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Handbooks: WorkSteps

Start here: Author

Create unit-specific procedures and independently expected examples.

Review edition · 25 October 2026 · For Author

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As Author, turn the approved working method into a procedure for a product family. WorkSteps resolves that procedure separately for each identified unit. Optional steps and parameter values must therefore be checked against representative variations before anyone issues work.

Start with the intended method

Open Procedures and check the family and procedure kind, normal or rework. Agree exact option names and values with the source-data owner. Establish the identification step, mandatory evidence, step order and parameter tables before editing. Do not invent engineering limits or treat a proposed condition as an approved method.

Save a draft revision. The editor supports the complete Draft definition and Slot conditions, together with retained step images. Read validation messages at their indicated field or location. A stale editor must be refreshed and compared with the saved revision before you try again.

Prove the variations

Write examples from the intended process before inspecting calculated output. Include a unit that selects each optional slot, one that omits it and invalid or missing input that must block. Expected step order, requirements and parameters matter as much as a ready result.

Use Lock revision N and verify after saving. Inspect differences and coverage rather than changing an expectation to match an unexplained result. Hand the frozen candidate and its proof to a Reviewer. Publication and family assignment require Reviewer authority.

Continue with procedure authoring and proof and publication. If the physical method changes, prepare new step or table revisions. Editing the next draft cannot change a traveller that has already been issued.