As mentioned in the Add a New Part article, an assembly is a part that is comprised of one or more subcomponents.

The Inventory Check Out block is used to reserve existing inventory items for use during a procedure. This is most commonly used for reusable components or any items that need to be temporarily removed from available inventory while work is being performed.

When configuring the block, you can specify the part and quantity to be checked out, or allow the operator to select items during the run. If the part is tracked by serial or lot, the operator will choose the specific inventory item when executing the step.

During a run, checked-out items are not immediately removed from inventory availability. Instead, they are marked as Checked Out once the step is signed off. These items will appear in the run sidebar, giving operators real-time visibility into what is currently in use.

Inventory Check Out is not required for assembly workflows. For builds that consume components, use the Add New Inventory block to assign the components used.

The Inventory Check In block is used to return items back into available inventory. This is typically used in conjunction with Inventory Check Out for reusable or non-consumable items, or returning items that were checked out for testing or inspection.

When configuring the block, you can define which parts are expected to be checked back in or allow the operator to select them during the run. Operators can check in items that were checked out earlier in the same run or even from previous runs by entering or selecting the appropriate serial or lot number.

Inventory is not updated until the step is signed off. Once completed, the items are returned to an available state and removed from the run sidebar.

The Kit Inventory block is used to group components together into a kit for a specific assembly. This is the primary method for preparing materials in modern assembly workflows.

When configuring the block, you select a Target Assembly, which automatically pulls in the required component parts and quantities. From there, you assign specific inventory items to each component and adjust quantities as needed.

During a run, once the step is signed off, the selected components are grouped into a kit and assigned a unique Kit ID. These items are marked as Kitted, indicating they are reserved for use in a build.

Kits can be created within the same procedure as the assembly or in a separate procedure ahead of time. This enables teams to prepare materials asynchronously and supports building multiple assemblies within a single run.

After creation, kits are immediately available in the Component Kits view in Inventory, where they can be tracked, filtered, and inspected.

Assembled Kits will be displayed in the Component Kits tab of the Inventory screen which can be filtered by Status (ready, consumed, Dekitted).

Clicking on the Kit ID will display the components included with links to the Target Assembly, run the kit was created in, and the individual subcomponents.

Kits can be created within the same procedure as the assembly or in a separate procedure ahead of time. This enables teams to prepare materials asynchronously and supports building multiple assemblies within a single run.

The De-kit Inventory block is used to reverse a previously created kit and return its components back to available inventory.

When this step is executed and signed off, all items associated with the selected kit are returned to inventory and their status is updated accordingly. The action is fully traceable and recorded within the procedure run.

De-kitting is useful when a build is canceled, materials need to be reallocated, or a mistake was made during kitting. It allows teams to recover inventory without losing historical context of what occurred during the run.

Kits that have been de-kitted will appear with a Dekitted status in the Component Kits view.

The Add New Inventory block is used to create new inventory items, including completed assemblies, directly within a procedure.

When authoring the procedure, adding the Add New Inventory block will have an +Add button to select the part to be added. For assemblies, in run time this will list all of the sub components. This will be where you assign the specific lot and serials numbers used in the assembly (aBOM).

Multiple inventory items can be added in the same block.

During a run, once the step is signed off, the new item is added to inventory and becomes immediately available for use. If kits are applied, their components are automatically associated with the new item, forming the as-built BOM (aBOM).

Any kit for the Target Assembly can be applied to fill in the components to the new inventory block. Kits created during the same run will be listed first.

Any number of kits (as needed) can be applied to complete the assembly.

Kits used in this step are marked as Consumed, and their components are no longer available as standalone inventory.

This block replaces the legacy behavior of using Check-In to create assemblies and is now the standard method for adding newly built items into inventory.

The Inventory Details block is used to update attributes of inventory items during a procedure. This allows you to modify key information such as unit cost, weight, custom fields, and location as items move through different stages of work.

This block can reference items from earlier steps in the procedure, including items that were checked in, checked out, or dynamically added during a run. n assembly workflows, this also enables a more streamlined approach where components are first grouped into a kit, and then referenced throughout subsequent steps using Inventory Details. Instead of adding individual check-out blocks at each step to track which items are being used, a single kit can be created at the beginning of the procedure and its components can be referenced wherever needed.

When configuring the block, you can select which fields to update and define the new values. These updates are applied when the step is signed off, ensuring that changes are only committed once the work has been completed and verified.

Because this block operates directly on existing inventory records, it does not create or consume inventory. Instead, it enhances traceability by keeping item data aligned with real-world changes throughout the procedure.

Reference this Help Center Article for more information on Inventory Details.

When adding a part to the Parts dictionary, you can specify tracking by either Serial or Lot #.

When adding parts to Inventory you will see the associated Serial # or Lot # input fields based on the setting selected in the Parts dictionary.

A barcode is automatically generated for any tracked parts in inventory.

Click the barcode to view or print.

If a Part Kit is included in a procedure, an operator can select the Serial # or Lot # associated with the components part(s) during a run to have them decremented from inventory once that step is signed off.

Keep track of various usage types like cycles, flights, hours etc for different parts in your inventory.

Edit a part from the parts overview screen.

Select a type from the Usage Types drop down. If the type you are looking for does not exist yet, simply type the name and hit enter or click create.

Multiple Usage Types can be added to each part by clicking Add Usage Type in the part edit screen.

Each usage type can optionally have a Usage limit set to it.

Click Save.

The inventory item will show the current usage and the % of the limit used.

If the usage limit has been exceeded, the usage will be displayed as red in the inventory item, as well as when selecting that item in a run.

Navigate to a draft of a procedure you would like to include Parts Usage.

Add the Usage content block to any step within the procedure.

Select the desired part and usage type from the drop down menus to pre-populate the Part and Usage type in the run(1) or leave the Part Usage block blank to allow the operator to select the part and usage during the run(2).

When running a procedure with a Part Usage step, use the Item drop down menu or type to search the available inventory for the selected part, by lot or serial number.

Enter the usage amount for the specific procedure run.

If no Part is displayed for the Part Usage block, the Operator will need to select the Part from the Search parts drop down, select the Revision, usage type, and item from the drop down menus, and then enter the usage value.

Click into a specific part from the Inventory screen to view all recorded usage.

Users can now configure Part Usage blocks to automatically apply recorded usage to all component parts within an assembly’s as-built bill of materials (aBOM), in addition to the top-level assembly part.

This enhancement eliminates the need to individually apply usage to each part in the aBOM. When recording usage that affects the entire assembly, this feature can significantly reduce time and the number of clicks required to capture accurate usage data.

When adding a Part Usage block to an assembly within a procedure, you'll now see an option labeled “Also apply usage to component items.”

This option is most helpful when:

If component-specific usage differs from the assembly’s usage, you may choose to leave this option disabled and record usage individually.

Check Tool Instances in or out during procedure runs to track which instances are available for use.

Check In Tool and Check Out Tool are Content Block options when building steps in a procedure.

For more information about adding Content Block check out our Anatomy of a Step Help Center article!

When the content block is added, a Search Tools drop down will appear.

Select which Tool will be checked In or Out during the run, and the Operator will select the Tool Instance during the run.

For more information about Tools check out this Help Center Article: Tools for Builds

Build multiple assemblies concurrently (in the same run) using the Batch Builds feature. Here's a short demo video:

Any procedure with a Bill of Materials can be configured to have batch steps.

Enable this by toggling on "Batch Step" while creating or editing the procedure.

Select the number of parts you wish to build after clicking on "Run Procedure"

Batch steps allow you to run multiple concurrent instances of a step in the same run. This includes steps related to part and tool usage.

Map which components go into each assembly using the numbered tabs in each batch step.

Check-in each part assembly with a unique Serial / Lot #