# Configuring Incoming, In-Process & Outgoing Inspections (QMS)

<a href="/en/gr/78610/">QualityOne Vaults</a> provide users the ability to create and analyze inspection samples. Review the information in <a href="/en/gr/63414/">Setting Up Inspections</a> and ensure you have <a href="/en/gr/63414/#setting-up">set up the prerequisite records</a> before completing this configuration. You must configure your Vault to allow users to create and evaluate samples on incoming, in-process, and outgoing inspections.

## Configuration Overview {#overview}

Configuring your Vault to use _Incoming_, _In-Process_, and _Outgoing Inspections_ involves the following steps:

1. [Update the related Inspections object layouts][3]
2. [Configure object actions][4]

## Inspections Object Layouts {#layouts}

We recommend updating <a href="/en/gr/26387/">object layouts</a> for the following objects and object types:

* For the _Inspection Sample_ (`inspection_sample__v`) object:
  * **Detail Form Section**: Include the _Inspection_, _Inspection Plan_, _Sample #_, _Status_, _Pass / Fail?_ and _Pass / Fail Icon_ fields.
  * **Related Object Section**: Insert the _Inspection Sample Test Result_ (`inspection_sample_test_result__v`) object and include the _Analysis Source_, _In Spec?_, _Test Method_, _Test Result Units_, _Test Result (Variable Data)_, _Test Result (Attribute Data)_, _Characteristic_, _CTQ?_, _LSL_, _Spec Unit_, _USL_, and _In Spec Icon?_ field columns.
* For the _Incoming Inspection_ (`incoming_inspection__v`) object type of the _Inspection_ (`inspection__v`) object:
  * **Detail Form Section**: Include _Record ID_, _Inspection Plan_, _Material_, _Specific Product_, _Item_, _Item Version_, _Purchase Order_, _Purchase Order Line Item_, _Item Code_, _Supplier Name_, _Status_, _Number of Units Received_, _Pass / Fail?_, _Pass / Fail Icon_, _Sample Size Method_, _Sample Size_, _Success Method_, and _Success Sample Size_ fields. We recommend using the section label "Sampling & Evaluation Criteria".
  * **Related Object Section**: Insert the _Inspection Sample_ (`inspection_sample__v`) object and include the _Inspection_, _Exclude from Analysis_, _Pass / Fail?_, _Sample #_, and _Pass / Fail Icon_ field columns.
  * Ensure you allow attachments on the _Inspection_ (`inspection__v`) object by enabling the _Allow Attachments_ attribute.
* For the _In-Process Inspection_ (`inprocess_inspection__v`) object type of the _Inspection_ (`inspection__v`) object:
  * **Detail Form Section**: Include _Record ID_, _Inspection Plan_, _Material_, _Specific Product_, _Item_, _Item Version_, _Item Code_, _Status_, _Production Order_, _Pass / Fail?_, _Pass / Fail Icon_, _Sample Size Method_, _Sample Size_, _Success Method_, and _Success Sample Size_ fields. We recommend using the section label "Sampling & Evaluation Criteria".
  * **Related Object Section**: Insert the _Inspection Sample_ (`inspection_sample__v`) object and include the _Inspection_, _Exclude from Analysis_, _Pass / Fail?_, _Sample #_, and _Pass / Fail Icon_ field columns.
  * Ensure you allow attachments on the _Inspection_ (`inspection__v`) object by enabling the _Allow Attachments_ attribute.
* For the _Outgoing Inspection_ (`outgoing_inspection__v`) object type of the _Inspection_ (`inspection__v`) object:
  * **Detail Form Section**: Include _Record ID_, _Inspection Plan_, _Material_, _Specific Product_, _Item_, _Item Version_, _Production Order_, _Inspection Type_, _Inspector_, _Facility_, _Pass / Fail?_, _Pass / Fail Icon_ , _Sample Size Method_, _Sample Size_, _Success Method_, and _Success Sample Size_ fields. We recommend using the section label "Sampling & Evaluation Criteria".
  * **Related Object Section**: Insert the _Inspection Sample_ (`inspection_sample__v`) object and include the _Inspection_, _Exclude from Analysis_, _Pass / Fail?_, _Sample #_, and _Pass / Fail Icon_ field columns.
  * Ensure you allow attachments on the _Inspection_ (`inspection__v`) object by enabling the _Allow Attachments_ attribute.
* For the _Material_ (`material__v`) object:
  * Insert the <a href="/en/gr/627670/">_Control Chart_</a> control section with the slider (<img class="inline" src="https://platform.veevavault.help/assets/images/CPC-Icon-Slider.png" alt="Slider Icon" style="" />) icon.

## Configuring Object Actions {#actions}

Configure your Vault to include the following object actions for incoming, in-process, and outgoing inspections:

* [_Inspection_ object actions][1]
* [_Inspection Sample_ object action][2]

### Configuring Inspection Object Actions {#inspection-actions}

The _Inspection_ object lifecycle contains the following actions:

* **Generate Samples**: Triggers Vault to create samples using the _Sample Method_ against the defined _Inspection Plan_ which includes the specifications required for evaluation. Triggering this action also updates the _Exclude from Analysis_ field to "Yes" for any existing _Inspection Samples_ and to "No" for the newly-generated samples.
* **Analyze Inspection**: Triggers Vault to perform an evaluation using the _Success Method_ against the observed inspection sample test results to pass or fail the inspection, based on the specified _Inspection Plan_ criteria. Any _Inspection Sample_ with the _Exclude from Analysis_ field values of "No" or blank values are included in the evaluation.
* **Delete Inspection**: Triggers Vault to delete the _Inspection_ record and all related child records.
* **Sync Related Records**: Triggers Vault to copy specific modified field values in the existing _Inspection_ record and update their related fields in the related _Inspection Sample Test Result_ records to display the new modified values.

Depending on your business needs, you can:

* Add these actions as <a href="/en/gr/59885/#user-actions">user actions</a> on any _Inspection_ lifecycle state:
  * _Generate Samples_
  * _Analyze Inspection_
  * _Delete Inspection_
  * _Sync Related Records_
* Add these actions as <a href="/en/gr/59885/#entry-actions">entry actions</a> on any _Inspection_ lifecycle state:
  * _Generate Samples_
  * _Analyze Inspection_

### Configuring Inspection Sample Object Action {#sample-actions}

The _Inspection Sample_ object lifecycle contains the **Analyze Inspection Samples** action. This action triggers Vault to perform an evaluation using criteria in _Inspection Sample Test Results_ and _Inspection Plan Requirements_ to determine the _Pass / Fail_ value.

Depending on your business needs, you can add the _Analyze Inspection Samples_ action as a <a href="/en/gr/59885/#user-actions">user action</a> and <a href="/en/gr/59885/#entry-actions">entry action</a> on any _Inspection Sample_ lifecycle state.

## Related Permissions {#permissions}

You can complete all the steps in this article with the standard _System Administrator_ or _Vault Owner_ security profile. If your Vault uses custom security profiles, your profile must grant the following <a href="/en/gr/22824/">permissions</a>:

<table>
  <tr>
    <th><strong>Type</strong></th>
    <th><strong>Permission</strong></th>
    <th><strong>Controls</strong></th>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Object Lifecycles: Create, Edit</td>
    <td>Ability to create and modify object lifecycles.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Object Workflows: Create, Edit</td>
    <td>Ability to create and modify object workflows.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Configuration: Objects: Create, Edit</td>
    <td>Ability to create and modify Vault objects.</td>
  </tr>
  <tr>
    <td>Security Profile</td>
    <td>Admin: Settings: Application: Edit</td>
    <td>Ability to modify the <em>Settings > Application Settings</em> page.</td>
  </tr>
</table>

[1]: #inspection-actions
[2]: #sample-actions
[3]: #layouts
[4]: #actions