Yes, we have work guidelines setup as Subtask where some are required to be signed off directly in IFS.  This forces the operator to perform the signoff prior to completing the operation step.

It is for our Italian operation, so excuse the wording, but you get the idea.

We have not used forms though for the signoff, just the tasks directly.

Hi @MarkQ ,

As @ShawnBerk has said we also use work guidelines at the routings for our operators to view and follow.  Our work guidelines are PDF’s but we do not have operators filling in fields on the PDS they are just static instructions on the operations.

Regards,

William Klotz

William, How are your pdf’s linked to the work guideline and or saved to the shop order?

Hi @MarkQ ,

We link a PDF to the line of routing operation work guidelines for each part number and operation.

When an operator RMB on the operation line of a shop order and chooses work guide lines they are able to see the PDF attached.

Regards,

William Klotz

William, thank you for following up. I should have been more clear, I take it these are just Work Instructions or are they fillable PDF forms.  That is what I meant if they were fillable forms, when you hit the save / submit button where does the fillable pdf save to and if they attached to the shop order where they are opened from.  If its confusing I apologize, other than using work guidelines to capture the work done in a work instruction, how would you say record a torque value as a result of an action within the shop order.  We currently capture this outside of IFS on paper and scan back and attach it to the shop order. 

Hi @MarkQ ,

Ours are just PDF work instructions users to not enter any data into the PDF’s.  We actually capture information from the shop orders in a Microsoft Power App.  The Microsoft Power App has the ability to generate a PDF when the operator marks it complete which we currently manually attach to the shop order.   We are hoping to use in the future the RestAPI to attach the document to the shop order automatically once we have a Microsoft Power Automate connector.  

Regards,

William Klotz

Work Instructions are documents that clearly and precisely describe the correct way to perform certain tasks that may cause inconvenience or damage if not done in the established manner

Morning William, That gives us a way ahead for the interim are you waiting for IFS 10 deployment?

Not sure if your quote is relevant to the question i posed.