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 Leader

As a leader, your primary goals center on ensuring the success of your team and the AR content they create. You play a pivotal role in setting the vision and standards that guide your organization’s use of WorkLink. Here’s what you should focus on:

• Set Standards for AR Content: Establish clear guidelines for branding, layout, and workflows to maintain consistency and quality across all projects.
• Oversee Team Collaboration: Coordinate efforts between authors, SMEs, and Quality Control Managers, assigning tasks, reviewing work, and fostering alignment across teams.
• Evaluate and Drive Success: Continuously measure the impact of AR content on organizational goals, ensuring it delivers value and supports efficiency, productivity, and innovation.

Onboarding to WorkLink Tools: For The Leader

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
As the leader, WorkLink Create is your primary tool for reviewing projects and guiding your team. It’s important to familiarize yourself with the platform’s interface to effectively guide your team and uphold branding and workflow standards.
Learn how to log into WorkLink Create →

2. WorkLink CMS
Manage tasks, track progress, and ensure version control to maintain alignment with project timelines and organizational goals. Use it to ensure your team adheres to organizational standards and stays aligned with project timelines.
Learn how to log into the WorkLink CMS →

3. WorkLink App
Test and evaluate content from the end-user perspective to identify areas for improvement and ensure quality. This allows you to experience AR scenarios from an end-user perspective and identify areas for improvement.
Learn how to log into the WorkLink App →

 

Training Goals

• Learn how to leverage WorkLink Create to set standards for content creation and align with organizational objectives.
• Understand how to manage and review projects while collaborating with team members to ensure quality.
• Integrate branding, workflows, and team coordination into the AR content pipeline to drive measurable outcomes.

 

Basic Authoring: Overview of Steps

Step 1: Explore Demo Scenarios

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 step helps you visualize AR workflows from the end-user perspective, enabling you to guide authors in creating impactful content.

• 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. Gain a high-level understanding of the authoring workflow to better support and evaluate your team’s efforts.

• QuickStart Guide Video
• Additional Resources

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

Focus on understanding the key concepts and processes to guide your team effectively without delving into technical details unless desired.

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.

• 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:
  • 0.1 - Introduction to AR: Use Cases, Worklink App and Platform Overview
  • 0.2 - WorkLink Create: The Basics
  • 0.3 - The Four Stages of Project Creation
  • 1.1 - Project Planning: How to Succeed Before Getting Started
• Supporting Articles:
  • Introduction to AR
  • Getting Started: Logging in, System Requirements etc.
  • Worklink Create: The Basics

 

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.

• 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: 
  • 2.1 - Content Preparation: Getting Organized
  • 2.3 - Reality Capture: 3D Scanning, Proxy Modeling, Author Readiness
  • 2.4 - Project Organization: Default State, Templates and Visibility
• Supporting Articles:
  • Content Preparation: Getting Organized
  • Reality Capture: 3D Scanning, Proxy Modeling, Author Readiness
  • Project Organization: Default State, Templates and Visibility

DAY 3: Dive into Authoring

With the basics in place, day three is all about building intuitive, interactive AR content. 

Note: As The Leader, you can go through this content to the extent that you want to be familiar with the authoring process. This section will go through how to author in-depth.

• 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.
• Training Videos:
  • 3.1 - Making a Step
  • 3.2 - Animation and User Direction
  • 3.3 - User Navigation and Menus
  • 3.4 - Forms and Quizzes
  • 3.5 - Authoring for Interaction
• Supporting Articles

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.

• 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.
• Training VIdeos:
  • 4.1 - Alignment and Tracker Setup
  • 4.2 - Publishing and CMS Guide
  • 5.0 - Where to Get Help
• Supporting Articles:
  • Content Placement/Alignment
  • Publishing
  • Managing Work Instructions / Content

 

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. Use these examples to understand advanced workflows and features, ensuring your team is equipped to meet organizational needs.

• 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.

Advanced Authoring: Driving Value Through Leadership

As a leader, your focus in advanced authoring is to ensure WorkLink Create’s features and use cases align with organizational goals while delivering measurable value. This section highlights key AR applications and how you can leverage them to set standards, guide your team, and drive adoption of AR technology for impactful results.

Use Cases

Each use case demonstrates how AR addresses specific challenges. Your role is to identify the most relevant applications for your organization and ensure your team is equipped to implement them effectively.

• Inspection and Quality Assurance
  Use AR to standardize inspection workflows, ensuring compliance and scalability while maintaining quality standards.
• Assembly and Installation
  Simplify complex processes with clear, step-by-step instructions and interactive AR guidance to reduce errors and improve efficiency.
• Enhanced Maintenance and Repair
  Provide technicians with precise AR instructions for diagnostics and repairs, driving faster resolution and greater adoption among field teams.
• Design Review, Sales Support, and Marketing
  Showcase products with visually engaging AR content for feedback, demonstrations, or promotional purposes, ensuring alignment with brand standards.
• Field Service and Support
  Equip field teams with AR tools to troubleshoot and solve problems autonomously, enhancing customer satisfaction and operational efficiency.
• Training
  Develop immersive training modules that improve skill retention and provide hands-on learning experiences, ensuring consistency and scalability.