The Author: Creating Work Instructions
Your Journey with WorkLink Create
Each of you brings a unique role to the AR content creation process, and this walkthrough is designed to guide you through your specific path. For every role—whether you're starting fresh, leading a team, refining technical details, or ensuring quality—you'll find clear steps to help you succeed.
Each section is tailored to your Goals, Onboarding Process, and Training Path. You'll learn what to focus on first, how to get started with WorkLink Create, and the skills you'll build along the way. By the end of your walkthrough, you'll be equipped to confidently fulfill your role and contribute to creating impactful AR work instructions.
My Goals as The Author
- Build Confidence in AR Creation: I am focused on learning the basics of 3D environments and AR authoring tools to create clear, usable instructions.
- Create Simple Instructions: I use templates and guides to develop foundational skills and deliver effective AR content quickly.
- Develop Expertise Over Time: I aim to progress to authoring complex workflows that meet organizational and end-user needs.
Onboarding to WorkLink Tools
As a new user, you’ll interact with three core tools in the WorkLink suite: WorkLink Create, WorkLink CMS, and the WorkLink App. Each tool serves a unique purpose in the AR content creation and deployment process, and together, they ensure a seamless workflow for authoring, organizing, and viewing AR experiences. Below, you’ll find an overview of what each tool does and links to detailed guides to help you log in and get started.
1. WorkLink Create
WorkLink Create is your authoring platform. It’s where you’ll build AR experiences, from step-by-step instructions to immersive workflows. This browser-based tool lets you create, edit, and refine content tailored to your organization’s needs.
Learn how to log into WorkLink Create →
2. WorkLink CMS
The WorkLink Content Management System (CMS) is the hub for organizing, storing, and distributing your AR content. Here, you’ll manage projects, collaborate with team members, and track content updates. It’s the central location for maintaining version control and ensuring everyone has access to the latest work instructions.
Learn how to log into the WorkLink CMS →
3. WorkLink App
The WorkLink App is where end users engage with the AR content you’ve created. It’s designed for viewing AR work instructions and accessing real-time remote assistance. Use it to test your scenarios or see how your content performs in the field.
Learn how to log into the WorkLink App →
Basic Authoring: Overview of Steps
Step 1: Explore Demo Scenarios in the WorkLink App
This is your first step in understanding what AR work instructions look like from the end-user perspective. By installing the WorkLink App and exploring the "Demo Scenarios," you’ll see examples like step-by-step instructions, object overviews, and training assessments. This hands-on experience helps you visualize what you’ll be creating and provides a clear understanding of the features and capabilities your content can include.
- How to Install WorkLink App
- Demo Scenarios Overview
- Placing AR Content
- Scenario Menu Features Help Guide
Step 2: Basic Project Tutorial
The QuickStart Guide is your starting point for learning the authoring workflow. In just 45 minutes, this video takes you through the creation of a simple project, introducing the essential tools and processes in WorkLink Create. This step builds your confidence with the platform by focusing on practical, actionable tasks you’ll use as you begin creating AR content.
Step 3: Training Curriculum
Welcome to the WorkLink Create Author Training Curriculum! This program is designed to guide you step-by-step over four days, helping you build confidence and skills without feeling overwhelmed. The program requires a total time commitment of approximately 17 hours, with each day broken down as follows:
- Day 1: 4 hours of study
- Day 2: 5 hours of study
- Day 3: 5 hours of study
- Day 4: 3 hours of study
Each day focuses on specific aspects of AR content creation, giving you time to absorb the material and practice what you’ve learned. By the end, you’ll be equipped to create, optimize, and publish impactful AR work instructions.
Use the sections and links below to follow the training:
DAY 1: Discover the Basics
Your journey begins with an introduction to AR and the WorkLink Create platform. Today is all about getting familiar with the tools and concepts you’ll use throughout the training.
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What to Expect:
- Explore AR use cases and the end-user experience.
- Learn the basics of navigating WorkLink Create, including workspace tools and basic interactions.
- Understand the stages of project creation and how to plan your projects effectively.
- Training Videos: 100 min (Approx. 4 hours of study)
- Supporting Articles:
DAY 2: Prepare and Optimize Your Content
Today, you’ll focus on preparing and refining your content for AR projects. This includes understanding how to optimize assets and use tools to improve content functionality and aesthetics. We will also cover setting up a project for effective authoring using the default state, UI templates and Visibility Modes.
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What to Expect:
- Prepare 2D and 3D assets for use in an AR project and learn about multiple optimization techniques.
- Dive into reality capture and how to make scans ready for authoring.
- Organize your project with visibility modes, UI templates, and sequences.
- Training Videos: 120 min (Approx. 5 hours of study)
- Supporting Articles:
DAY 3: Dive into Authoring
With the basics in place, day three is all about building intuitive, interactive AR content. This is where your projects start to come alive.
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What to Expect:
- Create steps with menus, callouts, and interactive 2D/3D elements.
- Learn animation workflows and how to direct users effectively with timelines and camera settings.
- Add forms, quizzes, and user navigation for a fully interactive experience.
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Training Videos: 116 min (Approx. 5 hours of study)
- 3.1 - Making a Step
- 3.2 - Animation and User Direction
- 3.3 - User Navigation and Menus
- 3.4 - Forms and Quizzes
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Supporting Articles:
- 3.0 Authoring
DAY 4: Finish Authoring, Publish and Share Your Work
On the final day, you’ll learn how to finalize and distribute your AR content. This includes aligning your projects to physical environments and using the CMS for publishing, file management and user access management.
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What to Expect:
- Set up AR trackers and ensure content aligns properly in the real world.
- Publish your work, manage files, and share projects with others.
- Wrap up the training with guidance on where to find ongoing support.
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Training VIdeos: 65 min (Approx. 3 hours of study)
- 3.5 - Authoring for Interaction
- 4.1 - Alignment and Tracker Setup
- 4.2 - Publishing and CMS Guide
- 5.0 - Where to Get Help
- Supporting Articles
Step 4. Explore Sample Scenarios in WorkLink Create
Once you’re comfortable with the basics, dive into sample projects in WorkLink Create to see how full scenarios are structured. Projects like the Circuit Breaker, Genetic Analyzer, and Turbofan provide insights into advanced features, workflows, and design techniques from an author's perspective. By exploring these projects, you’ll connect the concepts you’ve learned with real-world examples, giving you the foundation to create your own AR content.
- Sample Projects Overview: Explore the demo projects available though the WorkLink Create Cloud platform.
- How to Import Demo Projects: For Offline users, import demo projects directly to your private instance.
Step 5. Maintain Your Skills with our Community Forum
- General Authoring & Best Practices: Explore questions about authoring in WorkLink Create and some best practices from our expert authors.
- Authoring Tips & Tricks: The best tips and tricks from Scope AR’s expert authors on how to author for various use cases and utilizing advanced features.
Advanced Authoring: Expanding Your Expertise
Advanced Authoring takes your WorkLink Create skills to the next level by focusing on specific Use Cases and Advanced Flows. This section will help you understand how to apply the platform’s features to address real-world challenges and integrate WorkLink with other systems. Let’s break it down.
How to Access Advanced Authoring Resources
To explore the resources for each use case in Advanced Authoring, follow these steps:
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Visit the Scope AR Help Center
- Open your web browser and go to the Scope AR Help Center.
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Locate the Search Bar
- At the top of the page, you’ll see the search bar.
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Search for the Use Case Title
- Type the exact use case title as listed below into the search bar (e.g., "Field Service & Support").
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Select the Relevant Article
- Review the search results and click on the article or resource that matches the use case.
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Follow the Resource
- Access detailed information, instructions, and examples to expand your expertise for that specific use case.
Use Cases
Each use case explores a practical application of AR and highlights the features in WorkLink Create that can best support it.
1. Inspection and Quality Assurance
- Overview: Use AR to streamline inspection processes, ensuring quality standards are met with real-time validation and checklists.
- Training Videos:
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Demo Scenarios to Study
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Door Panel Fastener
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Door Panel Fastener
2. Assembly and Installation
- Overview: Simplify complex assembly and installation processes with step-by-step AR instructions and interactive guidance.
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Training Videos:
- 2.4 - Project Organization
- 3.1.3 - Making a Step: Continue/Copy/Duplicate Steps
- 3.2.4 - Animation and User Direction: Interactive Mode Camera
- 3.4.1 - Forms and Quizzes: Forms
- 3.4.3 - Forms and Quizzes: Attachments
- 3.5.1 - Authoring for Remote Assist: Toggeable Callouts
- 4.0 - Publishing & Distribution
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Demo Scenarios to Study
- Door Panel Fastener
- Circuit Breaker - Assembly
- Wire Harness
3. Maintenance and Repair
- Overview: Provide technicians with precise AR instructions for diagnosing issues and performing repairs efficiently.
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Training Videos:
- 2.4 - Project Organization
- 3.1.5 - Making a Step: 2D In-Scene Elements and Callouts
- 3.2.4 - Animation and User Direction: Interactive Mode Camera
- 3.4.1 - Forms and Quizzes: Forms
- 3.4.3 - Forms and Quizzes: Attachments
- 3.5.1 - Authoring for Remote Assist: Toggeable Callouts
- 4.0 - Publishing & Distribution
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Demo Scenarios to Study
- Circuit Breaker - Maintenance
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Genetic Analyzer -Training, Flush Water Trap
4. Design Review, Sales Support and Marketing
- Overview: Use AR to visualize products in real-world environments for feedback, demonstrations, or promotional purposes.
- Training Videos:
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Demo Scenarios to Study
- Circuit Breaker - PreSales
- Wifi Router
- Genetic Analyzer - Overview
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Turbofan
5. Field Service and Support
- Overview: Equip field teams with AR tools for on-the-go troubleshooting and customer support.
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Training Videos:
- 3.1.5 - Making a Step: 2D In-Scene Elements and Callouts
- 3.2.4 - Animation and User Direction: Interactive Mode Camera
- 3.3.1 - User Navigation and Menus: 2D Nonlinear Navigation Example
- 3.3.3 - User Navigation and Menus: Interactable 3D Elements
- 3.4.1 - Forms and Quizzes: Forms
- 3.5.0 - Authoring for Remote Assist: Introduction
- 4.0 - Publishing & Distribution
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Demo Scenarios to Study
- Circuit Breaker - Maintenance
- Wifi Router
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Genetic Analyzer - Training
6. Training
- Overview: Create immersive training experiences with AR to improve skill retention and hands-on learning.
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Training Videos:
- 3.2.4 - Animation and User Direction: Interactive Mode Camera
- 3.3.1 - User Navigation and Menus: 2D Nonlinear Navigation Example
- 3.3.3 - User Navigation and Menus: Interactable 3D Elements
- 3.4.2 - Forms and Quizzes: Quizzes
- 3.5.0 - Authoring for Remote Assist: Introduction
- 4.2.1 - Publishing and the CMS: Publishing, Sharing, & File Management
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Demo Scenarios to Study
- Circuit Breaker - Training, Maintenance
- Wire Harness
- Wifi Router
- Genetic Analyzer
- Turbofan - How does it work?