Defining an Inspection Plan

Displays the Inspection Task Owner and the Due Date. Click the Change Task Owner link to assign Define Inspection Plan task 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 is used to define the characteristics of a part. Characteristics are inspected to ensure that 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. Characteristics that default from the selected IQCP are not editable. Click the Add Characteristic link to add a characteristic and then enter the information in the following General Characteristic section fields:

NOTE: Some of the information in the following fields may default from the selected IQCP.

• No.* - Enter the number of the characteristic.
• Characteristic* - Zoom to select a specific characteristic to add to the IQCP. The options in this field are filtered by the selected part. If no part is defined, then all characteristics are displayed. For more information on configuration, see Characteristics.
• Type* - Click the drop down button and select the type of characteristic, such as Variable, Attribute, or Checklist. For more information on configuration, see Inspection Characteristic Types.
• Nominal* - Enter a nominal value and select the unit of measurement. For more information on configuration, see IQCP Units of Measurement.
• Tolerance (+ and -)* - Click the up and down arrows to specify the range within which the variable must fall in order to pass the inspection.

NOTE: This field is only visible if Variable is selected as the Type.

• AQL - Click the drop down button and select the acceptable quality limit for the lot, such as .4 or 10.0. The AQL is a quality measurement for maximum numbers of defects which a manufacturer can tolerate. For more information on configuration, see AQLs.

NOTE: The Inspection Characteristic AQL is set to the IQCP Characteristic's AQL, if the AQL is defined at the IQCP Characteristic level. The Inspection Characteristic AQL is set to the Inspection AQL, if the AQL is not defined at the IQCP Characteristic level.

• Sample Size - Enter the size of the sample. This quantity defaults from the inspection initiation.
• Severity* - Click the drop down button and select the severity of the characteristic. This field defaults from the selected characteristic. For more information on configuration, see Severities.

NOTE: This field is only visible if Variable is selected as the Type.

• Sampling Plan - Click the drop down button and select the sampling plan to be used for the characteristic. The sampling plan indicates the number of parts from each lot that are to be inspected (sample size or series of sample sizes). For additional information on configuration, see Sampling Plans.
• Document Number - Enter the relevant document number.
• Rejection Number - Displays the number from AQL table that specifies the number of items in the sample that can fail before the characteristic is calculated/deemed as failed.
• Document Revision - Enter the document revision.
• Reference Number - Enter the reference number of the document.

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. 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 - An 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.