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
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
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
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"
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"
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.
Click "User Management" and select "Users" in the main menu of the platform
Click "+" to add a new user
Enter User details such as:
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"
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
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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.
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"
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.
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
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"
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).
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!
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"
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
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
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
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
Navigate to the guide with the pending approval request
Click CANCEL APPROVAL REQUEST
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
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
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.
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
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
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
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
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
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
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.
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.
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
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