Basic Instruction activity

Text entry area

Use the text entry area to enter instructional text for the activity (the work instructions operators will see and use in production).

Formatting tab toolbar

The Formatting tab toolbar allows you to change text characteristics such as font, font size, style, alignment, color, and so on. These tools are similar to those found in popular word processing programs such as Microsoft Word.

Tip

Hover over any of the toolbar buttons on the Formatting tab to see a description and a keyboard shortcut (if one exists).

Insert tab toolbar

The Insert tab toolbar allows you to insert Smart Text tags, global text, measurements, tables, pictures, and hyperlinks for the activity.

Note

For more information about global text, see Add items to a template. For details about using Smart Text tags, see Use Smart Text tags in an Active Work Instruction.

Is Activity Required?

 Use this check box to specify whether the activity is required for the associated step.

Option Codes

Displays a list of available option codes.

• Use the Apply Option Codes button to move selected option code(s) to the Assigned Option Codes column.

• Use the Remove Option Codes button on the right side of the window to move selected assigned option code(s) back to the Option Codes list.

Assigned Option Codes - Displays the option codes assigned to this activity.

Use Logical Expression - You can define option codes for an activity in the form of a logical expression (comprised all option codes plus the logical operators: AND, OR, and NOT, plus brackets, to identify precedence).

Note

For details about option codes, see Option codes for configurable assemblies.

900

Color Assignments by

Specifies how you want parts to be sorted for color coding:

• Part Number - Colors parts automatically by part number.

• Reference - Colors parts automatically by reference.

• Line Item - Colors parts automatically by BOM line item.
  
  

  

  
  

• Sort By - Specifies the sorting order for the color-coded parts listed for each activity:

  • Alphanumeric - Footprint Name - Sorts parts alphabetically by footprint name.

  • Alphanumeric - Part Number - Sorts parts alphabetically by part number.

  • BOM Line Item - Sorts parts by BOM line items.

  • Customer Part Number - Sorts parts by customer part numbers.

  • Footprint Size - Sorts parts by the size of the footprint.

  • Manual - Allows you to sort parts manually.

  • Manufacturer Part Number - Sorts parts by manufacturer part number.

  • Polarity - Sorts parts by polarity: positive (+) and negative (−).

  • Quantity - Sorts parts by quantity.

  • References - Sorts parts by reference designator.

  • Socket - Sorts parts by socket type.

  • X - Sorts parts by X-axis location.

  • XY - Sorts parts by X-axis location, then Y-axis location.

  • Y - Sorts parts by Y-axis location.
    
    
    

    

    
    
    When you insert a BOM block on the Visual Aid Tools tab, the color coding you selected is used to display the part numbers.
    
    
    

    

    
    

• Use the Assign Parts button to select parts for color coding.

• Use the Move Up and Move Down buttons to rearrange color-coded parts.

• Use the ASC (Ascending) and DSC (Descending) buttons under Sorting to select the sort order for the parts listed for each activity. Select More Sort Options (...) to the right of the Sort drop-down to display two additional levels of sorting options. (These options also have ASC and DSC sort order options.)