Link a part to a procedure - ION Manual

Approve or reject an association

On the part’s Procedures section, each linked procedure has an Approval column with its current state. Approve or reject an association here.

• To approve a pending association, click Approve. The state changes to Approved.
• To reject a pending association, click Reject. The state changes to Rejected.
• To move an approved or rejected association back to Pending, click the reset control on that row.

Hovering an approved or rejected association shows who last updated it and when.

Only an approved association can start a build run when the Require part-procedure relationship setting is on. See Block a run until the association is approved.

Unlink a part from a procedure

To remove a part-procedure link, click Remove on the row for that link. The link is removed without a confirmation prompt. You can unlink from either surface:

• On the part’s Procedures section, click Remove on the row.
• On the procedure’s Overview tab, in the Associated Parts section, remove the part from the list.

Block a run until the association is approved

To require an approved association before a run can be created, turn on the Require part-procedure relationship org setting. See Configure run enforcement. With the setting on, creating a build run for a part and procedure that have no approved association is blocked. In the run wizard, the Part step shows the message "The selected part must be associated with and approved for the selected procedure," and you can’t advance to Review. A missing, Pending, or Rejected association all block the run. This gate applies to build runs. It doesn’t apply when you attach an existing inventory item.

Required and optional inspection procedures

When you link a part to an inspection procedure, the Required or Optional setting on the association controls whether an inspection run is created on receipt. It applies to inspection procedures only.

• Required: when you receive the part, ION creates an inspection run for it from the associated procedure.
• Optional: when you receive the part, ION creates no inspection run. You can still start an inspection manually.