#How to redline a word document 2010 how to#

You donвЂ™t want to spend too much time explaining how to use a complicated job aid.

It will be up to you to determine what works best for your content, but just remember that you are trying to make life easier on your front-line staff. If you want the document to be usable, we generally find that using 1 or 2 levels is going to give you the best structure for most documents. The question of whether to use these levels has less to do with what is possible and more to do with what is usable. Microsoft will automatically give you styles for multiple levels of headers. Highlight that line that you want to be the header and click the header style. This part is easy but can be time-consuming. If the style says Normal or anything other than Header 1, Header 2, etc. Click on it once and look at the top banner in Word. You can quickly tell by finding text that looks like a header. If you are modifying an existing document to create your job aid, youвЂ™ll find that many people donвЂ™t use header styles. This will become absolutely critical in step 3. This may work fine for looking at a document that is printed, but it doesnвЂ™t tell Word what you mean by that header. Many people will organize a document in an outline or will simple bold a phrase to make it the header. If you havenвЂ™t done this before, youвЂ™re missing a powerful tool. If you are creating a new resource, begin by organizing your content using Headers. If you are using an existing doc, you will want to pay close attention to how the formatting was done. For example, if you have an existing Word document that lists 40 FAQs, you can build it into a more usable and useful resource for customer service or sales teams. The important thing is that you can do this with a new or existing document. You donвЂ™t need a Microsoft Word job aid template. If youвЂ™re curious about how to turn a Word document into a dynamic job aid with hyperlinks to the information youвЂ™re needing, itвЂ™s a fairly easy process. Steps to Create Your Own Microsoft Word Job Aid Template With Microsoft Word, you can quickly and easily build a job aid that is easy to create, easy to use, and maybe most importantly, easy to update. (Important Note: You can apply these same practices and get some additional benefits by using Google Docs.) There is nothing wrong with these systems, but if you need an answer today to make a difference in job performance, you should consider a tool that you likely use every day, Microsoft Word. You might be tempted to seek out templates or powerful tools that create systems for customer service agents. When you see that teams need to be able to quickly access bits and pieces of information from an enormous catalog of information, you may need a job aid. Some argue that the elearning on the LMS should solve the problem. Others say that the answers are in the memo or PowerPoint deck the company distributed. Some members of the leadership team say it is a training issue. You hear that a manager is struggling because their staff is overwhelmed by information and canвЂ™t find the right process or answer to a customerвЂ™s questions. You may not be expected to know every technical detail of your product, but you should know how to find the information for a customer or prospect.

A list of FAQs (frequently asked questions) created in MS Word for your product is a job aid.

The document posted on a conference room wall showing you how to operate the projector and conference system is a job aid.

The instructions for assembling a bookshelf are a job aid.

YouвЂ™ve used job aids in your job and personal life. This doesnвЂ™t negate the need for training, but defaulting to training causes training teams to miss opportunities to solve problems in other ways. In reality, the solution may be a hybrid of interventions and job aids that reach your front-line employees with an easy to use solution. Training teams will often choose training as the first and best solution to a problem.