Video: Work Instructions template

Work Instructions

Topics in this Video

• Why, When, Who, and Where — 0:00

  Summary recap of this training online

• Before you begin — 2:00

  Have you completed the Quick Start Initial Training?

  Have your leaders done their job?

  to personalize your master template, and provide one-on-one mentoring

• Orientation — 2:30

  How to find help — on the Sample and Help sheets, and on the Work Instructions training web page

  

  Buttons in the Systems2win menu

  This is the only Systems2win template that is not WYSIWYG (what you see is what you get)

• Open a Blank Sheet — 4:00

  Systems2win menu > Open a Blank Sheet

  New version (released after this video was made):

  You have the choice to either:

  1. Use the advanced features for
     Product or Service Families

     that allow you to maintain your work instructions for an entire Product Family on a single sheet, then click a button to generate sheets for every product in the family... correctly including and excluding Steps that are unique to some products or services within the family

     Greatly reducing redundant data entry and mistakes!!!

  2. Or open a sheet without those advanced features

     thereby providing a simpler format for stand-alone processes that don't have variations for different products or services

• Header fields — 4:10

  Hide unused rows (if your leaders haven't already)

  For any header cell whose label has an asterisk (*), you will usually enter that header data in the ID Table on the DV sheet (populating every sheet in the workbook with shared data)

  Learn more about data tables shared by every sheet in the workbook.

  Note: The video shows the shared data table on the VC sheet. The shared data table was later moved to the DV sheet.

  Learn more

• Observe the process — 5:50

  using one of your Time Study templates

• Enter your written Work Instructions — 6:10

  Images are optional, but every Step must have written Instructions

  Start with Major Steps (in bold)
  and Key Points (in red)

  Then flesh out your Instructions, perhaps using colors and fonts for different types of data... such as safety tips, materials and supplies, tools...

  For paragraphs, use 'ALT+Enter'

• Options for long instructions — 7:45

  Manually adjust row height DO NOT use Row AutoFit

  Use text boxes

  Add links to related documents

• Add Image — 9:30

  Systems2win menu > Add Image

  To make an image bigger, drag the lower right corner, then select the 'Renumber Steps' button

  How to view thumbnails of images

  How to reduce image file size

  You can have unlimited little images and shapes, but only one big image per Step

  You can group multiple images and shapes into one big grouped shape.

• Shapes

  How to use Excel as a Drawing Tool to add arrows, circles, bursts, text labels, and other shapes.

  Home tab > Editing group > Find and Select > Select Objects

• Where to find small shapes

  * Standard Excel shapes (Insert > Shapes)
  * Systems2win menu > Copy Shapes
  * Favorite Shapes (at top of the Work Instructions sheet)
  * User-defined shapes

• How to Move, Copy, or Delete Rows — 13:40

  See video for how to copy or move rows.

  Delete shapes before deleting a row.

• Renumber Steps — 14:30

  Systems2win menu > Renumber Steps

  How to skip sub-steps that shouldn't have a step number

• Add Rows — 15:15

  Systems2win menu > Add Rows
  for regular rows, and Page Break Header Rows.

• Generate Report — 16:30

  Systems2win menu > Generate Report

  If you don't have product families, simply select the radio button for 'As Is' or 'All Rows'

• Hide/Show Rows — 17:00

  Systems2win menu > Hide/Show Rows

  If you have Product Families (with products that are similar, but different),

  then you will save a lot of time and reduce a lot of errors using the optional Hide/Show Rows feature.

  When you select Systems2win menu > Generate Report,

  you have radio buttons for: As Is, All Rows, Rows that contain this code, All codes