## 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](https://docs.firstresonance.io/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**.

Which reviewer roles are required is configured per org. See [Configure procedure reviewer roles](https://docs.firstresonance.io/administration/production-settings/configure-procedure-reviewer-roles).

## 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.