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Guidance Browser

Purpose

Browse available guidance by machine or category, and quickly open the right guide for the current task.

Steps (browse by machine)

  1. Open App > Guidance.
  2. In the Machines section, select a machine card.
  3. Review the filtered guidance list and open an entry.

Steps (browse by category)

  1. Open App > Guidance.
  2. In the Categories section, select a category card (for example Cleaning, Setup, Error handling).
  3. Review the filtered guidance list and open an entry.

Steps (use favorites)

  1. Sign in (if required).
  2. Open App > Guidance.
  3. Use the Favorite guidance section to open saved entries quickly.

What users see

Guidance browser overview

  • A top bar that typically includes:
  • search field
  • filter action (often an icon/button)
  • user menu and language selector
  • Browser sections:
  • Machines: cards with optional machine image and instruction count
  • Categories: cards with icon/color and instruction count
  • Favorite guidance: only when signed in and favorites exist

Best practices

  • Use categories consistently so instructions stay easy to find.
  • Favorite the instructions your shift uses repeatedly.
  • Prefer machine-specific instructions when the same category exists for multiple machines.

Troubleshooting

  • Favorite guidance is missing -> Not signed in or no favorites set -> Sign in and bookmark the required entries -> Ask an admin if sign-in is required in your deployment
  • Machines or categories are missing -> Not configured or missing permissions -> Ask an admin to confirm configuration and access -> Escalate with the machine/category name you expect to see