Creating Your First Instruction/Version.

This article will cover starting a new work instruction and the basics of creating the first work instruction.

When you’ve uploaded a CAD file for the first time, Workful will automatically create “Version 1” of your instructions. 

This is a blank instruction and contains no information, yet.

 

To make an instruction, click on Edit.

 

✏️ The author field will be automatically filled in with the user name of the administrator creating the instruction. 

 

🚨 For compliance, the author field cannot be changed. 

 

You will be prompted to write a description for your instructions. This is optional. 

 

Click on the Languages and Instructions tab.

 

You must set a language - this will be the language the instructions are authored in.

 

Click “Create New Segment

 

You will be required to give the segment a name. 

 

You can give the segment a description - this is optional. We recommend adding a description to keep track of your instructions. 

 

Click Save

 

This is your first segment.  🎉 

 

✏️  What is a segment?

They are a group of steps for an instruction. 

 

Click on Step Builder to begin authoring. 

 

Previous Step:

Changing Orientation

Next Step:

Authoring