Build an inspection template

A template is the list of questions an inspector answers, each with the answer that passes. A failed answer fails the inspection and, by default, opens a non-conformance.

Before you start

• You need Manage templates, non-conformances and actions.

Steps

1. Open Quality → Inspection templates and go to New template.
2. Type the Name, for example "Incoming goods check".
3. Pick what it Inspects: Any record, or one kind such as Goods receipt, Equipment or Field job.
4. Pick the Severity of a failure: Minor, Major (the default) or Critical.
5. Type the First question, for example "Packaging intact?", and select Create template.
6. On the template's page, go to Add a question. Type the Question and pick the Answer type:
   • Yes / no: set A yes / no passes on (No for questions such as "Damage found?");
   • Reading (number): set the Unit, Lowest that passes and Highest that passes (either may be empty);
   • Choice: type the Choices separated by |, and the Choices that pass (empty: every choice passes);
   • Note: never fails;
   • Photo: the inspector adds a picture.
7. Tick An answer is needed and A photo is needed as required, and set A failure here is to raise the severity of this question.
8. Select Add a question. Repeat, then reorder with the arrows.

Start from a published form

If your checklist already exists in Forms, go to Start from a published form on Quality → Inspection templates, pick the Form and what it Inspects, and select Build the template. Its questions are copied; then set what passes for each one.

Good to know

• Versions. Once an inspection uses a version, a change makes a new version; earlier inspections keep theirs. An unused version is changed in place. Older versions show as tabs and say they are kept for the inspections filled on them.
• From a form. A tick box becomes yes / no passing on yes, a number stays a number, a choice keeps its choices with every choice passing, and other fields become notes. The template shows From a form with the form's version. No form submission is made for an inspection.
• Severity. A failed inspection takes the highest severity among its failed questions, else the template's.
• Archive the template when you stop using it; Use the template again brings it back.
• Inspect with it on the template's page starts an inspection with this template.
• Next: Inspect on your phone.