Click here to view the "Adding a New Inspection" video
This article assumes that products and templates have already been created in the system. If these items have not yet been set up, please complete those configurations first, as they are required for the steps outlined in this article.
Step #1
Click here to access the "Inspections Manager" sub-menu.
Step #2
Click "Inspection Records"
Step #3
Click "Create Inspection"
Step #4
Enter the following details:
- Order # (optional)
- Department (optional)
- Product (required)
Not seeing the product you need? Contact your Admin to make sure it’s listed as a Finished Product in the Part/Activity Manager and that, if the Authorized Users feature is enabled, you are included.
Step #5
Enter the following details:
- Lot Serial #
- Sample Size
Step #6
Click "Create Inspection".
Step #7
Enter the "Quantity Accepted".
Step #8
Enter the "Quantity Retained".
Step #9
Add a "Defect Qty." (Optional).
Step #10
The following fields are optional but can be added if applicable:
- Timesheet Entries
- Notes
Step #11
Click here to review and edit "Batch Records".
Step #12
Complete the Inspection Characteristics and add any applicable signatures.
Step #13
Click to "Sign and Finalize" the sample.
Step #14
Repeat Steps 12 & 13 for each sample.
Step #15
Once all Samples have been inspected, click "Save and Finalize" to close the Inspection.
If the product Inspection has failed, it is possible to Initiate a Corrective Action Report or a Non-Conformance Report or an OOS Report.
Step #16
Click here to download a PDF of your report.