- 10 Nov 2022
- 10 Minutes to read
Creating & Managing Augmented Steps
- Updated on 10 Nov 2022
- 10 Minutes to read
🌐 ✔️ MES (v6.3.5, v6.5) ✔️ AWI (v6.5) ✔️ LES (v6.5)
💻 Web app
👤 Content Creator, System Admin, procedure template co-author users
Augmented steps allow a procedure author to translate necessary actions that an operator must take into a series of steps that the operator may follow using the Tempo iOS application.
Augmented steps can be added to new or existing draft procedure templates. Refer to Creating a Procedure Template for additional information or to complete initial procedure template creation.
Open the relevant draft procedure template in the Tempo web app prior to completing the steps below. (To learn more about locating procedure templates in the Tempo web app, review the Procedures Overview article.)
This article is composed of the following topics:
- Creating & managing augmented steps
- Understanding & managing sections
- Adding information to an augmented step
Creating & managing augmented steps
The process to add an augmented step differs slightly depending on whether the procedure template is PDF-based or has been built entirely within Tempo.
Adding augmented steps to a PDF-based procedure template
To add an augmented step to an uploaded document, click and drag to select the text that represents your step, then click the subtitles New Step icon.
In Tempo v6.5 and subsequent versions, users also have the option to import one step at a time from an existing procedure template. To do this, click and drag to select the text that represents your step, then click download Import Step. Locate and click the procedure template that has the step you wish to import, then select the step you wish to import and then click Import 1 Step. Review the imported step and make any updates required.
- When augmented steps are added to an uploaded document, the system orders the steps based on each step's text placement within the document from top to bottom, left to right. (For any steps that use the default naming system of Step #, the system also automatically renames steps based on that order.)
- To change which words are associated with a step on an uploaded document, select
more_vert More Options to the right of the step name, then select Move Annotation on PDF, then click and drag the edge of the highlighted area to update the associated words.
- The location of a step number on an uploaded document cannot be moved once placed.
- To delete a step, select more_vert More Options, then select Delete Step. All information for that step will be immediately deleted.
Adding augmented steps to a procedure template built in Tempo
To add an augmented step to a procedure built entirely in Tempo, click content_copy Add Step.
In Tempo v6.5 and subsequent versions, users also have the option to import one or more steps from an existing procedure template. To do this, click Import Steps. Locate and click the procedure template that has the step you wish to import, then select the step(s) you wish to import and then click Import X Steps. Review the imported step and make any updates required.
Understanding & managing sections
Augmented steps can be organized into sections within a procedure template. This allows for certain sections to support parallel execution and certain sections to require completion in a particular order.
Once a step has been added to the Augmented Steps list, a default section displays above the step.
- To edit a section name, select more_vert More Options to the right of the section divider, then select Edit Section Name. The Section Name field can then be edited. Updates are saved when the user navigates away from this field.
- To enable parallel execution for a section, select more_vert More Options, then select Enable Parallel Execution.
- If parallel execution has been enabled for a section, it can be disabled by selecting more_vert More Options to the right of the section divider, then selecting Reset Navigation.
Additional sections can be added between steps in the procedure template. To create a section, there must be at least one step that would be in the new section.
- To add a section, locate the first step for the section, then select more_vert More Options to the right of the step name. Select Add Section Above. (Alternatively, locate the last step for the previous section, then select the more_vert More Options, then select Add Section Below.)
The default section cannot be deleted, but any additional sections can be deleted.
- To delete a section, select more_vert More Options to the right of the section divider, then select Delete Section. Any steps from that section will return to the previous section.
Adding information to an augmented step
To manage information for a step, click the step name (e.g., Step 1). A step builder displays on the right half of the page.
The screenshot above was taken in v6.3; small changes to the page styling have occurred that do not impact the functionality displayed.
Step header options
Step header options display above all tabs within the step builder.
|Step X of Y||Displays which step you are currently viewing and how many steps have been added.|
|< and >||The left and right arrows allow you to navigate to the information for a previous or subsequent step.|
|more_vert More Options||More Options provides access to Delete Step and Move Annotation on PDF (if applicable).|
|keyboard_tab Collapse||The Collapse icon removes the step builder from view. (It can be launched again by selecting a step name in the Augmented Steps section.)|
|Step Name||Displays the name of the step. Click the current step name to edit the name of the step.|
Step Summary tab
The step builder's Step Summary tab displays by default and includes a variety of options that can be managed for each step. (Steps may have one or more of the following options, depending on the overall design and requirements of the procedure.)
- Text and Audio Instructions
- Technique Media
- Signatures and Verification
- Step Navigation
Text and Audio Instructions & Technique Media
The procedure author can set text and audio instructions for the operator, and can upload technique media to assist the operator in understanding the instructions.
- Text and Audio Instructions: Include the instructions for this step. (If you highlighted text in a PDF to create the step, the parsed text is automatically included in the Text and Audio Instructions field.) This text is editable and allows basic formatting.
- The volume_up Sound icon allows the procedure author to preview the audio instructions.
- By default, the Mirror Text & Audio checkbox is checked. If the Mirror Text & Audio checkbox is unchecked, the Text and Audio Instructions field is replaced by two fields: Text Instruction and Audio Instruction. This allows the procedure author to manage the written and audio instructions separately, when needed.
- As a best practice, ensure that instruction meaning does not rely on text formatting.
- Technique Media: Include an image or video to support the step instructions. Technique media can be uploaded from a computer or captured via the iOS app as part of procedure authoring.
To upload technique media via the web application, select Add Technique Media > Upload from Computer A file upload popup displays. Locate and select the image or video file you would like to upload, then select Open. The file uploads.
To learn more about creating and uploading technique media via the iOS app, refer to the Adding Technique Media on the iOS app article.
- There is a 1 GB size limit on technique media.
- After technique media has uploaded, the procedure author can click the file to view and manage the technique media details, including viewing or updating the file name, adding a caption, downloading the file, or deleting the file.
The procedure author can associate one or more inputs with the step. Supported input types include Value, Measure, Checkbox, Resource, Location, Date/Time Capture, Dropdown, and Table.
While the specific fields vary for each input type, all inputs require a Name/Prompt and Identifier.
- Name/Prompt: Provide the information the operator will need to understand this specific input.
- Identifier: Identifies this prompt. The system automatically provides an identifier in the correct format during completion of the Name/Prompt field.
Complete all required information for the specific input type, then select the Add button.
For procedure templates based on a PDF, once an input has been added, select Add Output Field to place an output field on the PDF. The system automatically places the output field near the associated step. The output field can be moved by selecting and then clicking and dragging the output field to the desired location.
For additional information about input types and options, refer to the Understanding Input Types & Options article.
The procedure author can associate one or more actions with the step.
Supported action types include Photo, Formula, Date/Time Formula (or Time Formula), Link Procedure, Material Output, Consume Material, Dispense, Timer, Equipment Status, and Create Label.
PACKAGE & VERSION NOTE:
In Tempo LES v6.5 and subsequent versions, the following action types are also supported, as applicable: Load Plate, Table Formula, and Sampling (Create Sample and Take Sample).
While the specific fields vary for each input type, all inputs require an Action Prompt.
- Action Prompt: Provide the information the operator will need to understand this specific action.
Complete all required information for the specific action type, then select Add Action.
For procedure templates based on a PDF, some actions allow the procedure author to place an output field on the PDF. Once a relevant action has been added, select Add Output Field. The system automatically places the output field near the associated step. The output field can be moved by selecting and then clicking and dragging the output field to the desired location.
For additional information about action types and options, refer to the Understanding Action Types & Options article.
Signatures and Verification
The procedure author can determine how many signatures are required for this step.
- How many signatures are required on this step?: Choose whether no, one, or two signatures are required.
- Action Prompt Signature: Prompt for the first signature, if applicable.
- Require signer to be a member of the following group: Choose which group the first signer must be on, if applicable.
- Action Prompt 2nd-Person Verification: Prompt for the second signature, if applicable.
- Require verifier to be a member of the following group: Choose which group the second signer must be part of, if applicable.
Complete all required information, then select Save Signatures.
For procedure templates based on a PDF, once a signature requirement has been added, the procedure author has the option to select Add Output Field to place a signature field on the PDF. The system automatically places the signature field near the associated step. The signature field can be moved by selecting and then clicking and dragging the signature field to the desired location.
Selecting Remove Output Field will remove the signature field from the PDF.
The procedure author can determine conditions that would allow an operator to proceed to the next step. The procedure author can also determine what the operator should do if those conditions are not met.
The Add Step Navigation Conditions page allows the operator to build those conditions using if / then logic.
The screenshot above was taken in v6.3; small changes to the page styling and/or UI text have occurred that do not impact the functionality displayed.
- If: Select a step input.
- Condition: Select the correct condition information to produce the acceptable value.
- Else: Determine what step the operator should go to if the previous condition is not met.
- Repeat Step: Check Repeat Step to allow this step to be repeated during execution, if appropriate.
Complete all required information, then select Add Step Navigation (or Save Step Navigation) to save.
Draft Comments tab
The step builder's Draft Comments tab allows the procedure author to leave comments for themselves or other authors during the process of creating the procedure template.
The procedure author may type a comment in the Add a Comment field, then select Add Comment to save the comment.
Once a comment has been added, it can be removed or edited by selecting more_vert More Options, then selecting Remove Comment or Edit Comment, as applicable.
The system removes comments when the procedure template advances to the next stage.
The step builder's Review tab allows for the capture of a rationale, as well as a review of revisions to the procedure template since last version.
The procedure author may type a rationale in the Rationale field, then select Add Rationale to save the rationale.
Once a rationale has been added, it can be removed or edited by selecting more_vert More Options, then selecting Remove Rationale or Edit Rationale, as applicable.
A rationale can only be added during the Draft stage. When a procedure template is in review, the rationale can be approved.