ION Factory OS


Tightly integrate your quality management processes with manufacturing
As part of our Factory OS, ION leverage its Issues module to provide quality management while being tightly integrated into production. With Issues, manufacturers can:
  • Capture data about problems in hardware builds
  • Isolate nonconforming parts and prevent quality escapes
  • Track and enforce decisions made the Material Review Board
  • Trace material through complicated repair and Return Merchandise Authorization processes
  • Identify opportunities for process improvement

Issue Layout

The issue interface
The issue page is divided several major parts.
The header contains the issue title, labels, subscribed users and a badge indicating the disposition.
The issue status, comments and signoffs are accessible through the top right of the header.
The left side contains all data entry about the issue itself, such as what was expected, what the problem was, and what steps are linked to resolve the problem.
The right side has all connections the issue makes to other places in ION like Runs, Inventory and related issues.
At the bottom right are organization-configurable Custom Attributes.

Issues on Inventory

Inventory can be linked to issues to indicate manufacturing errors, damage, or other problems.
Inventory can be linked to issues in the following ways:
  • Issues can be created directly from Inventory from the Inventory and Purchases menus
  • If an issue is made from a run with a linked inventory, that inventory is automatically linked to the issue
Issues can be also opened on tools as they are considered inventory.

Issues on Runs

Issues can also be linked to runs in multiple ways.
  • When an issue is made from a run or from failing a step, the run is automatically linked.
  • Redlines can be linked to steps on runs to indicate work associated with the issue
  • When making an issue manually, you can add a run and step where the problem was found.
  • Issues have a Must Close By field that, when set, blocks run progress based on the issue’s status.

Issue Resolution Workflow

Issues can be moved through four states to track resolution. There are two decision points where signoff requirements can optionally be added to limit progress until the issue has been approved. Issues can also be moved backwards through the state workflow if necessary.
The ION issues state workflow
The following fields on an issue are editable in each state:
All fields. When at least one approval is approved/rejected, only Custom Attributes are editable
In Progress
All fields except disposition are editable
Only Custom Attributes are editable
Only Custom Attributes are editable

Issue Dispositions

ION issues have a Disposition field, representing a method or category of resolving the issue. Depending on the severity and nature of the problem, different methods could be used requiring different levels of approval within the organization.
The disposition field on an issue must be set before moving the issue through its workflow
ION Admins can configure the list of dispositions in the Organization Settings page. Each disposition has the following fields:
  • Active controls if the issue disposition is selectable in an issue.
  • Name controls what is shown in the disposition options
  • Description
  • Approver Roles lists the number and type of approver roles needed to move the issue from Pending to In Progress
  • Closure Roles lists the number and type of approver roles needed to move the issue from Review to Resolved
Add custom dispositions for issues in Settings

Issue Redlines

Redlines can be linked to issues to indicate changes made to work instructions or processes. Redlined steps linked to an issue will be listed on the issue page. The redline diff on Run Summary will also indicate if the redline was made in response to an issue.
When an issue is moved from Pending to In Progress, any redlines linked to the issue will be released
Issue redlines show status of linked steps and their parent runs
Link a redline to an issue using the field on the redline menu
The redline diff indicates if the redline was linked to an issue

Approvals and Comments

Users may comment on the issue and approve/disapprove the issue content and disposition. Click the “Approvals” option at the top right of the Issue window to see set approvers and a history of approvals and rejections for this issue.
To approve an issue, select a role and then select your name from the dropdown. Add your comment and click Approve at the bottom of the dialog.
Each user can only approve for one role on an issue.
The approver dialog shows roles, users and approval status at the top

Blocking Progress on Issues

Issues may block progress on runs by setting the “Must Close By” field on an issue. When set, the linked run step cannot be started until the issue is resolved.
Set the Close By step in an issue
ION indicates which issues are blocking a step from starting

Issue Indicators

Issues are indicated across ION by a warning sign (⚠️) and an orange badge.
Objects in ION with issues will display the issue badge and show a numeric count of issues attached to that object in a “M / N” format
  • The first number indicates the number of unresolved issues on that object
  • The second number indicates the total number of issues on that object.
You can click on the issue badge to see more information about the linked issues and navigate to them
When all linked issues are resolved, the issue badge will turn green.
Click on an issue badge to see a list of linked issues
Last modified 16d ago