Configuring pre-inspection and approval in production inspection
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Prerequisites
- Access the Execution > Production menu : Production Inspection (IP063).
- Item previously configured.
- Responsible itinerary registered.
- Form submitted.
- Checklist registered.
Presentation
The pre-inspection record allows for the inclusion of a customized form (SoftExpert Form) and a checklist during the creation of the production inspection, which must be completed before its execution. This feature expands information gathering, allowing for the recording of additional details that enrich the verification process.
The need for approval of a production inspection must be defined at the time of its inclusion. When approval is configured, the system allows establishing a responsible route, in charge of formally validating the inspection after its completion, ensuring greater control and traceability.
Next, see how to make these settings in the system:
Configure pre-inspection and approval
1. Access the Execution > Production menu: Production Inspection (IP063).
2. Click the button 
.
3. On the screen that will open, fill in all the fields in the Inspection Object section.
4. Check the Pre-inspection registration option. In the fields that will be enabled, select a checklist and/or a form and assign a person responsible.
5. Check the Approval option and select a responsibility route.
6. Click the button 
to finish.
The Pre-inspection section is only displayed if configured during record creation. At this stage, fill out the form and/or answer the checklist questions, and then click "Submit to next step" to proceed with the inspection.
- Checklist configuration is done via the Checklist menu (IP061) . For more details, see the generic resource by clicking here .
- The assessment checklist configuration is done through the Assessment Checklist menu (IP019) . For more details on registration and configuration, click here .
- The configuration of a responsible route is done through the Responsible Route menu (IP060) . For more details, click here .
- For more details on configuring forms, click here .
Conclusion
With this configuration, upon completion of the production inspection, the approval task will be automatically generated. For more details on how to execute it, see the article Perform production inspection.