Inspections

Inspections check material against the checkpoints in a quality profile's inspection plans. ianaiERP works out which receipts, operations, finished work orders and shipment lines need inspecting, decides the result from what you record, and — when an inspection fails — can hold the material and open a nonconformance report for you.

Where to Access

Quality → Inspections. The tab has three views:

• Due — every inspection waiting to be done: receipts, operations, finished work orders and shipment lines that match a plan in a profile. Select one or several and choose Inspect selected, or use Record inspection on a row.
• Records — every inspection recorded, with its status.
• Results — the individual checkpoint results.

You can also inspect from where the work happens:

• An item receipt shows Inspections due with Inspect now.
• A shipment offers Inspect this shipment.
• A work-center station shows the in-process and final inspections for the job it is running.

Receiving with quality requirements

When you receive an item whose profile asks for lot data or a certificate, each receipt line shows a quality button — for example Quality: checked on save, Quality: 1 missing or Quality complete. Open it to attach the certificate file, enter its number, or tick It will follow if the profile allows the certificate to follow later.

The receipt checks everything when it saves. A line that lacks a required lot field or certificate stops the whole receipt, and the message lists each line and what it is missing. A certificate already on record for the lot, or for its heat, counts.

Recording an Inspection

1. Open the inspection from Due, a receipt, a shipment or a station.
2. The form asks you to Inspect N of M units, based on the plan's sample size.
3. For each checkpoint, enter the Measured value for a measurement, or choose Pass or Fail.
4. Add a Defect code, notes or photos where useful.
5. Choose Save progress to keep what you have entered without finishing. The inspection stays In progress until every required checkpoint has enough units.

The result is decided for you:

A finished inspection cannot be edited — record a new one instead.

When an Inspection Fails

The plan's When it fails setting decides what happens next:

• Record only — the failure is recorded and nothing else happens.
• Hold it — what was inspected is put on hold: the work order for in-process and final inspections; otherwise the lot, the failed serials, the shipment or the receipt line.
• Hold it and open a nonconformance — the same hold, plus a draft nonconformance report filled in from the failed checkpoints.

See Holds & the Shipping Gate for what a hold blocks, and Nonconformance for working the report.

Waiving an Inspection

Waive settles an in-progress or failed inspection without passing it. It needs the quality override permission and a Reason for waiving.

A waived inspection counts as done, but it does not release a hold the failure placed. Release that hold separately, or let the nonconformance report release it when its dispositions have run.

Common Problems

• "The receipt will not save and lists quality requirements." A required lot field or certificate is missing on one of the lines. Open the line's quality button, attach the file or fill in the field, or tick It will follow if the profile allows it.
• "An operation will not start or complete." The work order is on a quality hold, or a required in-process inspection for that operation has not been recorded. Record the inspection, or release the hold once the problem is dealt with.
• "I waived the inspection but the material is still held." Waiving does not release holds. Release the hold from Issues → Holds, or run the nonconformance report's dispositions.
• "I need to correct a finished inspection." Finished inspections are read-only. Record a new inspection.

Best Practices

• Use First piece or A percentage sampling where full inspection is not needed, and keep Every unit for critical characteristics.
• Pick Hold it and open a nonconformance for failures that always need a decision, so nothing is forgotten.
• Add a Defect code to every failure — it is what makes quality trends visible later.

Related docs

• Introduction & Setup
• Nonconformance (NCR)
• Holds & the Shipping Gate
• Item Receipt
• Work Orders