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Adding inspection form type

Gear icon with a blue background , which leads to the initial step of the flow, where the receiving inspection settings are configured.			Clipboard and pen icon with a white background, which leads to the step for registering the receiving inspection form and its additional settings.			Clipboard and check icon with a white background, which leads to the step for registering the execution of the receiving inspection.			Magnifying glass icon with a white background, which leads to the step for monitoring the receiving inspections.

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Prerequisites

  • Access the menu Configuration > Receipt Classification > Inspection Form Type (IP059).
  • Permission profile registered.

 

Presentation

To register receiving inspections in SoftExpert Inspection, it is necessary to configure a form type. This parameterization facilitates hierarchical classification, allowing you to organize and standardize the inspections that will be registered in the system.

The inspection form type acts as the basis for creating and executing receiving inspections, ensuring the consistency of records and the classification structure defined by the organization for its supplier base and received items.

 

Adding an inspection form type

Watch the video below to learn how to set up an inspection form:

  • For more details on how to configure attributes, click here.
  • For more details about the identification mask, click here.
  • For more details about the Security type tab, click here.
  • For more details on team registration, click here.

Starting with version 2.2.1, the security of receiving inspection forms is managed by access profiles, ensuring greater performance and flexibility. Profiles can be created and customized in the Permission Profile menu (IP066), allowing you to define users, areas, and teams with specific permissions for adding, editing, and deleting forms.

 

Conclusion

The type feature allows items to be organized in a standardized way, facilitating quality control and inspection management. After defining the form type and completing the other initial receiving inspection settings, it will be possible to proceed to the form registration stage.


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