LockStep Free Quickstart Guide to Documenting Subassemblies

LockStep Free - Subassembly - Quick Start GuideLSF - 002Version: 3

Date Printed: 9/26/2013

1 Notes

Version Note Approved ByDateApproved Status

1

LSF - 002 LockStep Free -Subassembly - Quick Start Guidewas approved by Sequence Admin Sequence Admin 7/2/2012 Completed

2


3


2 Bill of MaterialsPart Number Revision Name Qty Unit Reference Designator102222 Bolt 4 EA103333 Lock Nut 8 EACH

LSF - 002 Rev: Version:3Approved:9/26/2013 9:23:11AM Supercedes:7/3/2012

Page 2 Date Printed:9/26/2013

3 Getting Started3.1 Quick Start Guide - Subassembly

The following Quick Start Guidetutorial will walk you through thebasics on how to create a'Subassembly' work instructions withLockStep Free.• Open LockStep Free and follow

instructions step by step.

3.2 Add a Blue Folder to Process Tree

Once the mouse is centeredanywhere in the white space on themain process tree. Simple right clickon mouse.• Select 'Add New' from menu• Select 'Folder' - A new Blue folder

will be added to the tree.• Select the Blue Folder you just

created - Name the blue Folder byusing the edit area on the righthand side of the screen.

You will become very familiar

with the rom the menuNote:

'Add New' f

Use curser to Add Blue Folder

Add New Blue Folder

Name the Blue Folder



3.3 Create a Subassembly Inside of the Blue Folder

• Select the Blue folder• Right Click - Select 'Add New' from

the menu• Select 'Subassembly' from the next

menu• Select the newly created

'Subassembly' on the process tree- Using the edit area to the right,name it 'LockStep Free Sample'with a Number - 10011

Add Subassembly

Name ' Subassembly'



3.4 Add parts to the Subassembly:

• Click the Subassembly• Select 'Add New' from the menu -

Select 'Part'• Add similar detail to part as with

the Subassembly - Give the part aName and Part Number (ref toPicture)

• Repeat to add a 2nd part

Add Parts

Add Part Detail



3.5 Add Part Quantity

Add part quantities by using the Biil ofMaterials/Bill of Tool Tabs to the farright of the LockStep screen.• Input quantity and unit type (ref. to

picture).

BOM Tab

BOM Input Screen

3.6 Create a Section

1. Click on the Subassembly2. Select 'Add New' from the menu -

Select 'Section' (yellow folder)3. Repeat to add a 2nd section

Add Section



3.7 Name Section

1. Select the new yellow folder2. Using the edit area - Name

section - 'LSF Op 10'3. Name 2nd section - 'LSF Op 20'

Name Section

3.8 Adding text steps

1. Add 3 'text' steps to Section LSFOp 10• Follow this instruction to

create the first step in eachsection.• Select the Section or

Operation (yellow folder)• Right Click and select 'Add

New'• Select - 'Text'

• Repeat process to create 3 textsteps

1. Add 3 'text' steps to Section LSF

Op 20 using 'Save and CreateNew' icon• Create first step as per

instruction above• Once step is created click on

step to highlight it.• Using the 'Save and Create

New' icon, click twice to create2 more steps - See picture

Add Step selecting ' Add New'

'Save and Create New' Step creation



3.9 Changing 'Text Type' on a Step

'Text Types' can be changed to give astep more distinction in the process.• Click on the selected step• In the edit area: Click the drop

down menu next to 'Text Type'• Select 'Safety' from the drop down.

This has a stop sign iconassociated with it.

• Click save• The icon on the process tree

changes. Each 'Text Type' item has anassociated icon.

'Text Type' Menu

3.10 Process Tree after items are created

The process tree should look similarto the attached picture once you haveadded all the items per previous step.

Subassembly on Process Tree

3.11 Adding Step Details

• Add a short description of what willhappen on a step in the 'Title' area.I entered 'Adding Step Details' forthis step.

• The main edit window is for addingdetail to the instructions.

Title and main edit window for a step!



3.12 Methods for adding pictures (4)

Add pictures to a step via import(2);drag and drop; Direct picture transferusing a Nikon D-Series SLR. Import #1• Select the step - Right Click• Choose 'import media' from the

menu list - (ref picture) Import #2• Select the step• Choose 'import media' using the

tab at the bottom right of the editwindow. (ref picture)

Drag and Drop• Open your picture folder• Select picture - Drag from picture

folder to the text step you want thepicture associated with.

Direct Picture TransferOnly a Nikon D-Series Camera canbe used for direct picture transfer.• Select the text step you want the

picture associated with and makesure it is highlighted

• Turn camera on - Menu across thetop will show 'Camera Connected'

• Snap the picture and it uploadsautomatically to the text step youhave highlighted.

Import #1

Import #2

Drag and Drop



Camera direct transfer - (Nikon D-Series Only)

3.13 Export a Draft PDF

Select the instruction at the top level(Document or Subassembly)• Right Click and select 'Export PDF'

from the menu• Choose Draft. (Published will be

covered later)• LockStep Free allows you to

choose from 2 stylesheets• Select Portrait Newspaper and

click 'OK'• Pick a save location for the file.

Click 'Save'• PDF is generated - view the

instruction.

Select Draft

PDF style sheet selection



3.14 Publishing Process - Assign for approval

When Document details (Steps andrelated pictures) are complete andyou are ready to publish:• Select Document, Subassembly or

Tool that is ready to be published.• Right click and select from the

menu - ' Assign for Approval'Objects related to the instructionswill turn from bold Green to boldBlue on the process Tree

Assign for approval

Assigned item turn blue

3.15 Publishing Process - Publish

Once 'Assigned for Approval' objectand all related components are boldblue in color on the process tree.Select the top level Document• Right Click - Select from the menu

- 'Publish'This document is now published andhas a true version within thedatabase.

Publish



3.16 PDF creation of a Published Instruction

Select the instruction at the top level(Document or Subassembly)• Right Click and select 'Export PDF'

from the menu• Choose 'Published'.• LockStep Free allows you to

choose from 2 stylesheets• Select Portrait Newspaper and

click 'OK'• Pick a save location for the file.

Click 'Save'When the PDF is done generating,click the 'Open PDF' button. You nowhave an automatically formattedwork instruction for the operators!

Select Draft or Published

PDF style sheet selection

3.17 Thanks for Joining the LockStep Movement:

You should feel comfortable selectingfrom the menu list to explore othermenu items on your own.Email questions:[email protected]: 866-863-7541



Documents

LockStep Free Quickstart Guide to Documenting Subassemblies