Add or delete an operation in work instructions

To perform planning tasks, load a target process and its assembly, then add operations and work instructions to the assembly.

Procedure

1. If you have not done so already, search for and open an existing work package that contains processes and parts, and navigate to the Work Instructions Authoring page.

2. In the Assembly tab, select a part or assembly that has assigned processes and operations.

Processes and operations assigned to the part or assembly are displayed in the Editor tab.

3. In the Editor tab, next to a process or operation, click More  → Create Operation .

Note

If you add a new operation to a process, the operation is added as the last in the process.

If you add a new operation to an operation, the operation is added after the current operation.

4. In the Create Operation dialog box, in the Name box, type an operation name, and click Create.

The operation is added to the Editor and Process tabs.

5. Author the work instructions for the process or operation.

6. (Optional) Add additional operations to the process plan.

Tip As you plan a process, click on process objects to synch the work instruction to the processes or operations you need to document. The tabs in the information panel beneath the Editor tab are also synched to the selected process or operation.

7. (Optional) To remove or replace a process or operation, next to its heading, click More  → Delete .