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Select a work instruction

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Presentation on theme: "Select a work instruction"— Presentation transcript:

1 Select a work instruction
Edit work instruction Select a work instruction Click on the list element Work instruction.

2 Select a work instruction
Edit work instruction Select a work instruction Click on the button Edit.

3 The structure of the editor
Edit work instruction The structure of the editor The left side of the editor is the structure of the work instruction.

4 The structure of the editor
Edit work instruction The structure of the editor The right side is a preview of how the final work instruction will look.

5 The structure of the editor
Edit work instruction The structure of the editor The preview is dependent on which editor role is selected. The role may be selected on the top right part of the editor toolbar.

6 Double click on the folder Recording.
Edit work instruction Meta data Double click on the folder Recording.

7 Click on the tab Document.
Edit work instruction Meta data Click on the tab Document.

8 This is the meta data for a recording.
Edit work instruction Meta data This is the meta data for a recording. The meta data may be added automatically to the produced HTML and Word document if the template is setup for it.

9 Edit work instruction Meta data Click on the button OK.

10 Insert elements Edit work instruction
The editor provides a number of elements, which may be inserted in a work instruction.

11 Edit work instruction Insert elements

12 Insert elements Edit work instruction
Before inserting an element, please remember to select a step. The element will be inserted before the selected step.

13 Insert elements Edit work instruction
To insert an element at the bottom of a recording, select the first step named Recording. To insert an element at the end of a group, select the last group step and ClickLearn will ask if you want to insert after the step or not.

14 Chapter Edit work instruction The chapter button is a split button.
You may click the split button in order to insert subchapters instead of chapters.

15 Chapter Edit work instruction
Click on the folder Select Sales::Customers from the menu Sales & Marketing in the Navigation Pane. Click on the button Chapter. Click on the input field Chapter name. - Enter Chapter name. Click on the button OK.

16 Note Edit work instruction
A note may be placed in different ways in the final document. The template operates with two placements, left or right. Only if you choose placement left, the note will be an insight note. Placement outside is therefore equal to placement right.

17 Click on the button Note.
Edit work instruction Note Click on the button Note.

18 Note Edit work instruction
Click on the input field Notes. - Enter Notes. Click on the button Open. Click on the list element Outside.

19 Edit work instruction Note Click on the button OK.

20 More chapters Edit work instruction Click on the button Chapter.
Click on the input field Chapter name. - Enter Chapter name. Click on the button OK.

21 More chapters Edit work instruction
Click on the folder Select the tab named General. Click on the button Chapter. Click on the input field Chapter name. - Enter Chapter name. Click on the button OK.

22 More chapters Edit work instruction
Click on the folder Click List on the toolbar. Click on the button Chapter. Click on the input field Chapter name. - Enter Chapter name. Click on the button OK.

23 More chapters Edit work instruction Click on the folder Click on No..
Click on the button Chapter. Click on the input field Chapter name. - Enter Chapter name. Click on the button OK.

24 Group Edit work instruction
Notes within a group will be collected into one, and inserted into the produced document according to the template. This means, that the placement on a note will be ignored. To have an insight note in connection with a group, place it before or after the group.

25 Group Edit work instruction Click on the folder Click on Name.
Press and hold the Shift key down. Click on the folder Click on City. Click on the button Group.

26 Move the mouse to the checkbox Numbered list of each step.
Edit work instruction Group options Move the mouse to the checkbox Numbered list of each step.

27 Group options Edit work instruction
This option will insert a numbered list of all steps within the group. If a step is followed by a keyboard input, the two steps will be merged into one.

28 Move the mouse to the checkbox Bulleted list of each step.
Edit work instruction Group options Move the mouse to the checkbox Bulleted list of each step.

29 Group options Edit work instruction
This option will insert a bulleted list of all steps within the group. If both this option and the numbered list is checked it will be a bulleted list.

30 Move the mouse to the checkbox Highlight all steps at once.
Edit work instruction Group options Move the mouse to the checkbox Highlight all steps at once.

31 Group options Edit work instruction
This option will highlight all step rectangles in the image. If it is a numbered list, each rectangle will be numbered.

32 Move the mouse to the checkbox Use last image.
Edit work instruction Group options Move the mouse to the checkbox Use last image.

33 Group options Edit work instruction
This option will use the last image of the group. If not checked the first image of the group is used.

34 Group options Edit work instruction
If the steps within the group is putting data into various fields, the last image will display all data entered. If not using the last image, no data will be displayed in the image.

35 Click on the button Open.
Edit work instruction Cropping the image Click on the button Open.

36 Move the mouse to the list element Crop form client area.
Edit work instruction Cropping the image Move the mouse to the list element Crop form client area.

37 Cropping the image Edit work instruction
The form client area is equal to the currently active form.

38 Click on the list element Crop to group.
Edit work instruction Cropping the image Click on the list element Crop to group.

39 Comment your group Edit work instruction
The comment field of a group will be displayed in the left side structure of the editor.

40 Click on the input field Comment.
Edit work instruction Comment your group Click on the input field Comment.

41 Edit work instruction Comment your group Enter Comment.

42 Edit work instruction Comment your group Click on the button OK.

43 Data driven steps Edit work instruction
Data driven steps are steps that either select data from combo boxes, lists, data grids or by entering data using the keyboard.

44 Data driven steps Edit work instruction
These are important when a work instruction needs to be replayed back on the system at some point.

45 Double click on the folder Click on row 'GB'.
Edit work instruction Allow any row Double click on the folder Click on row 'GB'.

46 Move the mouse to Click on row 'GB'
Edit work instruction Allow any row Move the mouse to Click on row 'GB'

47 Allow any row Edit work instruction
Notice how the instruction refers to a specific data value.

48 Click on the checkbox Any row.
Edit work instruction Allow any row Click on the checkbox Any row.

49 Move the mouse to Click on any row
Edit work instruction Allow any row Move the mouse to Click on any row

50 Allow any row Edit work instruction
Notice how the any row has transformed the instruction.

51 Allow any row Edit work instruction
This will also affect ClickLearn Assist, so that the user may select any value from the list. It will not affect the replay, which will still use the data value.

52 Edit work instruction Allow any row Click on the button OK.

53 Click on the folder Close the form Customer Card.
Edit work instruction Bookmark Click on the folder Close the form Customer Card.

54 Click on the button Bookmark.
Edit work instruction Bookmark Click on the button Bookmark.

55 Click on the input field Bookmark title.
Edit work instruction Bookmark Click on the input field Bookmark title.

56 Edit work instruction Bookmark Enter Bookmark title.

57 Click on the button Open.
Edit work instruction Bookmark Click on the button Open.

58 Click on the list element Crop form client area.
Edit work instruction Bookmark Click on the list element Crop form client area.

59 Bookmark Edit work instruction
The form client area is equal to the currently active form.

60 Edit work instruction Bookmark Click on the button OK.

61 This is the bookmark cropped according to the work area.
Edit work instruction Bookmark This is the bookmark cropped according to the work area.

62 Edit work instruction Save your work Click on the menu File.

63 Save your work Edit work instruction
If you select the menu item Save As, you are able to save a copy of your work instruction.

64 Edit work instruction Save your work Click on the menu Close.

65 Edit work instruction Save your work Click on the button Yes.

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