States
An issue moves through four states in order. You advance it with the status button in its header.
Move to In Progress, then Ready for Review (which moves it to In Review), then Resolved once reviews approve. Return to In Progress and Reopen Issue move it back when an issue needs more work. When an issue leaves Pending, any open redlines linked to it are released, returning their run step to To-Do.
For the end-to-end procedure, see Resolve an issue.
Dispositions
A disposition is the decision applied to the affected inventory. Your org defines the set of disposition types, along with each type’s approval roles and availability behavior, in Administration. You must set a disposition before the issue can leave Pending, and changing the disposition type later returns the issue to Pending so it goes through approval again. Each disposition type carries an availability behavior that governs when the affected inventory becomes usable again:
Depending on your org’s settings, the disposition can lock once its approval is in.
Approval gates
Two gates govern progression, and the disposition type’s roles define who signs off at each:- Leaving Pending: the disposition type’s approver roles must approve before the issue becomes In Progress.
- Reaching Resolved: the disposition type’s closure roles must approve before the issue resolves.
Editing and locking
You can fully edit an issue while it’s Pending with no approvals yet, and while it’s In Progress. Once an approval is recorded, or the issue reaches In Review or Resolved, the issue becomes read-only. Custom attributes follow a separate rule from the rest of the issue: they stay editable in every state except Resolved. A setting can keep them editable on a resolved issue too.Affected and resolution inventory
An issue tracks two kinds of inventory on its Parts tab: the Problem Part inventory the event affected, and the Resolution Part inventory used to resolve it. Linking both keeps a traceable record of which material a problem touched and which material closed it out. See Associate inventory to an issue. When an issue covers material that needs different handling, you split or clone it into separate issues, each with its own disposition and share of the inventory. Splitting units off a run onto an issue is driven from the run itself; see Split inventory on a run.Further Actions
When an issue points to a systemic problem, you escalate it to a Further Action, ION’s corrective and preventive action (CAPA) record. See Further Actions. To comment on, label, or attach files to an issue, see Work with an issue. To narrow the Issues page and export what matches, see Find and export issues.Your organization can rename the Cause Condition, Expected Condition, and Disposition fields, so the labels you see may differ.