Overview - ION Manual
Documentation Index
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A tool in ION is a kind of part. A tool model is a part with type Tool, and its physical units are tool inventory: individual, serialized instances of that model. One model can back many units. Tools are always serialized; there are no lot-tracked or untracked tools. You curate the definition in the Tools Library and act on the physical units in Tools Inventory. Both surfaces live in the Supply Chain section of the sidebar. Procedure steps reference tools to record which unit an operator used.
Subtypes
A subtype groups tool models beyond their tool number. Torque wrenches of several models can share a Torque Wrench subtype, which lets a run step call out a class of tool without naming one model. You set subtypes in the Subtypes field on a tool model, and a model can carry more than one. A step’s tool field can then validate against a subtype to accept any unit spanning those models. For the steps, see Manage tool models.
Fields
A tool model carries the part fields plus a few tool specifics.
| Field | Notes |
|---|---|
| Tool Number | Identifies the tool model. Required. |
| Revision | Engineering revision value. Required. Revising creates the next revision as a new record. |
| Description | Free text. |
| Subtypes | One or more groupings the model belongs to. |
| Maintenance Interval | How long a unit stays in service after each service date. Applies to every unit of the model. |
A tool unit carries the model reference plus its own fields.
| Field | Notes |
|---|---|
| Serial Number | Unique identifier for the unit. Required. |
| Tool / Part | The tool model this unit instances. Required. |
| Location | Where the unit sits. An unavailable location makes the unit unavailable. |
| Last Service Date | When the unit was last serviced. Drives the service due date. |
| URI | Optional link, such as a calibration certificate. |
Your org can add custom attributes to tool models for data the built-in fields don’t cover. See Custom attributes.
Maintenance interval and status
The maintenance interval lives on the tool model; each unit carries its own last service date. ION adds the interval to a unit’s last service date to derive a Service Due date, and from that a Maintenance Status of Available or Unavailable. A unit past its service due date reads Overdue and Unavailable; a unit in an unavailable location also reads Unavailable regardless of its service schedule. If the interval or the last service date is missing, service due reads N/A. See track maintenance status.
Tool usage on runs
A procedure step can require a tool through a Tool field. When the step runs, the operator selects the unit they used, creating an auditable usage log. The field can restrict input to a subtype or a single model, and can accept only units that are currently available. See Record tool usage on a run.
Best practices
Plan tool requirements
Before you add tools to your procedures, map what each operation needs:
- List every operation in your process and the tools each one requires, then map each operation to its tool requirement.
- Record the maintenance cycle and criteria for each tool.
Then add a Tool field to each step that needs one, set its validations and whether the tool is required, and specify which tools are valid for the operation. See Record tool usage on a run. This surfaces gaps between tool inventory and operation requirements, and enforces tool use at the operation level.
Report on tools
Pull tool data into reports to manage tools proactively. Reports can draw on any tool unit field, such as its service due date, last service date, and status. Automate delivery on a cadence or by condition, for example:
- A weekly report on all tools, sent to your tool manager.
- A report of tools two weeks before their service due date, so a calibration or maintenance date is never missed.
- A report of tool inventory that is currently unavailable and needs maintenance or recalibration.
- A report of tools that have been unavailable for a set period.