Workflows let you decide what information you want to record during an inspection, and the sequence of steps the inspector will need to follow when conducting the inspection. You can design workflows to customize the inspection type (e.g. DUPRO, FRI), or you can create workflows for different product lines, product categories, brands, etc.
Please Note: Any edits or changes made to an existing Workflow will affect all New, Pre-Assigned, and Assigned Assignments. This will not affect any Assignments that are Released or In-Progress.
This article will teach you:
How to Add a Workflow
Follow this step-by-step guide to learn how to add a Workflow:
Step 1: Hover over Configuration, then click Workflows
Step 2: You will be brought to the My Workflow Planning page
Step 3: Scroll down to the bottom of the page and click Create New
Step 4: In the Create Workflow Planning pop-up, use the dropdowns to select the Applicable Inspection Type, Product Lines, and Product Categories the workflow will apply to
Step 5: Name your new Workflow
- In the Advanced Configuration section, you can tick the checkboxes to:
- Allow Inspector to map Product type to Item: For Soft Home Product Lines, each Product Type has different values for POM's (Points of Measurement). Enabling this option requires an Inspector to map an Item to a Product Type to be able to add defects for an item in the POM section of the inspection.
- Allow Inspector to use Defective Sample when recording defects lets the inspector use the Defective Unit feature, where defects are recorded for individual samples/units, instead of the Item ID. Click here to learn more about the Defective Unit feature.
Step 6: Click on Save
Step 7: You will be brought to the Design Menu. Click on Add Step
Step 8: Name your step
Step 9: Drag an item from the Design Menu on the left to the step
Step 10: Use the dropdowns to select the configuration for the step
Step 11: Some steps may include other options to configure:
For example, when adding a 'Packaging or Workmanship' section to your workflow you can enable the option to allow inspectors to record a defect's shift day, shift number, production date, and production number.
To activate this option, select the checkbox to "Allow Inspector/Auditor to capture Shift Number, Production Date and Assembly Line" when editing the Workflow.
Step 12: For questions, click on Add Question
Step 13: Select the question type, and then use the text box to enter the question text. Then, click Add.
Step 14: Click on Set Actions
Step 15: Use the checkboxes to tick what actions follow the response, and use the dropdowns to select whether the actions will be required. Then, click Save.
Step 16: To add a Checklist:
- Drag & drop the 'Checking LIst' card onto your workflow.
- Select the 'Asking frequency rules' (This can be set by check list or by style)
- Click on 'Add item' to add another checklist item
- Provide a name & description
- Set pass/fail settings using the toggles
- Use the drop-down & toggles to set mandatory descriptions & pictures
Step 17: You can Preview, or Save and Continue once you finish configuring your Workflow
Step 18: You can Preview your Workflow, or click Save to finish
Your new Workflow will now be used for inspections
How to Edit a Workflow
Follow this step-by-step guide to learn how to edit a Workflow:
Step 1: Click on the Workflow name on the My Workflow Planning page
Step 2: Click on Edit
Step 3: You can then edit the Steps and Sections of the Workflow using the Design Menu
Step 4: Click Save at the bottom of the page once you finish editing
REMEMBER that any changes you make to an existing Workflow will affect all New, Pre-Assigned, and Assigned Assignments. This will not affect any Assignments that are Released or In-Progress.
Enable inspectors to record a defect's shift day, shift number, production date, and production number
Do you want to have more details about defects found during an inspection? You can allow your inspectors to record the shift date, shift number, production date, and production number linked to a defect. By enabling this option, you can gain more visibility over your production lines and investigate the quality performance of factories by seeing information about when and by whom a certain task was performed.
To activate this option, select the option to "Allow Inspector/Auditor to capture Shift Number, Production Date and Assembly Line" when editing a Workflow.
How to allows inspectors to collect multiple electronic signature of inspection executors and factory representatives
Step 1: Create a new workflow or edit an existing workflow. The “E-Signature” component is shown on the left above the “Assessment Verification” component under the Steps section.
Step 2: Drag the E-Signature component to the workflow.
2 required stakeholder titles will be added by default: “Inspection Executor” and “Factory Representative”.
Change the “E-Signature” step name and the title name if necessary. Click on the required toggle to make the signature mandatory.
Click on 'Add item' to add more titles (up to 10).
Step 3: Save & preview the workflow details.
Step 4: If inspections with E-Signatures are uploaded from the mobile app, the web report will also show the corresponding E-Signatures for each Stakeholder representative.
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