Navigating the Work Instructions Authoring page

Note

You cannot insert images into the Editor panel of the Work Instructions tab.

1. If you have not done so already, search for and open an existing work package, or create a work package, and navigate to the Work Instructions Authoring page.

2. On the Work Instructions page, populate the Viewer panel as described in Interact with the Work Instructions Authoring page.

   The upper-left panel displays an Assembly tab that consists of parts and assemblies, as well as a Process panel that displays child operations and processes. Clicking objects on the Process tab shows consumed parts and assigned resources in the Parts tab of the middle-bottom panel. The Editor tab in the upper-middle panel is populated with work instructions for the loaded process and its process planning objects: child operations and processes. It displays the name of the process or operation before each work instruction section, as well as highlighted gray authoring tips if no work instructions exist yet. You can scroll down in the Editor panel to display child processes and operations. Note If you edit a section to add additional instructions to a process or operation, the scroll area increases.

3. Write the work instructions for the selected process or operation. You can use the tools in the Editor panel to:

   Create numbered steps or billeted lists, indent or outdent paragraphs, and specify text alignment.

   Create work instructions that contain bidirectional text. For example, you can create one set of work instructions that contains text in Hebrew and English.

   Create tables into which you can insert text and symbols.

   Find and replace text with matching text, including whole words and cyclic patterns of text, except in text created using the [[ and {{ characters (see tip below).

   Specify the font, font size, and paragraph format of your text (default = Normal).

   Boldface, italicize, underline, and change the color of text as well as the background color, copy text formatting, and add special characters.

   Add symbols to indicate work situations such as prerequisites, safety precautions, or dangerous materials.

4. Type one of the following shortcut options to locate and add the correct parts and resources for a work instruction.

   Tip

   As you start typing in the field, part and resource names based on the loaded assembly in the process plan are filtered.
   
   
   Press the down arrow to select the preferred part or resource part of the name or ID to filter the list until a unique selection is displayed, and then press Enter.
   

   Type [[ to select from a list of parts and resources that are assigned to the selected process or operation:

   Type {{ to display a list of visuals assigned to the selected process or operation:

   Type \\ to display a list of standard work instructions that you can apply to the selected process or operation. You can also enter text to refine the results.

   Note Manually typing part, resource, and visual names or IDs can lead to mistakes. Use the [[ and {{ characters to reduce such mistakes. You can insert a part, resource, or visual name, but you cannot edit it. To delete a name, place your cursor after the name and press the Back key.

   When you select the part, resource, or visual, the part or resource name is displayed and the shortcut characters are removed from the text. When you specify a visual, the text "as seen in:" precedes the visual name.

5. (Optional) Click Maximize Horizontally to expand the Editor panel; click Restore Horizontally to collapse the Editor panel and restore the Viewer panel..

6. (Optional) Add symbols to indicate work situations such as prerequisites to an activity, safety precautions, or dangerous materials by doing the following.

7. Click Insert Symbol and navigate to the custom symbol file you want to add to the note.

8. In the Open dialog box, navigate to the symbol file you want to upload, select the file, and then click Open. The image appears in the work instruction. Note Symbol file height cannot be greater than 132 pixels. If you add a higher-resolution image, both the height and the width of the image are resized.

9. To delete a symbol, in the Editor tab, select it, and then press Delete.