Product Engineering - Quality Management

How To : Process Check Sheets

A check sheet is created based on the settings in the measurement template and attached to the measurement. The measurement is created either manually through the Create Incident Wizard or automatically from a process trigger. The Check Sheet page consists of three fast tabs:

  • General: shows the source fields captured through the incident. Note these fields:

    • Quantity Inspect: based on the sample settings in the measurement template, shows how many samples must be inspected and how many have been inspected.
    • Quantity Accept: the Acceptable Rejection field is used for the AQL sampling method and shows how many of the samples are allowed to be rejected. The Accepted field shows how many of the samples have the status Accepted.

    Notes Accepted only applies to samples. When a check sheet has only questions with a Document scope, this field is not updated.

  • Lines: lists the questions to be completed by the inspector.

Process

To process a check sheet, follow these steps:

  1. Complete the question(s). Questions can apply to the entire document or to a specific sample. Type the answer in the Result field. QM retrieves the following fields:

    • Result Status: Accepted, Rejected, or Ambiguous.
    • The footer of the Lines fast tab shows the target values for the selected questions. A target value sets the result status to Accepted.
    • A Numeric question can also lead to an Ambiguous result status, usually when the answer is outside the tolerances. To accept this result, check the Manual Accept field.
    • Line Score: the calculated value of question weight * answer score.

    Notes When the question is of the type Parent, a Yes answer expands the subset of questions for that parent. With a No answer, the subset remains collapsed.

  2. Complete the check sheet(s). When all questions are answered, use the Complete action in the ribbon to validate the check sheet:

    • When not all questions are answered, an error appears.
    • The value for the Accepted field is calculated. When To Inspect = Accepted, the Result Status for the check sheet is set to Accepted, otherwise Rejected.
    • When check sheet rating is set, the Weighted Average Score is calculated, and the Check Sheet Rating is determined.

  3. Sign off the check sheet. The inspector can override the Result Status (except when the sampling method is AQL) and optionally explain the decision by selecting a Result Status Reason Code.

Notes When a new check sheet is created, some questions might already be answered and marked as re-test, based on the Skip in Re-Test setting in the Question Set Setup.

Registered Checksheets

When a measurement is registered, all the check sheets for the measurement are also registered as separate entities. In the Archive menu on the role center you find:

  • Registered Measurements
  • Registered Checksheets
  • Measurement Register
  • Closed Incident Entries

See also

Tasks

Reference

Quality Management