Quality Inspection Template
How to use Quality Inspection Template in Quality: access, working steps, fields, related records and troubleshooting.
Purpose and access
Define inspection templates and parameters, record inspection results and manage quality objectives or corrective actions. Link evidence to the item, receipt, production or service record being reviewed.
This page is a record page in GRC & Quality → Quality. Use the link above to open the configured destination; permissions are checked by the destination service.
Before you start
Prepare the required information: Quality Inspection Template Name, Item Quality Inspection Parameter.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Quality Inspection Template from GRC & Quality → Quality, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Quality Inspection Template Namequality_inspection_template_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Item Quality Inspection Parameteritem_quality_inspection_parameter | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Item Quality Inspection Parameter |
Child tables
Item Quality Inspection Parameter — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Parameterspecification | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Inspection Parameter |
Parameter Groupparameter_group | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Inspection Parameter Group |
Acceptance Criteria Valuevalue | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Numericnumeric | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Minimum Valuemin_value | Float Optional | Enter a numeric value using the required unit and precision. |
Maximum Valuemax_value | Float Optional | Enter a numeric value using the required unit and precision. |
Formula Based Criteriaformula_based_criteria | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Acceptance Criteria Formulaacceptance_formula | Code Optional | Simple Python formula applied on Reading fields. Numeric eg. 1: reading_1 > 0.2 and reading_1 < 0.5 Numeric eg. 2: mean > 3.5 (mean of populated fields) Value based eg.: reading_value in ("A", "B", "C") |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.