Redlines
In a fast-paced manufacturing environment, work instructions and test procedures will need to be updated to handle changing engineering requirements, non-conformances, or to simply create faster and higher quality processes. Redlines allow Runs to be edited with full traceability and sign-off processes. Many times, redlines are even used to build our entire procedures in a build-as-you-fly manner.
Users must have a role with the createRedline and updateRedline to redline a run!
Starting a redline
Click the three dots indicator on the action bar to redline an existing step. Alternatively, use the redlines button in the run header to select a position where a new step can be added.
When adding a new step, you can select the precise position of the step to be added. You can also quickly save and add another step if you are looking to create a sequence of redlined steps. In addition, this can now be quickly filtered to just standard steps. More filters coming soon. This process can be used to create entire runs/work instructions on the fly as you build!
Editing a step in redline
Steps in redlined states are indicated with a warning at the top of the step and a red pencil icon on the step queue on the left. When a step is in the redline state, the step content, fields, datagrid rows/columns and values all may be edited, added, duplicated or removed. Redline steps cannot be completed or failed. The redline may be canceled at any time to return the step to it's previous actionable condition.
If a step is in redline, the dependencies attached to the step can be deleted. Both steps need to be in redline to add a dependency between them.
Redlining a standard step
In order to redline a standard step, first move the step to in progress. In doing this, ION will pull the latest version of the standard step. Then, move the step into Redline, and you will be able to make the desired changes.
Approving redline changes
Add reviewers through the multi-select user dropdown on the Review Redlines screen, and then add them as reviewers to the appropriate redlines.
If you have been assigned as a reviewer, run steps that are in redline show up in the run header and can be viewed and approved in the Review Redlines pop up. In addition, check the Review Center in the top right next to your avatar to see all redlines waiting your approval.
Each redline in the Review Center will give you a live diff of the changes made to the redline as seen below, making it simpler to approve changes.
Once you have reviewed all of the redline updates, you can approve them, reject them, or simply add feedback for the original editor to use to update the redlines further.
When assigned as a reviewer for multiple redlines, you may approve an individual redline on a run step or approve all redlines assigned to you to review in a single run. For example, if you are set to review five redlines in a run, you have the opportunity to review and approve them all at once at the bottom of the Review Redlines screen. We know our customers often create a sequence of redlines that are connected, and should be reviewed together before being approved collectively via this screen!
If you have been assigned as a reviewer for merged redlines, approve all of the run steps that have merged redlines at once from the Review Center. This is for when you have merged a redline to dozens of other runs to ensure all of the changes get propagated to similar runs.
See all of the comments and feedback for a given redline from the History and Merge screen. This screen shows all completed redlines and their complete history of changes and feedback that have been made to the step via the redline process as seen below.
Merging Redlines to a Procedure or to a Run
If you make a redline improvement to work instructions on a run, merging allows those improvements to be duplicated quickly into other similar runs and procedures. Imagine having 20 other runs that utilize the same set of instructions, merging allows you to bring them all up to date in one push. Run Steps and Procedure Steps you choose to merge to will automatically update to be identical to the source step when accepting the merge.
A redline must be submitted before it can be merged from the redline History and Merge screen.
Here you have multiple options to merge. If you chose to merge to a procedure, you have the option to merge to an existing step or merge to a new step at the end of procedure. If the procedure is not in a draft state, than a draft of that procedure will automatically be creating when merging to any step in that procedure.
If the procedure chosen is not in draft, the merge feature will automatically create a new draft version to merge into.
When merging to a run, you can select many different runs and steps to merge to. Before merging, you will have the opportunity to assign a reviewer to the merge which will allow that reviewer to approve all of the merges at once instead of approving each merged redline independently. Once the merge is complete, each destination run step will be placed in redline and mirror the source step. As with any redline, you will still have to approve and submit them, so we recommend selecting a reviewer before merging in order to have the option to approve them all at once as seen in the approval section above.
Changes Coming by April
Quickly filter run steps by procedure, created by user, standard step, and much more. We will add powerful filters to help you find precisely the step you are looking for.
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