Manage occurrence effectivities on operations and processes

You can set the occurrence effectivities on processes and operations for several different units. In this topic effectivity is set for an operation, but you can use the same steps to set effectivity for a process.

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 Process Planning or Work Instructions Authoring page.

2. In the Assembly tab or panel, expand the structure.

3. In the Process tab or panel, select one or more operations.

4. Perform one of the following steps.

                If you are working on the Process Planning page, in the Process panel, click More → Set
                        Effectivity.
                If you are working on the Work Instructions Authoring page, in the Editor tab, click More → Set
                        Effectivity.
   

5. In the Set Occurrence Effectivity dialog box, select an existing effectivity or click Create Effectivity.

6. In the Units box, type start and end unit numbers for the operation.
   When you assign units to the last operation in a series, assign an ending unit value or type UP. If you do not assign an ending unit value to an operation, you cannot properly validate occurrence effectivity, because the operation has an infinite ending value.

7. In the Select End Item box, type a full or partial end item value and press Enter to search for it.

8. Select an item from the results list and click Done.

                    Note 
                        If an object or parent object has a status of Released and you change
                            its effectivity, a message lists objects that must be revised. Click
                                Revise or Cancel.