Prerequisites
- The runs you want to batch must follow procedures whose step structure matches enough to have shared (“sibling”) steps. Two runs of the same procedure version are the canonical case.
- Permission to modify run batch membership.
Create a batch from the runs table
You create a batch by selecting runs in the runs table:- In the runs table, select the runs you want to batch.
- In the floating toolbar that appears, click Batch.
Open the batch manager
Once a run is in a batch, open the batch manager from inside the run: click the batch pill in the run header, then click Manage batch. The dialog header reads Batch (or Batch : once a title is set). If the run is no longer in a batch, the dialog shows “This run is no longer in a batch.” Inside the dialog you’ll see:- A title row below the header. Click it to set or edit the batch title.
- Search runs in batch: filter the runs list by run ID or run title.
- Add a run to the batch dropdown: multi-select picker for runs not yet in the batch.
- Expand all / Collapse all: toggle the run cards open or closed.
- Unbatch all: footer action to remove every run from the batch.
Add runs to a batch
- In the batch manager, click Add a run to the batch.
- Search runs by title or ID in the dropdown. Runs already in this batch are excluded.
- Multi-select the runs you want, then click Add N to batch in the dropdown footer. Use Clear selection to reset.
Set or rename the batch title
Click the title row below the dialog header to enter edit mode. Type the new title, then click Submit. Cancelling reverts to the previous title. The title shows up alongside the batch ID in the run header and run list.Remove a run from a batch
In the runs list, expand the run card and click Remove on the run you want out, or Remove & go to run to remove it and navigate to it. ION updates the batch and the run continues independently from that point forward. It keeps any sign-offs and redlines it accumulated while batched.Unbatch every run
Click Unbatch all in the dialog footer. ION asks you to confirm before clearing the batch. After confirming, every run leaves the batch and continues independently. The batch itself is dissolved.Batch propagation
When you change a step inside a run that belongs to a batch, ION looks at every other run in the batch and finds sibling steps: steps in those runs that match the same step in the batched procedure. The change propagates to every sibling found:- Sign-offs: completing or signing a step propagates the same completion to every sibling step.
- Redlines: redline changes propagate to siblings. For how redlines are merged across runs, see Redline a run.
- State changes: skipping, failing, or reopening a step propagates to siblings.