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Digital Work Instructions User Guide for Supervisors
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  2. Assign Work Instructions

    Connect a published Work Instruction to the iMaintenance or mRounds work context where the field user needs it.

  3. Assign Work Instructions in iMaintenance

    Make a published instruction available from an iMaintenance work order or operation.

  4. Remove Linked Instructions

    Remove a manually linked Work Instruction when it is incorrect or no longer applies to the iMaintenance work order or operation.

  • Title and Copyright

    Copyright and Terms of Use page for Digital Work Instructions.

  • Preface

    Use this guide according to your role and understand the related products and document conventions.

  • Understand the Work Instruction Lifecycle

    Use this guide to create, publish, assign, maintain, and retire Work Instructions throughout their controlled lifecycle.

  • Review the Dashboard and Instruction Statuses

    Use the dashboard to find instructions, review their status, and choose whether to create, edit, share, duplicate, export, or archive them.

  • Create Work Instructions

    Choose video, document, or scratch as the starting method, then complete the common authoring and publication steps.

  • Assign Work Instructions

    Connect a published Work Instruction to the iMaintenance or mRounds work context where the field user needs it.

    • Assign Work Instructions in iMaintenance

      Make a published instruction available from an iMaintenance work order or operation.

      • Auto Assign Work Instructions with AI

        Work Instructions can be automatically added to a Work Order based on configured mapping rules.

      • Add Work Instructions at Work Order Level

        Add a Work Instruction at work-order level when the procedure applies to the complete job or multiple operations.

      • Add Work Instructions at Operation Level

        Add a Work Instruction at operation level when the procedure applies only to that operation.

      • Remove Linked Instructions

        Remove a manually linked Work Instruction when it is incorrect or no longer applies to the iMaintenance work order or operation.

        • Remove Linked Instructions at Work Order Level

          Remove a work-order-level instruction when it should no longer be available for the complete job.

        • Remove Linked Instructions at Operation Level

          Remove an operation-level instruction when it should no longer be available for that operation.

    • Assign Work Instructions in mRounds

      Make a published instruction available to operators from a complete round or from one specific task.

  • Review Instructions Feedback

    Review technician and operator feedback to decide whether a published instruction needs clarification or correction.

  • Update and Version an Instruction

    Revise an instruction when equipment, safety requirements, procedures, or field feedback changes, then publish the controlled update.

  • View Work Instructions in the Preferred Language

    Work Instructions are displayed in the language selected in your profile settings, provided they are available in that language.

  • Control Offline Availability

    Understand how plant and user permissions affect Work Instruction downloads.

  • Archive and Restore Instructions

    Remove an instruction from active use without deleting its history, and restore it when the procedure becomes applicable again.

  • Find and Use Work Instructions

    Search or filter the library to find an instruction, then use the actions available for that record.

  • Appendix A: Authoring Quality Checklist

    Use these guidelines to write clear, consistent Work Instruction steps.

Remove Linked Instructions

Remove a manually linked Work Instruction when it is incorrect or no longer applies to the iMaintenance work order or operation.

Choose the level from which the instruction must be removed:

  • Remove Linked Instructions at Work Order Level
  • Remove Linked Instructions at Operation Level

Removing the link does not delete the Work Instruction from the library.

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