Operations · Shop Manager · 12 minutes

Building Process Recipes

Tree-based recipe editor — add sub-processes, operations, steps. Configure opt-in/out, customer visibility, operator inputs.

What a Recipe is

A Process Recipe is a tree that describes the full sequence of steps to complete a coating. It drives:

  • Work Order generation (one WO per operation node)
  • The travelling sheet / job card operators see
  • The CoC's process listing
  • Tablet Station step-by-step guidance

Menu: Plating → Operations → Process Recipes.

Recipes list

Box ① + New Recipe (top-left). Box ② columns (Name, Code, Version, Active). Box ③ click a row to open it.

The node hierarchy

Every recipe is a tree of nodes. Four node types:

Type Role
recipe Root of the tree. One per recipe.
sub_process Logical group (e.g. "Pre-treatment"). Not executed on its own.
operation A WO-generating step (e.g. "Alkaline Clean"). Each becomes one mrp.workorder.
step Instruction-only child of an operation (e.g. "dwell 3 min at 60 °C"). Appears on the travelling sheet.

The WO generator walks the tree pre-order and emits one WO per operation node that passes its opt-in/out rules.

The tree editor

Open a recipe and click Open Tree Editor. The OWL-based editor lets you:

  • Add Child Node — green + button on any node.
  • Drag-drop — re-order or re-parent nodes within valid constraints.
  • Delete — trash icon; cascades to children.
  • Duplicate — for sibling nodes that differ slightly.
  • Icon picker — choose from the 24 curated plating icons.

Node fields

Each node has:

Field Purpose
Name What the operator sees
Node Type recipe / sub_process / operation / step
Sequence Ordering among siblings
Icon Visual cue
Estimated Duration (min) Used in WO duration_expected + dwell display
Auto-Complete Skip operator sign-off
Customer Visible Appears on CoC + portal
Is Manual Yes = operator-driven; No = automated
Requires Sign-off QA/lead must approve before batch advances
Opt-in/Out disabled (always run) / opt_in (skipped unless requested) / opt_out (run unless excluded)
Work Centre Where the WO lands (FP WC → MRP WC mapping)
Shop Role Which operator role can run this step
Operator Inputs Structured fields the operator fills (measurements, pass/fail, photos)

Opt-in / opt-out semantics

  • disabled: the node always runs. Most common default.
  • opt_in: skipped on new jobs. Planner must explicitly enable per MO (via the Recipe Config wizard). Use for optional tests / non-standard treatments.
  • opt_out: runs on new jobs unless explicitly excluded. Use for common-but-sometimes-skipped steps (e.g. first-piece inspection on small re-orders).

The MO's Recipe Config wizard surfaces every opt-in/opt-out node so the planner can set per-job.

Operator inputs

Click a node → Operator Inputs tab. Add rows like:

Label Type Required
Pre-plating pH Number
Dwell time (min) Number
Visual inspection Pass/Fail
Rack photo Image

These render on the Tablet Station as prompts the operator must answer before advancing to the next step.

Versioning

Any substantive edit to a recipe increments version. MOs currently running against the old version continue with a pinned copy (so mid-flight changes don't break the shop floor).

To force existing MOs to re-read a new recipe version: open each MO → Actions → Re-sync Recipe.

Reference implementations

Fusion Plating ships with 5 data-seeded recipes:

  • ENP-ALUM-BASIC — Electroless Nickel on aluminium.
  • ENP-STEEL-BASIC — EN on steel.
  • ENP-SP — EN, Special Process (aerospace).
  • ANODIZE — Type II sulfuric anodize.
  • CHEM_CONVERSION — Trivalent chromate.

Clone any of these as a starting point for a custom variant. Open → Duplicate → edit.

What can go wrong

No WOs generated from a confirmed SO

The coating's recipe_id is blank, or the recipe has no operation nodes. Check the coating config and the recipe tree.

Operator says "step X is missing"

Either the node is opt_in and the planner didn't enable it, or it's been archived. Check the Recipe Config wizard + the tree editor.

First-piece sign-off isn't firing

Node's Requires Sign-off checkbox is off. Turn it on in the tree editor.