ION Factory OS
  • Welcome to ION
  • Features
    • Procedures
      • Steps
        • Content
        • Datagrid
        • Fields
        • Attributes
      • Dependencies
      • Part-Procedure Relationship
      • Attributes
      • Standard Steps
      • Installation Requirements (Beta)
      • Nested Steps and Nested Standard Steps
      • Procedure Best Practices
    • Runs
      • Run Execution Overview
      • Runs And Step States
      • Batching Runs
        • Batching 2.0 Changes
      • Workcenter execution
      • Split Inventory on a Run
      • Redlines
      • Export run data
      • Scheduling runs
      • Time Tracking
      • Attributes
      • Outside Processing
      • Runs Best Practices
    • Parts Library
      • As-built Bill of Materials (aBOM)
        • Editing aBOM build requirements
        • aBOM Beta Changes
          • aBOM actions for developers
      • Inventory
        • Inventory status
        • Inventory splitting
        • Inventory merging
        • Inventory scrapping
        • Kitting
        • Inventory Movement Automations
      • Manufacturing bill of materials (mBOM)
        • mBOM versions
        • Made on Assembly (MOA)
        • Part Substitutes
        • Reference designators
      • Part Attributes
      • Part revision interchangeability
      • Supplier Part Numbers & Purchase Unit Conversions
    • Kitting and Inventory Fulfilment
      • Kit Statuses and Workflows
      • Inventory requests
      • Kitting and runs
      • Fulfilling Multiple Kits
      • Kanban Kitting
    • Purchasing
      • Purchase Orders
        • Types of Purchases
        • Purchase Order Approvals
        • Purchase Order FAQs
        • Supplier Part Numbers & Unit Conversions
        • PO Requirements, Terms, and Quality Clauses
        • PO lines editability changes
      • Receiving/Inspection
      • Outside Processing
      • Consigned Parts
    • Barcode Labels
      • Templating
        • ION barcode minimum sizes
        • Sample templates
      • Printing
        • Configuring Zebra Browser Print
        • Server Based Barcode Printing (PrintNode)
      • Scanning
        • Scan barcodes from other systems
    • Quality
      • Issues
      • Further Actions - CAPA
      • Issues States, Dispositions, and Resolutions
      • Quality Best Practices
    • Tools
    • Locations
    • Attributes
    • Labels
      • Deleting labels
    • Notifications
    • Search
    • Settings
      • Role based access control
        • Full Glossary of ION Permissions
    • ION Actions
      • ION Actions examples for Quality
      • ION Actions examples for Runs and Procedures
      • ION ACTIONS examples for Supply Chain
  • Analytics
    • Inventory valuation
    • Part impact analysis
    • Users, Roles, Teams
    • Analytics FAQ
    • Data Connector
    • Data Products
  • Plans and Autoplan
    • Autoplan
    • Autoplan glossary
    • Preparing to use Autoplan
    • Clear to build reporting
    • Running Autoplan on a schedule
    • Firm and blocked plan items
    • Location constraints
    • Autoplan suggested suppliers and procedures
    • Reorder point
    • Plan input serial numbers
    • Applying a calendar
    • Plan Reservations
    • Independent schedules
    • Drive demand from kits
    • Drive demand below buy parts configuration
    • Group plan items with the same date
    • Manualy Changing Autoplan Status
  • API
    • How to create an App with ION
    • Access Tokens
    • About GraphQL
    • Interactive API explorer
    • API Keys
    • Examples
      • Notifications
      • Runs
      • Automatically updating fields in runs
      • Parts and Part Revisioning
      • mBOMs
      • Part Inventory and Kitting
      • aBOM (As-built Bill of Materials)
      • Edit time-tracking session data
    • Changelog
    • Webhooks
    • Pagination
  • Automations
    • Auto-checkout of Run Steps
    • Auto-Consumption of Lineside Inventory
    • Automatically Send Purchases to Suppliers
    • Set Close by Run Step on Issue Creation
    • Intent Management / Grade / Tier / Pedigree
      • Data Imprinting
      • ION Actions for Intent
    • Auto-Update mBOM Revision on Part Revision Update
    • Auto-approve part-procedure relationships
    • Purchase Order PDF and Versions
    • Auto Populate PO Line Attributes
    • Imprint Attributes from One Object to Another on a Desired Event
    • Kit Packing/Pick List PDF
  • Integrations
    • Deploying Integrations and Automations
    • Arena
    • Cofactr
    • Datum
    • Duro
    • NetSuite
      • Purchasing in NetSuite, Receiving in ION
      • Work Order/Assembly Builds
    • Procurable
    • PDF Generator
    • Quickbooks
    • Ramp
    • Silkline Integration
    • Slack
    • Smartsheet
    • SOLIDWORKS
    • Teamcenter
    • Integrating with ERP Best Practices
  • Training
    • Standard Operating Procedures
      • Cycle Counting
      • Tool Utilization
    • Guided Flows
    • ION Sandbox
    • Chat Support for ION
  • Troubleshooting
    • Resetting your password
    • Resetting your Multi-Factor Authentication
    • You have no roles... error
  • Changelog
  • Adminstration
    • Security
      • Backups and Security FAQ
      • Single Sign-On (SSO)
        • Okta SAML connection setup
      • Export Control
      • Report Generator Disclaimer
    • Browser and Device Compatibility
    • Authentication
      • My company is new to ION, logging in for the first time.
      • I'm told I'm not authorized to access the application
      • My account has been deactivated
    • Login Page
  • Tickets Portal
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  • Fields
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  1. Features
  2. Procedures
  3. Steps

Content

PreviousStepsNextDatagrid

Last updated 3 years ago

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Content steps are for written instructions. The content box supports text formatting features like colors, lists, fonts, pictures and tables.

When using tables in steps, we recommend setting them up in Google Sheets and pasting them in. Using Excel is not as reliable because formatting isn't copied over, but the content will still work.

Dynamic Media

Use the dynamic media editor to make complicated diagrams with pictures, arrows and callouts. Unlike making diagrams with external programs, dynamic media in steps is not "baked in" can be edited at any time.

Fields

Assets

Assets are miscellaneous files that can be added for reference in a step.

Pictures inserted into step content are automatically added to assets

In addition to written instructions, procedure editors can also add data collection fields. Data collection fields can be filled out in when they are created from Procedures. Fields can be named, reordered and set as required or optional. See the page for a full list of data types that can be collected.

Runs
Fields
The step content editor
Using the dynamic media editor to call out picture details
Field editing interface
Assets list for step