---
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 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](../../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 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](../../../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 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][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 :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`.

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

![create_inspection_plan_step_two][create_inspection_plan_step_two]

[create_inspection_plan_step_one]: images/create_inspection_plan_step_one.png
[create_inspection_plan_step_two]: images/create_inspection_plan_step_two.png