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Create Inspection Plan#

🔒 InspectionPlan.Create

🔒 InspectionPlan.CreateTemplate

🔒 InspectionPlan.CreateFromTemplate

Overview#

This operation is used to create an Inspection Plan.

Preconditions#

  • The Inspection Plan name must be provided and must be 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.
  • 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.
  • 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.

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 to which this version will be associated. 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.
  3. Optionally, provide a description of the Inspection Plan.
  4. Select the Inspection Plan type. The list of possible values is taken from the lookup table InspectionPlanType.
  5. Select whether the Inspection Plan must be performed before the Material being inspected goes through the Track-Out operation.
  6. Select whether the Inspection Plan can have multiple samples to inspect.

  7. Select whether the Inspection Plan contains separate Inspection Steps.

    Note

    The Inspection Plan can only contain more than one Inspection Plan Step if this is flag is selected.

  8. Select whether the Inspection Plan will be closed automatically if the inspection result is Pass.

  9. Select whether the Inspection Plan will be closed automatically if the inspection result is Fail.
  10. Select whether the Inspection Plan will automatically open a Protocol to address a Fail result. If true, select the appropriate Protocol that will be opened.
  11. In the case of the Inspection Plan requiring a Future Hold on the Material, select the creation mode:
    • None - no Future Hold will be created.
    • Always - when Inspection Plan is assigned to a Step.
    • On Fail - when the Inspection Plan fails.
  12. If the Future Hold is set to be created (Always or On Fail), the Future Hold Step and Future Hold Reason must be selected. Similarly, the following properties are not mandatory but can be defined:
    • Future Hold Release Role
    • Future Hold Release Code
    • Future Hold Comment
    • Future Hold Distribution List.
  13. Choose whether a Material should immediately be put on Hold when an Inspection Plan fails. If this flag is set, the Hold Reason must be selected. Similarly, the following properties are not mandatory but can be defined:
    • Hold Release Role
    • Hold Release Code
    • Hold Comment.
  14. Select Next to define the Inspection Plan Steps.

create_inspection_plan_step_one

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 (press in the top right of the grid to add, and to remove, ordering the contexts with the and 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.

  2. Select Create to complete the operation and the new Inspection Plan will be created.

create_inspection_plan_step_two