In the Quality menu click Inspection Plan.
If necessary, use the provided fields and views to filter the list. Click a link to edit a record, or click New.
Enter a Description of the plan.
Select the Product and Supplier involved.
Optionally, select a document from the Document Control module.
Select the Location and Organization where the inspection will take place.
Click Save.
Record the characteristics that will be inspected. If you selected a Product, you can choose Actions»Import Product Characteristics to import characteristics that were defined for the product (see Managing Suppliers and Customers). Create additional characteristics for this inspection plan as required. For each characteristic imported or created, you can record inspection instructions (e.g. equipment to use, chart type, sampling plan, etc.) in the Inspection Plan Information section.
To create the data collection records, choose Actions»Create Data Collection. Enter the Lot Number that will be inspected, and the Number of Samples required. When you click OK, a data collection record will be created for each characteristic for each sample; for example, if there are five characteristics in the inspection plan, and you choose to inspect 20 samples, there will be 100 collection records to complete (see Recording Inspection Results). These collection records are also listed on the Data Collection tab and can be opened from there.
On the Quality Costs tab, record the labor and/or material costs involved in the inspection.