Create an operation step

A step represents a phase of an operation. A step definition can include the production of a by-product, consumption of a component, a data collection, an attached file, a certification, or instructions to exclude a step when the operation is running on a specific entity, and so on.

Steps are added to step groups, so you must create a step group before creating a step. For more information, see Create an operation step group.

Create a step

1. Select the operation for which you want to create a step and go to the Steps tab.

2. Select the step group to which to assign the step.

3. Do one of the following:

   • Right-click the step group and on the context menu click New Step.

   • On the ribbon, go to the Current View tab and click New Step.

   A new step is added to the group.

4. In the new step's Properties window, complete the property settings. See Operation step properties.

5. Save the changes.