Before you begin
- Configure Quality Controls
How the workflow connects
This journey connects the following stages. Complete the required checks at each stage before moving forward.
- 01Conditional
Active inspection configuration
Create and activate the applicable inspection configuration before starting an inspection.
Provides the controlled input for the next stage. - 02Conditional
Work Order or Lot inspection
Choose either a Work Order or an available, non-expired Lot—never both—and enter the required total and sample quantities.
Provides the controlled input for the next stage. - 03Conditional
Sample checks and Defect
Record each sample and its checks. A failed sample requires a Defect code and Severity before it can be saved.
Provides the controlled input for the next stage. - 04Conditional
Rejected inspection and hold scope
Reject the inspection and choose whether to hold only failed serials or the entire lot. Inspection-local defects and plant Defects are separate records.
Provides the controlled input for the next stage. - 05Conditional
Confirm NCR and CAPA availability
Confirm NCR and CAPA availability in the target deployment and for the signed-in role. If a working create action is not present, confirm enablement with the implementation owner instead of presenting the workflow as available.
Step-by-step in Forge MES
- Create and activate the applicable inspection configuration before starting an inspection.
- Choose either a Work Order or an available, non-expired Lot—never both—and enter the required total and sample quantities.
- Record each sample and its checks. A failed sample requires a Defect code and Severity before it can be saved.
- Reject the inspection and choose whether to hold only failed serials or the entire lot. Inspection-local defects and plant Defects are separate records.
- Confirm NCR and CAPA availability in the target deployment and for the signed-in role. If a working create action is not present, confirm enablement with the implementation owner instead of presenting the workflow as available.
Rules to remember
- An active inspection configuration is a prerequisite; Plant scope is the fallback and more specific scopes override it.
- A source is either a Work Order or a Lot, and total quantity is required.
- A failed sample cannot be saved without Defect details.
Configure for the client
- Match inspection plans, defect catalogues, NCR and CAPA policy, dispositions, approval limits, repair and rework routes, hold rules, and scrap governance to the client's quality system.
- Validate the configured behaviour with approved test data in the target environment before production use.
Ready when
- The inspection configuration is Active.
- The source, quantities, sample serial, checks, and Defect details are complete.
- The selected hold scope matches the rejected output.