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How to create a Work Instruction

Learn how to create a Work Instruction and how it can help you

Written by David Andrade

In Autodesk Fusion Operations, a Work Instruction describes in detail how to perform a task within a process, containing a step-by-step tutorial that will guide your workers throughout their job. It allows you to create a step-by-step tutorial to ensure your workers understand the exact operational procedure you require them to follow.

The Work Instructions feature will help you explain to your team how to carry out every procedure, empowering them to perform at their best on the first attempt.

How to create a new Work Instruction

1. From your Operation panel (1), go to "Work Instruction" (2) and click "Add Work Instruction" (3).

2. The "Create Work Instruction" section allows you to label a work instruction and identify the specific step(s) associated with this work instruction.

In the upper Code box, label your new Work Instruction for easy identification. For example: “Fops work instruction.”

Next, in the Cover section, check the options to be shown on the cover of this work instruction. The options are explained bellow.

Cover Options

  1. Viewer : Enables viewing of the product’s 3D model imported from Fusion.

  2. Cycle Time : The cycle time of the operation will be shown on the tablet.

  3. Material / Subproducts : When enabled, the work instruction will display the product’s BOM (Bill of Materials) on the tablet.

  4. Machines : When enabled, all machines linked to the operation will be displayed on the tablet.

  5. Notes : Operation notes will be displayed on the tablet.


3. To begin, click on "+Add step".

4. Fill the "Step Name" (1) field and write the "Step Description" of the new step (3). You can also upload a file with the step description or a complementary picture (2).

Or you can provide step-by-step directions using the built-in text editor. Click "+Add Step" (4) to add additional steps and follow the same data entry process. At any time during this process, you may click SAVE to save your entries to the system.

NOTE: It is recommended that you SAVE your entries periodically during the data entry process.

How to assign a Work Instruction to an operation

Work Instructions are directly associated with operations, enabling clear guidance at each step of your workflow. When creating a new operation, you have the option to link relevant Work Instructions at the time of setup. This ensures that all necessary instructions are readily available from the start.

You can also review and modify the Work Instructions associated with an operation at any time, providing flexibility to keep them up to date as processes evolve.

There are two primary methods to assign Work Instructions to an operation:

  • During operation creation – Attach Work Instructions as you create a new operation.

  • Using bulk actions – Assign Work Instructions to multiple operations efficiently in a single step.

1. To assign a Work Instruction while creating an operation, navigate to the Advanced section (1). Under Work Instructions (2), select the relevant Work Instruction you want to associate with the operation.
To learn how to create an operation, click here.

2. To associate Work Instructions using bulk actions, navigate to the Operations page (1) and filter the list to display the relevant operations. Select the operations (2) you want to update, then choose Associate Work Instructions (3).

From the dropdown menu (4), select the desired Work Instruction, and click Associate/Disassociate (5) Work Instruction to apply the changes.

How to Access Work Instructions from Your Tablet

By clicking the Work Instructions button on the tablet, your worker will be able to search for a product and view all the work instructions related to him/her. Additionally, for an ongoing operation, your worker can specifically choose that operation and see the work-related instructions.


They will be able to search for a product to see all the assigned Work Instructions. If they have an ongoing operation, they can also see the designated Work Instructions.

How to view 3D Models from Fusion in Work Instructions?

If you have Imported Products with 3D Models, you can view them through the Work Instructions in Fusion Operations.

When creating a Work Instruction for a Product imported from Fusion, you can add a step with the cover "Viewer". Fill in the step name and Save.

Add this Work Instruction to an operation in the Product that was imported from Fusion, and when checking that Work Instruction in the mobile application, you will be able to view and interact with the 3D Model for this product.

You can see a screenshot below with a 3D Model from Fusion.

Need help? Request a Fusion Operations expert to contact you here.

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