Define a process

Create a reusable shop operation (cut, weld, inspect) that routing steps point to.

A process is a reusable, named operation your shop performs: cut, weld, machine, deburr, inspect. You define each process once, then routing steps point to it so the same operation reads consistently across every part that uses it. Processes are a library, not a lifecycle, so there is no draft or release on them.

Create the process

Go to Engineering > Processes and select New process.
Give it a name and a unique code (the short identifier routings reference).
Add an optional description and a category to group similar operations.
Leave active on so it can be used on routings. Save.

Keep the library tidy

Edit a process to refine its name, description, or category at any time.
Set a process inactive to retire it from the picker without deleting history. Routings that already reference it keep their reference.

Where to go next

Order processes into the steps that make an item in Create a routing.
See where operations run in Production.