Runs Best Practices | ION Factory OS

The manual for the New ION Experience has been released.

For the complete documentation index, see llms.txt. This page is also available as Markdown.

Structured Approach to Placing Procedure Steps on HOLD

Objective

Provide a standardized method for placing procedural steps on HOLD within ION while maintaining contextual visibility and operational transparency.

Strategic Rationale

• Enables frontline teams to clearly communicate blockers or required interventions
• Improves visibility of process interruptions across departments
• Supports compliance and continuous improvement workflows

Recommended Workflow

1. Initiate HOLD Action

   • Navigate to the target step within the procedure
   • Use the dropdown control to place the step on HOLD

2. Document the Rationale via Comment

   • Add a comment to clearly communicate the reason for the HOLD
   • Example: "Step placed on hold due to lack of material availability"

3. Alternative HOLD Scenarios

   • Training in progress: defer execution until personnel are qualified
   • Pending redline or procedural update
   • Identified improvement opportunity under evaluation

4. Confirm Comment Visibility

   • Verify the comment is attached to the step and visible in the step sidebar
   • Ensures others can immediately understand the context of the HOLD

5. Visual Indicators Across Contexts

   • There are symbols on step cards for comments on the procedure, step, and redline objects
   • Provides a unified reference point for all exception/ HOLD-related documentation

Deployment Recommendation

• Use clear, concise language in comments to eliminate ambiguity
• Periodically audit steps on HOLD to ensure timely resolution or escalation