Guidance View

Purpose

Follow a guidance entry step-by-step to execute recurring tasks consistently and safely (for example cleaning, setup, troubleshooting, scrap reduction, or warning correction).

Steps

1. Open App > Guidance.
2. Open a guidance card.
3. Use the step list to navigate steps, or use Next to proceed.
4. On the final step, select Complete to return to the Guidance browser.

What users see

• A step navigation list (step numbers and titles).
• The selected step content, which can include:
• text
• images
• videos
• structured elements (lists, checklists, links)
• Optional actions (availability depends on permissions and sign-in):
• add to favorites
• like/dislike
• view/add comments
• open a details view (author, dates, version info)

Comments and feedback

If enabled, comments are useful for:

• shift handovers
• reporting deviations
• documenting issues during execution

Note: some deployments require sign-in to like/dislike or add comments.

Best practices

• Follow the steps in order, especially for safety- or quality-critical procedures.
• Use comments to record deviations and outcomes (if your site policy allows it).
• If the guidance is outdated, report it to the owner instead of improvising.

Troubleshooting

• The Complete button is missing -> You are not on the last step -> Use Next to reach the final step -> Escalate if the step flow is stuck or does not advance
• You cannot add comments or likes -> Not signed in or missing permission -> Sign in and retry -> Ask an admin to review your role if this should be allowed