Add Work Guideline to Shop Order, MRO Shop Order, Interim Order, CAMRO
Interim Order or CRO Interim Order
Explanation
This activity is used to connect work guidelines to components or operations in a shop
order, MRO shop order, interim order, MRO interim order or CRO Interim Order. You can create work guidelines manually or by using a work guideline
template in
Shop Order and
MRO Shop Order. In
Interim
Order,
CAMRO Interim Order or
CRO Interim Order you can only create new
guidelines manually.
Note: There are three types of guidelines: Instruction, Reference and
Sub Task. Work guidelines associated with structures can select only
Instruction or Reference as the guideline type. Work guidelines
associated with operations and routing can select only Inspection or
Sub Task as the guideline type.
If the guideline type is Sub Task, it is possible to indicate if they
need to be signed off by a floor worker and/or an inspector.
If the type is subtask and an Employee Qualification Profile or Inspection
Employee Qualification Profile is entered, then the subtask must need a
requirement to sign off.
Prerequisites
N/A
System Effects
As a result of this activity, the system connects work guidelines to components or to
operations in a shop order, MRO shop order, interim order, MRO interim order or
CRO Interim Order.
Window
Shop Order
Shop Order Operations
Shop Order Materials
MRO Shop Order
Interim Order
MRO Interim Order
Related Window Descriptions
Shop Order/Materials
Shop Order Materials
Shop Order Material Work Guidelines
Shop Order/Operations
Shop Order
Operations
Shop Order Operation Work Guidelines
Select Work Guideline Template
Procedure
In the
Shop Order,
Shop Order Materials,
Shop
Order Operations and
MRO Shop Order windows,
follow these steps:
- Open the
Shop Order/Materials,
Shop Order/Operations,
Shop Order Materials, Shop Order Operations,
MRO Shop Order/Materials or
MRO Shop Order/Operations tab, having the components or
operations you want to connect to work guidelines.
- Select the material line or operation to be
connected to work guidelines.
- Right-click and then click Work Guidelines.
- Click New to add a work guideline.
- To create a work guideline manually, type information in the Guideline Desc and
Guideline Text fields.
- To use an existing work guideline template, mark the new line,
right-click and then click Work
Guideline Template. Select a work guideline template and then
click OK.
- 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.
- Repeat steps 3-5 for each work guideline to be connected to the specific component or
operation.
- Click OK.
- Select Required to Close Operation in the Sign Off Required field to prevent
the operation from closing before the subtask has been signed off. Select
Required to Close Operation in the Inspection Sign Off Required field to prevent the
operation from closing before the subtask has been inspection signed off, or
to
Required to Close Shop Order to prevent the shop order from closing
before the subtask has been inspection signed off.
- If there is a need to validate the employee qualification for the
subtask, you can enter Employee Qualification Profile, then subtask
must have Sign off Required.
- If there is a need to validate the inspection employee qualification for
the subtask, you can enter Inspection Employee Qualification Profile,
then subtask must have Sign off Required or Required to Close Shop
Order.
- Save your changes.
In the
Interim Order and MRO Interim Order window, follow these steps:
- Select the order having the components or operations you want to connect to work
guidelines.
- In either the
Component Work Guide or the
Operation
Work Guide tab, create a new line to add a component or
operation work guideline.
- Use the List of Values in the Line Item No field in the
Component Work
Guide tab or in the Operation No field in the
Operation Work Guide
tab
to select the component line or operation number to which to attach the work
guidelines.
- Enter a guideline sequence number. This is used to determine the order
in which the guidelines should be applied.
- For component work guidelines, select a value in the Guideline Type
field.
Valid values are Instruction and Reference. If you choose Reference,
you must enter values for the X coordinate, Y coordinate, Z
coordinate and reference quantity.
- Enter a guideline description and guideline text.
- Select Required to Close Operation in the Sign Off Required field to prevent
the operation from closing before the subtask has been signed off. Select
Required to Close Operation in the Inspection Sign Off Required field to prevent the
operation from closing before the subtask has been inspection signed off, or
to
Required to Close Shop Order to prevent the shop order from closing
before the subtask has been inspection signed off.
- 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.
- If there is a need to validate the employee qualification for the
subtask, you can enter Employee Qualification Profile, then subtask
must have Sign off Required.
- If there is a need to validate the inspection employee qualification for
the subtask, you can enter Inspection Employee Qualification Profile,
then subtask must have Sign off Required or Required to Close Shop
Order.
- Save your changes.