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Manage Inspection Plan Steps#

🔒 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 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.

  3. Select Update to complete the operation.

Screenshot showing a management interface for inspection plans, highlighting the first step in the process.