Creating a step group
On the Work instructions page, switch to the Step Groups tab, then click Add Step Group.
You'll be taken into the step group builder, where you can use all the same tools available in the main work instructions builder. Add steps, content and branching just like you normally would.
Need a refresher? See how to customise your user inputs here.
Terminating and publishing your step group
Terminals in step groups behave slightly differently than in full work instructions.
A terminal marks the end of the step group—but not the work instruction. All branching pathways in the step group must connect to a terminal before you can publish.
Hit Publish to make the step group available for use in any work instruction.
Note: If you edit and republish a step group, those updates will automatically appear in every work instruction that includes that step group. This makes it easy to manage changes across multiple work instructions from a single place.
Including step groups in your work instructions
Step groups can be added to any work instruction. Click the '+' button between two steps, then click Step Group. Choose from your list of published step groups.
Once added, the steps from your step group will flow seamlessly with the rest of your work instruction. To the user, it’s all one experience - no disruptions.
