Create your standard

Video

When you have established the One Best Way for a process it is now time to capture it

To start click the ‘Create SWC’ button. GENEO will generate and apply the next unique document ID number for the new standard. This number will stay with the document throughout its lifecycle with no manual intervention required. Apply a name for your standard. Indicate where it should be visible in the organisation right now and Save. Document visibility can be changed at any time during the life of the standard. We now see the page where the document will be managed all through its lifecycle. From the point of creation until the time when it is no longer relevant and is sent to the archive.

  • It is now simply a case of adding (in no particular order)
  • Safety equipment and safety info
  • Information supporting quality
  • A layout diagram
  • The authorisation requirement

This environment is also where we build the major and minor steps of the process, sometimes referred to as Job Element Sheets (JES) and Elements. To start a new JES simply click ‘Add JES’. There is no need to understand sophisticated formatting functions needed to manipulate existing desktop document writing solutions.

Anyone can get involved!

To add Elements to a JES click ‘Add Element’ Click ‘Add Existing’ to add common work JES that are already defined, from the Shared Element Sheet library. This bit of GENEO functionality not only helps control common work steps but also allows strict control of critical process steps that need to be centrally managed, all the while reducing the number of documents that need creating. Adding step detail to an Element via text boxes and global lists makes building up the rich detail simple and straightforward. Preview your efforts at any point. The GENEO Software manages all the formatting of your final document for you. However, we all like to take a peek at how it will look ‘on the page’ as we work on a standard. Click the ‘Preview’ button to see your efforts come to life on the page. Once complete pass the standard for authorisation with the click of a button. What if your standard forms part of a sequential work flow. No problem. Define the Process Flow and add your standard to the flow. What if product or process variation complicates how you communicate your standards? Fine. Define the variants and then use the required work matrix to control how work applies to them. Voila! GENEO can now present the relevant process steps to the operator in either a paper document or on screen.

Back to top