Adding Steps to an Instruction

You use this procedure to add a set of steps to an instruction. Each steps consists of information such as documents, 3D visual file, or spare parts that help the operator during the maintenance of an item of equipment.

Prerequisites

  • If you want to add spare parts information to an instruction, you must have uploaded 3D visual files into SAP Asset Intelligence Network for a model, a piece of equipment, an instruction, or an announcement.

  • Your user ID has the roles INSTRUCTION_DELETE or INSTRUCTION _EDIT assigned.

Procedure

  1. Launch the Instructions application.
  2. From the instructions list, open the instruction that you want to update.
  3. On the instruction object page, scroll down to the Step section and perform the following tasks:
    1. In the Step header section, enter the following details:

      Field

      Description

      Step Name

      Enter a step name.

      Step Description

      Enter a step description.

      3D Visual / Image

      Upload either an image file, or a 3D visual.
    2. In the Information section, enter the following details:

      Field

      Description

      People Required

      Enter the number of people required to completed the step.

      Expected Work

      Enter the total time required to complete the step.

      Tools

      Enter the list of tools required to execute the step.

      Roles

      Specify a role.

      Risk Category

      Specify the risk category

      Risk Description

      Enter a risk description.
    3. In the Parts section, to add new parts choose Add and perform the following tasks:

      1. Choose the drop-down for Material.

      2. In the Select Parts pop-up, select an appropriate spare part that is relevant to the instruction and choose OK.

      3. In the Quantity field, enter the quantity for the spare part.

    4. In the Documents section, to add a new document choose Add and perform the following tasks:

      1. In the Add Document screen, browse for a file name in the File Name field.

      2. In the Phase drop down, choose a phase in the lifecycle of the item of equipment.

      3. In the Category drop down, choose a category that corresponds to a phase.

      4. In the Description field, enter a description for the document.

      5. Choose Upload.

    5. In the Documents screen area, to assign an existing document choose Start of the navigation pathAdd Next navigation step AssignEnd of the navigation path and perform the following tasks:

      1. In the Select Documents screen, search for an appropriate document using the filters.

      2. Select an appropriate document from the search results list.

      3. Choose Assign.

  4. Choose Save.
  5. Choose Save and Publish to publish the updated instruction.