---
alias: user-guide-manage-inspection-plan-steps
description: "Manage inspection plan steps by adding, modifying, and updating individual steps within the plan"
---

# Manage Inspection Plan Steps

:lock: Resource.**Edit**

## Overview

This operation is used to manage all the steps associated to a specific **Inspection Plan**.

## Setup

No setup is required other than to meet the preconditions of the transaction.

## Preconditions

* The **Inspection Plan** exists and it is in state Created.

## Sequence of Steps

### Step 1

1. Select an appropriate **Inspection Plan**, navigate to the Steps section and press the **Manage** button.
2. Add as many Inspection Plan Steps as desired (press :material-plus: in the top right of the grid to add, and :material-trash-can: to remove, ordering the contexts with the :material-arrow-up: and :material-arrow-down: buttons) - specifying one Step minimum - providing for each Step the following information:

      * If the Inspection takes place at the same Step where the Inspection Plan is triggered, set *Is in Process Inspection* to `true`.

        !!! note
	        This removes the need for any other Inspection Plan Step configuration.

      * If the *Is in Process Inspection* is set as `false`, specify the following information:
        * The Inspection **Flow** and **Step** where the **Inspection Plan** shall be performed.
      * The Split Type to be performed:
        * None - No Split.
        * Permanent - The **Material** will be Split and transformed into several Child Materials.
        * Temporary - The **Materials** created during the Inspection Plan Step shall be merged back with the original Material at the end of the **Flow**.
      * If a Split is to be performed, specify the Split Mode:
        * Inspection Step - select one of the Inspection Plan Steps to be used as a Split **Step**
        * Process Step - the Split will be performed in the same **Step**.
      * Choose whether to scrap the **Material** sample used for the inspection. If set as `true`, select the appropriate **Reason** for the scrap.

        !!! info
            The steps can also be copied from other steps that belong to an existing version of the same **Inspection Plan**, by using the Copy Steps option.

        !!! warning
            If the **Inspection Plan** contains an In-Process Inspection **Step** and the Results Required Before Track Out property is set to `true`, both the Close Automatically on Pass and Close Automatically on Fail properties must be set to `true`.

3. Select **Update** to complete the operation.  

![Screenshot showing a management interface for inspection plans, highlighting the first step in the process.](images/manage_inspection_plan_steps.png)