Work guidelines are instructions or notes associated with the manufacturing process, either through the product structure or the routing of the part being built. Used with structures, they allow you to create an artificial routing (if you do not use routings). They also give specific or additional information to the assembler or stockroom manager when he/she picks material for an order. Work guidelines warn you about the hazards or special handling properties of the material being used. Used with routings, they allow you to give step by step instructions about performing an operation. Additionally, they provide a standard location to store inspection and safety notes.
For routing guidelines is it possible to define a guideline type. Possible
values are Instruction and Subtask. The difference between an
Instruction and Subtask guideline type is that a subtask may require
a signoff or inspection which an instruction does not require. If a signoff is
required than it indicates that the subtask must be signed off before the
operation can be completed by the shop floor worker. It is not possible to
report any operation quantity complete for the shop order before all subtasks
related to the operation guidelines are signed off.
It is also possible to include an inspection sign off for
a subtask. Possible values are Required to Close Operation and
Required to Close Shop Order. This means that an inspector must approve the
work performed in order to complete the subtask. Depending on the value of the
sign off subtask, it is not possible to report a quantity on the operation or
receive any shop order quantity into inventory before the subtasks that require
inspection sign off are signed off by the inspector..
It is possible to define an Employee Qualification Profile for a subtask. If an Employee Qualification Profile is added, the subtask needs to be signed off. If a validation against the employee qualifications and the qualification profile will be done, depends on the option selected for Consider Qualification Profile list, under the Manufacturing tab on the Site window. The functionality is limited to the subtask sign off in employee reporting mode on the shop floor workbench.
Work guidelines can either be created manually or from a work guideline template. Work guidelines are associated with structure line items or routing operations. When a shop order is created, the work guidelines for the structure used on the order are copied to the order’s allocations. The work guidelines for the routing used on the order are copied to the order’s operations. You can modify these allocation and operation guidelines without affecting the structure or routing guidelines that generated them. The structure and routing guidelines can be modified without affecting the work guideline templates that created them.