How to create a new Work Instruction and Procedure in the system?

Step 1: Locate the “Add Work Instruction” Button

The “Add Work Instruction” button is located at the top right corner of Mentor web app. It is represented as a button with the text “Add Work Instruction”.

Step 2: Click the “Add Work Instruction” Button

Once you have located the “Add Work Instruction” button, click on it to open the form for creating a new work instruction.

Step 3: Fill in the Required Details

In the form that opens, you will see three fields: Instruction Name, Instruction Description, and Product Brand Name. Fill in the required details for your work instruction.

Step 4: Upload a CAD Asset

Upload a CAD file that is relevant to your work instruction, upload it by clicking the “Upload icon” button. This will open a file picker where you can select the file you want to upload. Otherwise drag and drop the file to that placeholder for uploading it.

Step 5: Click the “Next” Button on the Form

Once you have filled in the required details and uploaded relevant CAD file, click the “Next” button to continue to create Procedure under that Work Instruction.

Step 6: Select the Procedure Type

On the “Procedure” tab, you will see a field labeled “Select Procedure Type.” Select the procedure type field for this procedure. This allows the procedure to be categorized under Pre-requisite or Core category for trainees to view.

Step 7: Enter the Procedure Name

On the “Procedure” tab, you will see a field labeled “Procedure Name.” Enter a descriptive name for your procedure in this field. This name should be easy to identify.

Step 8: Add an Optional Document ID (If Required)

If your procedure requires a document ID, there will be a field on the “Procedure” tab labeled “Document ID.” Enter the appropriate document ID in this field.

Step 9: Upload an Optional Reference Document (If Required)

If your procedure requires a document to be uploaded, there will be a field on the “Procedure” tab labeled “Upload Reference Document.” Click the “Choose File” button and select the appropriate file to upload. This file should be in a PDF format.

Step 10: Select the “Personal Protective Equipment” for Procedure

After you have entered the procedure name and, if required, the document ID and uploaded a document, review the details on the “Procedure” tab to ensure they are correct. If everything is correct, click the “Next” button to select the “Personal Protective Equipment” for the new procedure.

Step 11: Submit the Procedure

Click the “Finish” button to create the new procedure.

Step 12: View the Newly Created Procedure

After you have successfully created the new work instruction and procedure, you should be redirected to a page where you can view its details. This page will display information such as the work instruction name, instruction description, product brand name, procedure name, and any uploaded documents. There will be status message for the work instruction. To learn more about status, click here.