Inspection templates

Templates standardize what gets checked. Each template defines the checklist items, measurement tolerances, and the pass/fail criteria so every inspector applies the same standard.

When to use

Create a template for every kind of check you repeat — incoming goods, in-process, final or supplier audit — so results are comparable.

Before you start

  • Open /quality/templates. Permissions: quality:read to view, quality:write to create or edit, quality:delete to deactivate a template.
  • Numeric items fail automatically when the reading is outside the minimum / maximum you set.

Create a template

Go to Quality → Templates → New Template. Add checklist items, each with a tolerance range or a pass/fail rule.

Set the inspection type

Choose whether the template is for incoming (goods receipt), in-process (work order), or final/supplier inspection so it appears in the right context.

Publish and reuse

Publish the template; it can then be attached to any inspection so results are captured consistently.

Deactivate and restore

Removing a template is a soft delete: it disappears from the list for new inspections, and can be restored later. Existing inspections keep their results.

Quality — Inspection template builder with checklist and tolerances
Quality — Inspection template builder with checklist and tolerances

Tips & common mistakes

  • Give numeric items a real min and max — an item without limits can only be judged by hand.
  • Keep templates short; a 40-item checklist will not be filled in carefully.
  • Do not edit a template to hide a past failure; create a new one for a new standard.
  • Use the same template name per product family so reports group correctly.