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Getting started with the Work Instruction App

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In short

Getting started takes three steps: start a free 30-day trial, create your first work instruction in the editor (name it, add steps such as explanation, photo and checkbox, and publish), and carry it out on a phone or tablet. Completed runs then appear under Runs with user, time and every answer.

Five short guides to your first digital work instruction: create it, add photos or video, execute it on the shop floor and analyse the results. Prefer to watch? Start with the video.

Quick Start Video

This quick start video quickly shows you the most commonly used options. After watching this short video, you can quickly get started with the app.

To get off to a good start, first create a work instruction. You need a Manage subscription.

  1. Click + Work instruction on the overview, or open Work instructions in the side bar and choose Create new work instruction.
  2. Type the name of the work instruction and click Start. The editor opens with the step picker.
    Step picker of the Work Instruction App editor with search field and step groups
    The step picker: the steps your organisation uses most first, then one group per kind of step.
  3. Choose a step, for example an explanation, a photo or an OK / Not OK check. A page of the work instruction can hold several steps.
  4. Add steps with Add step and pages with + Page. Click a step to change its label, width or required setting.
  5. Every change is saved as a draft automatically. Click Publish when the work instruction is ready; operators then see the new version.
    The work instruction editor: pages on the left, steps such as checklists and input fields in the middle
    The editor: pages built from steps, saved automatically, published as a new version.

The guides to user input, device input and display elements explain every step type with an example.

To get off to a good start, first create a work instruction. You need a Manage subscription.

  1. Click + Work instruction on the overview.
  2. Choose Create photo work instruction below the name field.
  3. Give the work instruction a clear name and take a photo of every action, in the order of the work.
  4. Add a caption and a short description to a photo where it helps.
  5. Click Publish. Each photo becomes a page; you can add steps to it later in the editor.

Your new photo work instruction has now been created and is ready to use.

To create a new work instruction you need a Manage subscription.

  1. Click + Work instruction on the overview.
  2. Choose Create video work instruction below the name field.
  3. Give the work instruction a clear name and record a short video of every action.
  4. Add a caption and description to a video where it helps, then click Publish.

Your new video work instruction has now been created and is ready to use.

You need an Execute subscription.

  1. Open Start work instruction in the side bar, or scan the QR code or NFC tag at the workplace.
  2. Choose the work instruction. Search by name, filter on favourites or recently used, and mark the ones you use often with the star.
    Starting a work instruction: published instructions as tiles with search, favourites and QR/NFC scan
    Operators only see published versions; search, favourites or a QR / NFC scan opens the right one.
  3. Go through the pages and fill in what is asked. Required steps must be filled in before you can go on; click Finish at the end.
    A digital work instruction being carried out: steps list, measured value and approval of the first part
    Run mode: one page at a time, with the measured values and checks the instruction asks for.
  4. Need to stop halfway? Pause the run and continue later from Runs in the side bar: it reopens at the page where you paused.

You need an Analyze subscription to see the runs of the whole team.

  1. Open Runs in the side bar. Runs are grouped per work instruction; filter by name, user or period.
    List of completed runs with date, user and status
    Completed runs: who did what and when, ready for an audit.
  2. Click a run to see who carried it out, when, with which version, and every answer, photo and signature.
    Details of a completed run: start and end time, duration, user and the recorded values
    Each run is stored with its values, time and user.

What it looks like in the app

Work Instruction App overview: runs that are not finished, open tasks and the runs to continue
The overview: what is still open and where to continue.

Try the Work Instruction App for free

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