# Quality Inspection Template
Quality Inspection Templates define the checklist of parameters to verify during a quality check — each with its own measurement type and acceptance criteria — so inspectors record results consistently.
Overview & List View
Go to Inventory → Settings → Quality Inspection Templates from the left menu.
Quality Inspection Templates are master data. Each template holds one or more Parameters — the individual checks an inspector fills in. Templates are then selected on a Quality Inspection to load its checklist.
List columns
| **Column** | **Description** |
|------------|-----------------|
| Id | Template record ID. |
| Name | Template name shown on quality inspections. |
| Status | Active or Suspended. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Active | Active templates (default). |
| Suspended | Suspended templates. |
Advanced filters
| **Filter** | **Description** |
|------------|-----------------|
| Name | Filter by template name. |
| Status | Active or Suspended. |
| Created Date | Date the template was created. |
List row actions
| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only template details. |
| Edit | Opens the edit form. |
| Delete | Removes the template when not referenced. |
| Suspend / Activate | Disables or re-enables the template. |
Quick Start
1. Navigate
Go to Inventory → Settings → Quality Inspection Templates and click New.
2. Name the template
Enter a Name.
3. Add parameters
Under Parameters, click new parameter and add at least one. For each, set a Name and Type, then fill the criteria fields that appear for that type. Mark Is Required if inspectors must record a result.
4. Save
Click Save. The template becomes available on Quality Inspection.
Fields
Template
| **Field** | **Description** |
|-----------|-----------------|
| Name * | Unique template name shown on records and when selecting a template. |
Parameter (one row per check; at least one required)
| **Field** | **Description** |
|-----------|-----------------|
| Name * | The thing being checked (for example, Length, Colour, Finish). |
| Specifications | Optional note describing the expected specification. |
| Type * | How the result is captured — Numeric, Value, or Text (see below). |
| Is Required | When enabled, inspectors must record a result for this parameter. |
| Min Value | Lowest acceptable number. Shown for Numeric parameters. |
| Max Value | Highest acceptable number. Shown for Numeric parameters. |
| Options | The allowed choices, entered comma-separated. Shown for Value parameters. |
| Acceptance Value | The result that counts as a pass. Shown for Value and Text parameters. |
Parameter Types
| **Type** | **What the inspector records** | **Criteria fields** |
|----------|-------------------------------|---------------------|
| Numeric | A measured number | Min Value and Max Value define the acceptable range |
| Value | A choice from a fixed list | Options list the choices; Acceptance Value marks the passing choice |
| Text | A free-text entry | Acceptance Value marks the expected/passing text |
How It Works
- Reusable checklist — Build a template once and reuse it for every inspection of that kind.
- Used by Quality Inspection — On a Quality Inspection, selecting a template loads its parameters as the checklist to fill in.
- Criteria follow the type — Only the criteria relevant to the chosen Type are shown, so each parameter is set up with just the fields it needs.
Actions
List header: New
| **Action** | **Description** |
|------------|-----------------|
| View | Opens the template in read-only view |
| Edit | Opens the edit form |
| Delete | Removes the template when it is not in use |
| Suspend / Activate | Disables or re-enables the template |
Form buttons: Save / Update, Reset, Cancel
FAQ
How many parameters can a template have?
At least one is required, and you can add as many as the check needs using new parameter.
What's the difference between Value and Text?
Value restricts the result to a fixed list of Options; Text lets the inspector type freely. Both can carry an Acceptance Value to indicate a pass.
What does Is Required do?
It forces inspectors to record a result for that parameter before the inspection can be completed.
Why can't I delete a template?
Templates used by inspections cannot be deleted. Suspend them instead to stop further use.
How is a template linked to an item?
Enable quality inspection on the Item and assign the template — inspections start from GRN, DN, transfer, or production with that template.
What happens to optional parameters marked NA?
Optional parameters can be marked not applicable during inspection; they do not block a pass result on Quality Inspection approve.