Creating and Managing Standard Operating Procedures in Ion 🔧

This SOP outlines the steps to create, manage, and link standard operating procedures within the Ion system. Many of our customers have detailed instructions that the manufacturing engineers want to maintain outside of the actual build instructions. This guide helps explain how you can use the Procedure Family Link to make that achievable in ION.

Key Steps

Step 1: Create a New SOP

• Begin by accessing the Ion system.
• Select the option to create a new standard operating procedure (SOP).
• Use a relevant title for the SOP, e.g., 'Torque SOP'.

Step 2: Fill in SOP Details

• Input all necessary details for the SOP.
• Include specific information such as:
  • Fastener types (e.g., '4 fasteners')
  • Torque specifications (e.g., 'Tor 2X')
  • Any secondary locking features.

Step 3: Review and Release the SOP

• Go through the review process to ensure all information is accurate.
• Once reviewed, proceed to release the SOP.

Step 4: Version Control of SOPs

• Utilize the procedure approval engine to create new versions of the SOP as needed.
• For example, create a version 2 (V2) of the SOP and release it.

Step 5: Copy Procedure Family Link

• Use the 'copy procedure family' link to reference the SOP in other procedures.
• This ensures that any linked procedures will always point to the latest version of the SOP.

Step 6: Tagging SOPs

• When referencing the SOP in another document, tag it appropriately.
• Ensure the link directs users to the correct SOP.

Step 7: Accessing the Latest Version

• Test the link to ensure it directs to the latest version of the SOP.
• Confirm that even older versions of the SOP will redirect to the most current version.

Cautionary Notes

• Ensure all details entered in the SOP are accurate to avoid confusion.
• Regularly review SOPs to keep them up-to-date with current practices.

Tips for Efficiency

• Use templates for SOPs to streamline the creation process.
• Regularly schedule reviews of SOPs to ensure they remain relevant and accurate.