Runs Best Practices

Structured Approach to Placing Procedure Steps on HOLD

Objective

Provide a standardized method for placing procedural steps on HOLD within ION while maintaining contextual visibility and operational transparency.

Strategic Rationale

  • Enables frontline teams to clearly communicate blockers or required interventions

  • Improves visibility of process interruptions across departments

  • Supports compliance and continuous improvement workflows

  1. Initiate HOLD Action

    • Navigate to the target step within the procedure

    • Use the dropdown control to place the step on HOLD

  2. Document the Rationale via Comment

    • Add a comment to clearly communicate the reason for the HOLD

    • Example: "Step placed on hold due to lack of material availability"

  3. Alternative HOLD Scenarios

    • Training in progress: defer execution until personnel are qualified

    • Pending redline or procedural update

    • Identified improvement opportunity under evaluation

  4. Confirm Comment Visibility

    • Verify the comment is attached to the step and visible in the step sidebar

    • Ensures others can immediately understand the context of the HOLD

  5. Visual Indicators Across Contexts

    • There are symbols on step cards for comments on the procedure, step, and redline objects

    • Provides a unified reference point for all exception/ HOLD-related documentation

Deployment Recommendation

  • Use clear, concise language in comments to eliminate ambiguity

  • Periodically audit steps on HOLD to ensure timely resolution or escalation

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