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How to use your Work Instructions template for either:
Advanced features for reduced data entry, clearer instructions, and fewer mistakes
for products or services that are similar (but not identical) to others in a family.
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If you don't yet own a license, you can download your free trial
Find and open your Work Instructions template
Do you want the advanced features for a Product or Service Family?
Far less data entry
(all on one sheet)
(separate sheets with unique instructions for each product or service)
(fewer quality issues, fewer safety issues, lower costs...)
For Product Families, header fields with an asterisk (*) are entered in the ID Table on the DV sheet
For a simple standalone process, all header fields are entered on the same sheet
to have a simpler template for simpler processes
and yet still have some advanced features still optionally available
4 radio button choices to Generate WYSIWY Reports that are time-effective, mistake-proof, and professional