Use walkthroughs for workflow change, not just onboarding
Most teams think walkthroughs are only for first-day training. They are more useful when a live workflow changes and you need crews to follow the new path immediately.
| Rollout problem | What the walkthrough fixes |
|---|---|
| The crew misses a new required field | Show the exact screen and the exact evidence expected |
| The office changes completion rules | Show what now blocks job completion |
| A new feature changes the sequence of steps | Show the new order before the job reaches site |
Show the exact screen path
Pair video with the working rule
- Show the workflow once from start to finish.
- Call out the evidence the crew must capture.
- Name the failure point that will send the job back for correction.
Keep the help article operational
The walkthrough should not replace the written article. The article should still explain when to use the workflow, what blocks it, and what the office team expects to see after completion.
Ready to put this into practice?
Start free or talk to the Oplerra team.