Creating and Updating Procedures

This SOP outlines the steps to effectively create and manage procedures using the new ION interface, ensuring clarity and efficiency for team members. It is packed with performance and usability upgrades to make it much easier for manufacturing engineers to use.

Key Steps

1. Overview of the New Interface

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• The new ION experience features three main tabs:

  • Steps: Main tab for procedure details.

  • Dependencies: Manage dependencies between steps.

  • Overview: General information about the procedure.

2. Using the Steps Tab

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• Access the Steps tab to view all information related to your procedure step.

• Utilize the upgraded content editor for:

  • To Do lists.

  • Markdown for formatting (headers, callouts).

  • Enhanced table functionality (insert columns, merge cells, paint cells, add/remove borders).

• Set attributes such as location, lead time, and labor time for each step.

3. Adding Steps

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• To add a step:

  • Hover over an existing operation or step.

  • Click Add Step Below or Child Step.

  • Enter the step name, set the location, and type of step.

  • Search for existing standard steps if applicable.

4. Managing Dependencies

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• Access the Dependencies tab to:

  • Rearrange dependencies easily.

  • Add or remove dependencies with auto-formatting.

  • View child steps quickly.

5. Overview Tab Details

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• In the Overview tab:

  • Enter a description of the procedure.

  • View related information (type, attributes, project code, responsible engineer).

  • Check associated parts and their approval status.

  • Access version history to view different versions of the procedure.

6. Reviewing Procedure Version History

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• Click on Version History to:

  • Switch between different versions of the procedure.

  • Review related runs and issues for each version.

Cautionary Notes

• Ensure all steps are clearly defined to avoid confusion.

• Regularly update the procedure to reflect any changes in processes or requirements.

Tips for Efficiency

• Familiarize yourself with the Markdown formatting to enhance documentation clarity.

• Utilize the search function for existing standard steps to save time when adding new steps.

• Regularly check the version history to stay updated on changes and issues.