WorkSteps handbook
Prepare controlled instructions for each unit, record step evidence and manage supervised handovers and exceptions.
Review edition · 25 October 2026
Search for general tasks or screen messages. Leave out customer details and private job data.
21 guides
WorkSteps
Start here: Owner
Set up people and stations, and preserve the site records.
OwnerYour roleStart here: Author
Create unit-specific procedures and independently expected examples.
AuthorYour roleStart here: Reviewer
Review a frozen procedure and control its release lifecycle.
ReviewerYour roleStart here: Supervisor
Import and issue units, resolve holds and preserve completed evidence.
SupervisorYour roleStart here: Operator
Identify one unit, follow its issued steps and record truthful evidence.
OperatorYour roleStart here: Viewer
Read units, travellers and completed evidence without changing work.
ViewerReferenceRoles and actions: who can do what
Find the authority, authentication and review conditions for a task, with links to the working procedure.
Owner · Author · Reviewer · Supervisor · Operator · ViewerReferenceStation input reference: identifiers, text and photographs
Check exact evidence formats, text bounds and photograph limits before saving a step.
Supervisor · OperatorSite administrationPrepare people and stations
Check the site, role restrictions and named stations before production use.
OwnerAuthoringAuthor procedures for unit variations
Define steps, options, parameter tables and evidence before proof.
AuthorAuthoring and approvalVerify and publish a procedure
Compare independent expectations and publish only the exact passing candidate.
Author · ReviewerEveryday workImport units and issue their travellers
Preview exact source data and issue a consistent batch.
SupervisorEveryday workRecord evidence at the station
Claim the correct unit and satisfy each issued requirement.
OperatorExceptionsResolve holds and hand over unfinished work
Use the remedy for the specific barrier and arrange the physical transfer.
Supervisor · OperatorExceptionsCorrect evidence, replace work or authorise rework
Preserve the original attempt and review what must be repeated.
SupervisorChange controlRetire or withdraw a release
Stop future issuance or execution with the appropriate release action.
Reviewer · SupervisorTroubleshootingRecover from an uncertain answer or station lock
Reconcile the original action and restore current station authority.
Operator · SupervisorRecords and evidenceRead history and retain the right export
Distinguish reference instructions, completed evidence and complete site records.
Supervisor · Viewer · OwnerSite administrationHandle recovery and close the site
Review held work and preserve records before the read window ends.
Owner · SupervisorWorked exampleWorked example: two unit variations and a handover
Follow a plausible job through variation, evidence and a supervised interruption.
Author · Reviewer · Supervisor · Operator · ViewerConnected workRequire a ToolCustody check before a step
Register the source permission, bind the approved step and check the actual loan and tool at the station.
Owner · Author · Reviewer · Supervisor · Operator