Reviewing Procedures | ION Factory OS 2.0
Procedures Approval System Steps
This outlines the steps to effectively use the Procedures Approval System in ION for procedure approval and release.
1. Navigate to Settings 0:21
- Open the ION application.
- Go to the Settings section.
- Locate the Procedures section.
2. Add Roles and Reviewers 0:36
- In the Procedures section, find the option to add roles.
- Specify the number of reviewers needed for procedure sign-off.
3. Assign Reviewers 0:44
- Return to your procedure.
- Assign the required reviewers to each sign-off role.
4. Gather Feedback 0:59
- Review feedback and comments from technicians regarding the procedure.
- Ensure all feedback is accounted for before moving to in-review status.
5. Address Feedback 1:15
- Make necessary changes based on the feedback received.
- Acknowledge that feedback has been resolved in the procedure.
6. Move to In-Review Status 1:47
- If all feedback is resolved, move the procedure to in-review status.
- If feedback is not resolved, you can still move to in-review using the drop-down in the header.
7. Approve the Procedure 1:58
- As an assigned approver, click the approve button to approve the procedure.
- Comments can be added in the feed during the approval process.
8. Log Approval 2:12
- Ensure that the approval is logged in the feed for tracking purposes.
9. Review Comments 2:37
- Check that all comments and feedback have been addressed before finalizing the procedure.
Cautionary Notes
- We suggest you not move to in-review status until all feedback is accounted for to avoid missing critical changes; however, we do not block you from doing so. Use the status selector in the header to do this manually.