Work Description
Enter a description for the work instruction in the INSERT WORK DESCRIPTION cell.
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Double-click the cell. The Value box on the Properties tab is briefly highlighted in yellow.
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Type the description. The new description appears in the Value box.
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Press ENTER. The new description appears in the cell.
Procedure document
Upload a procedure document for the work instruction.
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Select the UPLOAD PROCEDURE DOCUMENT cell. The cell description appears in the File URL box on the Properties tab.
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Import or choose the relevant procedural document for the work instruction.
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Import File
- To upload a file from your computer.
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Choose Static File
- If the file has already been uploaded to the j5 Server.
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The UPLOAD PROCEDURE DOCUMENT cell can be removed if no procedure document is required.
Task description
Enter the task descriptions in the Step 1, Step 2, and Step 3 cells.
If the work instruction requires more tasks to be configured:
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Insert the required number of rows (right-click a row number and insert a row above or below).
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Merge the cells as they are merged in the sample step rows.
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Copy-and-paste the sample step row format into the new rows.
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Enter the task descriptions.
Status
The status cells are Checklist item types. These can be changed to a different input type, or the Checklist item options can be changed.
To change the input type:
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Select the status cell of the task.
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Select the new input type from the Type option list on the Properties tab.
To change the checklist item options:
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Select the checklist item status cell.
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Select the new options from the Input Style option list on the Properties tab.
Task comment box and attachment field on j5 Mobile
For a task Comment box and Attachment field to appear on j5 Mobile, the Comment cell ID needs to be formatted as [Name of task cell]Comment. For example, if the cell ID for the task is Step2, the Comment cell ID needs to be Step2Comment.
To edit a cell ID:
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Select the cell you want to edit.
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Enter the cell ID at the top of the Properties tab.
Cell IDs appear in the j5 IndustraForm Designer only.
Mobile Layout
If you added new rows for additional tasks, the additional tasks need to be added to the mobile layout so that they appear on j5 Mobile.
To add the tasks to the mobile layout:
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Select the statuses of the additional tasks.
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Right-click the cells and select Add to Mobile Layout. The tasks are added to the bottom of the mobile layout.
To move the tasks to the correct position:
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Select Mobile Layout
in the toolbar. The Mobile Layout window appears.
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Right-click the task you want to move and select Move up.
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Move all the fields to the correct position. Layout changes are updated immediately.
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Close the Mobile Layout window.