> ## Documentation Index
> Fetch the complete documentation index at: https://docs.firstresonance.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Create and release a procedure

> Create a procedure, edit its metadata, version it, and move it through review to Released.

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](/build-hardware/procedures).

## 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](/build-hardware/procedures/manage-procedure-steps).

## 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.

## 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 on the latest released version.

## 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.
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**.

<Note>
  Which reviewer roles are required is configured per org. See [Configure procedure reviewer roles](/administration/production-settings/configure-procedure-reviewer-roles).
</Note>

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](/administration/production-settings/enforce-mbom-parts-assigned-to-steps).

## 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.

## Related

* [Manage procedure steps](/build-hardware/procedures/manage-procedure-steps)
* [Link a part to a procedure](/build-hardware/procedures/part-procedure-relationship)
* [Configure procedure reviewer roles](/administration/production-settings/configure-procedure-reviewer-roles)