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In this video, you will learn
how to use your Work Instructions template (WorkInst.xlsx)
Topics in this Video
Summary recap of this training online
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
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)
Systems2win menu > Open a Blank Sheet
New version (released after this video was made):
You have the choice to either:
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!!!
thereby providing a simpler format for stand-alone processes that don't have variations for different products or services
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.
using one of your Time Study templates
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'
Manually adjust row height DO NOT use Row AutoFit
Use text boxes
Add links to related documents
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.
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
* Standard Excel shapes (Insert > Shapes)
* Systems2win menu > Copy Shapes
* Favorite Shapes (at top of the Work Instructions sheet)
* User-defined shapes
See video for how to copy or move rows.
Delete shapes before deleting a row.
Systems2win menu > Renumber Steps
How to skip sub-steps that shouldn't have a step number
Systems2win menu > Add Rows
for regular rows, and Page Break Header Rows.
Systems2win menu > Generate Report
If you don't have product families, simply select the radio button for 'As Is' or 'All Rows'
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
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For Closed Captions translated into any language,
watch this YouTube version of this same Work Instructions video
Video: Work Instructions