Typed and Validated Check Items

The data type of a check item decides what the user sees when they fill it in: a pick list, a text box, a date picker or an image upload. Validation rules make sure the value is usable before it's saved.

Add the check items

Open Receiving Inspection and add these check items on the Checks tab. All are Type Check and Enabled.

Check item	Data type	Required	Settings
Supplier Name	String	Yes	Entry Options Text with the Neutral responses AlloySource Materials, Summit BlendChem and Keystone Industrial Ingredients
Lot Number	String	Yes	Instructions: Must be between 6 and 20 characters and all letters must be capitalized. Specification: Regex ^[A-Z0-9]{6,20}$
Expiration Date	Datetime	Yes
Product Image	Image	No

Then close the editor and release the check sheet.

A few things to notice:

• The supplier responses are Neutral: they record information but don't pass or fail the check. Users can also type a supplier that isn't in the list.
• Enabled decides whether an item appears at all. Required decides whether the check can be submitted with it blank.
• The regex only accepts 6 to 20 uppercase letters and digits, so LOT20260515 is accepted and ab123 isn't.

Reference Materials: Check Item Settings - General

Check Item Settings - General

Give your check item a name and assign it to a group. You can enable or disable it and determine whether it is a required or optional check. You can also add instructions that are displayed to the user when they select this check item.

Check Type

There are several check types you can select from...

• Check This is the main check type in that this check item will receive a value and store it against this check item.
• Calculated A calculated check will perform a custom calculation based on the values of other check items. Those check items can be check types or calculated types themselves.
• Trigger A trigger check is used to trigger the capture of other check item values.

Data Type This property defines the expected type of data expected to be received by this check and this selection drives other check item selections, including the component presented to the use to input the value. Options are Boolean, Datetime, Float, Geo Location, Image, Integer, String.

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From Check Sheets › Check Item Settings - General →

Reference Materials: Check Item Settings - Data Properties

Check Item Settings - Data Properties

• Number of Measurements: Set the # of measurements to be taken for this check. Allows for within-subgroup variance analysis.
• Assign Attribute: Attributes are used to associate a check with a tolerance spec and a data source tag path.
• Dynamic: When enabled, this check item will only be shown when a valid tolerance can be found for the associated attribute. Usage is to prevent displaying checks that may not be valid for certain items (products/materials).
• Units: Define engineering units for data display.
• Format: Enter a format string for data presentation following the custom numeric string format i.e. #,##0.##
• Persistent: When enabled, persistence will copy over the value entered the last time this check was taken. If asset and/or item is required, it will use previous value for that asset/item combination.

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Specification

• Tolerance: Only shown if check datatype is a String or Number. Number choices are: 'Attribute Tolerance' (if check item is associated with an attribute), 'Tolerance', 'Set Point' and 'Range'. String choices are: 'Regex'.

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From Check Sheets › Check Item Settings - Data Properties →