Instruction sets allow you to add a group of several instructions to an event at once. This can be helpful when you have a group of instructions that are usually added to an event together or may have pre-filled descriptions.
- When adding detail in the instruction description field, either manually type the info or paste as plain text (Ctrl + Shift + V on PC or Cmd+Shift +V on Mac). When you copy from Microsoft Word, Google Docs, and other word processors, additional formatting is included which will impact the instruction when pulled into template documents.
- Make sure you don't have any hanging or trailing spaces or returns. These can cause extra lines to appear before or after your instruction description.
To create an instruction set:
- Click on your name in the upper-left corner and select Inventory & Prices.
- Click Instruction Sets.
- Click the add_circle plus icon to open the Create Instruction Set slider.
- Add a name.
The instructions are grouped by department then category based on how your inventory library is organized. If you have instructions which are not specific to a department, they can be added to General Instructions at the bottom.
- Click Add Instruction in the category where you want to add an instruction. You can add multiple instructions in each category.
- Enter a title (required) and description.
- Tables and images are not supported for instructions.
- To have the instructions match the formatting of text on the function details slider, use the rich text editor to set the font to Sans Serif, the font size to point 10, and the color to R58/G58/B58.
- Rich text formatting will display on the Operations Daily View.
Reorder instructions by clicking and dragging the icon.
Be sure to set the order of the instructions here. They cannot be reordered on the event.- Click the red trash can icon to remove an instruction.
- When you are finished, click Save.