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.

Anyone using work instructions can see the implemented components. However, only those with the editor roles can create/update components and their types.

How to create component types?

Component types are used for categorizing your components. You can create as many types as you find relevant. 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 the 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 two types of components that you can create. With a text component, you can add your standard texts. 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.

To create a new 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"

Using components in work instructions

Open your activity in the edit mode a choose where, in the work instructions, you would like to add your component. Click on the component icon in the menu.

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.

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.

To find out even more about the component feature watch the video below:

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