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Quality Control Operations (In-Process Inspections)

Define and enforce quality checks at different stages of the production process.

Greg Finnegan avatar
Written by Greg Finnegan
Updated today

Overview

Quality Control Operations allow you to define and enforce quality checks at different stages of the production process. When enabled for an operation, operators are required to complete quality checklists at specific points during their work session, ensuring consistent quality standards across all production activities.


Enabling Quality Checks

Accessing the Quality Control Settings

  1. Navigate to the operation you want to configure

  2. Locate the Quality Control section within the operation details

  3. Toggle the "Operation Requires Quality Checks" switch to enable quality checks

When enabled, three types of quality checks become available for configuration:

  • Pre-Operation Checks

  • In-Operation Checks

  • Post-Operation Checks


Types of Quality Checks

Pre-Operation Checks

When they appear: Before an operator can start a work session

Purpose: Verify that all necessary conditions are met before beginning work, such as:

  • Equipment inspections completed

  • Materials are correct and available

  • Lot/Serial Number are collected

  • Proper tools are present

  • Safety checks are performed

Operator Experience: When starting a new session, operators will see a "Start Checklist" step in the quality form drawer that must be completed before they can begin production.


In-Operation Checks

When they appear: Periodically during production, triggered at specified intervals

Purpose: Ensure ongoing quality control throughout the production run


Configuration: You can specify how frequently these checks appear by setting the "Every X parts" parameter. For example:

  • Set to "5" to prompt quality checks every 5 parts produced

  • Set to "10" to prompt quality checks every 10 parts produced

Operator Experience: When an operator reaches the specified number of completed parts, they will see a "Quality Control Point" step. If multiple intervals have passed (e.g., the operator completed 15 parts but the interval is set to 5 parts), they will be prompted to complete checks for each interval (at 5, 10, and 15 parts).


Post-Operation Checks

When they appear: When an operator is ending their work session

Purpose: Verify completion requirements and document final state, such as:

  • Final product inspection

  • Equipment cleanup confirmation

  • Documentation of any issues encountered

  • Handoff notes for the next operator

Operator Experience: When ending a session, operators will see an "End Checklist" step in the quality form drawer. If in-operation checks are also configured, operators may need to complete both the quality control points and the end checklist.


Quality Check Field Types

When creating quality checks, you can add various types of fields to collect the necessary information:

Available Field Types

Field Type

Description

Best Used For

Text

Free-form text input

Notes, comments, serial numbers, descriptions

Number

Numeric input only

Measurements, counts, temperatures, dimensions

Dropdown

Single selection from predefined options

Status indicators, pass/fail selections, equipment choices

Multiselect

Multiple selections from predefined options

Multiple conditions, checklist items that can have multiple states

Boolean

Yes/No or True/False toggle

Simple confirmations, binary checks

File

File upload capability

Photos, documents, inspection reports, reference materials

Field Configuration Options

For each field, you can configure:

  • Name: The label that appears to operators (required)

  • Description: Additional context or instructions (optional)

  • Required: Whether the field must be filled out before proceeding

  • Validation: Rules for acceptable inputs (available for Text and Number fields)

Validation Options

Text Fields:

  • Minimum length

  • Maximum length

  • Pattern matching (regex)

Number Fields:

  • Minimum value

  • Maximum value

  • Must be an integer


How Quality Checks Appear on the Operator Home Screen

Session Workflow with Quality Checks

Starting a Session

  • Operator clicks to start a work session from the Operator Home screen

  • If pre-operation checks are enabled, a drawer opens titled "Quality Control Point"

  • Progress indicator shows: Session DetailsStart Checklist (active)

  • Operator completes all required fields

  • Operator clicks "Confirm" to proceed with starting the session

During Production (In-Operation Checks)

  • Operator works and logs completed parts

  • When the part count reaches a quality check interval (e.g., every 5 parts), a notification or indicator appears

  • Operator opens the quality form drawer

  • Progress indicator shows: Session DetailsQuality Control Point (active)

  • If multiple intervals have passed, a table view displays all intervals requiring inspection

  • Operator completes checks for each required interval

  • Previous responses are saved and can be edited if needed

  • Operator clicks "Confirm" to save and continue production

Ending a Session

  • Operator initiates the end session process

  • If in-operation checks were configured and intervals were reached, they appear first

  • If post-operation checks are enabled, they appear next

  • Progress indicator shows: End SessionQuality Control Point (if applicable) → End Checklist (active)

  • Operator completes all required fields

  • Operator clicks "Confirm" to finalize and end the session

Quality Form Drawer Details

The quality form drawer includes:

  • Header: Shows "Quality Control Point" and the session identifier (e.g., "Session #42")

  • Progress Steps: Visual indicator of current position in the workflow

  • Form Fields: All configured quality check fields for the current step

  • Confirm Button: Submits the quality check responses and proceeds to the next step

Best Practices

Setting Up Effective Quality Checks

  1. Keep it Focused: Only include checks that are critical for quality and safety

  2. Use Clear Labels: Field names should be immediately understandable to operators

  3. Provide Context: Use descriptions to explain why a check is important or how to perform it

  4. Set Appropriate Intervals: For in-operation checks, balance frequency with operator workflow

    • Too frequent: Interrupts production flow

    • Too infrequent: Quality issues may not be caught early

  5. Use the Right Field Type: Match the field type to the data being collected

  6. Make Critical Fields Required: Don't make fields optional if they're essential for quality

Recommended Check Examples

Pre-Operation Checks:

  • Equipment inspection completed (Boolean)

  • Material batch number (Text)

  • Tool calibration verified (Boolean)

  • Safety equipment present (Multiselect)

In-Operation Checks:

  • Visual inspection result (Dropdown: Pass/Fail/Needs Review)

  • Measurement reading (Number with min/max validation)

  • Defect photo if applicable (File)

  • Notes on any issues (Text, optional)

Post-Operation Checks:

  • Final product inspection (Dropdown: Pass/Fail)

  • Equipment cleaned (Boolean)

  • Issues encountered (Text, optional)

  • Total defects found (Number)

Benefits of Quality Control Operations

  • Consistency: Ensures all operators follow the same quality procedures

  • Documentation: Creates a permanent record of quality checks performed

  • Traceability: Links quality data directly to specific work sessions and parts

  • Early Detection: In-operation checks help catch issues before too many parts are affected

  • Accountability: Clear record of who performed checks and when

  • Compliance: Helps meet regulatory and customer quality requirements

Frequently Asked Questions

Q: Can operators skip quality checks? A: Kind of. When quality checks are enabled for an operation, they are mandatory and must be completed to proceed with the session workflow. But every feild can be not required.

Q: Can I add quality checks to an operation that already has active sessions? A: Yes, but the quality checks will only apply to new sessions started after the checks are configured. Existing active sessions will not be affected.

Q: How do I know if operators are completing quality checks? A: Quality check responses are stored as form responses in the system and can be reviewed through quality reports and analytics.

Q: Can different operations have different quality checks? A: Yes. Quality checks are configured per operation, allowing you to tailor checks to the specific requirements of each operation.

Q: What if I need to change quality checks after they're set up? A: You can modify quality checks at any time. Changes will apply to new sessions started after the modification. Existing sessions will continue using the checks that were configured when they started.

Summary

Quality Control Operations provide a powerful way to ensure consistent quality standards throughout your production process. By strategically placing checks at pre-operation, in-operation, and post-operation stages, you can catch issues early, maintain documentation, and ensure all operators follow the same procedures. The flexible field types and validation options allow you to collect exactly the data you need while keeping the operator experience streamlined and efficient.

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