Reviewing Procedures
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.
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