FAQs for "Parts, Inspections & Inventory
1. Why can't I enter anything, or select anything within the Inspection Template?
A: There are a few things to validate when trying to update an inspection template:
Validate with your Admin to ensure permission has been given for you to use these templates.
Confirm with your Admin that your "User Level" is correct.
Confirm that the Inspection/Samples isn’t closed or finalized.
2. The part says that there is no template available for use, but I have linked one. How do I fix this?
A: Ensure that the template is approved in the "Template" module. If it is not approved, approve it so it can be used. Then navigate back to "Receiving Inspection" and click the refresh icon in the template column.
3. Can I view inventory levels without "Inventory Add-On"?
A: You need the Inventory Add-On to view inventory levels within Isolocity. Contact our Support team to request this feature.
4. What is "Parent Product" used for?
A: A "Parent Product" refers to the main or primary product in a production process. It links parts together in the system. For example, if your business makes cookies, the "Box of Chocolate Chip Cookies" could be the parent product for "Chocolate Chip Cookie", showing the product hierarchy.
5. What is the difference between "Receiving Inspections" under Inspections and the one under Shipping & Receiving?
A:
Receiving Inspections under Shipping & Receiving: Initiate and log incoming products/materials and approve them before accepting into inventory.
Receiving Inspections under Inspections: View completed or in-progress inspection records for specific materials.
6. How do I start using inspections? What are the requirements?
A: Ensure that Parts and Templates are added to your database and that each part is linked to the applicable template.
7. Can Parts/Product numbers be modified through a mass upload?
A: No. Part numbers cannot be mass updated through the manual template upload. Changes can be made one at a time in the application, or our Support team can assist with mass updates.
8. What does the supplier have access to updating? Is it only the Certificates and Notes section?
A: Suppliers can update the Certificates and Notes (Quality Department, Quality Policy, Quality Procedures, and Notes). They can also add or remove attachments.
9. The expired certificate appears retained when the supplier uploads a new one. Should we remove it or keep it?
A: This depends on context and industry regulations. Generally, keep the expired certificate to maintain a history of supplier compliance for audits or internal quality control. If it causes confusion, archive or save a copy outside of Isolocity.
10. Should I delete duplicate inspection records?
A: If a record is duplicate and not needed, click the red "Archive" button. Ensure it is truly a duplicate, as data is not easily recoverable from the system.
11. Can I print a label?
A: Yes. Navigate to the Inspection module, select the inspection from the list view, and click the PDF icon on the top-right. Choose "Barcode" to print a label.
12. How do I enter a Parent Product?
A: All Parts and Products are created in the Product Activity Manager. Select "Create Product", fill in the fields, and click "Create Product". Then, select your Part/Product as a Parent Product from the dropdown list.
13. I am unable to enter anything or select Pass/Fail in an Inspection. What should I do?
A: Validate the template setup with your System Admin to ensure required fields are configured. If everything is correct, contact Support for further assistance.
14. Why can't a user create an inspection?
A: Your organization may have a setting restricting inspection creation to authorized users. If needed, your System Admin can add you as an authorized user or adjust the setting in Team Settings and the Templates module.
15. What is the By-Products section used for?
A: This tracks unintended or secondary products from the production process. By-products may have economic value or require disposal and can be added here if industry regulations require tracking.
16. How do I know how to categorize something as an Activity, Equipment, or Part?
A:
Part: Raw material or finished good (e.g., eggs, flour, chocolate chip cookie).
Equipment: Supports production (e.g., mixer, scale, oven).
Activity: Processes performed by your business (e.g., sanitation, mock recalls).
17. How do I access & Export an "Expiry Soon Report"
A:
- Log into the Isolocity QMS software
- On the left hand side of the page select Batch Manager
- Then Click on "Reports" on the Right hand side of the List view Page
- From there you can scroll down and click on the "Expiry Soon" Report
18. Where are my completed Activity Inspections located?
A: You can view your completed activity inspections by using the "Status" filter to view those inspections which are "Closed".
19. Can I link multiple equipment to the same activity?
A: Yes, you can link multiple equipment to the same activity (via templates) that have been created. Once the template is approved, you can link the template to your equipment via the "Equipment Manager" under the "Report Frequency" section within the equipment.
20. Why aren't my shipments showing against Inventory?
A: Please ensure that your shipment has been closed via the addition of the "Shipment Completion Date". When viewing product inventory, please ensure that you are checking against the correct lot/batch number.