• Platform Admin Onboarding

      • Set up your Organization's Main Workspace password 

      •  Create more Teams on your Platform if needed

      • Create & add Admins to their Teams 

      • Create content structure & Naming convention 

      • Set up your Platform for tags creation & step notes 

      • Create your knowledge sharing strategy with your teams

      • Set up tracking and continuous improvement for your teams

    • Team Admin Onboarding

      • Set up your Team's Workspace password 

      • Create & add Editors to your Team

      • Create content structure & Naming convention 

      • Create your first Guide sharing strategy with your Team(s)

      • Set up tracking and continuous improvement for your team's first Guide

  • Getting Started

    • Logging into SwipeGuide

      • Open the link to your Platform in your Chrome browser 

        The login page will open

      • Enter your Email and Password, then click Login

      • Your Instruction CMS will open showing you an overview of existing Guides on the Platform

  • Managing your Workspace

    • Setting up your Workspace branding theme

      • Click "Settings" & then click "Themes" in the main menu of the platform

      • Click "+" to create a new branding Theme.

      • Enter a "Theme Name"

      • Select the Team who owns this Theme from the dropdown list

      • Click the media icon to upload the logo & icon for your workspace

        Then click "NEXT"

      • Choose the Colors of your Workspace

        Then click "NEXT"

      • Click the pencil icon to change the generic Step Note Icon with a custom one for your Workspace

        Then click "SAVE"

      • Select a Font for your Workspace

        Then click "SAVE"

      • Go to the main menu click on "Settings" & select "Workspaces"

      • Click on your Workspace to set up the new branding theme

      • Enter the workspace Name & choose a new Theme, Management Team, Default Team for New Users from the dropdown list

        Then click "SAVE"

    • Setting up your Workspace password

      • Go to the main menu click on "Settings" & select "Workspaces"

      • Click on the workspace to access the settings and edit the password

      • Enter the same password in both fields and then click "SAVE"

  • Managing your Team

    • Creating a new Team

      • Click "User Management" and select "Teams" in the main menu of the platform

      • Click the "+'' button to add a new team

      • Enter your new Team's Name

      • Click "NEXT"

      • Click NEXT if you want to create the team first and add users later.

      • Click "Next" to create a team without guide approval

      • Select the Team who should receive email notifications related to the Guide 

        Then Click "NEXT"

      • Choose the Workspaces this team should have access to & click "SAVE"

        Your new Team is now created.

    • Creating Users

      • Click "User Management" and select "Users" in the main menu of the platform

      • Click "+" to add a new user

      • Enter User details such as:

        • Full Name
        • Email
        • Password

        Then click "NEXT"

      • Select the Team you want to add this user to 

      • Select the Role this user should have in the selected team

        Then click "SAVE"

    • Adding existing users to your Team

      • Click "Teams" in the main menu of the platform.

      • Click on the team you want to manage

      • Go to the "Users" tab

      • Click "Add another user"

      • Select the User from the dropdown list & give him/her a Role in the team 

        Then click ADD TO TEAM

      • Cl

    • Setting up Guide approval for your Team(s)

      • Log in on your Platform as a Platform Admin or Admin.

      • Click "User management" and then "Teams" in the main menu of the Platform

      • Click on the Team you want to set up the Approval process for

      • Select the Guide Approval , then tick the box to "Activate Guide Approval" for this Team and click Save

      • Select a first Approver from this Team's Users list

      • Click Add Approver to select the next user from this Team's Users list

      • Click "SAVE" to complete the Guide Approval Setup

        This Team can now request approval for their Guides to be reviewed and published.

      • Tick the box "Set approval order"

      • Click up and down arrows to set approvers in the right order

      • Click "SAVE" to complete the set-up

        This Team's approvers will now receive the approval in the pre-established order.

  • Creating Content

    • Creating a guide | start-to-end

      • Go to the main menu click on "Guides"

      • Click '+' to start creating a Guide

      • Enter a title for your Guide

      • Click the language dropdown menu to select the language of your choice to write your Guide

      • Click the Team dropdown menu to select the team you're creating the Guide with

      • Click the Tags dropdown menu to select the tags related to your Guide

      • Click the media icon to upload a cover picture for your Guide

      • Upload a cover image for your guide & click on ADD

      • Click "Save draft" to save all the information of your Guide cover

      • Click 'CREATE THE FIRST INSTRUCTION' to start creating instructions in your Guide

      • Enter your first instruction title & click SAVE

      • Click the media icon to upload a cover image for your instruction

      • Hover over your instructions and click "EDIT STEPS"

      • Click "+New step" to create the first step of your instruction

      • Enter your instructional step content and then click "SAVE"

      • Click the media icon to upload a picture for your step

      • Click the "+" icon to go & create the next step

      • Create all the steps of your Instruction

      • Click "Back to overview" to check the flow of steps in your instruction

      • Double-check to see if your instruction contains all the necessary steps to take the end-user from the initial state to the desired goal of the instruction.

      • Click "Guide overview" to go back to the overview of all content within this Guide

      • Enter all your instruction titles one by one to create the entire structure of your Guide.

      • Click "New topic" to create a topic within your Guide

      • Enter your topic title in the corresponding field

        then click "SAVE TOPIC"

      • Grab an instruction by the handle to drag and drop it into the topic you want & organize them in a logical order.

      • Click "+ New checklist" 

      • Enter the Checklist title and click SAVE

      • Click the media icon to upload a cover picture for your Checklist

      •  Click "EDIT CHECKS" to create your Checklist

      • Click "+NEW CHECK"

      • Write under each Check what needs to be checked & upload the picture showing users what should they be looking for

      • Grab Checklists & Instructions by the handle to drag & drop them, and organize them in a logical order within the Guide.

      • Publish your Guide by clicking "Publish"

    • Creating your guide structure

      • Go to the main menu click on "Guides"

      • Click '+' to start creating a Guide

      • Enter a title for your Guide

      • Click the language dropdown menu to select the language of your choice to write your Guide

      • Click the Team dropdown menu to select the team you're creating the Guide with

      • Click the Tags dropdown menu to select the tags related to your Guide

      • Click the media icon to upload a cover picture for your Guide

      • Upload a cover image for your guide & click on ADD

      • Click "Save draft" to save all the information of your Guide cover

      • Enter all your instruction titles one by one to create the entire structure of your Guide.

      • Click "New topic" to create a topic within your Guide where you can then bundle tasks that are related to each other

      • Enter your topic title in the corresponding field

        then click "SAVE TOPIC"

      • Enter all your guide topics one by one to create the entire structure of your Guide

      • Grab an instruction by the handle to drag and drop it into the topic you want & organize them in a logical order.

    • Creating an Instruction in your Guide

      • Click 'CREATE THE FIRST INSTRUCTION' to start creating instructions in your Guide

      • Enter your first instruction title & click SAVE

      • Click the media icon to upload a cover image for your instruction

      • Hover over your instructions and click "EDIT STEPS"

      • Click "+New step" to create the first step of your instruction

      • Enter your instructional step content and then click "SAVE"

      • Click the media icon to upload a picture for your step

      • Click the "+" icon to go & create the next step

      • Continue creating all the steps required for your Instruction

      • Click "Back to overview" to check the flow of steps in your instruction

      • Double-check to see if your instruction contains all the necessary steps to take the end-user from the initial state to the desired goal of the instruction.

      • Click "Guide overview" to go back to the overview of all content within this Guide

    • Creating a Checklist in your Guide

      • Open an existing Guide or start creating a new one

      • Click "+ New checklist" 

      • Enter the Checklist title and click SAVE

      • Click the media icon to upload a cover picture for your Checklist

      •  Click "EDIT CHECKS" to create your Checklist

      • Click "+NEW CHECK"

      • Write under each Check what needs to be checked & upload the picture showing users what should they be looking for

      • Write under each Check what needs to be checked & upload the picture showing users what should they be looking for

      • Create more Checklists.

      • Grab Checklists by the handle to drag & drop them, and organize them in a logical order within the Guide.

      • Publish your Guide by clicking "Publish"

    • Creating and Applying Sign-Offs on instructions

      • Click “Sign-Offs” in the main menu under Guides.

      • Click the "+" button on the right side corner to create a new Sign-Off

      • Click on a Sign-Off template to select it

      • Click the preview button on the right corner to see how it would look like

      • Click on the arrow to go back to sign-off template

      • Click “NEXT” to start creating this Sign-Off

      • Enter a Tittle for this Sign-Off 

      • Reformulate the main question if needed

      • Click "SAVE"

      • Click the 3 dots menu to edit your drafted Sign-Offs & Set up their frequency

      • Click “ACTIVATE” to finalize the creation & allow the Sign-Off to be applied on Guides.

      • Go to your Guide and apply this Sign-off to your Instruction(s).

    • Setting up the Checklists Alerts

      • Check out the SwipeGuide developers page here to see what is needed for a webhook integration with our platform

      • Create an incoming webhook for the system of your choice to get the webhook URL

        Click here to learn how to do that for Microsoft teams.

      • Go to SwipeGuide Platform Settings and click Settings 

      • Click Platform

      • Click “Alerts”

      • Paste the webhook URL provided by your IT department & click “SAVE”

        The feature is now ready to be used!

  • Publishing & Sharing your Guides

    • Publishing your Guide

      • Hover over your Guide cover & click "Edit details"

      • Select the Workspaces you want to make this Guide visible to

      • Click "SAVE DRAFT"

        Once published, this Guide will automatically be made visible to the Workspaces you've selected, unless the publisher changes the setting beforehand.

      • Click "PUBLISH UPDATES" to make your Guide visible to end-users on your Workspace(s)

      • Select the Workspaces you want to publish this Guide to

        Then click "PUBLISH UPDATES"

    • Sharing your Guide

      • Open the Guide you want to share with end-users

      • Click the action button

        Then click "Share"

      • Choose one of the three options to share your guide

        Then click "DONE"

        You can now share your guide with the end-user

    • Sharing a Topic

      • Open the Guide where the Topic you want to share is

      • Click the 3 dot menu of the Topic

      • Click "Share"

      • Choose any one of the three options to share your topic

        Then click "DONE"

        You can now share your Topic with the end-user

    • Sharing an Instruction

      • Open the Guide where the instruction you want to share is

      • Click the 3 dot menu of the instruction

        Then click "Share"

      • Choose one of the three options to share your instruction

        Then click "DONE"

        You can now share your instruction with the end-user

  • Approval Workflow & Version Control

    • Requesting Guide Approval

      • Navigate to the guide that is ready for approval

      • Click REQUEST APPROVAL

      • Add a comment for the approver(s) explaining your request or summarizing the changes made

      • Click REQUEST APPROVAL again to confirm and send your request

    • Canceling Guide Approval

      • Navigate to the guide with the pending approval request

      • Click CANCEL APPROVAL REQUEST

    • Approving & Publishing

      • Click the button in your email to navigate to the guide

      • Check the Activity Log to review all the changes made to the guide

      • Click APPROVE to approve this version of the Guide

      • Confirm the Workspaces where the guide should be visible and then click PUBLISH UPDATES

    • Rejecting & Providing Feedback

      • Click the button in your email to navigate to the guide

      • Check the Activity Log to review all the changes made to the guide

      • Click REJECT THIS VERSION to reject the guide & end the approval workflow

      • Enter your feedback in the dialogue box explaining why the guide was rejected

      • Click REJECT AND SEND FEEDBACK

    • Checking a previous version of a Guide

      • Open the guide you want to check

      • Click "Draft version" label 

      • Select "Live version" to switch from the Draft version to the Live version & view the last published version

      • Click "View Version" to display the selected version

        The selected version will appear on the screen in view mode.

    • Restoring a previous version of a Guide

      • Open the Guide you want to check

      • Click the Draft version label

      • Select one of the older versions to switch from the Draft version to one of the Published versions

      • Click "View Version" to display the selected version

        The older version will appears on the screen in view mode

      • Click "Publish Old Version" if you want to make this version the live version of your guide 

    • Unpublishing your guide

      • Open the Guide you want to check

      • Click the Draft version label to switch to Live version

      • Click "VIEW VERSION"

      • Click "UNPUBLISH" to prevent the end-users from accessing your guide

  • Tracking Platform & Workspace Adoption

    • Checking Platform Adoption Data

      • Click "Analytics" & then click "Adoption" in the main menu of the platform

      • Select a timeframe & Workspaces you are interested in then click Apply 

      • Check the Number of Workspaces to see how many factories and which parts of your organisation has used the SwipeGuide tool during specific time periods, and in total to date

      • Check the Number of Teams to see how many factories and which parts of your organisation has used the SwipeGuide tool during specific time periods, and in total to date

      • Check the Number of Users, to see how many factories and which parts of your organisation has used the SwipeGuide tool during specific time periods, and in total to date

      • Check the Number of Guides, Instructions & Steps created on the Platform to check the amount of content created by different factories in specific periods of time and in total to date

      • Check the Number of Guides, Instructions & Steps created by each Workspace on the Platform to compare content created by different factories on the Platform in specific time periods and in total to date

      • Check the number of Page views to see how much your Platform is being accessed by different users from all the factories which adopted the tool & the number of User sessions to see how many times these users have used the content on your Platform over specific time periods and in total

    • Checking the Workspace Adoption Data

      • Click on the “Workspace Adoption” tab & filter on a timeframe & on the Workspace(s) you are interested in

      • Check the Number of Teams to know how many teams within your Workspace have already adopted the tool at a specific time periods, and in total to date

      • Check the Number of Users to know how many teams within your Workspace have already adopted the tool at a specific time periods, and in total to date

      • Check the Number of Guides, Instructions & Steps in Draft & Published, that are created by all Teams within your Workspace to see how much content is being created by all users within your Workspace in specific time periods, and in total to date

      • Check the number of Guides, Instructions & Steps in draft & published, that are created by each of your Teams to see how much content is being created by specific users within your Team in a specific period of time

      • Check the number of Page views to see how much your Platform is being used by different users & the number of User sessions on your Workspace over specific periods of time and in total to date

      • Check which are all of the Guides & Instructions that have been created on your Workspace, how many Users have accessed this content and how much time was spent on each of them

  • Translating Guides

    • Translating using auto-translate

      • Go to an existing guide and click on the Guide menu

      • Click "Translate"

      • Click "AUTO-TRANSLATE"

      • Click on the drop down menu to Choose the language you want to translate your Guide into

      • Click "+ ADD NEW LANGUAGE" to add a new language to your Guide.

      • Select a language from the list of available languages on your Platform

      • Click "ADD"

      • Click "AUTO-TRANSLATE"

        The Translation will be automatically processed.

      • Click "REVIEW UPDATED GUIDE" to see & edit your Guide in the newly added language 

      • The language of your Guide in the Platform CMS has been switched to the newly added language.

        Review Updated Guide

    • Translating your Guide Manually

      • Go to an existing guide and click on the Guide menu 

      •  Click "Translate"

      • Click "TRANSLATE MANUALLY"

      • Select the language you want to translate your Guide into. 

      • Click on the content you want to translate & type in the translation manually.

      • Click "Save translations"

      • Click "BACK TO GUIDE" to go to back your guide

      • Switch the language of the Guide to review the newly added language and edit the content in that language directly in the Guide Editor

    • Translating via Excel export/import less than 5,000 characters

      • Open the Guide you want to translate & click the action button

      • Click "Translate"

      • Click "TRANSLATE MANUALLY"

      • Click on ADD NEW LANGUAGE and select the language you want to translate this Guide to

      • Click "Export All" to receive an excel file containing the Guide content in the current language

      • Open the exported excel document on your computer

      • Add the abbreviation of the new language in a new column

      • Highlight and copy the original language column, except the header row

      • Go to translate.google.com and choose "text" translation method

      • Choose the source & destination languages

      • Paste the column of text into the source language

        Translation will happen automatically

      • Copy the translated text

      • Return to your Excel file and paste into the destination language column

      • Save the adjusted document on your computer

      • Click the 'IMPORT ALL' button

      • Click on "UPLOAD SHEET" to select the adjusted document from your computer and press 'Upload'

      • The translations you've added to the document are now uploaded into the platform

        Your guide will now be available to end-users in all the translated languages.

    • Translating via Excel export/import more than 5,000 characters

      • Open the Guide you want to translate & click the action button

      • Click "Translate"

      • Click "TRANSLATE MANUALLY"

      • Click on ADD NEW LANGUAGE and select the language you want to translate this Guide to

      • Click "EXPORT ALL" to receive an excel file containing the Guide content in the current language

      • Open the exported excel document on your computer

      • Create a duplicate of the exported excel file

      • Delete the header row & all columns except your source language column from the duplicated file

      • Go to translate.google.com and choose the "Documents" translation method

      • Choose the source & destination languages

      • Click "Browse your computer" and upload the duplicated excel file

        Then click the Translate button

      • Download the translated file

      • Open the translated file & copy the translated column

      • Go back to the original excel file & add the abbreviation of the new language in a new column

      • Paste the translation into the destination language column

      • Save the adjusted document on your computer

      • Click the 'IMPORT ALL' button

      • Click on "UPLOAD SHEET" to select the adjusted document from your computer and press 'Upload'

      • The translations you've added to the document are now uploaded into the platform

        Your guide will now be available to end-users in all the translated languages.

    • Reviewing auto-translation in the Translations interface

      • Click "MANAGE TRANSLATIONS"

      • Click on the newly auto-translated language

      • Review and edit the auto-translation

      • Click "SAVE TRANSLATION" 

      • Click "BACK TO GUIDE" 

      • Switch Guide language to the new language if you want to review your Guide & continue editing it in this new language

  • Extra topics

    • Applying Instructional design principles when creating your Instructions

      • Use the simplest form of instruction verb + noun when writing your instruction steps

      • Add more information when it is needed to execute the Step action

      • Use active voice whenever possible by starting with the verb and using present tense

      • Be consistent throughout the entire instruction/guide by using the same word to describe the same thing