Update and Manage Work Instructions

Update work instructions to reflect equipment changes, safety improvements, or technician or operator feedback. Changes take effect immediately for all technicians. This section explains when updates are required and how to correctly modify existing instructions.

You can update instructions for:

  • Equipment Changes: New models, updated maintenance procedures, or tool substitutions.
  • Safety Updates: New mandates, hazard warnings, or PPE requirements.
  • Quality Improvements: More efficient sequences or error-reduction techniques.
  • Technician or Operator Feedback: Clarifying confusing steps or adding missing prerequisites.

Access Editing Mode

  1. Open Digital Work Instructions.
  2. Locate the instruction using Search or by browsing the list.
  3. Click the instruction to open it in view mode.

Update Work Instruction Details

  • Overview: Click in the fields to edit text or values. Ensure it clearly identifies the procedure.
  • Prerequisites (Tools & Safety): Click in the fields to edit text or values.
  • Additional Details:
    • Click in the fields to edit text or values.
    • Click Remove to delete the values.
  • Thumbnail: Click the Edit icon to change the thumbnail.
Manage Steps
  • Edit Text: Select a step on the left side and click the step on the right-side to update the text.
  • Add Step: Click Add Step if you want a new step.
  • Delete Step: Click More icon next to step and select Delete.
  • Duplicate Step: Click More icon next to step and select Duplicate.
  • Reorder: Click and hold the drag handle (::). Drag to the new position and release.
Manage Sections
  • Rename: Click the section header and edit the name.
    Note:
    Note: You can edit only custom section names.
  • Add Section: Click Add New Section > Add Custom Section, change the name, and add instructions into it.
  • Delete Section: Hover the mouse on the More icon at the right-side of the section and click Delete icon at the left-side of the section.

Edit Images

  • Add: Select the step, click Upload or Add Image, and select the image.
  • Add and Edit: Select the step and click Open Editor.
    • In the Media Editor screen:
      • Click Upload and select the image.
      • Edit and enhance the image by cropping, resizing, rotating, highlighting important sections, and applying additional refinements as needed.
      • Click Save.
  • Delete: Click the X icon to delete the image.

Do Final Checks

Before publishing, review the complete instruction end-to-end:

  1. Read all steps in the new sequence.
  2. Verify prerequisites match the new requirements.
  3. Check that images and tips correspond to the correct steps.
  4. Click Publish to publish the new version.