Skip to main content
Depending on your settings, a draft procedure’s steps carry two controls that ask ION Intelligence to rewrite the step you are editing. ION never writes the step itself. It returns a proposal: what it would change, why it wrote it that way, and the run history behind it. You decide whether the step takes it. Proposals are only made on a draft procedure, so revise a released procedure before asking. For more information on revisions, see Create and release a procedure.

​
Ask for a proposal

  1. Open a draft procedure’s Steps tab and select the step you want to improve.
  2. Above the step content, click Improve to open Improve this step.
  3. Pick the angle you want, such as General clarity, Add safety warnings, or Specify tolerances. Picking a second one replaces the first, and clicking the one you picked clears it.
  4. Click Improve step. The ION Intelligence companion opens and the ask lands in it as your own message. Wait for the answer.
Conform to AS9100 also sits beside Improve as its own control, so a standards rewrite takes one click. It’s the same angle either way. It rewrites against AS9100D 8.5.1, 7.5, and 8.7. ION summarizes each clause in its own words, because the standard’s text is licensed and never quoted. Asking a second time on the same step continues the same conversation, so the second ask sees the first proposal. Moving to another step starts a fresh one.
The same controls appear on a draft standard step. There, ION answers in the conversation instead of returning a proposal, because proposals are only made on a procedure’s own steps. A standard step placed in a procedure doesn’t show the controls, and ION refuses a proposal for it. Change the standard step itself instead.
An angle is repeatable: asking again after you have edited the step asks against the step as it now reads.

​
Answer clarifying questions

Before it proposes, ION can ask up to three clarifying questions on one card.
  1. For each question, click an offered answer, click Other… and type your own, or click Skip.
  2. Click Submit. It’s available once every question is answered or skipped.
To send the answers you’ve given and skip the rest, click Skip unanswered.

​
Read the proposal

The proposal arrives as a card in the conversation, headed Proposal · current. It carries the proposed title and the proposed step content, which is what Accept writes into the step. Click Details to expand ION’s reasoning, a summary of the changes, any safety callouts and open questions ION raised, and an Evidence list linking the runs, issues, and comments the proposal rests on. Two headings mean the proposal is worth less than it looks:
Execution history follows a step into later revisions of the same procedure, so a step revised from a released version is grounded in what happened on that version’s runs. Procedures revised before this shipped have no link back to the steps they were copied from, so their steps are grounded only in their own runs.
ION declines, and says why, when it cannot support a revision. For example, the procedure is not a draft, the supporting records could not be read, or a claim could not be tied back to a record.

​
Accept or dismiss a proposal

  • Accept writes the proposed title and content into the step, and the card offers Undo.
  • Dismiss leaves the step unchanged.
To change ION’s wording, accept the proposal and then edit the step. Undo returns the step to what it said before and reopens the proposal, so it can be accepted again. Undo is no longer offered once the step has been edited, the proposal has been removed from the list, or what the proposal replaced is no longer recorded. A later accept on the same step leaves that last case behind. In place of Undo, the card says which of these happened.
A proposal whose content already matches the step offers no Accept, because accepting it would change nothing. The card says so and offers Ask again instead.
Accepting a proposal doesn’t settle the step’s other pending proposals. Each is measured against the step as it now reads, so one that doesn’t touch the same wording stays acceptable, and you can take two improvements to one step in sequence. Where two would rewrite the same wording, the second carries the reason it can’t be applied and offers no Accept.

​
Follow-up questions

An answer can also come back with up to three grounded follow-up questions under the proposal, drawn from the same evidence. Clicking one asks it about the same step. They go Out of date together with the proposal once the step changes, rather than disappearing.