# Inspection documents

## Inspection documents

An inspection document is a named entry in the warehouse inspection reference list.
Use this page when you need to review or maintain the names available to inspection work.
The list belongs to **Warehouse settings** alongside other warehouse reference lists.

| If you need to… | Go to |
|---|---|
| Reach the list or open an existing entry | [Find an inspection document](#find-an-inspection-document) |
| Understand the list and the entry form | [Understand the list and form](#understand-the-list-and-form) |
| Add, review, or remove an entry | [Add or maintain an inspection document](#add-or-maintain-an-inspection-document) |
| Resolve a message or blocked action | [When maintenance does not work](#when-maintenance-does-not-work) |
| Work with the inspection base | [Inspection base](doc:configuration-warehouse-inspection-base) |
| Work with the inspection checklist | [Inspection checklist](doc:configuration-warehouse-inspection-checklist) |
| Work with transfer reasons | [Transfer reasons](doc:configuration-warehouse-transfer-reasons) |
| Work with service types | [Service types](doc:configuration-warehouse-service-types) |
| Work with stock withdrawal and valuation | [Stock withdrawal and valuation](doc:configuration-warehouse-stock-withdrawal) |

## Before you start

**Prerequisites**

- You are ready to work in the warehouse configuration area.
- Your subscription includes this configuration surface.
- The list and form actions available to you depend on your access.
- The list has loaded before you open an existing entry or create a new one.

The form appears for a selected entry while the new/edit dialog is open.
The list headers can depend on your company's setup, so use the headers actually shown in your list.

## Find an inspection document

Use the list to locate a name before reviewing or maintaining it.

**Prerequisites**

- You know that the entry belongs in the inspection document list.

**Steps**

1. Open **Configuration**.
2. Choose **Warehouse settings**.
3. Select **Inspection document**.
4. Review the **Name** column to identify the row you need.
5. If a filter control is visible for **Name**, use it to narrow the rows.
6. Select the control at the end of the row to open an existing entry.

![Locate an inspection document name in the list and use the New, Refresh, or Settings controls.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/400af0733c27e335f3a3f11d96f1bd95.png)

**Result:** The inspection document list is on screen, with its **Name** column and available row
actions ready for the next task.

## Understand the list and form

The list presents the inspection document name; the record also carries system fields that are not
shown for editing. The form presents **Name** as the page-specific field.

| Field or surface | What you use it for |
|---|---|
| **Name** | The inspection document name shown in the list; it is the first field in the form and is required. |
| Ordering value | The list's ordering value; it is not shown as a list column or form field. |
| Company association | The company association; it is not shown as a list column or form field. |
| Other page-specific field types | This entry form provides no page-specific select box, date box, number box, file field, or multi-value field. |

The list showed **Name** as its column. The new-entry surface is titled `New Inspection document`
and shows **Name** with a required marker. The dialog also shows **OK**. Use the controls in each
row’s action area; the area has no heading.

![Review the New Inspection document dialog, including the required Name field and OK control.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9513e6822a97f2b895ce1971f1655e12.png)

Use this field layout when you add, review, or remove an entry.

## Add or maintain an inspection document

Use this procedure to add a name, review an existing name, or remove a row. The same page uses the
row list for all three tasks.

**Prerequisites**

- You are on the inspection document list.
- To edit or remove an existing entry, its row is visible in the **Name** column.

**Steps**

1. Choose the action that matches your task.

   | If you need to… | Select |
   |---|---|
   | Start a new entry | **New** |
   | Review or change an existing entry | The control at the end of the row |
   | Remove an existing entry | The control at the end of the row |

2. For a new or edited entry, enter the name in **Name**.
If **Name** is empty, enter a value in **Name** before completing the dialog; the form displays
`Name is required`.
3. For a removal, choose the action that matches your decision.

   | If you need to… | Select |
   |---|---|
   | Close the confirmation menu | **Cancel** |
   | Continue with removal | **Delete** |

4. For a new or edited entry, select **OK** to complete the dialog.

The form checks its required fields before it sends the entry for saving. New and edited entries
produce different success messages.

![Enter the inspection document name in the New Inspection document dialog.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/9513e6822a97f2b895ce1971f1655e12.png)

**Result:** The selected inspection document entry is open for review or maintenance, or the
available delete choice has been selected.

## Handle access and surface variations

The page can show different surfaces according to subscription, access, and company setup.

| What changes | What you see |
|---|---|
| The subscription does not include the feature | The configuration area is replaced by the subscription-upgrade surface. |
| New-entry access is unavailable or the new control is hidden | **New** is not available. |
| Edit access is unavailable | The control at the end of the row is not available. |
| Delete access is unavailable | The control at the end of the row is not available. |
| Your company setup supplies a different list layout | Work from the column headers shown in your list. |
| Import or export access is unavailable | The toolbar showed **New**, **Refresh**, and **Settings**, with no import or export controls. |
| Import or export is available | Use the available import or export control from the page toolbar. |

This form provides **Name** and no other page-specific field type. The shared surface can contain
controls for other configuration lists, but they do not become fields for this entry.

Use the messages in the next section when an action is blocked.

## When maintenance does not work

Use the message text below to choose the next action.

| Message | What to do |
|---|---|
| `Name is required` | Enter a value in **Name** before completing the dialog. |
| `Forbidden characters detected. Please remove them and try again.` | Remove the forbidden characters from the filter, then apply it again. |
| `Data updated Successfully` | The edited entry has been updated. |
| `Data saved Successfully` | The new entry has been saved. |
| `Data Deleted Successfully` | The entry has been deleted. |
| `Must have at least one item` | Keep at least one item in the list before deleting another. |
| `Related to Saved data, Can't be deleted` | Keep the entry because saved data is related to it. |
| `Failed to Delete` | Keep the entry and retry after resolving the deletion failure. |
| `Data Importing completed` | Return to the list and review the imported entries. |

The forbidden-character message applies when the list filter is applied. The delete messages apply
to the delete action and the number or relationships of the entries.

After resolving a message, continue with the related warehouse list that matches your next task.

## Continue with related warehouse configuration

The warehouse configuration surface groups inspection documents with related reference lists. Use
the page that matches the information you need to maintain next.

| If you need to maintain… | Go to |
|---|---|
| The inspection criteria's foundation | [Inspection base](doc:configuration-warehouse-inspection-base) |
| The checks used during inspection | [Inspection checklist](doc:configuration-warehouse-inspection-checklist) |
| The reasons used for transfers | [Transfer reasons](doc:configuration-warehouse-transfer-reasons) |
| The service types used in warehouse work | [Service types](doc:configuration-warehouse-service-types) |
| Stock withdrawal and valuation settings | [Stock withdrawal and valuation](doc:configuration-warehouse-stock-withdrawal) |
| The inspection document names | Stay on this page |