Create a work instruction on the skill matrix & trainings module

Creating a work instruction on the Skill Matrix & Trainings module follows mostly the same procedures as creating work instructions on other modules. Here are the steps:

Create a folder

Before creating work instructions, it might be a good idea to create a folder first. A folder allows you to group multiple work instructions in one location (mainly grouped according to their similarities), making it easier for you to classify them. Here’s how to make a folder:

1. Click Skill Matrix & Trainings in the homepage sidebar.
2. Click Training Procedures.
3. Click the yellow plus button on the bottom right of the screen.
4. Click Create folder.
5. Fill in the available fields (only the folder name field is mandatory – the rest are optional).
6. Click Add.

Create a work instruction on a folder

Once a folder has been made, you can create work instructions there. Here’s how:

1. Click Skill Matrix & Trainings in the homepage sidebar.
2. Click Training Procedures.
3. Click one of the existing folders.
4. Click the yellow plus button on the bottom right of the screen.
5. Click Create work instruction.
6. Fill in the available fields (only the work instruction name is mandatory – the rest are optional).
7. Click Add.

Create a standalone work instruction

You can also create a work instruction that is independent from any folder. Here’s how to do it:

1. Click Skill Matrix & Trainings in the homepage sidebar.
2. Click Training Procedures.
3. Click the yellow plus button on the bottom right of the screen.
4. Click Create work instruction.
5. Fill in the available fields (only the work instruction name is mandatory – the rest are optional).
6. Click Add.