Shopfloor Matters
Smart Factory & AI

Digital work instructions that know what's running

Paper work instructions go out of date the day they're printed. How digital instructions with production context help new starters get it right in days, not months.

Illustration: Digital work instructions

Walk onto most shopfloors and you'll find work instructions in a folder. Laminated, a bit greasy, and sometimes not the latest version.

Nobody reads them unless they're new or something's gone wrong. And even then, they have to find the right page for the right product on the right machine.

Digital work instructions are key to making sure the right thing happens at the right time, in the right way, no matter who's doing it. But only if they're done properly.

The problem with paper

Version control. A procedure changes. Someone updates the master document. Did every printed copy get replaced? On every line? On every shift? You'd be surprised how often the answer is no.

Finding the right one. Instructions vary by product, machine and operation. On paper, the operator has to work out which one applies.

No proof it was followed. A signature at the bottom of a sheet says someone was there. It doesn't say they did each step.

Knowledge stays in people's heads. The real tips, like the extra adjustment that stops the jam, often never make it into the document at all.

What digital should mean

Putting a PDF on a tablet isn't digital work instructions. It's paper on a screen.

Proper digital work instructions are:

  • Presented automatically. The operator starts an order and the instructions for that product, operation and machine appear. No searching.
  • Always the latest version. Revised centrally, live everywhere immediately, with the old version retired.
  • Step by step. One step at a time, with images, video or diagrams where they help.
  • Interactive. Steps confirmed, measurements entered, checks completed as part of the flow, not afterwards.
  • Linked to skills. When an instruction changes, the people qualified on it acknowledge the new version.

Why context changes everything

The real value comes when instructions know what's running.

If the system knows the order, the material, the machine and the tool, it can show exactly the right steps and parameters. Not a generic procedure with "for product X see section 4.2".

It can also respond to what's happening. A material lot changes, so a check appears. A tool hits its change limit, so the changeover instructions appear. A quality result is borderline, so the corrective steps appear.

That's only possible when work instructions live inside MES/MOM, alongside production, quality and inventory. A standalone instructions tool doesn't know a lot just changed.

Onboarding in days, not months

This is where I see the biggest impact.

When the process lives in someone's head, a new starter shadows them for weeks. When the process is documented, standardised and presented step by step, people become productive in days.

With the workforce challenges most manufacturers face, that's not a nice-to-have. It's how you keep lines running when experienced people retire and new people don't stay as long.

Capture what the experts know

One more thing. Use the move to digital as a chance to capture tribal knowledge.

Sit with your best operators. Ask what they do that isn't in the procedure. The adjustment they make on a cold morning. The sound that means something's about to jam. Put it in.

Then let operators flag when an instruction is wrong or unclear, from the screen they're working on. Instructions should improve continuously, not once every few years when an audit comes round.

Where to start

Pick the process with the most variation between shifts, or the one where new starters struggle most. Digitise it properly, with context, and measure the difference in errors and onboarding time.

How many versions of the same work instruction are on your shopfloor right now?

Matt Barber
Written by

Matt Barber

VP & General Manager for MES at Infor. Started as an MES developer, then ran projects, solution design and product. Writes about the smart factory, shopfloor AI and the MES/MOM foundations underneath them.

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