4Quality Inspection Plans

This chapter contains the following:

An inspection plan contains inspection elements that represent the specific data that you want to collect and report on. It also contains information about when and how often you collect that data.

The following table lists the four types of inspection plans and their use:

Plan Type Used to Collect Data and Report On


Items received at the warehouse


Equipment or machinery in Shop Floor


Items in your inventory

Work in Process

Work order execution

While creating an inspection plan, you must specify the plan details, specifications, and criteria.

You can specify target values and limits for inspection plan characteristics. If the actual results entered are not within the limits, a quality issue is automatically created.

Inspection Plan Details

Overview of Inspection Plan Details

Specify the plan details like the plan type, status, organization, and so on.

These plan details are useful to automatically match and associate a plan with an inspection.

Plan Statuses

You can set the plan status to one of these statuses:

This table lists the various statuses available for the plan.

Plan Status Description


A plan that's not yet approved.

On hold

Put an approved plan on hold when you want to make it temporarily unusable.


You can make changes and approve the plan to use it again.


You can't use or revive an obsolete plan. You can only use approved plans for inspections.

Inspection Level in Inspection Plans

By default, all plans have 100 percent inspection level. This means that all units must be inspected, all the time. The only exception is for the Receiving plans, as they allow user-defined inspection levels.

With user-defined inspection levels, you can do selective inspections:

  • Sampling: Inspect only a percentage of the total units received for inspection.

  • Skip Lots: Skip inspection for some of the receipt lines.

Considerations for Making a Plan Optional

You can mark a plan as optional when you want to do ad hoc inspection. However, if you want to do inline inspections, you must not make a plan optional.

Once you save a plan, you can copy and create a new plan.

This is particularly helpful when you want to: .

  • Create a new plan with slight changes to an existing plan.

  • Copy the same inspection plan to a different organization

To copy a plan, on the Create Inspection Plan page, from the Actions drop-down list, select Copy Plan.

Specify inspection criterion for Receiving, Inventory, and Work in Process inspection plans.

Based on the plan type, the inspection criteria can be as listed in the following table:

Inspection Plan Type Inspection Criteria

Receiving inspection plans

  • Suppliers and supplier locations for the document type: Purchase order

  • Source organization for document types: In-transit shipment, Return material authorization, and Transfer order

Inventory inspection plans

Subinventory and locators

Work in Process inspection plans

Operation Code or Operation Sequence or both along with the Dispatch Status

Note: You do not separately specify inspection criteria for Resource Inspection plans, as no additional criteria is required other than the information entered in the plan details.

Can I use multiple versions of the same inspection plan at the same time?

No. At any point of time, you can only use one version of a plan to do inspections.

When you create a new version, you specify a start date. If you have not specified an end date for the previous plan version, the previous version becomes obsolete a day before the new version's start date. From the new version's start date, you can start using it for new inspections.

Add inspection characteristics or characteristic groups or both to specify the attributes of inspection. This also enables you to specify the measurements to be collected during an inspection.

For the Resource inspection plan, you can only add non-item inspection characteristics.

For other plans you can add both item and non-item inspection characteristics.

You can mark an inspection characteristic as optional. During inspection, for an optional characteristic, you may or may not enter a result value.

Also, you can set an inspection characteristic to automatically default the result value from the target value associated with the specification line during an inspection. If required, during inspection, you can change the default value of an inspection characteristic.

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.

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.