Folders and Item Context

Folders keep check sheets organized as the list grows. Group them by whatever your users look for: department, process area, check type, quality program, customer or site.

Item Required makes the user pick an item when they start the check. Limiting the choice to an item class keeps the list short and reuses the item master you built in Kanoa Ops, so nobody retypes material names.

Create the check sheet and its folder

1. Navigate to Configuration → Quality → Check Sheets and add a check sheet named Receiving Inspection.
2. On the Settings tab, click the folder button to open folder management.
3. Create Warehouse and Operations folders under CoreForge, next to the Safety folder you created for the Cleanliness Check.
4. Put the check sheet in CoreForge\Warehouse.
5. Select Item Required and choose the item class CoreForge\RM.

The item gives each inspection its context and restricts what can be picked. In the First Article Inspection chapter you'll also use the item to look up a different tolerance for each part family.

Reference Materials: Check Sheet Settings

Check Sheet Settings

• Enabled: Enable or disable a check sheet.
• Sign Off Required: Require a sign off for approval. If unchecked a submitted check sheet is automatically moved to the 'Approved' Status Only approved checks ar eused in SPC analysis.
• Auto: Indicate that this check sheet only contains checks whose values will be automatically captured when the check sheet is triggered.
• Folder: Saves the check sheet in a specific folder.
• Asset Required: Determines if an asset must be selected for this check sheet.
• Item Required: Determine if an items must be selected for this check sheet.
• Issue Check Sheet: Choose a check sheet to schedule immediately upon test failure.
• Notifications: Select a team or user for email notifications on test failure.
• Sync Date: The 'Taken Date' of the Check Sheet by default is the date the check sheet is submitted. You can override this to force all check items and the check sheet itself to use the datetime picked for a check that is of datetime data type. This can be used when all check items are to be referenced to say the 'code time' printed on a product. To use this feature, simply create a check item that is of data type 'datetime' and then select it in this dropdown. When the user selects the date time, it will now be used for the 'Taken Time'.

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From Check Sheets › Check Sheet Settings →