What are CNC Work Instructions (also known as Setup Sheets)

Setup sheets are custom templates that contain all the information a machinist needs to set up a CNC machine for a specific job. They provide instructions and create documentation for the machine operator on how to prepare a CNC machine for a particular task. The primary goal of these instructions is to centralize CNC setup information to speed up the setup process and reduce manual errors.

Complete CNC Work Instructions List

Safety Precautions

Before setting up any CNC machine or job prioritize safety and wear PPE safety glasses, gloves, and ear protection. Secure loose clothing or accessories that could get caught and ensure emergency stop procedures are clearly laid out. Keep the workspace clean and organized to prevent unforeseen events and confirm fire extinguishers are accessible.

Machine Pre-Start Checks

Check that the CNC machine is ready for operation before starting. Turn on the CNC machine and let it start up and verify coolant levels and lubrication. Inspect toolholders and workholding fixtures for damage and also check the spindle axes movement and general machine condition and clear leftover chips and coolant residue.

Tool and Material Setup

Load required tools into the tool changer or manual holders and set up the tools and materials correctly to avoid machining errors. Then set tool offsets in the CNC controller, secure the workpiece using clamps, vises, or fixtures, define work offsets and correctly set part zero.

Loading and Running the CNC Program

Transfer and verify the correct machining program e.g., the G-code, to the CNC machine to prevent costly mistakes. Check the program version and verify settings, run a dry test air cut to check tool paths before actual machining and adjust feeds and speeds to optimize performance

Coolant and Chip Management

Make sure coolant flow is steady and directed properly, and that you properly manage coolant and chip removal to prevent tool wear and overheating. Adjust coolant nozzles for chip clearing, monitor chip accumulation, and clean when required.

First Cut and Quality Monitoring

Perform an initial cut using scrap material to verify dimensions, and must closely monitor the first cut to confirm accuracy. Check tolerances using calipers, micrometers, or CMM, and adjust tool offsets or cutter compensation if necessary

Workpiece Inspection and Finishing

Inspect the workpiece to ensure it meets specifications and measure critical dimensions and tolerances. Verify that the surface finish is within required standards and make final offset adjustments if needed

Post-Operation Cleanup

Complete post-operation steps to maintain machine readiness

  • Remove finished parts carefully
  • Clear chips and coolant buildup
  • Store tools properly for future use

Log any setup changes or optimization notes for future reference

Information Contained in CNC Work Instructions (Setup Sheets)

A comprehensive CNC work instruction or setup sheet typically contains a wide range of information such as information about the tooling required, part numbers, cutting parameters, and the sequence of operations.  

The application helped Camco Manufacturing maximize machine utilization by 10-15%  by minimizing downtime and optimizing production schedules. This contributed to increased production capacity and higher revenue.
  • Tooling Information: This includes the tool/part number, tool description (e.g., end mill, drill bit, boring bar), tool diameter/width, tool length, tool material, tool selection, cutting parameters, operation sequences, speed and feed, and work holding information. It also provides details about tool setup, holder, stick out, gauge length, etc.
  • Setup Instructions: A CNC setup sheet provides a comprehensive guide for operators, outlining all necessary steps for configuring the machine. It also includes tooling, part orientation, cutting parameters, and all other essential details required to guide a CNC operator to set up CNC machines for specific tasks.
  • Part Information: This includes the Part Number, Revision Number, material type, and dimensions.
  • Program Information: The Program Name, File Name (and possibly server location), Revision # or Date, Programmer, Targeted Machine & Controller, and Description are usually included.
  • Work Offsets and Datum Locations: The setup sheet may specify the type of work offsets in use and how they should be set up relative to the fixture, as well as the location of the datums on the fixture (part zero).
  • Fixture Details: This includes details about the fixture, tooling, and specific sequences of operations needed to manufacture a part, suitable fixture for holding & clamping of a component.
  • Visual Aids: Sketches and diagrams, digital photos or CAD drawings of the cutter and toolholder, and photos of the fixture setup.
  • Checklists: A setup sheet or checklist serves as a reference guide for CNC operators, ensuring that all critical parameters are correctly set before the machine begins running. Some setup sheets may include checklists for per-batch activities (e.g. zuggo setup sheet provides a checklist feature).
  • Move Stops Integration: These instructions also move stop features, the points where the machine pauses for operator intervention (the zuggo setup sheet app features a move stop functionality).
  • Rough Stock Details: A description of the material, dimensions, and any other relevant information about the starting material may be present.
  • Critical Dimensions and Tolerances: The setup sheet might list what should be checked and how often to ensure tolerances are met.
  • Notes and Squawks: Provides space for operators to add notes about improvements or trouble spots, like zuggo app offers a special notes section for instruction or additional notes.
  • Expected Run Time: The estimated duration of the program or duration of the machining process for a single part or batch, encompassing all the stages from initial setup to the final product.

Types of CNC Work Instructions and Tools

CNC work instructions can come in various formats, including:

  • Manual Instructions and Paper Setup Instructions: These are traditional methods where instructions are written down manually.
  • Spreadsheets (Excel Setup Sheets): Many businesses still rely on Excel spreadsheets to create and manage their setup instructions and data. These Excel sheets may offers familiarity, customizable templates, and easy access. However, it also has limitations like manual setup and updates, lengthy setup time, limited integration, and customization and scalability issues.
  • Dedicated CNC Setup Sheet Applications: Advanced automated tools like Zuggo custom Setup Sheet Application are designed to eliminate traditional setup processes and speed up the machine job. These applications offer features like customizable setup sheet structure, centralized access, detailed tooling information, built-in speed and feed charts, change tracking, move stops integration, and manager’s sections for performance tracking. This app can also integrate with the Tool Crib Application for automatic tooling information synchronization.
  • CAM Software: Many CAM programs can be used to generate Setup Sheets automatically as part of the post-processing.
  • G-Code Analysis Tools: Tools like CNC Cookbook’s G-Wizard Editor or CNC Toolpath solutions can extract useful information from g-code programs for setup sheets, such as tool lists, tool usage, travel distance, cut time, and Minimum Z.

Simplified CNC Work Instructions for Machinist using a digital Setup Sheet Application

A CNC Setup Sheet Applicationlets you create digital setup sheets for each job, You can create multiple setup sheets at a single time for different jobs. It is used to eliminate these traditional setup processes and speed up the machine setup process.

The machinist can get all the necessory details at their fingertip without spending bunch on time looking into desparate resources, e.g., Excel, spreadsheets, paper instructions, etc. This setup sheet app is fully customizable and scalable for each business’s unique needs.

The Setup Sheet Application is a CNC manufacturing machines setup automation app to eliminate manual setup processes, long setup times, high operational costs, and loss of production efficiency. It provides a detailed, standardized instructions, tooling information for each step of the machine/shop setup process.


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