WorkStepsby SmartFACT

WORKSTEPS · FREE TIER

Version control for work instructions: approve, publish, issue

Updated

Version control for work instructions means only an approved release reaches the shop floor, and each unit keeps the instructions it was issued with. In WorkSteps, every saved change is a new revision, a revision must pass its proof before a reviewer can publish it, and each unit’s traveller keeps the release it was issued from.

WorkSteps record of unit 00002 of WO-1001: source revision 1, procedure release en-400-r1, attempt 1 completed, with its accepted evidence
Each unit keeps the release and source revision it was issued with, in a browser in the office.
Version control for work instructions · 4:02 · Watch on YouTube

What is a revision?

A procedure is edited as a draft. Saving the draft records a new numbered revision, with a note saying why if you add one, and changes nothing on the floor: published releases and travellers already issued stay as they were.

Steps are versioned too. Changing a step’s wording needs a new step revision; an existing one never changes.

WorkSteps draft definition of a procedure, saving as revision 3, with the note Release r2 for works order WO-1002 onwards and a Save draft revision button
Saving records a new revision; changing a step’s content needs a new step revision.

How is a revision proved?

Locking a revision makes an unchangeable candidate and runs every current example against it: examples whose expected route was written independently. The proof also checks that every optional step is covered both when selected and when omitted. A reviewer can publish only the exact candidate that a current, passing proof covers.

WorkSteps proof page for revision en-400-r2, proof passed, listing each optional slot covered when selected and when omitted
A passed proof, with every optional step covered both ways.

Who approves the release?

A reviewer publishes the proven revision. Authors and reviewers are separate roles, so normally someone other than the author approves the release.

If the person publishing also wrote or locked the revision, WorkSteps records the publication as self-approved and asks for a reason, which stays with the release.

WorkSteps publication section explaining that publishing a candidate you wrote or locked is self-approval, with a reason entered and a Publish button
Self-approval needs a recorded reason, which the release shows.

What do issued units keep?

Issuing a unit freezes its traveller: the release, the source revision of the unit’s data, the selected steps, their wording and their values. A later release or a later import cannot change it.

At the station, the unit shows the procedure release and the traveller it was issued with, so the operator works to exactly those instructions.

WorkSteps Issue travellers page showing unit 00102 of WO-1002 with source revision 1 and release en-400-r1, ready to issue
Each traveller is frozen with exactly this release and source revision.

What stops an invalid draft?

The editor checks the definition as it is written. Invalid text disables saving, so it never becomes a revision, a candidate or a release, and the published release stays in use.

WorkSteps procedure editor showing the warning This is not valid JSON yet, with Save draft revision disabled
Invalid text is flagged and the save button stays disabled.

Changes to work already issued

A genuine change to a unit’s data must come with a higher source revision. A file that changes a unit under the same revision is rejected as a conflict, and discarding it leaves issued travellers as they were.

When an accepted source change affects work already issued, that work is held until a supervisor reviews it and decides what happens to the traveller.

WorkSteps preview of wo-1001-drawing-d.csv with two conflicts, same revision with different content, and Accept the whole file disabled
Changed content under the same revision is a conflict, so the file cannot be accepted.

What happens to completed work?

Completed work is never rewritten. Its record keeps the evidence accepted at each step, who supplied it and when. A later concern is added to the record alongside the original completion, and rework uses its own published rework procedure.

WorkSteps completed unit record, which cannot be edited, with its accepted evidence, a concern being recorded and the unit’s history
The completed record cannot be edited; a concern is added beside it.

What WorkSteps does not do

  • Control of other documents, such as drawings or PDFs. WorkSteps versions its own procedures and steps.
  • Regulated electronic signatures or certified compliance. A sign-off is a named WorkSteps confirmation with its history.
  • Training or competency records.

Common questions

What does a completed traveller prove?

It records that the required evidence was accepted against the instructions issued for that unit. It does not by itself prove physical assembly, inspection conformity or permission to dispatch.

Can a published release be edited?

No. A change is saved as a new draft revision, proved and published as a new release. Units already issued keep the release they were issued with.

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