Create a work instruction in the Work Instructions module - j5 - 30 - Help - Hexagon

Once-off work instructions can be created in the Work Instructions module.

To create a work instruction in the Work Instructions module:

1. Select New Entry to create an entry on the default form or if the work instruction task has its own button, select next to the task’s label. The Adding detail window opens.

   

2. Complete the required fields. The required fields in the built-in default form are:

   • Work Description - Enter the work description in the description box. You can format your description with the text formatting options in the formatting toolbar above.

     Predefined messages can be configured for description boxes. If they have been configured for the description box, you can select a predefined message from the option list.

   

   • Area - This automatically matches the areas your user profile has been given access to. If your user profile has been given access to multiple areas, select the relevant area information for the work instruction.

3. Enter the other necessary details for the work instruction. The other fields in the built-in default form are:

   • Category - Select the work instruction’s category.

   • Assigned Group - This automatically matches your user profile’s rights group. If a different user rights group should complete the work, select the relevant user rights group.

   • Tasks - Enter individual tasks for the work instruction.

4. Select Save.