Name

Specifies the name of the step.

• To apply a step template to the step, select

• the Apply a Template Image Modified

•  button, select a step template, then

• select OK.

• To save the step as a step template, select the

•  Save as Template Image Modified

•  button, enter a name for the template, then

• select OK.

For details about creating and saving step templates, see Create a process, step, or operation template.

Operator Interface Template

Specifies the Operator Interface template to apply to the step. 

See Operator Interface templates

 for more information.

Assigned Workstation

Specifies the assigned workstation where the step and activities will be performed by a shop floor operator.

See Create a factory and set up factory resources for more information.

Any Order Mode (Activities can be viewed in any order)

Specifies that all the activities associated with the step may be viewed in any order.

Is Step Required?

Specifies that the

step cannot

 be skipped by a shop floor operator.

Activities may be executed without starting a unit

Specifies that any activities associated with the step may be executed by a shop floor operator without first scanning or entering the UID to start the unit in production.

Frequency

• Frequency - The frequency with which activities associated with the step are displayed and performed. 
  

  • Every Item - Activities must be performed for every item. 

  • By Item Count - Displays activities for the

• • step every n number of scans. For example, when you select 3, activities will display for every third item, (item 1, item 4, item 7, item 10, and so on).

  • Batch Based - Displays activities using the specified condition:

    • (Select All) - Displays activities for the first and last items in the batch.

    • Start of

• • • Batch - Displays activities for the first item in the batch.

    • End of Batch - Displays activities for the last item in the batch.

  • Time Interval - Activities for the step must be performed using the specified conditions. For example, 1 product every 2 minutes for the current batch. 

  • At Certain Times of Day - Displays activities for the step at specific times during the day, for example when periodic maintenance is needed to keep a workstation or machine running smoothly.

  • By % of Total - Displays activities (even distribution) for the step each time the specified percentage of the total batch is reached. For example, a value of 10 percent in a 50-piece batch will display the specified step and activities every tenth assembly (10 percent of 50 is 5 over the course of 50 assemblies). This condition might be useful for periodic inspection of items in a batch.

  • Operation Session Based - Displays activities for the step each time an operator logs in to begin a new session.

Activity Completion Acknowledgement

Add Acknowledgement to: 

 The shop floor operator must acknowledge completion

of All Activities,

the First Activity, or

the Last Activity

 associated with the step.

Do you want to require credentials?

• Yes - The shop floor operator is prompted to supply appropriate credentials before completing the step.

• No - The shop floor operator isn't required to provide credentials before completing the step. 

Approval Process

• Yes - An approval will be required for the specified activities before the step can be completed.
  
  

  • Select an approval process from

• • the Approval Process

• •  drop-down.

  • Select the activities that the approval will be required for: First Activity, Last Activity,

• • or All Activities.
    
    

• No - The shop floor operator won't be required to obtain an approval before completing the step and its activities. 

Use Printed Label Templates

Select the desired type of printed label template to use for new materials. 

See Printed label templates for materials and transport orders for more information about setting up printed label templates.

Use Batch Attributes for Label Template

Uses pre-defined batch attributes for material printed label templates.

See Use batch attributes for printed material labels for more information.

Label Printing Mode

• Automatically print when barcode started - Select this option to print a label each time an operator scans or enters a barcode (UID) in Production.

• Requires user to click on print button - Requires the operator to select the Print button to print a label each time an operator scans or enters a barcode (UID) in Production.

• Show "Print / Reprint All Button" - Displays or hides the Print/Reprint All button.

Max Number of Items

Specifies the maximum number of items that can be processed for the Material Capture step.

Parts List Settings

Part Number Mode - Used for ad-hoc material capture.

From Parts List - Material capture is done using the parts list.

From Batch Attributes - Material capture is done using batch attributes via the xTend FLX-XTD-JOB-01.xml file.

Option Codes

Displays a list of available option codes.

• Use the Apply Option Codes

• Image Added

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

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

  Note
  icon false title Note:
  For details about option codes, see Option codes for configurable assemblies.

Assigned Option Codes

Displays the option codes assigned to this step.

Use Logical Expression

Select the Use Logical Expression Image Modified button on the right side of the dialog to define option codes for a step in the form of a logical expression (comprised of available option codes plus the logical operators: AND, OR, and NOT, and brackets to identify precedence).