1. How to
  2. Use in-call features

How to use step-by-step instructions

In-call step-by-step instructions helps you and your organization perform common tasks with consistency.

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What is the step-by-step instructions feature?

Step-by-step instructions is a tool available for users of the XMReality desktop apps to perform common reoccurring tasks with consistency every time. They serve as reminders of what steps to go through during for example commissioning of a new machine or an inspection, making sure that they are performed the same way every time.

Each step in a instruction set consists of a headline which is shown to all call participants, a detailed instructions which is shown to the guide, and optionally checkboxes to for example mark a step as passed or failed.

Also, notes can be written for each step, which are saved as part of PDF call documentation generated when the instruction set is completed or the call is ended. Find more details here about how to generating PDF call documentation

You can also use custom instruction sets, built specifically for your equipment and organization. Read more here on how to create them.

What step-by-step instructions are available?

Out of the box, XMReality provides 25 pre-defined generic instructions covering tasks such as inspections, audits, test readiness and completion, commissioning and remote training. 

Additionally, users can write their own custom instructions during an ongoing call, which serves as a complement to pre-defined instruction sets or as a substitute for tasks that are not following a standard procedure.

How to use pre-defined step-by-step instructions

What pre-defined instruction set is used is either set before a call starts, when creating a call link or scheduling a session, or during a call.

1) Choose instruction set

Option A: Before a call starts

To choose an instruction set when creating a call link, press the Instruction material drop down (1) and select a set.

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Similarly, to choose an instruction set when scheduling a new session or editing an existing session, press the Instruction material drop down (2) and select a set.

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Option B: Choose instruction set during a call 

To choose an instruction set during an ongoing call, expand the Instructions card in the left sidebar (1). Press the Instruction material drop down (2) and select a set, then press the Start button (3).

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2) Step through instructions

With the left sidebar open and the Instructions card expanded, press the < or > buttons (1) on the Instructions card to step to the previous or next instruction step. 

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To quickly move to a specific step, you can open a list of instruction steps with the list button (2) and select another step by pressing the item in the list (3). In this list you will see what steps are already performed, marked by a check mark (4). A step is considered performed if it has been selected at least once, and if there are check boxes for the step a checkbox has been selected.

With the sidebar closed, instead press the forward or backwards arrow buttons on the top of the screen (5) to step to the next or previous instruction step.

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3) Hide instruction

By default, all call participants see the instruction headline. To hide the current instruction from other call participants, press the eye button (1). To show it again, press the same button one more time. The call view reflects what other participants see. If the instruction headline is visible in the call view (2) it is also visible to other participants.

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4) Change instruction set

If you need to change instruction set during a call, open the list of instruction steps with the list button (1) in the Instructions card in the left sidebar and select a new instruction set from the drop down list (2).

Note that when you change instruction set, you will loose any progress made to the current instruction set. This includes what steps have already been performed, any check boxes checked and any written notes made. Notes written or check boxes checked prior to changing set will not be included in PDF call documentation generated later.

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How to use custom instructions

Users can write their own custom instructions during an ongoing call, which serves as a complement to pre-defined instruction sets or as a substitute for tasks that are not following a standard procedure.

1) Write a custom instruction

To write a custom instruction, either press the pencil button (1) if you don't have any instruction set active or the list button (2) if you have an instruction set active. This brings up a list of both pre-defined and custom instructions. Bottom of the list you can write a new custom instruction in the input field (3). Press enter to save the custom instruction.

Custom instructions

2) Display a custom instruction to other call participants

To display a custom instruction, press the item in the list (4). To hide it again, press the same item in the list. As with pre-defined instructions, the call view reflects what other participants see. If the instruction headline is visible in the call view it is also visible to other participants.

Selected custom instruction


Read more:

Generating PDF call documentation

Create custom step-by-step procedures.