# Workflow (Design Digital Work Instructions)

## 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.

<figure><img src="/files/pMwYKb17lhWkwiOQhtGZ" alt=""><figcaption></figcaption></figure>

### 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**

<figure><img src="/files/4TCtbyWot7rA54Fe6Raf" alt=""><figcaption></figcaption></figure>

#### Editing a Step from the List

* When you move the mouse over a step, a **pencil icon appears**

<figure><img src="/files/ChitP7ylRFLXWB2hFIMk" alt=""><figcaption></figcaption></figure>

* Click the pencil icon to:
  * Open the step editor directly

<figure><img src="/files/iOg226mph2L0E1WS5Kyf" alt=""><figcaption></figcaption></figure>

* Quickly update the step without opening the full workflow header view

<figure><img src="/files/cFAa1H0RMtZ8dRWKR7Gk" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/3f65MpsJr1vyFWgSu4qt" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/bqurMi10Fr1wSUUgF7Lj" alt=""><figcaption></figcaption></figure>

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**.

<figure><img src="/files/yIfyAYGiTmKUJrVz2Sjw" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/mXOrex4eiF4232bbjoHe" alt=""><figcaption></figcaption></figure>

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.

<figure><img src="/files/ZcdS2w8A06wjlHjmnui8" alt=""><figcaption></figcaption></figure>
{% 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.

<figure><img src="/files/5z3iEq0IL7EGwsOm57oM" alt=""><figcaption></figcaption></figure>
{% 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.

<figure><img src="/files/VpYiXzHPw8G5GXHGbkRj" alt=""><figcaption></figcaption></figure>
{% 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.

<figure><img src="/files/J7m5iDNsMs5yI1AzseeF" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

## Reordering and Managing Steps

{% stepper %}
{% step %}

### Reorder Steps

* Drag the grip icon beside each step to reorder.

<figure><img src="/files/5pdzKcT5AHx4gWJqswx6" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Save Re-Arranged Steps

* After repositioning, click **Save Re-Arranged Steps** to persist the new order.

<figure><img src="/files/DcOAiMkfAlQ9p5dgG0JZ" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Delete Workflow

* Delete a workflow entirely if there are no job references. Deletion is restricted if dependencies exist.

<figure><img src="/files/CKfmzeyR1y3UQsvlzNH0" alt=""><figcaption></figcaption></figure>

{% 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 %}


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