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Quality Checklists

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Availability depends on your plan and your role.

What is a quality checklist?​

A quality checklist is the list of things to inspect — the measurements, the pass or fail points, the visual grades. It is a reusable template: you build it once, attach it to the items it applies to, and every inspection of those items uses the same list.

A checklist is the "what to check." A quality rule is the "when and where" that pulls the checklist in at the right moment.

When do you use one?​

Build a checklist for any item where "is it good?" has a clear answer you can write down — a dimension within a range, a weight that matches, a finish with no visible marks. You then reuse one checklist across every item and every rule that needs the same checks, so a change to your specification is one edit, not many.

What a checklist is made of​

A checklist is a set of individual checks. Each check is one thing an inspector confirms, and you choose the kind that suits it.

Kind of checkWhat the inspector doesPasses when
MeasurementEnters a reading (with its unit)The reading falls between the low and high figures you set
Yes / NoConfirms a simple pass or failThe answer is the acceptable one
Visual gradePicks from a short list of grades you allowThe chosen grade is acceptable
NoteWrites down what they observedJudged by the inspector

For a measurement check you set a lowest and highest acceptable figure, and the result passes or fails against that range automatically. The other kinds are judged by the inspector, with a target you can show them for guidance.

Must-pass checks. You can mark any check as required. A required check that fails fails the whole line, no matter how much of the batch was otherwise acceptable — use it for the things that are never negotiable.

How to create a quality checklist​

Step 1: Open Quality Checklists​

  1. Go to Item Central from the sidebar.
  2. Open Quality, then Quality Checklists.
  3. Choose Add to start a new checklist.

Step 2: Name and describe it​

Give it a clear name — for example "Steel rod inspection" or "Finished goods visual check" — and a short description so others know when to use it.

Step 3: Choose the direction​

Say whether this checklist is for incoming goods (things you receive) or outgoing goods (things you send). An item can carry one checklist for each direction.

Step 4: Add your checks​

For each thing you want inspected, add a check and fill in:

  • A clear name — for example "Diameter," "Surface finish," "Net weight."
  • The kind — measurement, yes/no, visual grade, or note.
  • The acceptable values — for a measurement, the low and high figures and the unit; for a visual grade, the list of grades an inspector may pick.
  • A target to show the inspector (optional) — the ideal value, for guidance.
  • Whether it is required — mark the must-pass checks.

Add as many checks as the item needs, and put them in the order you want the inspector to work through them.

Step 5: Save and attach​

Save the checklist, then attach it to the items it applies to from the item record. Once an item carries a checklist and a matching rule exists, inspections start appearing automatically.

Editing a checklist later is safe​

You can change, add or remove checks whenever your specification changes. Past records are never affected — every completed inspection keeps its own copy of the checks exactly as they were on the day, so your history stays true even after you update the template. Changes apply only to inspections raised from that point on.

Common issues​

The checklist isn't being used​

  • Make sure it is attached to the item being inspected, and for the right direction (incoming vs outgoing).
  • Make sure a quality rule exists for those goods — a checklist alone does not raise an inspection.

A measurement never passes​

  • Check the low and high figures are the right way round and use the same unit the inspector enters.

One failed check fails everything​

  • That check is marked required (must-pass). If that is not intended, edit the checklist and unmark it.

I have two similar checklists​

  • Reuse one across items rather than copying it. One checklist can serve many items — that is the point of a template.

Need help? Contact support at support@bizconnekt.com