Performing an Inspection

Displays the Inspection Task Owner and the Due Date. Click the Change Task Owner link to assign the Inspection to another user. For additional information, see Changing the Inspection Task Owner.

The Inspection Information section is used to enter information regarding the inspection. Some fields are populated with information entered during inspection initiation. Enter the information in the following fields:

NOTE: Some of the information in the following fields may default from the selected part and receipt.

• Part - Displays the part.
• Part Revision - Displays the part revision.
• Supplier - Zoom to select the name of the supplier who filled the order, such as Acme. For additional information on configuration, see Suppliers.
• Supplier Site - Enter the supplier location, such as Acme - San Jose.
• Lot Number - Displays the lot number.
• Part Expiration Date - Displays the expiration date for the part.
• Source Number - Displays the selected source number, if specified during initiation. This field is only displayed if it is a rework inspection. Click the View link to view the source record, such as the nonconformance that launched the rework inspection.
• Receiving Location - Zoom to select or enter the name of the location that received the shipment. This field is only displayed if it is an incoming inspection.
• Inspection Receipt - Displays the selected receipt number, if specified during initiation. This field is only displayed if it is an incoming inspection. Click the View link to view the Receipt record.
• First Time Inspection - Specifies whether or not it is a first time inspection for the shipment.
• Sampling Plan - Displays the relevant sampling plan.
• Quantity - Displays the quantity received.
• AQL - Displays the relevant AQL.
• Sample Size - Displays the sample size.
• Current State - Displays the current state of the product.
• Deviation Authorization - Enter the document name or document number of any document that allows any deviations from the original ordered part.
• Sampling System - Displays the relevant sampling system.
• Priority - Click the drop down button and select the priority of the inspection. For additional information on configuration, see Priorities.
• IQCP Number - Displays the relevant IQCP number. Click the View link to view the IQCP record.
• Inspection Area* - Zoom to select the inspection area, such as Station 1. For additional information on configuration, see Inspection Areas.
• IQCP Revision - Displays the relevant IQCP revision.
• Inspection Date* - Zoom to select the date of the inspection. This fields defaults to the current date.
• Comment - Enter a comment, if necessary.

The Characteristic tab displays the characteristics of a part. Characteristics are inspected during the incoming or initial inspections to ensure parts are conforming to agreed part specifications between the manufacturer and the supplier. If the IQCP is defined, then the characteristics default from the selected IQCP. Any other characteristics are added in the Define Inspection Plan task. The characteristics in the Characteristic tab are not editable from this window. Edits can only be made to the currently displayed characteristics by using the Redefine Inspection Plan link under Other Actions. Characteristics that have an icon next to them require re-evaluation because they have been changed using the Redefine Inspection Plan option. Enter the result information in the following fields:

• Result* - The way the result is entered varies by the inspection policy.
• If the Inspect All Sample Size policy is set to No, then click the drop down button and select the result of the inspected characteristic. If you choose to enter data in the data grid, then click the Enter Data button at the bottom of the window and enter the measurements. For attribute and variable characteristics, the system will assign a result based on the measurements entered in the data grid. If a result is selected and then the data is also entered in the grid, then the system will override the manually entered result and update it to reflect the result of the data entered in the grid. For additional information on configuration, see Inspection Char Results.
• If the Inspect All Sample Size policy is set to Yes, then click the Enter Data button at the bottom of the window and enter the data in the data grid. For attribute and variable characteristics, the system will assign a result based on the measurements entered in the data grid. A result can only be entered directly by the user for a checklist characteristic. For additional information on configuration, see Inspection Char Results.
• Accepted Quantity - Click the up and down arrows or enter the number of units that were accepted.
• Rejected Quantity - Click the up and down arrows or enter the number of units that were rejected. If the rejected quantity entered in this field is greater than the value in the Maximum Reject field, then the result for the characteristic changes to FAIL.
• Result Note - Enter any additional information regarding the result of the characteristic.

Click the Add Document link to add a document to the inspection. Enter the information in the following Document section fields:

• Document Number* - Zoom to select a document from the Document Management system. Click the View link to display the document. If Document Management is not installed, then enter a reference number for an external document. Forms Designer can be used to configure this field to link to an external document system. See the Studio Designer Help System for additional information.
• Document Revision - Enter the referenced document's revision number.
• Title - Enter the title of the document.

If equipment was defined in the characteristics of the related IQCP, then that information defaults to this tab. Click the Add Equipment link to add a piece of equipment to the inspection. Enter the information in the following fields:

• Equipment* - Enter the piece of equipment.
• Equipment Name - Enter the name of the piece of equipment.
• Serial Number - Enter the serial number.
• Amount Used - Click the up and down arrows to specify the amount used.

This tab displays a list of the number of parts and their corresponding serial numbers. Serial numbers can be transferred from the receipt or can be added manually to the inspection. These numbers can be manually modified by Managing Inspection Serial Numbers.

This tab displays a list of the attachments for the related IQCP. The IQCP attachments can be opened and viewed from this tab.

Policies control the optional steps that can be performed in your inspection workflow. An administrator can set these controls and restrict your users from selecting or changing these options. Enter the information in the following Policy section fields.

• Perform Confirmation? - Specify whether or not the inspection results must be confirmed before the inspection is closed. Options include:
• Always - Select Always if you want to require confirmation of the inspection results. If Always is selected, then a Inspection Confirmation task will be created and assigned to the Inspection Approver that is required in the Team section.
• On Fail Result - Select On Fail Result to require inspection confirmation only when the part fails the inspection.
• Not Required - Select Not Required to skip inspection confirmation for this record.

NOTE: For additional information in configuration for this policy, see Inspection Policies.

• Inspect All Sample Size - Specify how the result is determined:
• Select Yes to require the user to determine the result from the information entered in the data grid. The Result, Accepted Quantity and Rejected Quantity fields are non-editable for the Attribute and Variable characteristic types if Yes is selected. When all measurement data (all sample size must be entered) is completed, the inspection's result will be determined based on the Maximum Reject Quantity. If the sample Rejected Quantity is more than the Maximum Reject Quantity, then the sample fails the inspection.
• Select No to allow the user to manually assign the Result, Accepted Quantity, and Rejected Quantity without going through the data grid.
• Use Pilgrim NC Management? - Select Yes if your company uses NC Management. If Yes is selected and a nonconformance must be created, then a task will be assigned and a nonconformance will be automatically created in NC Management. A link to the NC record will be listed in the Cross Reference section of the Inspection record. If No is selected and a nonconformance must be created, then a task will be assigned to create the nonconformance. The application will provide a field in which the user can enter information about a nonconformance created in an external system.

Several different user roles are involved in the Inspection management process. Pilgrim customers must configure their own roles to be used with the system. The Inspection team members default based on the site selected. The following tasks (roles) have been configured as defaults in the Inspection Management application:

• Inspection Owner - Ownership is a required task in the Inspection record. The owner of the record is not assigned any task other than ownership. Only one Inspection owner can be defined. If an Inspection owner is not defined, then the Inspection owner defaults to the logged in user.
• Inspector - Inspection performer must be selected. Only one Inspection Performer can be defined.
• Inspection Approver - Inspection Confirmation is an optional task (if the Perform Confirmation policy is set to Always or On Fail Result) in the Inspection record. If the Perform Confirmation policy is set to Always or On Fail Result, then an approver must be selected. Multiple approvers can be defined.