Creating or Changing the Inspection Method

Prerequisites

If you want to change an inspection method with history, you must have set the corresponding indicator in Customizing .

Procedure

Proceed as follows:

To…	Choose	On the initial screen, enter the following data:
Create a new inspection method	Logistics Quality management Quality planning Basic data Inspection method Create	Plant Name of inspection method (optional) Valid from Reference data (optional)
Create a new validity period (version) for an existing inspection method	Logistics Quality management Quality planning Basic data Inspection method Create version	Plant Name of inspection method Valid from Reference data (optional)
Change an existing inspection method	Logistics Quality management Quality planning Basic data Inspection method Change	Plant Name of inspection method Key date (optional)
Display an existing inspection method	Logistics Quality management Quality planning Basic data Inspection method Display	Plant Name of inspection method Key date (optional) Version of the inspection method to be displayed (optional)

Choose Inspection method .

The general data screen for the inspection method appears.

Enter a short text and, if required, a long text and a search field, and set the required status.

If necessary, enter the following additional information:

Authorization group
Inspector qualification
Info fields (purely informative data for the inspection method)

Note Note

In the screen area Administrative data, the validity of the inspection method, creator, creation date, and, if available, the person who makes the changes and the change date are displayed.

End of the note.

Save your data.

Note Note

If you changed an inspection method that is referenced in an inspection plan and you make the changes without history , the changes are also included in the inspection plan, since the system does not create a new inspection method version in this process.

However, if you change the method with history , the system creates a new version with the same validity period. In this case, the changes are not included in the inspection plan, because it still uses the previous version of the inspection method.

You can make settings in Customizing at client level, to trigger the replacement function automatically, when an inspection method is saved.

End of the note.

Additional Functions on the General Data Screen for the Inspection Method

Function	Menu Path/ Pushbutton	What You Should Know
Displaying the time line	Time line pushbutton	You can display a list of all valid versions of the inspection method (in chronological order). From the list, you can display the version you require.
Displaying the field history	Field history pushbutton	You can display the change history for a field. If you made changes to a master record without history , the system displays only the current value in the field. If, however, you made the changes with history , the system lists all changes with the name of the user who changed the field, the date the field was changed, and all the previous values of the field.
Editing the long text	Create /change long text pushbutton	You can create or change a long text for the inspection method.
Editing other languages	Other languages pushbutton	You can create, change or display the short text for the inspection method in other languages.
Editing the classification	Classification pushbutton	You can classify inspection methods, to systematically define, search for and re-use inspection methods.
Linking/displaying documents	Documents pushbutton	You can link documents (for example, specific inspection instructions, drawings etc.) to the inspection method and can display these linked documents.
Finding documents	Find document pushbutton	On the screen for displaying the linked documents, you can search for documents that you want to link to the inspection method.
Displaying documents	Display document pushbutton	On the screen for displaying the linked documents, you can display information that has been maintained for the documents in the Document Management System that is linked to the inspection method.
Displaying the original	Display original pushbutton	On the screen for displaying the linked documents, you can display the original documents that are linked to the inspection method.
Printing the original	Print original pushbutton	On the screen for displaying the linked documents, you can print the original documents that are linked to the inspection method.

See also:

Assigning Inspection Methods