Creating and using components

Learn how to use components to build work instructions by using standard text, system links, and files.

Jacob Carstensen avatar
Written by Jacob Carstensen
Updated over a week ago

Fast cross-instruction updates

Components make it faster for you to add relevant information to your work instructions, and if an update is needed, you simply update the component and changes will be done in all instructions containing the component. Hence you do not have to go to all your work instructions and change them manually.

You can think of your components as your toolbox. The components allow you to standardize legal texts, links, words, and system descriptions across all instructions. This will save you a lot of time and avoid errors.

All Gluu objects (processes, activities, tasks, forms etc.) are automatically converted to components when created, but you also have the option to create your own components.

Anyone using work instructions can see the implemented components. However, only those with the component editor role can create/update components.

If you prefer a video instruction, watch the video below, otherwise continue reading to learn how to use components in Gluu.

How to create component types

Component types are used for categorizing your components. You can create as many types as you need. Common component types contain:

  • General internal links

  • Competency

  • Vocabulary

  • Business application

  • Legal texts

  • Reference documents

  • External links

  • SharePoint sites, etc.

To create a new component type, open components in edit mode. Click on "Add Type" marked below and fill out the name and description fields. Finally, click on "Create type".

How to create a new component

There are three types of components you can create. A link component allows you to share an internal/external link. If you don't want your link component to show as an URL, you can add link text. With a text component, you can add your standard texts (e.g. company name, system names etc.).

A HTML component lets you create a component that can consist of videos, links, text, images etc. all combined into one component. Furthermore, if you have a full work instruction or part of a work instruction, you would like to be able to reuse in other places, you can turn an existing work instruction into a HTML component.

All three component types are created in the same way on the components page, but the work instruction component is done directly from the activity with the work instruction you want to convert.

To create a new text, link or HTML component, open components in edit mode.

  1. Click on "Add Component".

  2. Choose the component type.

  3. Name your component.

  4. Give the component a short description.

  5. Choose which category the component should show for (You can either choose a specific category or choose any category).

  6. Decide whether your component is a link text or a link.

  7. Choose your layout.

  8. Finish up with appropriate styling.

  9. Click on "Create Component"

TIP! When creating a HTML component you can link to other components, just hit Alt Gr + 2. That means you are able to use other components as building blocks. Give it a try!

To turn a work instruction into a component, go to the work instruction you would like to convert and:

  1. Turn on edit mode in a work instruction,

  2. Highlight the part of the instruction (not only text, but also videos, files and images) your want to include in the component

  3. Click on the "create component icon" above the work instruction

  4. Edit and save the component in the pop-up window that appears.

How to sort the components overview page

The components overview page in sortable A-Z or Z-A. Simply click the *Name* column and the list will sort accordingly.

You also have a number of filtering options. Learn more about filtering components on the components overview page here.

TIP!: The Explorer is a great tool to get a visual overview of how components are connected to activities and processes.

Using components in work instructions

Open your activity in edit mode and choose where you would like to add your component. Click on the component icon in the menu or press Alt Gr + 2.

To find your components, access is it via types, or simply search for its name. To add the component to the work instruction, click on it and it will be inserted to the work instructions.

TIP! Inserted HTML components show as boxes with the component name, when you are in edit mode, but you can unfold them by clicking the component icon with the little eye depicted on it. You will then go from the box view to seeing the content of the component. Pictures below for reference.

Box view:

Content view:

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