mobile menu open icon
feature image
Academy, HQ Designer

Creating a Unit

Author Richard Mason 4 min read
cta banner image

Share This Post

During this training, we will walk you through the steps required to create a new Unit and navigating your editable options. Units serve as the parent group of Work Instructions and typically represent the Engineering Number of the product being constructed.

Create Unit

HQ Designer: Secondary Navigation

Locate the "CREATE UNIT" button on the left side of the Secondary Navigation. Click on this button to access the module for creating a new set of Work Instructions. This will open up the necessary interface to begin the process of creating your Unit.

Create New Unit: Select Work Area

Before you proceed with creating Digital Work Instructions, it is essential to have your Work Areas configured in your HQ Account. Work Instructions are organized and categorized based on Work Areas, and selecting the appropriate Work Area is the first step to get started with creating your instructions. Make sure you have set up the relevant Work Areas in your HQ Account before proceeding with the Work Instruction creation process.

Create New Unit: Unit Name and Revision

Once you have chosen the desired Work Area, the next step is to set the Unit Name and Revision Number for the Work Instruction you are creating. The Unit Name typically corresponds to the Engineering Number of the product being constructed. On the other hand, the Revision Number should align with the Engineering Revision Number associated with the product.

Revisions should match your Engineering Revision and will need to be manually updated whenever it is changed. Versions are automatically updated each time a change to a Work Instruction takes place.
Create New Unit: Upload Product Image

The last optional task is to upload an image that will be associated with the top-level Work Instruction. This image is commonly a photo of the final customer-facing product. Please note that the image will only appear in the navigation of Designer and on the Unit Assigned screen of Compass.

When you have finished setting up the Unit Name, Revision Number, and optionally uploading an image, click on the "COMPLETE" button. This action will take you to the Parent Level editor, where you can start creating and editing your Digital Work Instructions for the selected Unit.

Parent Level Navigation

HQ Designer: Parent Level Navigation

In the image provided, we have created a Unit named "Tutorial Example" with the Revision Number "REV 1." Along with this, our account shows three distinct Station Types: Workbench, Tester, and Packaging (please note that the specific Station Types may vary depending on your setup).

If you notice any missing or inaccurate Station Types displayed in the application, it is important to reach out to your HQ Admin for assistance.

ADD Menu

HQ Designer: Station Type ADD Menu

Station Types serve a crucial purpose on the production floor in Compass. Each Compass station is assigned a unique Station Type, which helps the Compass station retrieve the correct set of documents associated with that particular task or production cell.

To the right of each Station Type you will see "ADD STEP" and a down-arrow, this ADD Menu will give you access to tools or folders to populate the digital files associated with the Unit.

Features that are disabled and have "PRO" next to their name indicate that these features are not available at your current software access level. If you wish to access these features, you should contact your Project Champions to upgrade your account.

Change Unit Name

HQ Designer: Editing Unit Name

To update the top-level Name of a Unit, click on the Unit name at the top of the screen. This action will change the display from read-only to editable. Modify the Unit name as needed. After making the desired changes, click anywhere outside of the textbox to save the updated Unit Name.

Change Unit Revision

HQ Designer: Locating REV Box

To update the top-level Revision of a Unit, locate the gray box situated to the right of the Unit name at the top of the screen. Click on the gray box and it will open the Revision Change module.

HQ Designer: Revision Change Module

Once the module is opened, you will be able to make the necessary adjustments. Press 'OK' to save the change, or 'Cancel' to close module.

author image

Richard Mason

By day I help people solve problems, by night I'm enjoying IPAs! For fun I work in my garage building gadgets that cost way more than they are worth.

cta banner image

Share This Post