Manage run batches - ION Manual

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:

1. In the runs table, select the runs you want to batch.
2. In the floating toolbar that appears, click Batch.

ION creates a new batch and adds the selected runs to it. From that point, changes to shared steps propagate across the batched runs.

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

1. In the batch manager, click Add a run to the batch.
2. Search runs by title or ID in the dropdown. The list excludes runs that already belong to a batch and runs that are complete or canceled.
3. Multi-select the runs you want, then click Add N to batch in the dropdown footer. Use Clear selection to reset.

After ION updates the batch, those runs immediately participate in propagation for any future changes on shared steps.

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, click Remove on the run you want out, or Remove & go to run to remove it and open it. ION asks you to confirm. After you confirm, 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.

If a step is unique to the current run, with no siblings, only the current run changes.

Cascade an aBOM install across the batch

Part installs are not cascaded automatically. When you add a build requirement to a run that belongs to a batch, the Part Installs (aBOM) tool shows an informative bar reading “Added to this run only.” with an Apply to N runs in batch button. Cascading to the sibling runs is a deliberate click, so an edit to a single run stays the default. Click Dismiss to keep the change on the current run only.

Assign aBOM parts across the batch

On a run that belongs to a batch, the Part Installs (aBOM) tool installs parts into every batched run at once, so you assign inventory one time for the whole batch instead of opening each run. Open the tool from the run step’s Part Installs (aBOM) panel: click View all. Each build requirement card carries a Batch assignment section in place of the single-run installer. Expand the card to work with it. A card shows this section whenever the run is batched, for serial-tracked, lot-tracked, and non-tracked parts. The section header reads Batch assignment until you install anything, then switches to Batch results. A count sits next to it: N assigned and N unassigned before you install, and N installed (plus N failed and N still unassigned when either applies) afterward.

Pick an anchor and auto-assign

The section opens on an anchor picker and an Auto-assign button. The picker’s label depends on how the part is tracked:

• Anchor lot for a lot-tracked part.
• Starting serial for a serial-tracked part.
• Anchor inventory for a non-tracked part.

Search the picker and select the inventory to spread across the batch. For lot and non-tracked parts, each option shows its available quantity, such as LOT-A · 372 available. Once you pick an anchor, a preview line states how many slots or runs will fill. To fill every run’s requirement from the anchor onward, click Auto-assign. The anchor takes priority: each run’s primary assignment draws from the anchor lot or inventory first, and the assignment spreads to other available inventory only after the anchor runs out. A confirmation bar reads “Auto-assigned from anchor. Edit any row before installing.” To assign each run by hand instead, open the caret next to Auto-assign and choose Assign manually.

If the anchor holds less than every run needs, a warning states how much is available and confirms that Auto-assign fills what it can while the rest needs manual assignment.

Stage each run’s kit inventory

When runs in the batch have their own reserved kit inventory for the part, a callout reads “Kit inventory is available for N of M runs.” Click Assign from kits to stage each run’s reserved lot or serial into that run’s row. Each run draws only from its own kit, so one run’s kit can’t fill another run’s row. If a kit holds less than the run requires, ION stages what the kit has and leaves the rest for manual assignment. Review and edit the staged rows before installing. The callout appears both on the anchor picker and in the assignment table toolbar whenever any batched run has an open kit for the part.

Review and adjust the assignment table

After assigning, the table lists one row per batched run under the columns Run, Inventory, Qty (for lot and non-tracked parts), and Actions. Each row carries a status pill: Unassigned, Assigned, Partially assigned, Installing, Partially installed, Installed, or Errored. Change any row before installing:

• In the Inventory cell, pick a different lot, inventory record, or serial. Clear an assignment with its X.
• For lot and non-tracked parts, edit the quantity in the Qty cell against the run’s requirement, shown as of N.
• Assign more inventory to one run through additional legs, or add a serial to a serial row.

A run whose build requirement does not match the current one shows an Unavailable pill and a message that its aBOM does not match. Install that run’s part from its own run instead. Use Open run to go there.

For a lot or non-tracked part, you can assign more than a run requires as long as real stock covers it. The quantity cell shows an Over-installing (N required) hint, where N is the requirement. Over-installation is available only when the run’s requirement lives on a single run step. If a quantity exceeds available stock, the cell shows Only N available and blocks the install instead.

Install and uninstall across the batch

Install the staged assignments from the table footer:

• Click Install N assigned to install every assigned row. While installs run, the button reads Installing… (X of Y). A results bar then reports the installed, failed, and still-unassigned counts.
• Install a single run with the download action in its Actions cell.

To undo assignments or installs:

• Click Unassign all to clear every staged assignment that is not yet installed. Installed rows are not affected. ION asks you to confirm.
• Click Uninstall all to remove every install in the batch. ION asks you to confirm. Installed serials return to an editable Assigned state with their serial numbers kept. Installed lot and non-tracked rows return to unassigned.
• Uninstall a single run with the trash action in its Actions cell.