Create and release a procedure

A procedure is authored as a draft, moved through review, and reaches Released once its reviewers approve. For what a procedure is and how a run copies it, see the procedure overview.

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Create a procedure

1. On the procedures page, click Create Procedure.
2. In the Create New Procedure dialog, enter a Title, an optional Description, and a Type.
3. Optional: to start from a copy of an existing procedure, choose one in Start from existing procedure. ION prefills the title with the source title followed by (Copy) and carries over the source procedure’s description and type, all of which you can change.
4. Click Create Procedure.

The new procedure opens in Draft, where you author its steps. To add and arrange steps, see Manage procedure steps.

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Edit procedure metadata

You can edit a procedure’s title, description, and type while it is in Draft. Once the procedure moves past Draft, these become read-only.

• Title: click the title in the procedure header and type a new one.
• Description: on the Overview tab, edit the Description section.
• Type: on the Overview tab, set Type in the Configuration section.

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Create a new version

To revise a released procedure, create a new version rather than editing the released one.

1. Open the latest released version of the procedure.
2. Click Create New Version.

ION opens a new Draft version that carries over the released version’s steps and setup. Runs already created against the earlier version are unaffected, because a run copies the procedure at the moment it starts. The Create New Version button is available only on the latest released version.

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Submit for review and approve

A procedure moves from Draft to In Review to Released. Reviews are tracked in the Reviews section of the procedure.

1. In the Reviews section, click the add button to add a reviewer row, then choose a reviewer (a user or team) and a role for each row. Roles your org requires appear as reviewer rows automatically. Choosing a reviewer needs a role with the CreateProcedureApprovalRequest permission. See Manage role permissions.
2. With at least one reviewer assigned, click Move to In Review.
3. Each reviewer opens the procedure and clicks Approve, or adds a comment first and clicks Approve with comment. A reviewer can instead click Reject or Reject with comment.
4. When the required approvals are in, click Move to Released.

Depending on your settings, unassigned mBOM parts block these transitions. When your org enforces mBOM parts assigned to steps, Move to In Review, Move to Released, and a reviewer’s Approve are disabled until every part, including the components inside sub-assemblies, is assigned to a step. The blocked control states how many components are unassigned and names the first few part numbers. Reject stays available. For more information, see Enforce mBOM parts assigned to steps. When your org has Enable mBOM version selection on, the mBOM versions pinned to the procedure also block Move to In Review and Move to Released while any of these holds. ION reports only the first that applies:

• A part is pinned to a version that’s no longer released. The blocker names the part and version. Pin a released version. For more information, see When a pinned version is no longer released.
• A step is assigned a part from a version other than the pinned one, and that version isn’t Released. The blocker names the part, its version, and the pinned version. Remove those assignments while the procedure is in Draft.
• A part on a pinned version has more quantity assigned to steps than the mBOM requires. Reduce the assigned quantities.

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Labels and subscribers

Apply labels to organize procedures and subscribe users to be notified of a procedure’s changes. Both live in the procedure’s side panel.

• Add a label: open the labels control and select a label. Remove a label: clear it from the same control.
• Add a subscriber: open the subscribers control and select the users to subscribe. Remove a subscriber: remove a user from the same control.