Production Workflows

Expanding upon the Templates feature, the Production Workflow is a powerful tool to speed up order preparation and job planning while maintaining process quality and consistency on your production floor. Production Workflow enables you to create lists of standard and customized production processes, each with its own individual steps and work instructions. Utilizing Production Workflow will ensure every step in your production process is scheduled and tracked. For help with managing your pre-production steps, check out our Prep Workflows!



Creating a new production workflow

To create a new Production Workflow, navigate to “Manage” > “Workflows”. Click on the Add Workflow button.  Give your production workflow a Name and select its Type.



Production Workflow Types:

Additive Manufacturing: low-to-high volume, production-grade, functional, or prototype parts. 

Specimen: Specimen parts are generally produced for quality assurance, testing, or one-offs.

Note: Workflow Type can not be changed once the Workflow is saved.


Adding Workflow Steps:

To add a workflow step, click the Add Steps button. Printer and Post Processor types will only be shown on this page if an instance or that type exists in your bureau's Inventory. Note: Our Production Workflows are currently limited in length to 64 steps. If you need more steps, we would love to hear from you at


Adding steps is a two-part process:

  1. Select a Printer Type from the list of Available Printers Types.
    Once selected,
  2. Select 1 (or more) Post-Processing and/or Shipping steps.
  3. Click Save to continue.

Adding Workflow Specific Work Instructions:

To create a specific checklist of Work Instructions for this workflow, click the plus icon next to the specific Workflow step.



You will be presented with the Create Work Instructions window that will allow you to specify work instructions that are specific to the Workflow you are creating. You can edit the description of the process step as well as add a URL to access any Additional Instructions or Specification documentation that is accessible via the web.


Create a list of Work Instructions



Add Individual Work Instruction step


To start adding individual Work Instruction steps, click the Add Step button.  Each step consists of a few fields, detailed below: 

Work Instruction Step Description (Required): A text field that allows you to describe the step. The description is your opportunity to request information from or communicate a direction to the Operator responsible for executing these Work Instructions.

Report Type (Required):  This is the type of data that the Operator can record as a response to the Work Instruction's Description. A full list of Report Types can be seen above. An example may be requesting an operator measure the Build Plate thickness and the Report Type would be a number.

Units (Optional): For numerical Report Types, you may specify a unit to further specify the data collected by the Operator.

Required (Optional): By checking the required option, you are enforcing that the QR Operator must respond with a valid response to the Work Instruction before they may complete the run in the QR app. 

Thresholds (Optional): For Report Types of Text and Number, we have introduced a number of Threshold options to further validate your Operator's responses to Work Instructions.

Threshold Alert (Optional): As a response to the data being entered by your operators, you may elect to have the QR application Warn or Error if the entered data falls outside of the specified Threshold. Warnins will allow a user to proceed to the next work instruction while errors will prohibit further progression until a valid value is entered into the Work Instruction data field. If no radio button is selected, the QR Operator will not be alerted within the QR app if their values exceed a specified threshold.

Link for instructions (Optional): Allows planners to provide a link for additional resources for the Work Instruction step. 


To continue, click save.

Note: the order of Workflow steps and Work Instructions can be changed by clicking the arrows in the Position column.



Adding a Specimen to the Workflow

A specimen (testing coupon) and workflow may be an additional requirement in some additive processes. To add a Specimen to the Workflow, click the “Add Specimen” button. Select a CAD model from the model library, indicate the quantity, and select a from the list of available specimen workflows. Click Add to continue.

Click Save to return to the Workflows page. The Workflow is now available to use.


Using a Workflow

To assign a Workflow to a Line Item, select the appropriate “Workflow” while adding a new CAD file to your Order.

Note: The "Workflow" may be changed as long no runs have been scheduled for a line item.



When you create your first Run using the selected Workflow, each process step will be automatically scheduled too. These runs are now visible on your Queues Gannt chart and on the Runs page.



Do you have specific workflow requirements in your Additive Manufacturing processes? We would like to hear from you. Contact us today at



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