Connect Work Guideline to Operation

Explanation

Use this activity to connect work guidelines to a selected operation. Work guidelines can be created manually or from a work guideline template.

Prerequisites

If a work guideline template is to be used, that template must be defined. An operation must also be defined for a part.

System Effects

As a result of this activity, the system connects work guidelines to an operation.

Window

Routings

Related Window Descriptions

Routing Operation Work Guidelines
Routings
Routings/Routings
Select Work Guideline Template

Procedure

  1. Query the part that has the operations to which you want to connect work guidelines.
  2. Click the Routings tab.
  3. Point to the operation to which you want to connect work guidelines, right-click, then click Routing Operation Work Guidelines.
  4. Click in the table window and create a new record (F5).
  5. To create a work guideline manually, enter values for the Guideline Desc and Guideline Text fields.
  6. To use a work guideline template, point to the new line, right-click, then click Work Guideline Template. Select a work guideline template, then click OK.
  7. Select the type of guideline in the Guideline Type field. If the type Subtask is selected, also select whether or not the sign off and inspection sign off should be required in the Sign Off Required and the Inspection Sign Off Required fields.
  8. If there is a need to validate the employee qualification for the subtask, you can specify an employee qualification profile in the Emp Qual Profile field. Use the List of Values to select from available profiles. The subtask must have Sign off Required set to Required to Close Operation.
  9. If there is a need to validate the inspection employee qualification for the subtask, you can specify an employee qualification profile in the Inspect Emp Qual Profile field. Use the List of Values to select from available profiles. The subtask must have Inspection Sign off Required set to Required to Close Shop Order or Required to Close Operation.
  10. Optionally, enter a reference number in the Reference Number field and use the List of Values to select a reference type in the Reference Type field.
  11. Repeat steps 3-7 for each work guideline that you want to connect to the selected operation.
  12. Save the record (F12).