Administration
Work Instructions
Version MES 15
Revision A1

Introduction

The Work Instructions module allows users to map instructions to specific part numbers and processes. These can be an URL, HTML, documents, or embed HTML videos. Work instructions provide more details than a procedure because they contain specific instructions to carry out an activity. Their goal is to outline the steps to assign appropriate documents to the end-user regarding a process or part for which they require instructions.

To access the Work Instructions menu from the 42Q portal, navigate to Administration > Work Instructions. In there, these other folders are available, each one with specific features:

Work Instructions Mapping
Work Instructions Search Doc
Work Instructions Type
Email Notification Management
PCB Engineering Notes

Figure 1: Work Instructions Menu

The next sections will give details on how the Work Instructions works.

Work Instructions Mapping

Search for previous mapped Work Instructions

Users can find any record that has been created before by using the searching fields located at the top of the window. The information will be displayed automatically in the panel below, once the user fills in any of the fields. To add or quit other field options, use the +MORE button.

Figure 2: Search Work Instructions

View panel

Users can choose the information that they want to see in the panel. To do so, follow these steps:

Select the three points located at the right top of the panel to display the different options.
Then check the box or boxes of the selected category or categories. The selected columns will appear automatically with the corresponding information.

Figure 3: View Panel Menu

To decide how many rows will be displayed, select the number menu at the top of the panel to see the different options.

Figure 4: Rows/Page Number Menu

Add work instructions

Users can map work instructions that can be seen in the Production Workbench when a Shop Order is scanned.
As this is an intuitive tool, some new fields will appear upon users; add the information into the default fields.

The Part Number, Part Family, and Process Name fields allow users to select multiple choices at the same time, in any case, the Batch ID field will appear automatically as mandatory.

Figure 5: Multiple Choices

To map work instructions follow these steps:

Select the ADD INSTRUCTIONS button located at the right top of the screen. The Add Work Instructions window will be displayed.

Figure 6: Add Instructions

Input the required information.
Select the NEXT button to open the next window.
Complete the required fields and select SAVE to proceed or PREVIOUS to go back.

Source: In this field, users can select one of four options: Local, PLM, URL, or URL Based On Order Attribute. Each of them will ask for new information related to the source:

Figure 7: Source Options

Local: It allows two Source Types and each requires different information.

Document: It requires the attachment of a file, the Source Type, and the Document Type.
Deviation: It requires the attachment of a file, the Source Type, the Document Number, the Document Type, the Value, and to specify if the deviation is assigned to a Shop Order, Unit Serial, Unit Quantity, or Lines.

Figure 8: Add Work Instructions - Source: Local Document 1

Figure 9: Add Work Instructions - Source: Local Document 2

Figure 10: Add Work Instructions - Source: Local Deviation 1

Figure 11: Add Work Instructions - Source: Local Deviation 2

PLM: Requires Source type, Document Number, Document Type (that can be created in the Work Instructions Type folder) and to indicate if it is Direct from PLM or not.

To retrieve the existing revision of a PLM document, select the SEARCH button.
To retrieve the newest revision of a PLM document, select the SYNC PLM button.

Figure 12: Add Work Instructions - Source: PLM

Figure 13: Add Work Instructions - Source and Type: PLM Document

Figure 14: Add Work Instructions - Source and Type: PLM Item

Figure 15: Add Work Instructions - Source and Type: PLM Deviation

Figure 16: Add Work Instructions - Source PLM fields

URL: Requires the address format of the URL (https://.com) and the Title of work instruction and Document Type.

Note: Validation is an optional functionality to support previewing the content of the URL.

Figure 17: Add Work Instructions - Source: URL 1

Figure 18: Add Work Instructions - Source: URL 2

URL Based on Order Attribute: Requires the Attribute name(s) and Document Type. To map an URL Based on Order Attribute, users have to enter the Attribute name/Attribute names.

Note: Users can enter multiple attribute names separated by a comma.

Figure 19: Add Work Instructions - Source: URL Based On Order Attribute 1

Figure 20: Add Work Instructions - Source: URL Based On Order Attribute 2

Users can validate the configured attribute by selecting the Validation button (this is an optional step before clicking the Next button):

Write down one or more Attribute Names separated by a comma.
Input the Shop Order.
Then select the Validation button. The system will list out all the found attribute names which users have inputted before.
To preview the content of the URL, select the Link icon.

Figure 21: Shop Order and Attribute Validation

Case insensitive for the Attribute Name:

If users input several duplicate Attribute Names with the upper and lowercase, since the Attribute Name validation is case insensitive, the system will remove the duplicate Attribute Names to proceed with validation. Such as below three duplicate attributes, it will only verify the first attribute name.

Figure 22: Case Insensitive for the Attribute Name

If users leave in blank the Attribute Names and input a valid Shop Order (e.g. CEB008), at the moment of selecting the VALIDATION button, the system will list all the corresponding Attribute Names related to this Shop Order.

Figure 23: List All the Attribute Names

If users input more than one Attribute Name, some of them will be transferred with the Shop Order (e.g. CEB008) and then, the system will list out those Attribute Names which have been found and alert those attributes that were not found with the Shop Order.

Figure 24: Invalid Attribute Names

Source Type: This field provides the type of sources to choose from. It appears automatically when the source has been previously selected as Local or PLM:

GenCAD (this field will appear only if the process is empty when the source is Local)
Document
Deviation

Figure 25: Source Type Options - GenCAD

The following are optional fields to detail the information:

Email Notification: It refers to the group name that has been set up in the Email Notification Management folder.
Start Date: To indicate the day when the document mapping will begin.
End Date: To indicate the day when the document mapping will end.
Convert To: To convert .docx/.doc, .xlsx/.xls, .pptx/.ppt documents into PDFs, so that users can see the mapped documents in Production Workbench. This field will be Static Document when the file formats are .docx/.doc, .xlsx/.xls, .pptx/.ppt, otherwise, it will be blank.
Start Page: To indicate in which page will begin the visualization of the document, as sometimes it can have too many pages.
End Page: To indicate in which page will end the visualization of the document.
Show default: To indicate if the work instructions will appear by default or not.

Note: If the start/end date is not specified, the set record will default work for 10 years.

Edit Work Instructions

Users are able to edit Work Instructions that have been added before by following these steps:

Select a Part Number by checking the corresponding box.
Then, select the Edit icon that appears when the cursor is located at the end of the selected row to display the Edit Document window.
Edit the information and select the SAVE button to proceed or CANCEL to quit.

Figure 26: Edit Work Instructions

Figure 27: Edit Document Window

Delete Work Instructions

Users are able to delete Work Instructions that have been previously added following a few steps. They can delete one mapping record at a time, multiple mapping records, or all mapping records at the same time. To delete Work Instructions:

Select one or more mapping records by checking the corresponding box.
Then, select the Delete icon that appears when the cursor is located at the end of the selected row or the one that is located above the list, as shown in Figures 28 and 29.
Confirm the action in the pop-up message to delete.

Figure 28: Delete one Mapping Record

Figure 29: Delete Multiple Mapping Records

To delete all the mapping records at the same time:

Select the box located above the list of mapping records. All the boxes below will automatically be checked.
Then, select the Delete icon located above the list.
Finally, confirm the action in the pop-up message to delete.

Figure 30: Delete All Mapping Records

Preview Work Instructions

The system allows users to preview the URL that has been added as Work Instructions. To preview:

Check the box of a chosen row.
Select the Link icon located above the list or the one that appears by locating the cursor at the end of the row. With this action, the URL will be opened automatically in a new window as shown in Figure 32.

Figure 31: Preview URL Work Instructions

Figure 32: Example of Work Instructions Previsualization

Chapter and Step Lists

This functionality applies to users creating chapters and step lists for each Work Instruction.

Search a chapter list

Users can find any record that has been created before by using the searching fields located at the top of the Chapter List window. The information will be displayed automatically in the panel below, once the user fills in Shop Floor ID, and Part Number or Part Family, and Process Name fields.

Figure 33: Chapter List - Search Fields

The chapters and steps can be displayed in the panel to easily locate a specific section by checking the box of Auto-Expand.

Figure 34: Chapter and Steps Panel View

Add a Chapter List

Users can add, edit, or delete a Chapter List of a part number or a part family that specifies the steps to be followed and perform the information provided in the Work Instructions that have been mapped.
There are two methods to add a Chapter, one is by adding a chapter based on a work instructions mapping record, the other one is by adding a chapter directly without selecting a mapping record.

Add chapter list directly without selecting a mapping record

The first step is to select the Chapter List button at the top of the screen.
The Chapter List window will be displayed without any general information.
Click on the ADD CHAPTER button to display the Add Chapter window.
Select the part number or part family radio button.
Input the required information into the Chapter Information fields.
Select SAVE to proceed or CANCEL to quit the action.

Figure 35: Chapter List Button

Figure 36: Chapter List Window - Add Chapter Button

Figure 37: Add Chapter - Chapter Information Window

Add chapter list based on a work instructions mapping record

The first step is to search and select a part number or part family by using the searching fields at the top of the screen.
Tick the checkbox of any work instructions mapping record.
Then, select the Chapter List button located on the right top of the panel. The Chapter List window will be displayed with general information about the Part Number or Part Family, and the process name that was chosen previously.

Figure 38: Work Instructions - Chapter List

Click on the ADD CHAPTER button to display the Add Chapter window. The part number or part family, the process name, and step fields will be automatically populated.
Input the required information in the blank fields.
And finally, select SAVE to proceed or CANCEL to quit the action.

Note: Once the Attribute Group is selected, the steps of a chapter will be added automatically and they can be seen after the chapter is successfully saved.

Figure 39: Add Chapter

Figure 40: Chapter Information

Edit a Chapter List

Users are also allowed to modify the information of a chapter such as chapter name, step, default page, and attribute group. To edit a chapter:

Select the Edit icon that appears automatically when the cursor is located at the end of the chosen row.
Edit the information of the fields.
Then select SAVE to proceed or CANCEL to quit.

Note: If users create a chapter directly without selecting a mapping record, there won’t be a default page.

Figure 41: Chapter List - Edit Chapter

Figure 42: Edit Chapter Window

Delete a Chapter List

Users can delete a chapter by selecting the Delete option that appears when the cursor is located at the end of a chosen row.
Note: The steps will also be deleted accordingly.

Figure 43: Chapter List - Delete a Chapter

Steps from a Chapter List

The Work Instructions module has other intuitive functions that allow users to view, add or edit the Steps from a Chapter.

View Steps

To visualize the data steps, users can select the Step List button that appears when the cursor is located at the end of the chosen row.

Figure 44: Chapter List - Step List Icon

Figure 45: Chapter List - Step View

Add Steps

The incorporation of new steps to a chapter must be done in the Add Chapter window by adding an Attribute Group. Once done this addition, the steps will be successfully added.

Open the Add Chapter Window.
Input the required information in the mandatory fields.
Enter an Attribute Group.
Select the SAVE button. A confirmation message will appear at the top of the screen once the step has been successfully saved.

Figure 46: Add Chapter Window - Attribute Group

Figure 47: Message Confirmation - Saved Step(s)

Edit Steps

To edit a step from a chapter:

Tick the Auto Expand checkbox or select the down arrow to display each step.
Then select the Edit button that appears when the cursor is located at the end of a chosen row. The Edit Step window will be displayed.
Enter the required information.
Then select SAVE to proceed or CANCEL to quit.

Note: The Mode field displays multiple options. Each of them will require different information as can be seen in the following figures.

Figure 48: Chapter List - Edit Step

Figure 49: Edit Step - Mode

Figure 50: Edit Step - Q&A Mode

Figure 51: Edit Step - Checkbox Mode

Figure 52: Edit Step - Auto Mode

Figure 53: Edit Step - Media Mode

Figure 54: Edit Step - Page

Work Instructions Search Doc

This feature allows users to search a document that has been mapped to an existing part or process. To automatically display the Work Instructions document, the mandatory fields must be filled in.

Figure 55: Work Instructions Search Doc

Work Instructions Type

Add Work Instructions Type

The Work Instructions Type folder helps users to create the Document Type that will be mapped through Work Instructions Mapping. To add a Document Type, follow these steps:

Select the ADD button to display the Add Document Type window.

Figure 56: Work Instructions Type - ADD button

Enter the required information in each field.

Document Type (mandatory): To name the work instructions that will be mapped.
Frequency (optional): To set how frequently alert emails will be sent to the user before the mapping record expires.
Time(D) (optional): To set how many days before expiration the alert email will be sent to the user.
Active: To set if the Document Type will be listed or not in the Work Instructions Mapping.

Figure 57: Add Document Type

Once all the fields are filled, select SAVE to proceed, or CANCEL to quit.

Edit or Delete Work Instructions Type

The Work Instructions Type Module also allows users to edit or delete a Document Type from the list by selecting the Edit or Delete button located at the top of the list.

Figure 58: Work Instructions Type - Edit and Delete functionality

The Edit functionality will open a new window where users can modify the Frequency, Time(D), and Active information. To keep the changes select the SAVE button.

Figure 59: Edit Document Type

The Delete functionality will open a confirmation window asking if the deletion is correct. Select YES to proceed or NO to cancel the action.

Figure 60: Confirmation Pop-up Window to Delete

Email Notification Management

The Email Notification Management helps users to:

Create a Group Name with a list of the email addresses that will receive the notifications about the mapped work instructions.
Manage the users’ emails that will be included in a Group Name.
Edit or Delete Group Names that have been created previously.

Figure 61: Email Notification Management

Figure 62: Edit Group - User information of this Group

To create a Group Name that will receive email notifications about the work instructions mapping:

Select the ADD button to display the options.
Then select ADD GROUP to display the Edit Notification window.
Write the Group Name for the list of emails that will receive notifications and optionally, input the Department Name and Email.
Select the Active option from the Email Notification field to allow that the Group Name can be selected when mapping an Added Work Instructions.

Figure 63: Edit Notification - Group Information

To add users’ emails to a Group Name:
Select the ADD button to display the options.
Then select MANAGE USER to display the Manage User pop-up window.
Select the Group Name where a new email will be added.
Write the User Email.
Select the Plus button. The email will appear automatically in the User List.
SAVE to proceed or CANCEL to quit the action.

Note: Once it is successfully saved, the user list will be displayed on the User Information of the Manage User or the Group Information.

After the email has been added to a Group Name, it will appear in the User List located at the right side of the window.

Figure 64: Add Manage User

Figure 65: Add Manage User - User Information of this Group

PCB Engineering Notes

The Work Instructions tool allows the addition of PCB Engineering Notes as extra information for the mapped document, as well as to configure whether those notes will appear as default or not in the Production Workbench.

Add PCB Engineering Notes

To create notes for any document, select the ADD NOTES button located at the right top of the screen. The Add PCB Engineering Notes pop-up window will appear asking for specific information.
Input the information and decide whether the notes will be displayed as default or not.
Select SAVE to create notes or CANCEL to quit.

Figure 66: PCB Engineering Notes

Figure 67: Add PCB Engineering Notes

Edit PCB Engineering Notes

Users can edit the status of the notes or decide if they want them to display or not automatically.

To edit notes for any document from the list, select the Edit icon that automatically appears when locating the cursor at the end of the selected row. The Edit PCB Engineering Notes pop-up window will appear.
Edit the status of the engineering notes.
Indicate if they will be displayed or not.
Select SAVE to proceed or CANCEL to quit.

Figure 68: Edit PCB Engineering Notes

Delete PCB Engineering Notes

Users can select one or all PCB Engineering Notes to delete them by checking the corresponding boxes.

To delete all at the same time, check the box at the top of the list and all the boxes of the list will be ticked automatically. To delete only one, check the corresponding box of the chosen row.
Then select any of the Delete icons as is shown in the following figure. A confirmation question will be displayed in a pop-up window.
Select YES to confirm or NO to quit.

Figure 69: Delete PCB Engineering Notes

42Q-MES0171-A Work Instructions

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