---
alias: user-guide-create-inspection-plan
description: "Create an Inspection Plan to define and manage inspection processes, ensuring quality control"
---

# Create Inspection Plan

:lock: InspectionPlan.**Create**

:lock: InspectionPlan.**CreateTemplate**

:lock: InspectionPlan.**CreateFromTemplate**

## Overview

This operation is used to create an **Inspection Plan**.

## Preconditions

The **Inspection Plan** name must be provided and unique.

## Sequence of Steps

There are several ways to create a new versioned object. Depending on the level, follow these steps to get started:

* Entity - In the landing page of this entity type in the Business Data menu or in the details page of an existing entity of the same type, select **New** on the top ribbon. For more information see [Creating Entity Objects](../../general/creating_entity_objects.md).
* Revision - If you want to create a new revision, go to the **New** dropdown button on the top ribbon and select **Revision**. For more information, see [Revisions](../../general/revisions/index.md).
* Version - If you want to create a version associated to an existing revision, go to the **New** dropdown button on the top ribbon and select **Version**. For more information, see [Versions](../../general/versions/index.md).

### Step 1: Change Set

1. Select an existing Change Set or select Create to create a new **Change Set**. If configured to support implicit **Change Sets**, it is also possible to check the option Use Automatic Change Set.
2. Optionally, select an Approval Role.

### Step 2: General Data

1. Provide a unique name for the **Inspection Plan**.
2. If you are creating a new version, the revision that was selected when you started the process will be the revision this version will be associated with. If you are creating a new entity or revision (with a new version associated to it), provide a name for the revision or it will be automatically generated for you. For more information on revision naming, see [Revision Naming](../../../general/revisions#Naming/).
3. Optionally, provide a description of the **Inspection Plan**.
4. Select the **Inspection Plan** type. The list of possible values is taken from the [[inspectionplantype-lt | Inspection Plan Type Lookup Table ]].
5. Select which options you would like to enable in the **Default Inspection** section:

    * Results Required Before Track-Out - controls whether the **Inspection Order** must be Closed, with all results captured, before you can Track-Out the main **Material**. This option only controls whether results must be finalized: an incomplete Inspection Order Step Sample blocks a full Track-Out of the main **Material** even when this flag is not selected.
    * Enable Multiple Samples - the **Inspection Plan** can have multiple samples to inspect.
    * Contains Separate Inspection Steps - the **Inspection Plan** can contain separate Inspection Steps.
  
    !!! note
	    The Inspection Plan can only contain more than one Inspection Plan Step if the `Contains Separate Inspection Steps` flag is selected.

6. In the **Inspection Settings** section:

    * The **Close Automatically on Pass** flag closes the **Inspection Plan** automatically when the inspection result is `Pass`.
    * The **Close Automatically on Fail** option closes the **Inspection Plan** automatically when the inspection result is `Fail`.
    * Enable the automatic opening of a **Protocol** to address a `Fail` result. If enabled, select the appropriate **Protocol** to be opened.
    * Configure a Future Hold on the **Material** by selecting its creation mode:
      * `None`- no Future Hold will be created.
      * `Always` - when the **Inspection Plan** is assigned to a **Step**.
      * `On Fail` - when the **Inspection Plan** fails.

    ??? note "Future Hold Information section (only appears if Future Hold Creation Mode is Always or On Fail)"
        Select the Future Hold **Step** and **Reason**. Optionally, the following properties can also be defined:

        * Future Hold Release Role
        * Future Hold Release Code
        * Future Hold Comment
        * Future Hold Distribution List

        ![Screenshot showing the Create Inspection Plan wizard, in the general data tab, in the future hold information section ](images/create_inspection_plan_step_one_future_hold_information.png)

    * Choose whether to immediately put the **Material** on Hold when the **Inspection Plan** fails.

    ??? note "Hold Information section (only appears if the Material set on Hold when the Inspection Plan fails)"
        Select the Hold **Reason**. Optionally, the following properties can also be defined:

        * Hold Release Role
        * Hold Release Code
        * Hold Comment

        ![Screenshot showing the Create Inspection Plan wizard, in the general data tab, in the hold information section ](images/create_inspection_plan_step_one_hold_information.png)

7. Select **Next** to define the **Inspection Plan** Steps.

![Screenshot showing the Create Inspection Plan wizard in the general data tab. ](images/create_inspection_plan_step_one.png)

### Step 3: Steps

This section is used to define the different steps for the **Inspection Plan**.

1. Add as many **Inspection Plan** **Steps** as desired (select :material-plus: in the top right of the grid to add, :material-trash-can: to remove, and order the **Steps** with the :material-arrow-up: and :material-arrow-down: buttons, or by dragging them). 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.
2. Specify at least one **Step**, and provide the following information for each:

    * Enable `Is in Process Inspection` if the Inspection takes place at the same Step where the Inspection Plan is triggered. This removes the need for any other Inspection Plan Step configuration.
    * If the `Is in Process Inspection` is not enabled, specify the following information:
      * The Inspection **Flow** and **Step** where the **Inspection Plan** will 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**.

        ??? note "Split Information section (only appears if a Split is to be performed)"
            Select 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 the **Step** in which the Split will be performed.

            ![Screenshot showing the Create Inspection Plan wizard, in the Steps tab, in the split information section ](images/create_inspection_plan_step_two_split_information.png)

    * Choose whether to scrap the **Material** sample used for the inspection. If set as `true`, select the appropriate **Reason** for the scrap.

    !!! 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 **Create** to complete the operation and the new **Inspection Plan** will be created.

![Screenshot showing the Create Inspection Plan wizard in the steps tab.](images/create_inspection_plan_step_two.png)