How to 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:

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

How to Create a Work Instruction on a Folder

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

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

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