Digital Work Instructions for Mechanical and Plant Engineering

Complex Manufacturing. Simple Processes on the Shopfloor. 

Operations1 gives you a platform to standardize assembly, inspection, and commissioning across all variants and locations.

Machine & Plant Manufacturing

Trusted by leading mechanical and plant engineering companies.

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  • Krones uses Operations1
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  • KraussMaffei
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Use Cases

From assembly to acceptance testing –
one platform for all processes.

Assembly

Variant-specific assembly instructions, built modularly for every batch size and machine configuration.

  • Reusable building blocks for work steps and assembly sequences

  • Fully offline-capable for stationary assembly

Quality Inspection

End-to-end digital inspection processes, from providing inspection plans to the finished report.

  • Inspection steps automatically transferred to all records

  • Values, photos & digital signatures captured directly in the report

Knowledge Management

Implicit assembly knowledge becomes structured, multilingual step-by-step instructions.

  • Document experiential knowledge before it leaves the organization

  • Integrated translation for international locations and partners

Commissioning (FAT/SAT)

Guided acceptance tests with automatic report generation, including offline at the end customer's site.

  • Compile order-specific inspection records with a single click

  • Capture measured values, photos, and signatures digitally

Audits & HSSE

Recurring audits, 5S walkthroughs, and safety checks as digital checklists with automatic scheduling.

  • Rule-based order generation based on a defined schedule

  • Assign and track corrective actions directly

Service & After-Sales

Machine-specific knowledge instantly accessible, for troubleshooting or planned maintenance.

  • Spare parts and resolution steps per machine configuration

  • Instructions can also be made available to end customers

Measurable results in mechanical and plant engineering

How Liebherr-Verzahntechnik GmbH realizes consistent quality globally

  • -70% effort involved in training new employees

  • 5 temporary workers can be supervised simultaneously

  • -66% time required for production relocation

Modular Documents

No more duplicate
maintenance 
in high-variant manufacturing

In mechanical and plant engineering, no two machines are alike. Operations1 builds work instructions from reusable building blocks that can be combined in variant-specific ways and are automatically updated across all linked documents whenever changes are made.

  • Reusable building blocks for cross-series documentation 

  • A single point of truth for all document versions 

  • Combined with variables (serial numbers, order data) for order-specific instructions 

Module tree for complete module overview
Order Management

From order to report in
one system

Every order in plant engineering is unique. Operations1 links order information directly to the associated work instructions, inspection records, and reports, so your team can see at a glance on their dashboard which tasks are pending.

  • Seamless connection from order to document to report 

  • Calendar view for transparent planning 

  • Flexible post-processing by adding or removing documents 

Orders view „381987-PMM-XI" showing a numbered list of process steps including „Commissioning Preparation" highlighted by a cursor, an „Add users/groups" dialog, and a document detail panel on the right.
Offline Mode

Fully operational for stationary assembly without network access

Large systems are assembled on-site, often without a stable internet connection. The Operations1 native mobile app works fully offline and automatically syncs all captured data as soon as the connection is restored.

  • All work instructions, checklists, and input forms available without network access

  • Automatic synchronization when the connection is restored

  • Native app for tablets and mobile devices

Offline mode view in Operations1 showing a Commissioning Checklist at 62% completion, an order overview with four reports at varying progress states, and color-coded badges indicating availability and offline status.
Rules (Recurring Orders)

Plan once, trigger automatically

With the Rules feature, you define the frequency once and Operations1 automatically generates the orders and assigns them to the responsible team members.

  • Freely configurable schedule (daily, weekly, monthly, custom) 

  • Automatic assignment to responsible team members 

  • Link to any checklists, inspection records, or audits 

„New rule" form displaying fields for title, description, priority, time schedule (M–F highlighted), a date range picker, an October 2026 calendar, and a linked document list including „Assembly preparation" and „Quality Check".
Connectors and SAP/MES Integration

Seamlessly integrated into your existing IT landscape

SAP is one of the most widely used ERP systems in mechanical engineering. Operations1 automatically imports order data, bills of materials, and variables via certified connectors and REST API, eliminating manual data transfer.

  • Certified SAP connectors and open REST API 

  • Automatic import of serial numbers, material numbers, and bills of materials 

  • Teams always work with up-to-date order information 

Compliance Support

Meeting Regulatory Requirements
in Day-to-Day Operations

Mechanical and plant engineering is subject to strict regulatory requirements: ISO 9001 for quality management, the Machinery Directive 2006/42/EC for CE conformity, the Pressure Equipment Directive (PED), and customer-specific acceptance protocols (FAT/SAT).

Operations1 helps you meet these requirements in your daily operations.

Audit-Proof Reports

Every completed report documents all captured data (text, numbers, images, videos, signatures) in a traceable manner.

Audit Trail

Complete documentation of all document changes, approvals, and report activities.

Digital Signatures

Electronic signatures directly within the work step for legally compliant approvals and acceptances.

Multi-Level Approval Process

Review workflows ensure that documents are only published after a full review has been completed.

Role-Based Access Control

Team members only see the documents and orders that have been released for them.

Qualification Management

Link documents to qualifications so that only qualified team members are permitted to carry out specific steps.

Termin vereinbaren

Nutzen Sie den Austausch mit unseren Produktexperten, um zu erfahren, wie Sie von Operations1 profitieren können.

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FAQ

  • How to create digital work instructions for the assembly of high-variant machines?

    Digital work instructions for variant-rich assembly in mechanical engineering are built on modular document structures. Reusable building blocks are created for individual operations, assemblies, or inspection steps and then combined in variant-specific configurations. This produces a tailored instruction set for each machine configuration without duplicating content.

    Operations1 implements this principle with modular documents: you create building blocks once and combine them via drag-and-drop into variant-specific assembly instructions. Changes to a building block automatically apply to all linked documents, eliminating the need for manual updates.

  • How do I digitize FAT/SAT protocols in mechanical engineering?

    Factory Acceptance Tests (FAT) and Site Acceptance Tests (SAT) are standard practice in plant engineering to verify machine functionality before and after delivery. Digitizing these protocols requires software that brings together guided inspection checklists, photo documentation, measurement data capture, and digital signatures in a revision-safe report.

    Operations1 maps FAT and SAT protocols fully digitally. Inspectors are guided step by step through the acceptance process and capture all relevant data directly on a tablet or laptop. The completed inspection report is generated automatically and can be handed over to the customer as formal acceptance documentation

  • How can knowledge management help offset the skilled labor shortage in mechanical engineering?

    The skilled labor shortage in mechanical and plant engineering means that experienced assembly knowledge is lost when employees leave. Companies address this risk by systematically converting implicit experiential knowledge into digital, illustrated step-by-step instructions, decoupling that knowledge from individuals and making it permanently accessible. Operations1 provides a structured process for this: experienced specialists document their knowledge in digital work instructions with images, videos, and descriptions. New employees onboard independently using these instructions. The integrated translation feature also enables multilingual training for international assembly partners.

  • What software is suitable for quality inspection in special-purpose machine manufacturing?

    In special-purpose machine manufacturing, inspection processes are particularly complex, as they are variant-specific, cross-departmental, and often customer-specific. Suitable software must automatically provide variant-appropriate inspection instructions, support cross-departmental workflows, and generate revision-safe inspection reports.

    Operations1 addresses exactly these requirements: inspection documentation is automatically provided on an order basis, and employees are guided step by step through the inspection process. Measured values, photos, and digital signatures flow directly into the revision-safe report, eliminating manual compilation and archiving entirely.

  • How does integrating a Connected Worker Platform with SAP work in mechanical engineering?

    Connected Worker Platforms can be connected to SAP and other ERP systems via standardized interfaces (REST API, certified connectors). Typical integration scenarios include the automatic transfer of order data, bills of materials, serial numbers, and material numbers from the ERP into digital work instructions on the shopfloor.

    Operations1 offers a SAP connector and a full REST API for this integration. Variables such as serial numbers or order numbers are automatically pulled from SAP into the work instructions. Data captured in reports, such as inspection results and measured values, can in turn be written back to the ERP.

  • How can work instructions in plant engineering be created and maintained in multiple languages?

    International mechanical engineering companies need work instructions in multiple languages, for example for assembly at international sites or for training local assembly partners. Efficient multilingual support requires that translations are not manually duplicated but managed in an automated, centralized way.

    Operations1 offers an integrated automatic translation feature. You create the work instruction once in your source language and translate it into the desired target languages in just a few clicks. Changes to the source document are automatically applied to all language versions.

  • What does a Connected Worker Platform offer for stationary assembly in plant engineering?

    In stationary assembly of large-scale systems, a stable internet connection is not always guaranteed. A Connected Worker Platform for this environment must therefore be fully offline-capable: work instructions, checklists, and input forms must remain available without a network connection, and captured data must synchronize automatically once the connection is restored.

    Operations1 meets this requirement through a native mobile app for iOS and Android with full offline capability. Assembly workers on the shopfloor can access all relevant work instructions, capture inspection results, images, and measured values, and continue working without interruption. As soon as the connection is restored, all data synchronizes automatically with the platform.

  • How can training times in assembly be reduced in mechanical engineering?

    In mechanical engineering, long training times result primarily from high product variety and complex assembly steps that are difficult to convey through traditional training formats. The more variants a company manufactures, the longer it takes new employees to work confidently and independently.

    The most effective lever: converting implicit assembly knowledge into structured, illustrated step-by-step instructions that new employees can use directly at their workstation. Instead of weeks of onboarding with experienced colleagues, employees get up to speed independently using digital work instructions with images, videos, and inspection notes.

    Operations1 supports this approach with multimedia work instructions delivered variant-specifically on a tablet. Mandatory inspections and input fields ensure that critical steps are not skipped. The integrated translation feature also enables multilingual onboarding for international employees or external assembly partners.