---
description: Configure and use Assembly Checklist Execution Cockpit to execute checklists, assemble materials, and monitor consumables in real time.
alias: userguide-features-assembly-operator-cockpit
---

# Assembly Checklist Execution Cockpit

## Overview

The Assembly Checklist Execution Cockpit page simplifies explicit long-running assembly processes. It supports material assembly through barcode scanning and background equipment integration.

The page uses the product **Checklist** widget for checklist execution and the product **Assemble** widget for consumable tracking and assembly.

Integrated barcode scanning, prominent action controls, and minimal input requirements make operations simple, intuitive, and efficient.

The interface updates in real time. Assembled material information refreshes automatically based on events, without the need to refresh the page manually.

These capabilities help operators track and control assembly operations quickly and accurately at anypoint during the process.


### Business Context

In fast-paced manufacturing operations, speed and accuracy are essential to maintain productivity. A streamlined interface that reduces manual effort and provides real-time feedback helps operations teams complete tasks with fewer mistakes.

Often, the consumable part scanning is done at a different time than the actual assembly, where users scan/pick all consumables in the beginning of the process, so that they can then do the manual assembly uninterrupted.

### Concept

Assembly Checklist Execution Cockpit provides a unified interface with these capabilities:

- **Checklist execution** - Execute checklist items directly in the interface, including manual tasks and required parameter entry.
- **Assembly operations** - Perform assemble operations by scanning a barcode or QR code with a camera, or by entering a barcode manually.
- **Real-time consumable tracking** - Monitor assembled and disassembled materials, including events captured from internal operations and external equipment integrations.

![Assembly Checklist Execution Cockpit main page with checklist, assembly actions, and consumable tracking panel.](features.images/checklistexecutioncockpit/checklistexecutioncockpit.png)

In the **Assemble** panel, each consumable can show the **Location** and **Position** configured on its BOM Item, and a **Reference** label for BOM Items flagged as reference.

The Assembly process is decoupled from the checklist execution, allowing items to be scanned/consumed whenever is more convenient for the user, without being enforced to a specific checklist item.


## Setting Up Assembly Process


To be used in the Assembly Checklist Execution Cockpit, a **Checklist** and a **BOM Context** with type **Explicit Long Running** need to be configured for the Step context.

![Configuration page showing Checklist context setup for Explicit Long Running processes.](features.images/checklistexecutioncockpit/configurationchecklist.png)
![Configuration page showing BOM Context setup for Explicit Long Running processes.](features.images/checklistexecutioncockpit/configurationbom.png)

## Executing Assembly

### Access Assembly Checklist Execution Cockpit Through Barcode Identification

1. Go to **Manufacturing** > **Barcode Identification** in the navigation pane.
2. Scan or enter the barcode or name of the main process material.

    !!! note 
        The Material should be In Process at the Step, and only one material can be scanned at a time.

3. After the material is identified, select **Perform** to open the Assembly Checklist Execution Cockpit for that material.

    ![Barcode Identification page showing available operations and the Perform action.](features.images/checklistexecutioncockpit/barcodeidentification.png)

### Access Assembly Checklist Execution Cockpit Through the Perform Checklist Button

Barcode Identification is not the only entry point. The new **Perform Checklist** button also opens the Assembly Checklist Execution Cockpit, instead of the standard Perform Checklist page.

The button is available in the four pages below. In all of them:

- The button is only enabled when the Material has an open Checklist Instance.
- Assembly Checklist Execution Cockpit opens in a new tab, for the Material the button was executed on.

!!! note
    This behavior is enabled by default and can be turned off, so that the button keeps opening the standard Perform Checklist page - see [Open Assembly Checklist Execution Cockpit from the new Perform Checklist button](#open-assembly-operator-cockpit-from-the-new-perform-checklist-button).

#### From the Step View

1. Go to the **Step** where the Material is being processed, and open its **Step View**.
2. In the **Materials** list, select the Material.
3. Select the new **Perform Checklist** button to open the Assembly Checklist Execution Cockpit for that Material.

#### From the Resource View

1. Go to the **Resource** where the Material is being processed, and open its **Resource View**.
2. Select the **Materials at Resource** section.

    !!! note
        The view opens on the **Dispatch List** section, which lists the Materials queued at the Resource. A Material that is already In Process is listed under **Materials at Resource** instead.

3. Select the Material in the list.
4. Select the new **Perform Checklist** button to open the Assembly Checklist Execution Cockpit for that Material.

#### From the Material Details

1. Go to the **Material** details page.
2. Select the new **Perform Checklist** button to open the Assembly Checklist Execution Cockpit for that Material.

#### From the Checklist Instance Details

1. Go to the **Checklist Instance** that is open for the Material.
2. Select the new **Perform Checklist** button to open the Assembly Checklist Execution Cockpit for the Material of that Checklist Instance.

### Perform Checklist in Assembly Checklist Execution Cockpit

To perform a long-running checklist in Assembly Checklist Execution Cockpit, complete each checklist item using the **Checklist** widget. Signatures, Data Collection and BOM items follow the standard MES Checklist functionality and the configuration of the Checklist Definition.

![Assembly Checklist Execution Cockpit checklist panel with checklist items ready for execution.](features.images/checklistexecutioncockpit/checklist.png)

### Perform Material Assembly in Assembly Checklist Execution Cockpit

1. Scan the consumable material barcode with a physical barcode scanner, or alternatively use the camera icon or enter the Material or Product name manually. Configured BOM substitutes and barcodes mapped to Materials or Products are also supported.

    ![Assembly section with camera action to scan a consumable barcode.](features.images/checklistexecutioncockpit/scanbarcode.png)
    ![Assembly section with manual barcode entry input.](features.images/checklistexecutioncockpit/insertbarcode.png){width=600}

2. In some conditions, additional information or quantity is required to be input manually after scanning a Material or Product name. In these cases, the **Assemble Item** prompt opens in order to:
    - Select/Reselect the appropriate material.
    - Enter the exact consumed quantity.
    - Fill out additional information field (if configured in the BOM item).
    - Select **Advanced Details** to input additional info when needed (e.g. to record consumable Material losses or specify locations).

    ![Assemble Material prompt with material selection, quantity, and advanced options.](features.images/checklistexecutioncockpit/assembleitem.png){width=600}

3. If **Auto Consume Max Quantity** is enabled, the system consumes the maximum possible quantity and skips the quantity input popup.

    ![Auto Consume Max Quantity option in the assembly panel.](features.images/checklistexecutioncockpit/autoconsume.png){width=300}

    !!! note
        If a material name is scanned directly and material quantity is 1 or **Auto Consume Max Quantity** is enabled, step 2 is not required.

4. The **Assemble** panel gives real-time visibility into material status for assembled and disassembled materials. 

    ![Consumable Information panel showing assembled and disassembled materials with visual status indicators.](features.images/checklistexecutioncockpit/consumableinfo.png)


## Administration

### Configure Auto-Refresh for Assemble or Disassemble

When assemble or disassemble operations run outside Assembly Checklist Execution Cockpit (for example, through IoT integrations, out-of-the-box operations, DEE actions, or services), the automatic refresh can be enabled so that page reflects those updates in real time.

**This feature is disabled by default**, to enable it:

1. Go to **Administration** > **Entity Types**.
2. Select **Material**.
3. Select **Operations** and click **Manage** in the subsection.

    ![Material entity type Operations panel in Administration.](features.images/checklistexecutioncockpit/operations.png)

4. Select **Assemble** or **Disassemble**, and enable **Publish Event On Completion**.

![Assemble operation with Publish Event On Completion enabled.](features.images/checklistexecutioncockpit/configureassemblepublishevent.png)

Assembly Checklist Execution Cockpit listens for these events. When an assemble or disassemble event is related to the consumable material on the page, the displayed quantity updates automatically.

### UI Defaults configuration

The default value for **Auto Consume Max Quantity** can be configured in the `GUIElementDefaultValue` Generic Table:

| Context | Element | Value | IsEnabled |
| ------- | ------- | ----- | --------- |
| ConsumablesAssembly.Assemble | AutoConsumeMaxQuantity | False | True |

Set Value to `True` to enable automatic maximum quantity consumption by default. Use `ConsumablesAssembly.Assemble` as context for the product widget.


### Configure Automatic Tab Close after Track Out

When a **Track Out** or **Track Out & Move Next** action is completed in the Assembly Checklist Execution Cockpit, the Cockpit tab is automatically closed and the user is returned to the previously opened tab.

**This feature is enabled by default.** To disable it, set the `AutoCloseAfterTrackOut` configuration entry under `/IndEq/ChecklistExecutionCockpit/` to `FALSE` (see [Configuration Entries](../artifacts/configurationentries.md)).

For a **Partial Track Out** (Split and Track Out), the tab is only closed when the entered quantity covers the whole material quantity, meaning nothing is left In Process on the current step. If only part of the quantity is tracked out (including a quantity of zero), the remaining material stays In Process on the current step and the tab remains open, so the operator can continue working on the remaining quantity.

!!! note
    The automatic tab closing only applies when these actions are executed in the Assembly Checklist Execution Cockpit page. The same actions executed in other pages, like the Material Details, are not affected.


### Open Assembly Checklist Execution Cockpit from the new Perform Checklist button

The new **Perform Checklist** button of the Step View, Resource View, Material Details and Checklist Instance Details pages opens the Assembly Checklist Execution Cockpit page, instead of the standard Perform Checklist page - see [Access Assembly Checklist Execution Cockpit Through the Perform Checklist Button](#access-assembly-operator-cockpit-through-the-perform-checklist-button).

**This feature is enabled by default.** To disable it, and keep the Checklist instance page, set the `OverrideNewPerformChecklist` configuration entry under `/IndEq/ChecklistExecutionCockpit/` to `FALSE` (see [Configuration Entries](../artifacts/configurationentries.md)).

### Other access points and Extensibility

Apart from the entry points above, the Checklist Execution Cockpit page can also be reached by adding button links to the *IndEqChecklistExecutionCockpit* UI Page in custom or native dispatch lists, or in other pages. The only input required for the page is the main Material ID.

The MES product **Assemble widget** can also be integrated into other UI Pages for process-specific user cockpits.


## Assumptions and Restrictions

NA