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Assembly instructions

Authoring the packet the floor builds from.

Manufacturing
A published step: parts, fastener spec, time and an exploded view with callouts.
A published step: parts, fastener spec, time and an exploded view with callouts.

Assembly instructions are built against the live BOM, so the parts in a step come from the record rather than being typed in and left to drift.

The tabs

TabWhat it captures
Doc InfoTitle, revision, author, date, estimated time, environment
BOMParts consumed, pulled from the assembly
ToolsTools required, drawn from the tools library
ConsumablesAdhesives, threadlocker, wipes and similar
StepsThe instructions themselves, in order
QCInspection points and acceptance criteria
NotesWarnings, tips and references
ReviewApproval before publishing
Manufacturing
The authoring view. Each tab is a section of the finished packet.
The authoring view. Each tab is a section of the finished packet.

Writing a step

  1. Add a step and write the instruction as an action: "Place the front-rear gasket onto the assembly…"
  2. Attach the parts it consumes from the BOM.
  3. Add fastener specifications: torque, threadlocker, sequence.
  4. Set an estimated time — this feeds the labour rollup.
  5. Add an image. Exploded views from the 3D model work well.

Publishing

Manufacturing
The cover sheet: document number, revision, date, environment and a barcode for the floor.
The cover sheet: document number, revision, date, environment and a barcode for the floor.

Publishing produces a branded PDF with a cover sheet, document number, revision and barcode. Re-publish when the assembly changes; the revision increments and the previous version is retained.

Still stuck?

Email [email protected] and a person will pick it up. Include the part number and what you were doing — it saves a round trip.