Create an Operation

Creating operations in Builder and then adding those operations to a case brings more speed and consistency to the estimation process because it allows you to configure specific parts, labor times (SRTs), inspections for each operation, and create different variations for each operation.

You can create an operation in Builder by:

• First, enter the operation details, such as name, system, subsystem, and start date.
• Then creating variations of the operation with information such as fixed prices, labor time, labor skill, and YMME information.
• Finally, adding parts, documents, and weblinks to each variation as needed.

If you need to create an inspection out of an operation, see also: Create an Inspection

Create an Operation

To create an operation:

1. Log into the application.
2. From the Select Entity dropdown in the left toolbar, select the Location ID for the operation.
3. From the Operations menu in the left toolbar, select Manage Operations.
   
4. From the top right of the Operations page, click +NEW OPERATION.
5. On the New Operation page, enter a name for the operation in the Name field.
   
6. By default, the operation is set to a status of Active.
   This means the operation will be available for use in Case when you finish filling out the Operation Details and click SAVE & PROCEED.
   • To keep the operation from being available in Case until later, mark the operation as Inactive by deselecting the Active checkbox. When you’re ready to make it Active, you can come back and change the status. See also: Update the Operation Status.
7. To apply the Labor Time Markup configured in Case for this operation's location, select the Apply labor time markup checkbox.
8. In the System dropdown, select the System for the operation, such as "Brakes."
   • To find a system, you can start typing a part of the system name in the dropdown or scroll through the list and select it from the list.
9. In the Sub System dropdown, repeat the step above to select the operation’s subsystem, such as “Parking Brakes.”
10. In the Start date field, enter or select the date you want the operation to become available for use in Case.
    • Select today's date to start using the operation immediately.
    • Select a future date if you also unchecked the Active checkbox.
11. If applicable, in the End date field, enter or select the date you want the operation to stop being available for use in Case.
    • This is especially useful for a limited time operation, such as a service special.
12. To set a Fixed Total Price for the operation, enter it in the Fixed total price field.
    • A Fixed Total Price will overwrite any labor hours or parts pricing associated with the operation. See also: Understanding Price Calculation.
13. To map the operation to an external DMS, DBS, or FMS system, enter the external system’s opcode for the operation in the Source opcode field.
14. For example, to add any notes to accompany the operation, what the operation will include as part of the price, enter them in the Operation Notes field.
15. The VMRS information will be populated based on the System and Subsystem you selected.
    If needed, you can edit the 9-digit code in the VMRS Code field or use the Group, System, Assembly, and Component dropdowns to build the desired code by first selecting the VMRS Group, then VMRS System, then VMRS Assembly, and finally VMRS Component.
16. Once you’ve entered all the necessary and required information, click SAVE & PROCEED. 

The system will create an operation out of the details you entered and start creating a variation for you. You need to create at least one variation for the operation.

When you’re ready, proceed to: Create a Variation.

Edit an Operation

At any time, you can open an operation for editing, make changes to it, and save it. 

The last person to modify an operation will appear under the Last Modified column for the operation on the Operations page. You can then filter operations by that column.

After you save your changes to an operation, the next time a user adds it to a case, the case will receive the updated operation.

If the operation were already added to a case before you made changes, the case's operation would not be updated with your changes. It will retain the operation as it was configured when it was added to the case.

NOTE: If you need to edit an operation after adding it to a case, you need to edit the operation from within the case.

See also: Add Operations and Parts to a Case.

To edit an operation in Builder: 

1. Log into the application.
2. Search for the operation from the Operations page.
   See also: Search for an Operation.
3. Click the Edit (pencil) icon in the Actions column for the operation.
   The operation will open for editing.
   If you’re already on the Operation Details page, you can also click +EDIT in the top right to open it for editing.
4. Make any necessary changes.
   For more information on each field, see above: Create an Operation. 
5. When you’re done, click SAVE & PROCEED. 

To make any other changes, see also:

1. Add Documents
2. Add Weblinks
3. Create a Variation
4. Create an Inspection

Update the Operation Status

By default, all operations are set to Active. An operation will only be available for adding to cases if it is marked as Active in Builder.

An operation can become Inactive if a user unchecks the Active checkbox or the End Date lapses for the operation.

You can update the status of an operation at any time. The change will go into effect automatically.

To update the Status of an operation: 

1. Search for the operation on the Operations page, and click the edit (pencil) icon in the Actions column.
2. Check or uncheck the Active checkbox. 
   • Checked = Active
     The operation is available for adding to a case.
   • Unchecked = Inactive
     The operation will no longer be available for adding to a case but will still exist in Builder for future use as needed.
3. Click SAVE & PROCEED.

Delete an Operation

When you delete an operation, it removes the operation from the Builder application. You will no longer be able to add to a case or edit it in the Builder application.

NOTE: Once you delete an operation, you cannot recover it.

Any cases with the operation already added to it will continue to have the operation added to the case. If you need to make any changes to the operation as it appears in the case, you’ll need to edit the operation directly from the case.

To delete an operation:

1. Log into the application.
2. Search for the operation from the Operations page.
   See also: Search for an Operation.
3. Click the Delete (trash can) icon in the Actions column for the operation.
4. When the popup modal appears asking you to confirm the deletion, click OK.