Instructions are created by performing the activities as an end-user does, while a recording is automatically gathering all needed data. After creating the recording, the editor can enrich the steps to make it suitable for the end-user. Follow the steps below to create an Instruction.
Creating a new Instruction starts in the Instruction library by pressing the New Instruction button, visible for editors. Pressing the button opens a modal giving the ability to specify the title of the new Instruction, optional a description can be given as tags and applications can be added. Pressing the Create button will actually create and open the new Instruction.
SelfGuide embraces visual instructions and minimizes the time needed to create the visualizations. Steps within an Instruction are created using the Recorder, an application which needs to be installed on the system. Using the recorder, an editor can start a recorder session capturing the required information for the Instruction.
Follow the steps below to create a recording:
All steps are annotated with information about the needed action and where this action needs to be performed. Editors can enrich the steps further in several ways:
After all changes, the Instruction needs to be saved to make the changes visible for the user
On creation, the Instruction title, description, tags and applications are specified. As last step review these properties to make sure the Instruction can be found by users.