Auto-checkout of Run Steps - ION Manual
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This page was auto-migrated from the legacy ION manual. Some images and cross-links may need follow-up cleanup. Original: _legacy-export/automations/auto-checkout-of-run-steps.md.
This automation identifies discrepancies in labor-related data by finding run steps with stale check-ins and checking operators out of them automatically.Functionality
- Automated Data Pull: Every 30 minutes, the system retrieves all active run step check-ins.
- Activity Evaluation: Run steps are assessed based on recent actions (field updates, item additions, data entries). If the last activity was over 30 minutes ago, the step is marked inactive and operators are automatically checked out.
Step Bypass Option
- For run steps with extended check-ins, a step-based boolean allows bypassing the 30-minute limit, extending auto-checkout to 8 hours. This setting is adjustable at the procedure step level.
| Attribute Setting | Action |
|---|---|
| True | 8 Hours |
| False | 30 Minutes |
| Not Set | 30 Minutes |
Setup Procedure
- Configure Step Bypass: - In the organization settings, locate the ‘Ignore auto-clock out’ attribute under Steps. Ensure it is set as a BOOLEAN attribute. If the attribute does not exist you will need to create it in organization settings.
- Integration Setup:
Navigate to the ‘Integrations’ page.
Select ‘Auto-checkout’ and press ‘Configure’.
- Follow the prompts to input your API credentials.
- Optionally, activate the ‘Notify User’ toggle to inform users about automatic check-outs.
- Complete the setup by clicking ‘Finish’!
ION PERMISSIONS REQUIRED: session>updateSession