Edit a product order (advanced)

After the basic product order edits, we will continue to the more advanced types of product order editing. There are three advanced product order editing functionalities:

• Reset
• Rework
• Upgrade

Here’s how they work:

Reset

What is Reset?

Did your operator commit a mistake when using a work instruction? Or are you not satisfied with their answer on a product check? And do you want an operator to re-do the entire work instruction from the beginning? Then, resetting your work instruction is the answer.

By resetting a work instruction, you are deleting all recorded data associated with it. All data recorded when any of your operators are using that work instruction (e.g., answers to checks, time spent working on an instruction step, etc.) will be deleted permanently.

Afterward, all of your operators can use that work instruction again from the start.

Using reset is useful if one of your operators committed a grave error and you would want all data associated with that error to be removed for good.

Reset a work instruction

1. Click Quality Management in the homepage sidebar and select Product orders.
2. Select the targeted product order, and click it.
3. Select a work instruction that has been completed (represented with a green check icon) or is currently in progress (represented with a yellow clock icon).
4. Click the ⋮ (three-dot) icon next to it.
5. Select Reset.
6. Click Reset again.

Rework

What is Rework?

Reworking a work instruction allows you to clear all of the previously recorded data associated with a work instruction. Thus, your operators can re-use a work instruction and input values from scratch. However, the previously recorded data have not been deleted, and you can still access them anytime in the future.

Hence, your operators can still reuse that work instruction and input new values to it while all recorded data from previous uses of that work instruction are retained.

Using rework is useful if you would like to use your operators’ past performances as a benchmark for future improvements.

Rework a work instruction

1. Click Quality Management in the homepage sidebar and select Product orders.
2. Select the targeted product order, and click it.
3. Select a work instruction that has been completed (represented with a green check icon).
4. Click the ⋮ (three-dot) icon next to it.
5. Select Rework.
6. Click Rework again.

Upgrade

What is Upgrade?

Upgrading a work instruction is updating a work instruction on an already existing product order.

An upgrade can only be done on a product order that is active.

Note: An upgrade can only be done when the applicable work instruction is not yet filled in for the product order. If a work instruction has been filled by an operator, then you should first reset it, and then upgrade it.

Upgrade a work instruction on a product order

After the work instruction has been updated and the updates have been approved, you can implement an upgrade on a product order here’s how to do it:

1. Click Quality Management in the homepage sidebar and select Product orders.
2. Select the targeted product order, and click it.
3. Select the targeted work instruction, and click the Upgrade button.

Upgrade a work instruction on multiple product orders at once

What if you need to update multiple work instructions across multiple product orders? You can do it with this method:

1. Click Quality Management in the homepage sidebar and select “Product orders”.
2. Select the targeted product orders by ticking on the checkboxes next to them.
3. Click the ⋮ (three-dot) icon next to Action.
4. Click Upgrade work instructions.
5. Select the desired work instructions and versions.
6. Click Upgrade work instructions.