Inspection checklist
An inspection checklist is a warehouse reference list of checks used to describe what must be inspected about a product. It sits in warehouse configuration alongside the other reference lists that support warehouse work.
| If you need to… | Go to |
|---|---|
| Find the list and recognize its columns | Find the inspection checklist |
| Read an entry before changing it | Understand the checklist list |
| Add, edit, delete, or export entries | Maintain checklist entries |
| Resolve a validation or maintenance message | When maintenance goes wrong |
| Continue into warehouse inspection work | Continue with warehouse inspection work |
| Work with related inspection references | Base of inspection or Inspection documents |
Before you start
You use this page to review or maintain the reference entries that support warehouse inspection work. Access to the route requires a signed-in account. The list can also depend on your company's subscription and permissions, and its visible columns come from the configuration used for your list.
Prerequisites
- Sign in to PAMS.
- Have the inspection object and its description ready before adding or changing an entry.
- Know which inspection base belongs with the entry before you maintain it.
- Confirm that your account can access warehouse configuration and the required action.
Result: You have the access and information needed to find the inspection checklist.
Find the inspection checklist
The inspection checklist page is the reference list headed Products inspection checklist. It is reached from the warehouse configuration area by selecting Inspection Checklist.
Steps
- Open the warehouse configuration area.
- Select Inspection Checklist.
- Confirm that the page heading is Products inspection checklist.
Result: The inspection-checklist list is on screen.
Understand the checklist list
Each row is a checklist entry. The list presents the entry's inspection object, description, and inspection base so you can recognize the entry before you maintain it.
| Column or area | What to use it for |
|---|---|
| Object to inspet | Identify what the inspection checks. This field is required when the form marks it required. |
| Description | Read the description of the inspection check. |
| Inspection base | Read the inspection base associated with the entry. |
| New | Start a new checklist entry. |
| Refresh | Refresh the list. |
| Settings | Open the list settings. |
| Count | Check the number of entries currently listed. |
The list currently displays seven rows and Count: 7. The row contents are records in
the list, so use the headers and the values in your own list when identifying an entry.
The page does not display DisplayOrder, ID, or CompanyID as visible list or
form fields.
Result: You can identify a checklist entry from its visible columns and row values.
Maintain checklist entries
A checklist entry records the object to inspect, its description, and its inspection base. Use the action that matches the change you need to make.
| If you need to… | Select |
|---|---|
| Start a new entry | New |
| Open an existing entry for change | the row edit action when it is available |
| Remove an entry | the row delete action, then Delete |
| Close a delete menu | Cancel |
| Save a form | Save |
| Export the list | Export |
Prerequisites
- You are on the inspection checklist list.
- You know whether you are creating, changing, removing, or exporting an entry.
- For a new or changed entry, you have the inspection object and description ready.
Steps
-
Select the action that matches your task in the following table.
Task Action Start a new entry New Open an existing entry for change the row edit action when it is available Remove an entry the row delete action, then Delete Close a delete menu Cancel Save a new or changed entry Save Export the list Export
Result: The new/edit form, delete menu, or export controls are open; Cancel closes the menu; Save or Delete submits its action.
Handle access and setup differences
The controls on this page depend on the access and setup applied to your account and company. Use the following conditions to interpret what you see.
| What you see | What it means |
|---|---|
| New is available | Your account can use the new-entry action on this page. |
| The edit action is available on a row | Your account can edit that row. |
| The delete action is available on a row | Your account can open the deletion menu for that row. |
| A field appears in the form | The entry configuration makes that field visible in the form. |
| A column appears in the list | Your list setup includes that column. |
The available choices for Inspection base depend on the list setup. Work from the labels and columns that appear on your page.
When maintenance goes wrong
Use the exact message on screen to choose the correction.
| Message | What to do |
|---|---|
<field caption> is required | Enter a value in the named field, then submit the form again. |
This Field Is Required | Enter the required value, then submit the form again. |
Just '_' '-' And '.' Characters Accepted | Remove characters other than letters, numbers, _, -, and ., then submit the form again. |
Forbidden characters detected. Please remove them and try again. | Remove the forbidden characters from the entry, then submit it again. |
Data saved Successfully | The new entry has been saved. |
Data updated Successfully | The changed entry has been updated. |
Data Deleted Successfully | The entry has been deleted. |
Related to Saved data, Can't be deleted | Keep the entry and review the saved data related to it. |
Failed to Delete | Do not repeat the deletion until the cause of the failure is resolved. |
Must have at least one item | Keep at least one checklist entry in the list. |
Continue with warehouse inspection work
After you review or maintain the checklist reference list, continue with the reference list or operational page that matches your next warehouse task.
Prerequisites
- You have finished reviewing or maintaining the inspection checklist reference list.
Steps
-
Select the destination that matches your next task.
If you need to… Open Review inspection bases Base of inspection Review inspection documents Inspection documents Record incoming inspection work Incoming inspection notes Follow the wider warehouse process Warehouse fulfillment flow
Result: You have a route from the inspection-checklist reference list to the related warehouse configuration and inspection work.
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