Manage operations

Phasio's operations management interface gives you full control over your production operations. You can view, configure, and organize all operations—adjusting settings, reordering steps, and defining group naming behaviors to accurately track parts and builds throughout the process.

Operations overviewCopy Anchor Link

Go to Settings and select Operations under Manufacturing to view all available operations in your manufacturing shop.

The table includes the following columns:

• Name: The unique name that identifies the operation or step in your production process.
• Group Prefix: A short label automatically added to part groups as they pass through this operation, helping organize and identify builds (e.g., Build, MJF-Build).
• Duration: The expected time an operation takes, in hours.
• Constraint: The rule that determines how parts are grouped before entering this operation, based on shared attributes (e.g., None, Material, or Material and Color).
• Final Station: A marker that indicates whether this is the last step in the routing, signalling the end of the manufacturing process (marked with a check icon if true).
• Actions: Edit and archive controls for the operation.

Archived operations are listed separately under Archived.

Edit an operationCopy Anchor Link

1. Locate the operation you want to modify in the list.
2. Click the Edit (pencil) icon in the operation's Actions column.

This opens the editing modal, where you can manage operation settings that define how parts or groups are named when they enter the operation.

• Status Name

  The name of the step as it will appear in your routing. Use it to name the specific machine, task, or process this operation represents (e.g., MJFPrinting, Sand blasting, Painting).

• Sequence

  Determines the order of this operation in your production operations. Position 0 represents the first operation, with subsequent positions numbered 1, 2, 3, and so on.

• Group Name Prefix

  Applies a default prefix to part groups upon entry, ensuring consistent tracking as builds progress through the production operations.

• Step Naming Strategy

  Determines how group names are handled when parts enter this operation:

  • Always Rename: Applies the Group Name Prefix when a part group enters this operation.
  • Rename if Build Changed: Applies the Group Name Prefix when a part group enters this operation only if the build's composition has changed since the previous step (e.g., a part was removed from the group).
  • Inherit from Previous Step: Retains the group name from the previous operation and appends a unique ID (e.g., name-ID) to ensure traceability.

• Step Type

  Defines how parts are progressed at this operation:

  • Base: Parts must be progressed manually.
  • Download Parts as Group: Progress parts in a group by downloading them to your local machine.
  • Upload Bill of Parts: Progress parts as a group by downloading them, then uploading the nested .3mf (or a .csv bill of parts) to stage them into this operation.
  • Quality Control: Use the quality control interface for inspecting and approving parts manually.

• View Type

  Determines how parts are displayed in this operation:

  • Part: Show each part individually for detailed tracking.
  • Group: Show parts as grouped builds, using their assigned group names.

• Build Constraint

  Defines how parts are grouped when entering the operation:

  • None: No grouping; all parts are treated the same.
  • Material: Group parts by material type.
  • Material and Color: Group parts by both material and color for more specific batching.
  • Material and Sheet Thickness: Group parts by both material and sheet thickness.

Select Save to confirm and update the operation settings.

Archive an operationCopy Anchor Link

1. Click the Archive icon in the operation's Actions column.
2. Review the number of parts actively in production at this operation, then click Archive to confirm.

⚠️ Note: Archiving keeps existing references to the operation, so work orders and routing already using it are unaffected, but it can no longer be added to new routing. Make sure alternative routing paths are in place before archiving critical operations.