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:

  1. Open the Sub Contract window and query (F3) for the necessary sub contract.
  2. Click the Work Instructions tab and create a new record (F5).
  3. Enter the desired work instruction header data.
  4. Save the information (F12).
  5. Next, select the record, right click, and then click Work Instruction Details. The Sub Contract Work Instructions window opens.
  6. 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.
  7. Save the information (F12).

Alternatively:

  1. Open the Sub Contract window and query (F3) for the necessary sub contract.
  2. Click the Items tab and then click the Lines/Items sub-tab.
  3. In the lower table, select the line item for which the work instruction is to be added.
  4. Right-click, and then click Create Work Instruction. The Sub Contract Work Instructions window opens.
  5. 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
  6. Save the information (F12).

Entering Document Texts to Work Instruction:

  1. Open the Sub Contract window and query (F3) for the required sub contract.
  2. Click the Work Instructions tab.
  3. 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.
  1. In the Document Texts for Sub Contract Work Instructions dialog box that opens click New.
  2. In the Output Type field, enter a predefined output type that has been pre-defined in the Document Text Administration/Output Types tab.
  3. In the Note field, enter the desired text or connect the standard phrase XX-WI.
  4. Click Save and Close.
  5. Alternatively, you can remove a document text connection or modify an existing connection.

Release Work Instruction:

  1. Open the Sub Contract Work Instructions window.
  2. Populate (F2) or query (F3) for the necessary work instruction number.
  3. Select the row, right-click, point to Status and then click Release.
  4. 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.

  1. Open the Sub Contract window.
  2. Populate (F2) or query (F3) for the necessary sub contract.
  3. Click the Work Instructions tab.
  4. Select the row, right-click and then click Print Work Instructions.
  5. Enter the relevant settings and click OK to print out the work instruction.

Replan Work Instruction:

  1. Open the Sub Contract Work Instructions window.
  2. Populate (F2) or query (F3) for the necessary work instruction number.
  3. Select the row, right-click, point to Status and then click Replan.
  4. Verify that the work instruction is in the Planned status.
  5. Right-click and click Work Instruction Details. The window Sub Contract Work Instructions opens.
  6. Modify the work instruction information as required.
  7. Save the information (F12).

Send Work Instruction:

  1. Open the Sub Contract Work Instructions window.
  2. Populate (F2) or query (F3) for the necessary work instruction number.
  3. Select the row, right-click, point to Status and then click Send.
  4. Verify that the work instruction is in the Sent status.

Reject Work Instruction:

  1. Open the Sub Contract Work Instructions window.
  2. Populate (F2) or query (F3) for the necessary work instruction number.
  3. Select the row, right-click, point to Status and then click Reject.
  4. Verify that the work instruction is in the Rejected status.

Confirm Work Instruction:

  1. Open the Sub Contract Work Instructions window.
  2. Populate (F2) or query (F3) for the necessary work instruction number.
  3. Select the row, right-click, point to Status and then click Confirm.
  4. Verify that the work instruction is in the Confirmed status.

Setting Work Instruction to Work In Progress

  1. Open the Sub Contract Work Instructions window.
  2. Populate (F2) or query (F3) for the necessary work instruction number.
  3. Select the row, right-click, point to Status and then click WIP.
  4. Verify that the work instruction is in the WIP (Work In Progress) status.

Complete Work Instruction:

  1. Open the Sub Contract Work Instructions window.
  2. Populate (F2) or query (F3) for the necessary work instruction number.
  3. Select the row, right-click, point to Status and then click Complete.
  4. Verify that the work instruction is in the Completed status.