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:

  1. 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.
  2. Select the material line or operation to be connected to work guidelines.
  3. Right-click and then click Work Guidelines.
  4. Click New to add a work guideline.
  5. To create a work guideline manually, type information in the Guideline Desc and Guideline Text fields.
  6. 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.
  7. 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.
  8. Repeat steps 3-5 for each work guideline to be connected to the specific component or operation.
  9. Click OK.
  10. 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.
  11. 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.
  12. 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.
  13. Save your changes.

In the Interim Order and MRO Interim Order window, follow these steps:

  1. Select the order having the components or operations you want to connect to work guidelines.
  2. In either the Component Work Guide or the Operation Work Guide tab, create a new line to add a component or operation work guideline.
  3. 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.
  4. Enter a guideline sequence number. This is used to determine the order in which the guidelines should be applied.
  5. 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. 
  6. Enter a guideline description and guideline text.
  7. 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. 
  8. 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.
  9. 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.
  10. 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.
  11. Save your changes.