> For the complete documentation index, see [llms.txt](https://docs.argenie.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.argenie.ai/ar-genie-work-assist/work-assist-on-web-portal/workflow-design-digital-work-instructions.md).
# Workflow (Design Digital Work Instructions)
Guide to creating and managing AR-enabled workflows for Asset Types, used in manufacturing and maintenance operations.
## Overview
The **Workflow** section in the **Work Assist** module enables users to create, generate, and organize digital workflows associated with specific **Asset Types**.\
These workflows act as digital standard operating procedures (SOPs), guiding technicians through step-by-step instructions with attached images, videos, and 3D resources.
Workflows are crucial in industries like **aircraft manufacturing**, **automotive assembly**, and **plant maintenance**, ensuring consistent execution, traceability, and quality control.
## Prerequisite: Asset Type Selection
Before accessing the Workflow tab, select an **Asset Type** from the left panel under **Work Assist → Assets**.\
Without selecting an asset type, the workflow tab remains inactive since workflows are asset type-specific.
> Example: Select *Aircraft* as the Asset Type to begin creating related workflows.
## Accessing the Workflow Tab
* Navigate to **Work Assist → Assets**.
* Choose the relevant **Asset Type**.
* Click on the **Workflow** tab at the top navigation bar.
* The list displays:
* Workflow name
* Number of steps
* **Create Workflow** — for manual workflow creation.
* **Generate Workflow** — to auto-create workflows using a PDF file with procedural steps.
* Click a workflow to open it.
### Workflow Details
The workflow page includes:
* Workflow name
* List of steps
* Search steps
* Add Step button
* Reorder steps by drag and drop
* **Hover actions on each step**
#### Editing a Step from the List
* When you move the mouse over a step, a **pencil icon appears**
* Click the pencil icon to:
* Open the step editor directly
* Quickly update the step without opening the full workflow header view
This provides a faster way to modify steps.
## Creating a Workflow Manually
{% stepper %}
{% step %}
### Create Workflow
* Click **Create Workflow**.
* A modal will appear prompting for a workflow name.
* Enter a descriptive **Workflow Name** (e.g., *Airplane Turbine Assembly Process*).
* Click **Create Workflow** to proceed.
Once created, the workflow will appear in the list under the selected asset.
{% endstep %}
{% endstepper %}
## Generating a Workflow Using PDF (AI-based Feature)
This feature allows automatic workflow generation using the AI-powered **Gen AI Workflow Creator**.
{% stepper %}
{% step %}
### Generate from PDF
* Click **Generate Workflow**.
* In the modal, click **Choose PDF** and upload a document (e.g., standard operating procedure, maintenance manual, or assembly instruction).
* Click **Generate**.
The system automatically extracts text, images, and step structures to create a complete workflow draft.
This saves setup time and minimizes manual data entry errors for repetitive or document-based processes.
{% endstep %}
{% endstepper %}
## Managing Workflow Steps
Once a workflow is created, click its name to open the **Workflow Detail Page**.\
Here, you can add, edit, and organize workflow steps to define detailed instructions.
Key Sections:
* **Workflow Header**: Displays asset type, creation date, and update date.
* **Add Step**: Add new step instructions.
* **Save Re-Arranged Steps**: Reorder the sequence of existing steps.
* **Delete**: Remove workflow entirely if no job references exist.
## Adding Workflow Steps
{% stepper %}
{% step %}
### Open Add Step
* Click **Add Step** to open the step creation page.
{% endstep %}
{% step %}
### Fill Step Details
Fill in details as follows:
* **Step Name**\* → Enter a concise, action-based title (e.g., “Fix the turbine shaft”).
* **Description** → Add detailed procedural text explaining the step.
* **Quick Tips** → Provide best practices, safety notes, or operational reminders.
{% endstep %}
{% step %}
### Attach Resources
Attach supporting resources such as:
* **Images, Videos, or Documents** (e.g., reference images or technical manuals).
* **3D Objects or AR Anchors** for augmented reality guidance.
* **Tools or Considerations** to specify required instruments.
{% endstep %}
{% step %}
### Evidence & Templates
* Under **Is Evidence Required?**, choose:
* **Yes** → Technician must submit image or video proof.
* **No / Optional** → Evidence capture not mandatory.
* Select a **Data Entry Template** (if available).
{% endstep %}
{% step %}
### Save Step
* Click **Create Step** to save.
{% endstep %}
{% endstepper %}
## Reordering and Managing Steps
{% stepper %}
{% step %}
### Reorder Steps
* Drag the grip icon beside each step to reorder.
{% endstep %}
{% step %}
### Save Re-Arranged Steps
* After repositioning, click **Save Re-Arranged Steps** to persist the new order.
{% endstep %}
{% step %}
### Delete Workflow
* Delete a workflow entirely if there are no job references. Deletion is restricted if dependencies exist.
{% endstep %}
{% endstepper %}
This ensures that the workflow follows the correct operational order for technicians during execution.
> Example: Step 1 – Take the shaft as a base part.\
> Step 2 – Fix the turbine assembly on the shaft.\
> Step 3 – Tighten the retaining bolts and validate balance.
## Example Use Case
> **Example:**\
> In an aircraft manufacturing setup, a technician creates a workflow titled *“Airplane Assembly Turbine Engine.”*\
> The first step is *“Take the shaft as a base part,”* with associated 3D visuals.\
> Subsequent steps include turbine assembly and alignment.\
> AR Genie’s Work Assist automatically links these steps to the assigned asset, ensuring consistency in assembly procedures.
## Notes
{% hint style="info" %}
Tip: Combine **Generate Workflow** with manual edits to fine-tune step accuracy.
{% endhint %}
{% hint style="warning" %}
Note: Deleting a workflow linked to existing jobs is restricted until dependencies are removed.
{% endhint %}
