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Create quality inspection templates

Quality inspection templates define the measurements and attributes you want to collect during quality testing. Templates serve as the foundation for all quality tests, and contain:

  • A Template Code, which is the unique identifier for the template.
  • A Description that provides an idea of the purpose of the template.
  • Tests and measurements, which are the individual quality measurements to collect.
  • Pass/fail criteria, which are the acceptable ranges for each measurement.
  • Inspection Generation Rule that define when the questions in the template are asked.

You can create templates from scratch, or you can copy an existing template and then change the settings to suit your inspection needs. Learn more at Create a new template or Copy a template.

Typical scenarios where templates help

One typical use is to inspect purchased materials. Some examples of tests in these inspections are dimension measurements, visual appearance checks, and material compliance verification.

Other examples are production output inspections, where you inspect the finished goods that you produce. Some examples of tests are functional performance tests, assembly quality checks, and final dimension verification.

Templates are also useful for inspections when production is in-process. Some examples of tests are intermediate measurements, process parameter verification, and work-in-progress quality gates.

Create quality test

To set up a quality tests, follow these steps.

  1. Select Search (Alt+Q) in the upper-right corner, enter Quality Tests, and then choose the related link.

  2. Choose New to create a new template.

  3. In the Description field, enter a short description of the measurement. For example, Example Measurement, Weight, or Dimension. This description is visible when recording inspections and show up on the Certificate of Analysis and other reports.

  4. In the Test Value Type you can choose the value type collected for this test, such as entering numbers, selecting from a list of options, or choosing values from another table. The following list describes the purpose of each option.

    • Decimal or Integer for tests that allow numerical values.
    • Boolean if you want to record simples Yes or No.
    • Text, Date, or Date and Time - The inspector enters results as free text or a date.
    • Option - Inspector select one of the values from a simple list you defined in the Allowable Values field.
    • Lookup - List of values is build dynamically based on Lookup Table No., Lookup Field No. with respect of Lookup Table Filter. For example if you want to show a list of available reason codes from the Reason code table, then you would use table 231 with field 1, which represents the Code field on that table. You can also use table 20408 Quality Test Lookup Value and populate it with your own values.
    • Label - You can't enter value in this field because it's used for splitting lines when printing the report.

  5. In the Allowed Values field, you can specify what values inspection can enter. The format depends on the Test Value Type. Pass, fail, or acceptance conditions are configured separately. For integer or decimal, you might enter something like '5..90' and the system accepts any value in this range. For the Test Value Type set to Lookup the Allowable Values field is ignored, though it's convenient to use for populating values in the Quality Test Lookup Value page.

  6. The Result conditions part includes pairs of Condition and Description fields for each quality result where Result Visibility is set to Priority. The value in the Condition field depends on the Test Value Type. The following are examples for different types:

    • For integer or decimal, it can be '10..20' (range), '>=20' (greater than or equal), '<>0' (not equal to zero), '10|20|30' (equals 10, 20 or 30).
    • For text: 'A*' (starts with "A").
    • For date: 'TODAY..TODAY+30D' (Today through 30 days from today), '>=01/01/2026'(on or after specific date).

Create a new template

To set up a quality inspection template, follow these steps.

  1. Select Search (Alt+Q) in the upper-right corner, enter Quality Inspection Templates, and then choose the related link.
  2. Choose New to create a new template.
  3. Fill in the Template Code field with a short name that indicates the purpose of the inspection. For example, enter EXAMPLE or INCOMING-PARTS.
  4. Fill in the Description field. This field often contains an elaboration of the code. For example, Example Template or Incoming Parts Inspection.
  5. In the Sample Source field, specify the size of the sample the test includes. Depending on your choice, the Sample Amount or Sample % fields display, so you can add those values. The Sample quantity in the created inspection can't exceed the Quantity (Base) and if necessary it's changed automatically on the inspection to equal the source quantity. If you leave the Sample Source field blank, the amount or percentage fields don't display.
  6. Add the tests that represent what the inspection measures.
  7. If necessary, you can override conditions from tests for specific inspection template requirements.

Assign a test generation rule

The next step is to use the Inspection Generation Rules action to create a generation rule for your template. Templates connect to automated inspection creation through inspection generation rules. Learn more at Set up inspection generation rules.

Copy a template

You can copy templates to create new templates based on their settings. Select a template, and then choose the Copy Template action to create a duplicate. You can modify the fields on the new template to suit your needs.

Configuring Quality Inspection Results
Setting Up Inspection Generation Rules
Manual Inspection Creation
Quality Management Setup and Configuration
Quality Management Overview

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