How to add new Procedure to the existing Work Instruction? – CDS Visual Support

Step 1: Navigate to the specific “Work Instruction” under which the Procedure needs to be created

To create a new procedure, navigate to the “Work Instruction” in the Mentor application. This page may be accessible from a menu labeled “Work Instructions”. Click on the work instruction to land on the procedure creation page

Step 2: Click the “Create Procedure” button

Click on the “Add Core Procedure” button or the “Add Pre-Requisite” button based on the category you want to create the procedure. This will open the form for creating a new procedure.

Step 3: 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 4: 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 5: 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 PDF format.

Step 6: Select the “Personal Protective Equipment” for the 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 “Personal Protective Equipment” for the new procedure.

Step 7: Submit the Procedure

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

Step 8: 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 procedure name, and any uploaded documents.

Now you can click “Add Steps” to continue adding of sequence. Learn here