Executing qualification
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Prerequisites
- Access the Execution > Receipt menu: Qualification (IP011).
- Receipt registered.
Presentation
In the qualification stage, the commercial conditions of the supply are evaluated, such as deadlines, quantities, costs, packaging, and punctuality of delivery.
This article will use the inspection workflow for CA-50 steel bars as an example, covering all stages: identification, qualification, inspection, and release.
Receiving will only go through this step when the associated inspection workflow is configured to include qualification. In this situation, the execution of the step will be the responsibility of the users defined in the receiving workflow.
Executing qualification
1. Access the Execution > Receipt: Qualification (IP011) menu.
2. Click the SEARCH button and select the desired record.
3. Click the button 
to open the inspection data screen.
4. On the data screen that will be displayed, the Qualification section shows the following information:
| A - Qualification Index (DPI) | The values are filled in based on the indices defined in ( C ). The IQE results are used in the calculation of the IQEM. |
| B - Information from the identification stage | Presented to facilitate the qualification process. |
| C - Qualification indices | The fill options for each index are configured beforehand in the quality indexes. |
5. Complete the qualification for all indices ( C ).
6. If necessary, additional information can be recorded in the Observation field.
7. Save the information to finish.
Available toolbar options
| Annex | Allows you to add, delete, download, and open a gallery of attachments related to the inspection. |
| Non-conformity | This allows you to associate non-conformities identified during receiving. These correspond to failures to meet previously established requirements. Use the available buttons to add, edit, or delete the registered non-conformities. |
| Associations | Allows you to associate documents related to the inspection. This section will only be available if the Document component is part of the solutions acquired by the organization. For more details, see the article Associate documents . |
| Proceed to the next step | Allows you to close the receiving qualification stage. If approval is configured, the system will generate the corresponding task for the responsible parties. After approval, it will be possible to proceed to the next stage defined in the workflow. If no approval is configured, the receipt will proceed directly to the next phase. |
| Return to the previous step. | Allows you to return to the previous stage of the inspection workflow. |
Starting with version 2.2.4, the Associations section brings together all available association types for the component on a single screen. Simply choose the desired type and object to create the links, without needing to exit or close the window. To learn more, see the new features of the Inspection component version .
Additional information
The following sections may be available in the general inspection data:
Approval roadmap
This section will only be displayed when a responsible route has been defined for the step in the inspection workflow. In that case, when sending the record to the next step, the system automatically generates the execution approval task for the members of the responsible route.
Index
This section will only be displayed when the quality index defined in the inspection sheet has an index configured for the qualification stage in the Object/Object by Supplier field equation . In this case, the evaluation can be performed in two ways: manual scoring or evaluation checklist.
- The fields displayed in this section must be completed in order to finish the identification process.
- If the quality index defined in the inspection form does not have any index configured for the inspection stage, the evaluation will be performed automatically by the system.
Checklist
This section will only be displayed when an evaluation checklist has been defined in the inspection form. Responses may already be pre-filled if a default option has been set in the evaluation checklist configuration. Additionally, filling in the Observations field may be mandatory or optional, depending on the established settings.
- After answering all the questions, the checklist will be approved if the score obtained is within the acceptable percentage defined in the checklist evaluation settings. If the score falls below this percentage, the checklist will be considered failed .
- Repeat the procedure for all checklists associated with the inspection form.
- To learn how to create receipts in the identification step, see the article Perform identification.
- For more details about evaluation checklists, see the topic "Associate evaluation checklist" in the article Configure receiving inspection step.
- To learn more about quality indices, click here.
After all the information in the qualification stage has been completed, the IQE (Delivery Quality Index) will be automatically calculated by the system based on the values entered in each index of the respective section.
Conclusion
The qualification stage allows for the evaluation of the commercial conditions of the product supply and automatically calculates the IQE (Index of Quality and Equality) based on the completed indices. Once this stage is completed, the receipt proceeds to the next phase of the configured workflow for inspection, ensuring standardization and traceability in the process.