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Work Instructions Templates button

A work instruction (also referred to as work guide, job aidstandard operating procedure, or visual aid as it's commonly referred to in FactoryLogix) is a document that describes to shop floor personnel how a part or assembly should be built, often using both text-based instructions and visual aids such as diagrams or photos.

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  1. Log into the NPI client application.
  2. Select Templates and Standards Templates and Standards button > Work Instruction Templates.
  3. Select the New New buttonImage Modified button, enter a Name and (optionally) a description for the template, then select OK.

  4. On the Drawing Tools tab, select the Insert Insert buttonImage Modified button, then select an item to add to the template from the Insert menu. (See Add items to a template.)

    Insert menuImage ModifiedInserting text in a templateImage Modified

  5. Continue inserting and modifying template elements (see Add items to a template and Customize template items for details).

    Example Active Work Instruction templateImage Modified

  6. When you are finished, select the Template tab, then select the Save Save buttonImage Modified button.

    Tip
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    If multiple templates use some of the same elements, you can select the Save As Save As button button on the Templates tab to save a version of an Active Work Instruction template with a different name, then modify that version without having to start over with a blank template.


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