A document can be subdivided with the help of steps and process steps. Several steps can be inserted one after the other, as well as several process steps within one step. You can include different interactions in the process steps. These interactions are used for feedback and documentation of values and confirmations when running a report.

To modify a document, you must move to the menu button (left hand side) "Documents" and open the concerned document. Now, you can start to modify by clicking the edit button in the upper right corner. If you have created a new document, it opens directly in edit mode.

A step is always the top level within a document. In the assistant, you later scroll through the steps one after the other like individual pages. Operations1 offers a total of four step types or templates for creating your documents. These include the classic work instruction, which can also be used as a simple checklist. Furthermore, the a presentation template with extra large media content and modules are available.

A process step is added in one step and describes a single work step. You can add a new process step simply by using the button or the plus sign. You can use drag & drop to arrange individual steps, process steps and interactions.

In most actions, the options mandatory, explanation and N/A are available.

If you want to use process steps more than once, you can simply duplicate them by using the three dots. You can also delete a process step. If you want to display the detailed results of an individual operation in your reports, activate the field individual report for the respective operation.

You can add various interactions to your process steps. For example, checkboxes, confirmation fields, multiple/single choice questions, text fields, number returns or media returns are available as interactions.

In addition to interactions, you can also integrate and edit media in documents in your process steps. The integration of images, videos as well as other media (e.g. PDF files) enables you to present information and processes clearly.

In addition to new steps, you can also insert entire documents into other documents, which are then called modules. This option of nesting documents saves you from having to recreate frequently needed and identical content. Likewise, all changes in a module can be passed on to the corresponding documents at a higher level.

The header data of a document can be found at the top in the middle. Here you can access between the view of the individual steps, the information, the modules, media used and materials.

In order to be able to see your document in the assistant and to start the creation of a report, it must be published and made visible. To do this, use the publish button in the upper right corner of the creator. For a newly created document, you will be taken directly to the review process. For documents that have already been published, you can choose whether a new review is necessary or whether a release should take place directly and without further review.

Move to the Section "Start report", click on a document to open an overview where you can start creating a report via the start button. There you can also preview the content or use the download function.

If you are working in the document area and do not want to switch to report section first, you can start documents directly via the actions button. This will automatically switch to the "Start report" section and the overview for starting the report will appear.

Navigate through and perform the individual operations and interactions. Operations1 offers the possibility for several people to work on the same report at the same time. You can also jump back and forth between the steps as you wish. At the end, you finish the report by clicking the finalize button.

An overview of the individual steps is displayed once again. If not all mandatory fields have been filled in, it is not possible to complete the report.