Configuring an inspection form type

To configure a new inspection form, in the main screen toolbar, click on the

button.

On the screen that will be displayed, enter the ID # and the name for the record. The following tabs are also available:

Note: To successfully add an inspection form type, it is necessary to fill out the required fields in the General tab. After saving the data for the first time, the other tabs will be available to be filled out.

In the General tab, the general information about the inspection form type is available. Fill out the following fields:

Fields
Upper inspection form type	Select the inspection form type, that in the hierarchy types, is one level up the record in question.
Icon	Select the icon that will identify the inspection form type in question.
Use identification mask for inspection records	Check this field so that when creating an inspection of the type in question, the automatic identification resource is used. In that case, fill out the following fields: ▪Identification mask: Select the desired identification mask from those created through the Configuration Identification mask menu. ▪Enable ID # change: If this field is selected, when creating an inspection of this type, it will be allowed to change the ID # generated through the mask manually. Otherwise, it will not be allowed.
Form object	Select the object in which the inspection will be performed: ▪Raw material: The system will use the characteristics related to the supply for study. Requires the SE Supply component to be a part of the solutions acquired by the organization. ▪In progress product: The system will use the characteristics of the activity related to the process/item for study. Requires the SE PDM and SE Process components to be a part of the solution acquired by the organization. ▪Internal finished product: The system will use the characteristics of the item for study. The item related to the study must be checked as internal item. Requires the SE PDM component to be a part of the solutions acquired by the organization. ▪External finished product: The system will use the characteristics of the item for study. The item related to the study must be checked as an external item. Requires the SE PDM component to be a part of the solutions acquired by the organization. ▪Service: The system will use the characteristics related to the item for study. The item related to the study must be checked as an external item. Requires the SE PDM component to be a part of the solutions acquired by the organization. ▪Workflow: The system will use the characteristics of the process for study. Requires the SE Process and SE Workflow components to be a part of the solutions acquired by the organization. ▪Workflow Activity: The system will use the characteristics of the process activity for study. Requires the SE Process and SE Workflow components to be a part of the solutions acquired by the organization. ▪Process: The system will use the characteristics of the process for study. Requires the SE Process component to be a part of the solutions acquired by the organization. ▪Process activity: The system will use the characteristics of the process activity for study. Requires the SE Process component to be a part of the solutions acquired by the organization.

Use this tab to associate the attributes that complement the information of this inspection form type.

	Click on this button to associate an attribute that was previously created in the system with the record. See how to perform this operation in the Adding an attribute section.
	Click on this button to disassociate the attribute selected in the list of records from the record.

In the Security tab is done the security configuration for the inspection form type in question. To do so, at the top of the tab, select one of the following options:

Option
Public	If this option is checked, it indicates that any user will have the permission to access the inspection form type in question.
Restricted	If this option is checked, it indicates that a restricted user group will only have access to the inspection form type in question. In that case, refer to the Security section for more details on how to set access permissions.