drops: answers, photos, audio and signatures are stored on the device and sent automatically when the connection is back. It is not a full offline mode: without a connection you cannot start a run or reload the page, and video recording is not available.
Three plans are available: Execute (follow SOPs), Analyze (review completed work) and Manage (create and edit SOPs). All plans include a free 30-day trial. No credit card required.
Yes. Attach an NFC tag or QR code to equipment. When operators scan or tap, the correct SOP opens instantly on their mobile device, without searching.
All data is stored on European servers subject to Dutch law. Communication is HTTPS only and databases are backed up every hour. The app supports single sign-on via Microsoft Entra ID.
Getting Started
- Standard Operating Procedure (SOP): What is it and why?
- Getting started
- What subscriptions are available?
- Blog
Standard Operating Procedures - SOPs
- How can I create a new work instruction / Standard Operating Procedure (SOP)?
- How can I create a new photo only work instruction?
- How can I create a new video only work instruction?
- How can I execute a work instruction?
- How can I analyze a work instruction?
Work Instruction App usage
- How do I create a new account?
- How can I add a user to my company account?
- How do I give a user access to my company?
- How can I create a new company?
- How can I create a publicly accessible work instruction?
- Knowledge Management
- Version control
- Layout grid system
Work Instruction Steps
A work instruction consists of several steps that are used to create a standard operating procedure. If you have a Manage subscription, you have the option to create new work instructions. The following steps are available:What does each block do?
A work instruction is built from blocks. These are all the blocks of the block picker, in the same groups as in the editor. Most blocks that ask for an answer can be made required, so the operator cannot continue without it.
Frequently used
- Explanation (text)
- Formatted text with the explanation or instructions for a step: headings, lists, bold text and images. More
- Image
- Shows an image you upload, such as a drawing or a photo of the result. The operator can open it full screen. More
- Photo
- The operator takes a photo with the camera of the phone or tablet, for example of the finished work. The photo is saved with the run. More
- Checkbox
- One or more options the operator ticks, for example to confirm that a check is done. You can mark options as a deviation. More
- Number
- The operator enters a number, such as a measured value or a quantity. With a minimum and maximum, a value outside the range stops the run until it is corrected. More
- Text field
- A short text answer on one line, such as a serial number or a name. More
- Drawing
- The operator signs or draws with a finger or the mouse. The drawing is saved as an image with the run. More
- Barcode
- The operator scans a barcode or QR code with the camera, or types it. With an expected value, a different code stops the run. More
- Video
- The operator records a video with the camera of the device. The video is uploaded and saved with the run (this needs a connection). More
- Shows a PDF document you upload, such as a drawing, a manual or a safety sheet. More
Show information
- Youtube
- Shows a YouTube video in the step, from a link or video id, optionally playing automatically. More
- Display photo
- Shows a photo you take or upload while making the work instruction. The operator only looks at it. More
- Separator
- A dividing line between blocks, to group a long step. More
Questions and input
- Text area
- A longer answer or remark over several lines, with basic formatting. More
- Radio button
- The operator picks exactly one option from a short list, for example OK or not OK. You can mark options as a deviation. More
- Selection
- The operator picks one option from a dropdown list, handy for longer lists. You can mark options as a deviation. More
- Slider
- The operator chooses a value by dragging a slider between a minimum and maximum you set. More
- Switch
- One or more on/off switches, for a yes or no per option. You can mark options as a deviation. More
- Date
- The operator picks a date with the date picker of the device. More
Capture with the device
- Audio
- The operator records a spoken note with the microphone. The recording is saved with the run. More
- Location
- Records the GPS position of the device during the run, with a link to the map. More
- Map location
- The operator taps a spot on an image you upload, such as a floor plan, to show where something is. More
Links
- Start work instruction
- Shows one or more other work instructions as buttons. Tapping one starts that work instruction.
- Training required
- Checks that the operator is in the chosen user group and has completed its required courses. Without that training the work instruction cannot be carried out.
Exact Online
- Account
- The operator searches a customer or supplier from Exact Online by name. The details are shown and saved with the run. More
- Address
- The operator searches an address from Exact Online by customer name or address line. More
- Sales order
- The operator searches or scans a sales order from Exact Online. The order and its lines are shown and saved with the run. More
- Operation
- The operator searches an operation from Exact Online by code or description. More
- Purchase order
- The operator searches or scans a purchase order from Exact Online. The order and its lines are shown and saved with the run. More
- Shop order
- The operator searches or scans a shop order (production order) from Exact Online by number or description. More
- Item
- The operator searches or scans an item from Exact Online by code, description or barcode. More
- Warehouse
- The operator searches a warehouse from Exact Online by code or description. More
Advanced
- Hidden field
- Saves a value with the run without showing it. The value comes from the link that opens the work instruction, for example from a QR code or another system.
- Screen capture
- Shows a screen recording you make in the editor, for example to explain software. The operator only watches it. More
- Recorded video
- Shows a camera video you record in the editor. The operator only watches it. More
Subscription
- How do I subscribe?
- How can I upgrade or downgrade my subscription?
- How do I unsubscribe?
- What happens when I unsubscribe?
- Where can I find my invoices?
- Can you mail the invoices to me?
- How does the billing work?
- Our trial period just ended. Have we lost all of our SOPs?
- If I use the trial period, am I committed to anything?
- What subscriptions are available?
Security
- Does the Work Instruction App work without an internet connection?
- How secure is the Work Instruction App app?
Other Questions
Contact
How can I contact the Work Instruction App team?
The Work Instruction App is created by Industrial IT. You can get in touch with the team via the contact page. There you can ask all your questions that are not answered on this FAQ page.
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