Base Of Inspection — Configurations › Warehouse Settings › Base Of Inspection
Overview
Base Of Inspection is the Warehouse Settings area used to review and maintain the inspection-related records available in the system. Warehouse and inventory users use it when they need to locate inspection checklists, inspection documents, service types, or transfer reasons, and when they need to attach supporting files or export the displayed information. Use this page before or during Warehouse inspection activities to ensure that the required inspection reference records are available.
Settings
Open Warehouse, then select Base of inspection from the available Warehouse controls to access the Base Of Inspection configuration area. The page provides separate tabs for the different types of inspection reference records.
Use the available tabs to work with the appropriate configuration category:
Area
Purpose
Inspection checklist
Holds inspection checklist records.
Inspection document
Holds inspection document records.
Service types
Holds service type records used for inspection-related reference.
Transfer reasons
Holds transfer reason records used for inspection-related reference.
Use Search to locate existing records in the current tab. Where a filter is required, use Apply filter to apply the selected criteria, or Cancel to close the filter action without applying it.
Note: The selected tab determines which inspection reference records are displayed. Confirm that you are on the correct tab before creating, searching for, or exporting records.
Workflow
Open Warehouse, select Base of inspection, and review the records displayed on the Base Of Inspection page. Use the tab bar to choose the inspection reference area that you need to manage.
Base Of Inspection — Configurations › Warehouse Settings › Base Of Inspection
Decide whether you need to find an existing record or add a new one.
To find an existing record, enter relevant text in Search and select Apply filter.
To begin adding a record in the current tab, select New.
To abandon a filter or open action without completing it, select Cancel.
Base Of Inspection — Configurations › Warehouse Settings › Base Of Inspection
Review the result before continuing. If the displayed records are correct for the selected tab, continue with the required operational action:
Select Export when you need an exported copy of the records currently shown.
Select Attach when you need to add a file to the relevant record or action.
Review the available files[] entries when supporting files have been attached.
Select Tickets when you need to work with the available ticket action.
Select Ok to confirm an available action or dialog.
Base Of Inspection — Configurations › Warehouse Settings › Base Of Inspection
Decide whether the record requires further maintenance. Use icn-update when the available update action is required. Use icn icn-settings to access the available settings action for the current context. Return to the relevant tab and repeat the search or creation process as needed.
Base Of Inspection — Configurations › Warehouse Settings › Base Of Inspection
Tip: Apply filters only after selecting the correct tab. A search in Inspection checklist does not identify records held under Inspection document, Service types, or Transfer reasons.
Inspection checklist
The Inspection checklist tab contains inspection checklist records. Use this tab when you need to review the available checklist entries, search for a checklist record, or start a new checklist entry with New. You can use Export to export the records currently displayed and Attach where supporting files are required. The available screen data does not identify a control that moves records into or out of this tab.
Inspection document
The Inspection document tab contains inspection document records. Use Search and Apply filter to narrow the displayed documents, or use New when a new document record is required. Supporting material can be handled through Attach and reviewed through files[] where available. The available controls do not specify a record transition into or out of this tab.
Service types
The Service types tab contains service type records used as inspection-related reference information. Review the displayed records, use Search to locate a service type, and select New when a new service type record is needed. You can use Export to retain or share the displayed list. No control is provided that identifies how records move into or out of this tab.
Transfer reasons
The Transfer reasons tab contains transfer reason records. Use this tab when you need to find, review, or add transfer-reason reference records for Warehouse activities. Use Search with Apply filter to reduce the displayed list, and use New to begin a new record. The available screen controls do not define a transition between this tab and another inspection stage.
Examples
A Warehouse user needs to review whether the required inspection reference material is available before continuing a Warehouse activity.
The user opens Warehouse and selects Base of inspection.
The user selects the Inspection checklist tab because the required reference is a checklist rather than an inspection document, service type, or transfer reason.
The user enters the available identifying text in Search and selects Apply filter. The user reviews the returned checklist records.
The user determines that a supporting file is needed for the selected work and selects Attach. The attached item is then available through files[] where shown.
The user selects Ok to confirm the available action. If the user needs a copy of the displayed checklist records for operational review, the user selects Export.
Warning: Do not assume that an attachment applies to every inspection record displayed in the list. Review the current tab and the relevant record context before using Attach.
Tips
Tip: Use Export only after applying the required search or filter criteria so that the exported information reflects the records you intend to review.
Use Cancel if you decide not to apply the current filter or action.
Use the Inspection document tab for document records and the Inspection checklist tab for checklist records; these are separate reference areas.
Check files[] after using Attach to confirm that supporting files are available in the current context.
Use New only after selecting the tab that matches the type of record you need to maintain.
Troubleshooting
Symptom
Likely cause
Fix
The expected record is not displayed.
The wrong tab may be selected, or the search criteria may be too restrictive.
Select the appropriate tab, review Search, and select Apply filter again.
The displayed export does not contain the expected records.
The list may have been exported before the correct tab or filter was selected.
Return to the required tab, apply the appropriate filter, verify the displayed records, and select Export again.
A supporting file is not visible.
The file may not have been attached in the current record context.
Select the relevant tab and record context, use Attach if required, then review files[].
An action should not be completed.
A filter or dialog may still be open.
Select Cancel to leave the current action without completing it.
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