Add a new inspection set

  1. Choose Inspection Management > Inspection Sets in the Navigation Pane.
  2. Do one of the following:
    • Right-click Inspection Sets or My Inspection Sets in the Navigation Pane and choose New Inspection Set in the shortcut menu.
    • Click New Inspection Set in the toolbar.
  3. Choose Receipt Inspection Set or Inventory Inspection Set in the Type drop-down list.
  4. In the option group General, complete the fields below:
    FieldExplanation
    Name The name of the inspection set.

    For example: Visual inspection LPN in stock.
    Description The description of the inspection set.

    For example: Checks needed before picking the LPN.
    ID Field to be completed at your discretion, to assign an individual ID.
    Category Choose a category for the inspection set at your discretion.
  5. Click Next.
  6. Select the inspection instructions that you want to add to the inspection set.
    A sample inspection instruction cannot be added to an inspection set of the type Receipt.
  7. Click Finish.
  8. Where applicable, add free fields. See Edit free fields via icon (Configurator).
  9. Where applicable, add translations. See Add translations via icon (Configurator).