Manage Action Rules

Use inspection action rules to either guide the users or automatically trigger an action based on the inspection results. While creating or modifying an inspection plan, use the inspection characteristics listed in the Specifications tab to create action rules.

An action rule can have one or more conditions. Configure the rule to trigger any of the following actions when the conditions are met:

• Change Material Status: On saving the result, the status of the material changes at the subinventory, locator, lot, or serial level.

• Create a Quality Issue: On saving the result, the application automatically creates a quality issue.

• Display Message: On entering or evaluating the result value, a message appears on the Inspection Results page.

• Raise an Event: On saving the inspection, a business event triggers which you can leverage to call a service or API.

• Send a Notification: On saving the inspection, the specified recipient receives an email notification.

• Create a Maintenance Work Order: This action is displayed only for an Asset inspection plan type. On saving the inspection, the application automatically creates a maintenance work order.

To create a rule, save the inspection plan and do the following:

1. In the Quality Management work area, open the inspection plan, and select Inspection Characteristics.

2. Under inspection characteristics, click Manage Action Rules.

3. Click Create Action Rule.

4. Click the Attributes tab and select the characteristic for the IF condition.

5. Click the Actions tab and select one or more actions to trigger for the Then or Else part of the condition.

6. Save and close the action rule.

7. Close the Manage Action Rules.

8. Save the inspection plan.

You can also duplicate or delete a rule. For example, to delete a rule, from the Manage Action Rules page, select the rule and from the Actions drop-down list, select Delete.