Workflows

Manage operations

Learn how to manage operations in the Phasio manufacturing platform

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 overview

Navigate to Settings → Operations from the main sidebar to view all available operations in your manufacturing shop.

The table includes the following columns:

  • Operation 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).
  • Constraint: The rule that determines how parts are grouped before entering this operation, based on shared attributes (e.g., None, Material, or Material & Colour).
  • 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).

Edit an operation

  1. Locate the operation you want to modify in the list.
  2. Click the ··· icon on the right side of the operation row.
  3. Select Edit from the dropdown menu.

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

  • Operation 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 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 3MF: Progress parts as a group by uploading .3mf or .gcode files.
    • 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.
    • Build: 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.

Select Save to confirm and update the operation settings.

Delete an operation

  1. Click the ··· icon on the right side of the operation row.
  2. Select Delete from the dropdown menu.
  3. Confirm the deletion to permanently remove the operation from your routing.

⚠️ Note: Deleting an operation will impact any routing that currently uses it. Make sure alternative routing paths are in place before removing critical operations. Only delete operations that are empty and no longer in use.

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