Create and Edit Guidance (If Permitted)

Purpose

Create new guidance entries and maintain existing ones so teams have reliable, up-to-date procedures.

This page is primarily for supervisors or authorized staff.

Steps (create a new instruction)

1. Open App > Guidance.
2. Select the Add action (often a plus button).
3. Select one or more machines.
4. Select an existing category, or create a new category (name, icon, color).
5. Continue into the edit view to create the new guidance entry.

Steps (edit an existing instruction)

1. Open App > Guidance.
2. Find and open the instruction.
3. Select Edit (if available).
4. Update steps and content.
5. Select Save.

What users see (edit view)

Choose a category for the new guidance:

Depending on your deployment, the edit view can include:

• title and description (often auto-generated, editable)
• a validation indicator (required fields must be complete before saving)
• a details menu (for example version info, copy link, delete)
• a step sidebar:
• list of steps
• add step
• duplicate step
• delete step
• a step editor panel:
• step title
• estimated completion time
• content editor (text, media, lists, checklists)
• drag and drop reordering
• an unsaved-changes warning if you leave without saving

Best practices

• Keep step titles short and action-oriented.
• Use photos or short videos when it improves correctness and safety.
• Prefer one clear action per step.
• If your deployment uses instruction types (for example: troubleshooting, warning correction, scrap reduction), use them consistently.
• Review and update guidance after process or machine changes.

Troubleshooting

• You cannot create or edit guidance -> Missing permission -> Request access from your admin -> Escalate with your username and the action you tried
• Save is disabled -> Required fields missing -> Complete required fields (title, steps, category) and retry -> Escalate with a screenshot of the validation indicator if unclear