In order to use the Inspection Limits in Checklists, an L2L Admin must enable the setting for your Site.
The first step in creating product inspection limits for checklists is to set up Product Categories. You'll find this in the Production Menu dropdown. Products can only belong to one category. For more on setting up Product Categories, please see 📕Setup - Product Categories.
The next step is to tie the Product Categories to Products. You have two methods to associate Product Categories with Products:
(1) From the Product Category you will see a "Products" dropdown that can be used to identify and associate an applicable product(s). Once you have selected the applicable products you will be able to open the dropdown and see the "Assigned" and "Unassigned" Products. This dropdown method can be used as a good tool to audit and ensure the correct applicable products are associated with the correct Product Categories.
(2) From the Production Menu, go to Products. Select the Product that you'd like to add the Category to. You'll see a dropdown for Product Category, once that's been selected, you'll find the inspection limits from the Product Category at the bottom of the page. You can edit the Inspection Limits for this particular Product here if they differ from the Inspection Limits.
- Inherit: This is the default selection and uses the limits from the Product Category.
- Override: This selection is to edit the limits for this particular Product.
- Ignore: This selection allows you to ignore one of the inherited limits.
- Add: You can add Product-specific limits for just this Product here.
The next step is to add Inspection questions to the Checklist Edit Template screen or Create a Checklist with Inspection questions. To add Inspection Questions, you'll use the 'Product Limits Inspection' task type. In the Task Description, you can simply put Product Limits Inspection. Once saved, you'll see an auto-generated description: 'This task will generate a Limits Inspection when a Product is selected for the Checklist.'
Now, your checklist is ready to be filled out. The first thing you'll notice when opening a new checklist is that you have to choose a Product from a dropdown list. This allows the system to select the correct inspection limits for that product. You'll notice your inspection limits that have been defined by the Product Category and/or Product are now a task on the checklist. The person filling out the checklist is not able to see how many retries they have the first time they fill it out.
Note: the 'Answer History' at the bottom of a Closed Checklist. Clicking on that will give you a list of answers that were supplied for each task. If you have 3 retries on a given inspection, you have visibility to all of them. The list is sorted from oldest to newest.
Note: If you have a Dispatch set to launch against the reject limits, it will launch as soon as you have met your retries.
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