Issue Work Instructions
Explanation
This activity is used to issue work instructions. Work Instructions are issued to the supplier so they can start working on the
contract. These work instructions are
connected to the sub contract, but may or may not be connected to the contract line items.
Note: When you are creating a work instruction, the active revision is automatically
selected and cannot be updated.
Once the work instruction is released, it will only be possible to update the
value in the Progress field. No other changes are permitted at this
stage. However, the work instruction can be replanned if
changes are necessary. Further, you can only delete a work instruction if it is
in the Planned status.
Prerequisites
The sub contract should be in any of the following statuses: Awarded,
Under Review, Active or Completed.
System Effects
A work instruction is created and connected to the sub contract.
Window
Sub Contract
Related Window Descriptions
Sub Contract/Work
Instructions
Sub
Contract/Items/Lines/Items
Sub Contract Work
Instructions
Procedure
Create a Work Instruction from Sub Contract:
- Open the
Sub Contract window and query (F3) for the
necessary sub contract.
- Click the
Work
Instructions tab and create a new record (F5).
- Enter the desired work instruction header data.
- Save the information (F12).
- Next, select the record, right click, and then click Work Instruction Details.
The Sub Contract Work Instructions window opens.
- In the table, enter the desired work instruction data.
If required, enter additional data, such as the sub
contract line and line item number, the value of the work instruction line
and the ID of the person responsible.
- Save the information (F12).
Alternatively:
- Open the
Sub Contract window and query (F3) for the
necessary sub contract.
- Click the
Items tab and then click the
Lines/Items
sub-tab.
- In the lower table, select the line item for which the work instruction
is to be added.
- Right-click, and then click Create Work Instruction. The
Sub
Contract Work Instructions window opens.
- Enter the desired work instruction data both in the header and the table.
If required, enter additional data, such as the sub
contract line and line item number, the value of the work instruction line
and the ID of the person responsible
- Save the information (F12).
Entering Document Texts to Work Instruction:
- Open the
Sub Contract window and query (F3) for the
required sub contract.
- Click the
Work
Instructions tab.
- Select the work instruction header, right-click and then click
Document Texts. The Document Texts
dialog box opens.
Note: You can also connect a document text to a work instruction line.
Right-click the work instruction line, and then click the Work
Instruction Details. In the
menu option.In the
Sub
Contract Work Instructions window that opens, select the desired line and
right-click the Document Texts box as
shown in the above step.
menu option.
- In the Document Texts for Sub Contract Work
Instructions dialog box that opens click New.
- In the Output Type field, enter a predefined output type that
has been pre-defined in the Document Text Administration/Output Types
tab.
- In the Note field, enter the desired text or connect the standard
phrase XX-WI.
- Click Save and Close.
- Alternatively, you can remove a document text connection or modify an
existing connection.
Release Work Instruction:
- Open the
Sub
Contract Work Instructions window.
- Populate (F2) or query (F3) for the necessary work instruction number.
- Select the row, right-click, point to Status and then click
Release.
- Verify that the work instruction is in the Released status.
Print Work Instruction:
Note: This can just be done after the Work Instruction has been released.
- Open the Sub Contract window.
- Populate (F2) or query (F3) for the necessary sub contract.
- Click the Work Instructions tab.
- Select the row, right-click and then click Print Work Instructions.
- Enter the relevant settings and click OK to print out the work
instruction.
Replan Work Instruction:
- Open the Sub Contract Work Instructions window.
- Populate (F2) or query (F3) for the necessary work instruction number.
- Select the row, right-click, point to Status and then click
Replan.
- Verify that the work instruction is in the Planned status.
- Right-click and click Work Instruction Details. The window
Sub Contract Work Instructions opens.
- Modify the work instruction information as required.
- Save the information (F12).
Send Work Instruction:
- Open the Sub Contract Work Instructions window.
- Populate (F2) or query (F3) for the necessary work instruction number.
- Select the row, right-click, point to Status and then click
Send.
- Verify that the work instruction is in the Sent status.
- Open the Sub Contract Work Instructions window.
- Populate (F2) or query (F3) for the necessary work instruction number.
- Select the row, right-click, point to Status and then click
Reject.
- Verify that the work instruction is in the Rejected status.
Confirm Work Instruction:
- Open the Sub Contract Work Instructions window.
- Populate (F2) or query (F3) for the necessary work instruction number.
- Select the row, right-click, point to Status and then click
Confirm.
- Verify that the work instruction is in the Confirmed status.
Setting Work Instruction to
Work In Progress
- Open the Sub Contract Work Instructions window.
- Populate (F2) or query (F3) for the necessary work instruction number.
- Select the row, right-click, point to Status and then click
WIP.
- Verify that the work instruction is in the WIP (Work In Progress)
status.
Complete Work Instruction:
- Open the Sub Contract Work Instructions window.
- Populate (F2) or query (F3) for the necessary work instruction number.
- Select the row, right-click, point to Status and then click
Complete.
- Verify that the work instruction is in the Completed status.