Quality Procedure
How to use Quality Procedure 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 Procedure.
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 Procedure 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 Procedurequality_procedure_name | Data Required | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Process Ownerprocess_owner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Processesprocesses | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Quality Procedure Process |
Parent Procedureparent_quality_procedure | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Quality Procedure |
Is Groupis_group | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Child tables
Processes — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Process Descriptionprocess_description | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Sub Procedureprocedure | Link Optional | Link existing Quality Procedure. Linked record: Quality Procedure |
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.