For inventory that requires inspection before use in operations, set up a customized electronic form that must be completed and signed before the material quality status is changed from the default status to Released.

Electronic Quality Inspection Workflow

When receiving a part with a required inspection, the operator will see a notification to either complete the inspection immediately, or do it later. This notification will appear after going through the receiving process, as the barcodes are printing.

If the operator is authorized to complete the inspection, they can inspect the material immediately, or inspect later. By clicking Inspect Later the inspection approval will be routed automatically to the Approvals To Sign dashboard, visible on the DataNinja homepage for authorized users. Just click the DataNinja logo in the top left to access the homepage.

Create an Inspection Template

Inspection templates are a powerful way to control inspections across multiple parts. When a template is updated, all parts that use that template are automatically updated with the changes (if they are set to "Use Template" and not "Copy from Template". See Add Inspection Configuration section for additional information)

To create an inspection template from scratch, click on the gear icon in the top right corner of the page, open "All Lists", then click on "Inspection Configuration". You may see some inspections listed there already if you have parts with configured inspections.

To create a new inspection configuration, just click on "Add Inspection Configuration" in the top right and fill out the inspection information. Once the configuration is saved, it should show a checkmark in the "Is Template" column on the Inspection Configuration page, marking it as available to be used on multiple parts.

Convert Existing Inspection to Template

If you already have an inspection configuration set up and you want it to be available to other parts as a template, click the dropdown arrow next to "Remove Configuration" and select "Convert to Template".

Once you name the template and save, it will be available on the Inspection Configuration page.

View All Parts Using a Template

To see a list of parts that are using a specific inspection template, go to the Inspections Configurations page (gear icon, All Lists, Inspection Configurations) and open the relevant template. You will see 3 tabs: Configuration, Inspections, and Parts.

Open the "Parts" tab, and all parts that are using the template will be shown. Note that this does not include the parts that have copied from the template, only ones that are currently using the template.

Add an Inspection Configuration

To add an incoming inspection on a part, go to the Parts page, search for the part and then click "View" to open the Maintain Part page. Click on the "Inspection" tab, and if you haven't set up an inspection on the part yet, you will see 3 options to get one added.

Change Inspection Template Name

If you need to update the name of a template, go to the Inspection Configurations page and search for the template, or open a part with the relevant template applied and click on the box with an arrow, next to the inspection name. If there is a blue dotted line beneath the template name, you can click directly on the name and update it.

If the blue line is missing, or the name is "Custom inspection configuration", the inspection is not a template and the name cannot be changed. This feature is available beginning on version 4.20.263.488.

Bulk Apply Inspection Template

If you have an inspection template and need it applied (not copied) to multiple parts-more than would be reasonable to do manually-create an Excel sheet and list the part numbers and the relevant inspection template and send it to our Implementation team via chat.

Completing an Inspection

Open and complete an inspection by entering data for each of the inspection attributes. When complete, click "Sign" and enter your DataNinja login information to release the material for operational use.