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Tutorials

Getting started

Short steps for each app, and answers to common questions.

Opus
  1. Sign in and create or join your team.
  2. In Author, write a procedure, or import one from Excel.
  3. Publish it. That version is locked.
  4. In Run, start a run. Sign each step: Pass, Fail, or N/A.
  5. Close out the run and save the record as a PDF.
Charta
  1. Open Charta from the app menu.
  2. In Author, create a work card.
  3. Add the materials and the steps.
  4. Publish the card.
  5. Run the card. Parts used are recorded.
Manus
  1. Open Manus from the app menu.
  2. Add an event to the calendar.
  3. Add to-dos and give each one a due date.
  4. Check the Today list each morning.
  5. Mark items done when they are finished.
Materia
  1. Open Materia from the app menu.
  2. In Items & Catalog, add parts or import them from Excel.
  3. Group parts into kits.
  4. In Inventory, receive and count stock.
  5. Charta cards pick parts from this list.

FAQ

Questions

What do I need to start?

A web browser and an email address. There is nothing to install. A laptop is best to write procedures. A phone is fine at the bench.

A step says someone is on this step, but it is a shared step.

Refresh the page. After the refresh, anyone can press Pass on that step.

Something did not sync, or a teammate does not see my change.

Refresh the page first. Most sync problems stop after a refresh. If it does not stop, email support@novbay.com and tell us the procedure and the step.

Can I import my Excel procedures?

Yes. Upload the file, fix the steps in the preview, and publish. The file is read in your browser.

Can I change a procedure after I publish it?

Yes. Make a new revision. Runs that already started keep the version they started with.

Can I get a record of a run?

Yes. Each finished run shows who signed each step and when. You can save it as a PDF.

Do I need all three apps?

No. Start with one. The others use the same team account when you need them.

Is there a free plan?

Yes. See the pricing page for the limits.

Another question? Email support@novbay.com.