Rule Settings allow you to configure how Case Numbers are generated, AQL settings, and rules related to Inspections Type and Sample Sizes. This lets you configure standards for your quality assurance processes by customizing the flow of your inspections.
In this article, we cover (click an item in the list below to jump to the specific section):
- How to navigate to Rule Settings
- How to define rules for Case Number Generation
- How to configure AQL Settings
- How to set Rules in the Configuration Table
To Navigate to Rule Settings:
Hover over Configuration, then click on Rule Settings.
Case Number Generation
Case Number Generation rules lets you define the naming convention for your Assignments. The Case Number is also used as the unique identifier for Inspection Reports.
Follow the steps below to learn how to set Case Number Generation.
Step 1: Click on the plus (+) icon to add a criteria to appear in your Case Number.
Step 2: Choose a rule from the list.
- NOTE that some elements provide you the option to customize what value will appear, such as options for a Separator, or defining a Case Start Number.
Step 3: Drag and drop to reorder the items.
Step 4: To edit any of your Case Number Generation rules, click on the pencil icon.
Step 5: The Preview will give you an idea of how Case Numbers will appear. Click on Apply to save your Case Number Generation Settings.
Case Numbers for inspection assignments or reports will now follow the format you've set!
AQL Settings let you create or edit AQL tables used in inspections.
AQL tables are assigned to an inspection through Workflow configuration. This feature lets you set up rules that determine if an inspection fails according to the classification and/or number of defects found.
Step 1: To add an AQL table, click on the plus icon.
Step 2: Name your AQL Table. NOTE: Fields marked with an asterisk (*) are REQUIRED.
Step 3: Use the dropdowns to set the Inspection Level, Critical Standard, Major Standard, and Minor Standard threshold.
Step 4: Select whether the threshold/standards you've set apply to the Quantitative Object.
- Order Quantity, Available Quantity, or Number of Items/SKUs.
- This means the Standard you've set (See Step 3) will apply to this number.
- e.g. If you set Quantitative Object as Order Quantity, and and Major Standard as 0.025, this means the AQL table will calculate for 2.5% of the Order Quantity.
Step 5: Click on Save.
Step 6: Click on the Add button on the bottom right corner of the table.
Step 7: Enter the values for how many defects per defect classification are to be accepted or rejected. Then, click Save.
- You can add more rows by clicking on the Add button again.
Step 8: To delete a row, click on the X button under the Actions column.
Step 9: Click on the pencil icon in the AQL tables list to edit an AQL table.
Step 10: Click on the x icon in the AQL tables list to delete an AQL table.
The Configuration Table provides you even greater customization and control of your inspection processes and information flow, by setting rules and default fields to be used across various parts of the platform.
NOTE: Some functions and features in the Configuration Table are enabled upon request. If you would like more information about the features available to you or what can be enabled, please contact your Customer Success Manager or e-mail us at email@example.com.
To set the values in your Configuration table, click on the pencil icon under the Actions button.
Read through below to learn more about the available features in the Configuration Table!
CAPA Creation Settings
- CAPA Creation Settings let you choose if a CAPA is created under certain conditions such as when inspections fail, or if a CAPA is generated for all inspections regardless of the result.
- To learn more about the CAPA, click here.
- You can provide what Inspection Types your organization needs, and what your associates can use when filling out your Booking Form.
- These values are also used in defining which workflow is associated with which inspection type.
- Learn more about workflows here.
Maximum Pulled Samples per Carton
- You can define a limit to how many samples need to be pulled for inspection per carton. Just enter a numeric value and click Save.
Monitor Updates - Refresh Frequency
- The Refresh Frequency lets you define how often you receive updates on In-Progress inspections.
- Learn how to monitor inspections here.
Move Too Fast Tracking
- You can enable or disable Move Too Fast alerts by using the toggle.
- Click here to learn more about Move Too Fast alerts.
- You can also define what types of Purchase Orders your organization uses. These values are used as options when filling out or creating Purchase Orders, or when creating Bookings.
Workflow - Random Percentage Frequency
- Defining the value for the Random Percentage Frequency dictates at what percentage the mobile platform will require the Inspector to provide a photo of the particular stage of the inspection.
- e.g. If the Workflow - Random Percentage Frequency is set at 25, if the Inspector is done with 25% of the workflow, the mobile platform will require a photo.
Local Organization ID and Address for Inspection
- This feature lets you associate unique identifiers organizations you work with on the platform, to internal ID's your organization uses.
- Click here to learn more about the Local ID.
Have more questions?