Creating and managing inspection plans

An inspection plan is a template for creating consistent instructions for the tests to be performed on the shop floor. It can be used across different items and scenarios. The inspection plan specifies the tests to be performed on the sample taken, along with the target threshold to be achieved in order to call the sample approved.

An inspection plan is only relevant until an inspection order is created from it. You need to use inspection plans to generate inspection orders automatically.

Creating inspection plans

To create a new inspection plan, click the +Add new button in the top right corner of the Inspect / Manager screen, and select Inspection plan from the drop-down list. (Alternatively, you can hit Add inspection plan on the inspection plans list page.)

You will be prompted for a (descriptive) name for your plan.

Press Save and then View inspection plan to continue the specification.

Enter a description for your inspection plan, and then click Add test to start specifying the tests you wish to include in the plan. For details, see Adding test steps.

Managing inspection plans

To manage existing inspection plans, select Inspection plans from the menu on the left. A list of inspection plans will be displayed.

Press Add inspection plan in the top right corner to create a new plan. Click the options (°°°) icon on the right side of the screen to edit the details of the given inspection plan or to delete it. You can also view or edit the details of an inspection plan by selecting its name in the list.

You can access the following details:

• Name
• Description
• Test specifications