Manage tool models - ION Manual

Documentation Index

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You manage tool models in the Tools Library: in the Supply Chain section of the sidebar, click Tools Library.

Create a tool model

  1. On the Tools Library page, click Create Tool.
  2. Enter a Tool Number and Revision (both required).
  3. Optionally add a Description, one or more Subtypes, and a Maintenance Interval.
  4. Click Create Tool.

ION opens the new tool model’s detail page.

Categorize tools with subtypes

Add subtypes in the Subtypes field when you create a tool model or from the tool model’s detail page; type a name and select an existing subtype, or create a new one on the spot.

Set a maintenance interval

Enter the maintenance interval as a list of {number}{unit} segments using this shorthand:

Shorthand Unit
d Day
h Hour
m Minute

For example, 1d 2h 20m is an interval of 1 day, 2 hours, and 20 minutes.

Edit a tool model

Open a tool model from the Tools Library to reach its detail page. Fields in the Tool Information card edit in place and save automatically, including subtypes and any custom attributes.

Comment on a tool

Comments let you discuss a tool model with your team.

  1. On the tool model, find the Comments section.
  2. In the Add a comment… field, type your comment. You can format the text and @-mention a user to notify them directly.
  3. Click Comment.

To reply to a comment, use its reply control. To close a thread, resolve it; a resolved comment can be reopened later.

Attach files to a tool

Attach files such as images, PDFs, and STEP/STP files, up to 100 MB each.

  1. On the tool model, find the Attachments section.
  2. Add a file by dragging it onto the upload area, clicking to browse, or taking a photo on a device with a camera.

To remove a file, click its delete control and confirm.

When a file is attached through a file-type custom attribute, the delete dialog offers Remove from attribute (keeps the file but detaches it) and Delete permanently.