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How to Edit a Work Instruction or a Folder

Azumuta Support
Updated

Editing your work instructions in Azumuta is remarkably easy, thanks to our intuitive interface! Here are the basics that you should know:

How to Change the Name of a Work Instruction

  1. Navigate to the work instruction that you would like to rename.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Edit work instruction.
  4. Type the new work instruction name in the Name field.
  5. Click Save.

How to Change the Name of a Folder

  1. Navigate to the folder that you would like to rename.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Edit folder.
  4. Type the new folder name in the Name field.
  5. Click Save.

How to Delete a Work Instruction

  1. Navigate to the work instruction that you would like to delete.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Delete work instruction.
  4. Type in the name of the work instruction.
  5. Click Delete permanently.

How to Delete a Folder

  1. Navigate to the folder that you would like to delete.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Delete folder.
  4. Type in the name of the folder.
  5. Click Delete permanently.

How to Copy and Paste a Work Instruction

Would you like to use a work instruction in multiple folders? No problem! You can copy an existing work instruction and paste it into multiple folders. Here’s how you can do it:

  1. Navigate to the work instruction that you would like to copy.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Copy work instruction.
  4. Locate the folder where you would like to paste the work instruction into and click on it.
  5. Click the ⋮ (three-dot) icon next to it.
  6. Click Paste Special.
  7. Select either Paste as a deep copy or Paste as a shallow copy. We will explain the difference between the two below.

Paste as a Deep Copy vs Paste as a Shallow Copy: What’s the Difference?

Paste as a deep copy: The pasted work instruction is merely a copy of the original work instruction, and nothing more. They are not linked in any way. When a change is made in the work instruction, this change will not happen in the original work instruction. Similarly, if a change has been made in the original work instruction, it won’t happen in the pasted work instruction as well.

Paste as a shallow copy: The pasted work instruction remains linked to the original work instruction. When a change has been made on one of the linked work instructions, be it the original or the pasted one, the change will also occur in all other linked work instructions

Note: You can also choose the option below as a quicker way to paste as a deep copy.

docs paste as a deep copy

Archiving a Work Instruction

What Is Archiving?

Do you have a work instruction that you no longer use, but you still want to keep just in case it’s ever needed again in the future? Then, archiving it is the solution!

Your archived work instruction will be hidden from your list of work instructions. However, it can be brought back anytime by unarchiving it. Here’s how it works:

How to Archive a Work Instruction

  1. Navigate to the work instruction that you would like to archive.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Archive work instruction.
  4. If the work instruction has been archived, the screen will display the Could not find this node text.

How to Unarchive a Work Instruction

  1. Click Work Instructions on the homepage sidebar.
  2. Click the ⋮ (three-dot) icon next to Freely Consultable Procedures.”
  3. Make sure that the Show archived box is ticked.
  4. Click on an empty space.
  5. Locate the work instruction that you would like to unarchive, and click the ⋮ (three-dot) icon next to it.
  6. Click Unarchive work instruction.

The steps above only apply to unarchiving a work instruction that was made under the Work Instructions module. But, what if the work instruction was made under another module? Check out the sections below.

How to Unarchive a Work Instruction Was Made Under the Quality Management Module

  1. Click Quality Management on the homepage sidebar.
  2. Click Quality Procedures.
  3. Click the ⋮ (three-dot) icon next to it.
  4. Make sure that the Show archived box is ticked.
  5. Locate the work instruction that you would like to unarchive, and click the ⋮ (three-dot) icon next to it.
  6. Click Unarchive work instruction.

How to Unarchive an Audit That Was Made Under the Audits & Digital Checklists Module

  1. Click Audits & Digital Checklists on the homepage sidebar.
  2. Click Audit Procedures.
  3. Click the ⋮ (three-dot) icon next to it.
  4. Make sure that the Show archived box is ticked.
  5. Locate the audit that you would like to unarchive and click the ⋮ (three-dot) icon next to it.
  6. Click Unarchive audit.

How to Unarchive a Work Instruction That Was Made Under the Skill Matrix & Trainings Module

  1. Click Skill Matrix & Trainings on the homepage sidebar.
  2. Click Training Procedures.
  3. Click the ⋮ (three-dot) icon next to it.
  4. Make sure that the Show archived box is ticked.
  5. Locate the work instruction that you would like to unarchive, and click the ⋮ (three-dot) icon next to it.
  6. Click Unarchive work instruction.

How to Archive a Folder

  1. Navigate to the folder that you would like to archive.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Archive folder.

How to Unarchive a Folder

  1. Click Work Instructions on the homepage sidebar.
  2. Click onFreely Consultable Procedures.
  3. Click the ⋮ (three-dot) icon next to Freely Consultable Procedures.
  4. Make sure that the Show archived box is ticked.
  5. Click on an empty space.
  6. Locate the folder that you would like to unarchive and click the ⋮ (three-dot) icon next to it.
  7. Click Unarchive work instruction.

The steps above only apply to unarchiving a folder that was made under the Work Instructions module. But, what if the folder was made under another module? Check out the sections below.

How to Unarchive an Article Category

  1. Click Quality Management on the homepage sidebar.
  2. Click Quality Procedures.
  3. Click the ⋮ (three-dot) icon next to it.
  4. Make sure that the Show archived box is ticked.
  5. Locate the article category that you would like to unarchive and click on it.
  6. Then, click the ⋮ (three-dot) icon next to it.
  7. Click Unarchive article category.

How to Unarchive a Folder That Was Made Under the Audits & Digital Checklists Module

  1. Click Audits & Digital Checklists on the homepage sidebar.
  2. Click Audit Procedures.
  3. Click the ⋮ (three-dot) icon next to it.
  4. Make sure that the Show archived box is ticked.
  5. Locate the folder that you would like to unarchive and click on it.
  6. Then, click the ⋮ (three-dot) icon next to it.
  7. Click Unarchive folder.

How to Unarchive a Folder That Was Made Under the Skill Matrix & Trainings Module

  1. Click Skill Matrix & Trainings on the homepage sidebar.
  2. Click Training Procedures.
  3. Click the ⋮ (three-dot) icon next to it.
  4. Make sure that the Show archived box is ticked.
  5. Locate the folder that you would like to unarchive, and click on it.
  6. Then, click the ⋮ (three-dot) icon next to it.
  7. Click Unarchive folder.

How to Assign a Tag to a Work Instruction

A tag can be used to help identify work instructions. Here’s how to assign a tag to a work instruction:

  1. Navigate to the work instruction where you would like to assign a tag
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Edit work instruction.
  4. Select the desired tag or make a new tag.
  5. Click Save.

Note: A work instruction can have more than one tag.

Assigning a tag to a work instruction is always a good idea, as a tag can be used as a tool to identify your work instructions.

Additionally, for audits (work instructions that were made under the Audits & Digital Checklists module) and work instructions that were made under the Skill Matrix & Training module, a tag has an additional function: a tag can be used to filter audits and work instructions on the planning tool.

The images from the planning tool below (the first is from the Audits & Digital Checklists module, while the second is from the Skill Matrix & Training module) show where you can access this feature.

docs why are audit tags important

docs how to assign a tag to a work instruction

If you have many audits and/or work instructions on your workspace, assigning a tag for each of them can be really useful, as it’ll help you to locate any particular audit/work instruction in an instant.

How to Assign a Tag to a Folder

  1. Navigate to the folder where you would like to assign a tag.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Edit folder.
  4. Select the desired tag or make a new tag.
  5. Click Save.

Note: A folder can have more than one tag.

How to Add a Thumbnail to a Work Instruction

You can add a thumbnail to a work instruction. A thumbnail can help your operators to recognize your work instructions. Here’s how to add a thumbnail to a work instruction:

  1. Navigate to the work instructions to which you would like to add a thumbnail.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Edit work instruction.
  4. Click Choose file next to the Thumbnail section.
  5. Upload the image file.
  6. Click Save.

From the operator interface, the “Final Assembly” work instruction has a custom thumbnail, while the other two have a generic thumbnail.

docs how to add a thumbnail on work instruction

How to Add a Thumbnail to a Folder

  1. Navigate to the folder to which you would like to add a thumbnail.
  2. Click the ⋮ (three-dot) icon next to it.
  3. Click Edit folder.
  4. Click Choose file next to the Thumbnail section.
  5. Upload the image file.
  6. Click Save.

From the operator interface, the “Washing Machine” folder has a custom thumbnail, while the other two have no thumbnail.

docs how to add a thumbnail to a folder

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