Create Work Instructions from a Document

Use this method when you have an existing procedure document (PDF, Word, or text file). The AI extracts the procedure and converts it into structured, step-by-step instructions for you to review.

To ensure the AI captures the steps accurately, check the requirements below before you upload:

  • Check Format: Ensure your source document is in PDF, .doc or .docx format.
  • Clear Structure: Documents with numbered steps, bullet points, or clear headings are easier for the AI to process accurately.

To create work instructions from a document:

  1. Click on DWI Dashboard on the left-side menu.
  2. Click Create From Document.


  3. Click Upload and select your document.
    Figure 1. Upload Document


  4. Click Proceed.

    Once you upload your document, the AI analyzes it and generates a draft. Processing depends upon the size of the document.

  5. In the Overview section,
    • Provide relevant Title and Description.
    • Select the relevant Plant, Work Center, Functional Location, Asset Class, Asset, Category, Task List, and Tags.
      Note:
      When a supervisor adds an operation, the associated work instructions are automatically added along with the task list.


  6. In the Prerequisites section, list all required Tools and Safety & PPEs including the ones that weren't explicitly mentioned in the video.
  7. In the Additional Details section, add relevant details in the Label and Value fields like Line Number, Department, or other context-specific information.


  8. Click Proceed.
  9. Click any step to edit the Instructions.

    These are core procedural steps that describe WHAT to do and HOW to do it.

    • Tap on the title to modify it.
    • Edit the text to reword vague descriptions or fix errors.
    • If a step contains multiple tasks, click on Add Step to split them to make it easy to understand.

      Example: "Remove bolts on top and bottom of rolls, using punch, push up to remove shafts"

  10. Click Add New Section to add Hints, Warnings, or Custom Section.
    • Warnings: Highlight critical safety information, hazard alerts, and mandatory safety procedures that prevent injury, equipment damage, or process failures.

      Example: "Closely monitor these steps to prevent overfilling the tanks"

    • Hints: Add helpful tips, best practices, troubleshooting guidance, and additional context that improves execution quality, efficiency, or success rate.

      Example: "Use tie wire to tie the used rolls together and put on pallet to be redressed"

    • Custom Section: Add context-specific content that doesn't fit standard categories but serves important purposes in industrial work instructions.

      Example: VERIFICATION/TESTING for quality control checks and validating steps or TROUBLESHOOTING for problem diagnosis and solution steps.



  11. Click Preview to check how the content appears across different formats, including mobile, tablet, and PDF.
  12. Click Publish.