Work Instructions Dashboard
Use the dashboard to find instructions, review their status, and choose whether to create, edit, share, duplicate, export, or archive them.
Use the status shown for each instruction to decide whether it is ready for use, requires editing, or should be removed from active use.
| Need | Dashboard action |
|---|---|
| No instruction exists. | Create one from video, document, or scratch. |
| The procedure has changed. | Edit and publish a revised version. |
| Technicians reported a problem. | Review feedback before updating the affected content. |
| The instruction is no longer active. | Archive it while retaining its history. |
| Content must be distributed or reused. | Copy the link, download PDF, get a QR code, or duplicate the instruction. |
Open the More menu (⋮) on an instruction to use the actions available for that record.
- Copy Link: Share direct access with an authorized user.
- Edit: Create a new draft or update the current instruction.
- Download as PDF: Get a controlled, printable reference.
- Get QR Code: Provide scan-based access to the instruction.
- Duplicate: Create a separate instruction based on the existing content.
- Archive: Remove the instruction from active use while retaining its history. See Archive and Restore Instructions.
After choosing the required action, return to the dashboard to verify the instruction status and availability.