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

QualityOne Vaults provide users the ability to create and analyze inspection samples. Review the information in Setting Up Inspections and ensure you have set up the prerequisite records 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

Configuring your Vault to use Incoming, In-Process, and Outgoing Inspections involves the following steps:

1. Update the related Inspections object layouts
2. Configure object actions

Inspections Object Layouts

We recommend updating object layouts 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 Control Chart control section with the slider () icon.

Configuring Object Actions

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

• Inspection object actions
• Inspection Sample object action

Configuring Inspection Object 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 user actions on any Inspection lifecycle state:
  • Generate Samples
  • Analyze Inspection
  • Delete Inspection
  • Sync Related Records
• Add these actions as entry actions on any Inspection lifecycle state:
  • Generate Samples
  • Analyze Inspection

Configuring Inspection Sample Object Action

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 user action and entry action on any Inspection Sample lifecycle state.

Related 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 permissions:

Type	Permission	Controls
Security Profile	Admin: Configuration: Object Lifecycles: Create, Edit	Ability to create and modify object lifecycles.
Security Profile	Admin: Configuration: Object Workflows: Create, Edit	Ability to create and modify object workflows.
Security Profile	Admin: Configuration: Objects: Create, Edit	Ability to create and modify Vault objects.
Security Profile	Admin: Settings: Application: Edit	Ability to modify the Settings > Application Settings page.