Steps Notes allows your Team to access additional information
Use Existing Step Notes
You can create Step Notes that will allow your Teams to write additional information. As long as the Step Note has an eye icon enabled, it will be visible to your Guides.
Some existing step notes and their descriptions:
- Equipment: Editors will then be able to write which equipment is required to execute each of their procedural task.
- Location: Editors will then be able to write where the specific machinery or component is located on the line, on the shop floor, or at which machine.
- Tools: Editors will then be able to write which tools are needed to execute each of their procedural tasks.
💡 Use the Automatic Warning Displays to automatically open this Warning when a user opens the respective step. It will remain open until the user closes it and will reopen every time the user enters the step.
Use it, if you want to:
- Make sure users check your Warnings first when they open your Instruction Steps
- Allow users to check action-oriented Steps only after they read and close the displayed Warnings
- Keep important Warnings displayed every time a user opens a high-risk Step in your Instructions
Tick the corresponding box to activate this setting for the respective Step
Edit Existing Step Notes
Only Platform Admin can edit Steps Notes.
When editing an existing Step Notes, the icon and the name of the respective Step Note will be replaced in all the Guides, but its content will be kept as it is.
Note: Consider creating a Custom Step Note if the content won't fit the icon and the name. If you choose to make changes, double check the content of this Step Note to make sure it fits.
1. Click the pencil icon on the Step Note you want to edit
2. Upload the new Icon by clicking below "Update Step Note Icon" or dragging ang dropping the new one to the corresponding field
3. Enter a new name for this Step Note
4. Click "SAVE"
5. Click on the eye icon to make this new Step Note visible on your Platform.
Create a Custom Step Notes
You can create as many Custom Step Notes as you want but you can only have a maximum of 5 Step Notes Visible on your Platform.
Only Platform Admin can customize Step Notes.
Note: Disabling a Step Note that has been used already on your Workspaces, implies that the content you've created under that Step Note will be hidden. Check which guides will be affected before making this choice!
1. Click "Settings" then click "Platform" on the main menu of the platform
2. Click "Step Notes"
3. Click "Add new Step Note"
Note: If it does not show, you might need to scroll down.
4. Upload Step Note Icon
5. Enter Step Note name
6. (Optional) Add a translation for this Step Note name in the corresponding fields
Note: If your content is available to end-users in multiple languages, you'll want to create translations for your Step Note Names as well so that you'll have consistency across your Workspace. Otherwise, leave the field empty.
7. Click "SAVE"
Your Step Note is now saved yet disabled from your Platform Editor and Workspaces.
You can make it visible on your Platform Editor & Workspaces or hide it again by clicking the "eye" icon. Keep in mind that there can be only 5 Step Notes visible at the same time.