Set up a measurement template

With measurement templates you specify how an item is inspected: by setting additional fields captured through a measurement connection, the sample method, the sampling size, and the question set. The measurement template determines how a measurement is created when triggered from an incident. In the incident, the measurement template is retrieved from the item measurement template.

Steps

1. Choose the   icon (Alt+Q).

2. Type Measurement Templates in the search box.

3. A template requires the following fields of the General fast-tab to be completed:

   Field	Description
   Code	Specify the measurement template code.
   Description	Specify the measurement description.
   Table No.	Specify the source table for this template. For more information, see Measurement template examples.
   Inspection Type	Select one of four options: Blank = do nothing; Auto Pass = only capture additional data in user defined fields; Paper = complete a check sheet; Inspect = inspect a sample with a check sheet.
   Sample Method	Select one of five options: Blank = no sample; Fixed = a fixed quantity (sample factor), independent of the received quantity; Percentage = a percentage (sample factor) of the received quantity; AQL = Acceptable Quality Level method, set in the inspection level and quality level fields; Zero Defects = a variation of the AQL method with smaller sample sizes allowing 0 defects.
   Sample Factor	Editable only when sample method is Fixed or Percentage. Set a fixed quantity or a percentage of the transaction.
   Inspection Level (AQL)	Editable only when sample method is AQL or Zero Defects. Specify the inspection level. AQL: I, II, III, S1, S2, S3, S4. Zero Defects: I, II, III, S3, S4.
   Quality Level (AQL)	Editable only when sample method is AQL or Zero Defects. Specify the quality level. AQL: 1; 1,5; 2,5; 4; 6,5. Zero Defects: 1; 1,5; 2,5; 4; 6,5.
   Question Set	Specify the question set. The question set sets the questions and answers for the check sheet.
   Check Sheet Creation	Specify how a check sheet is created: Blank = for the complete quantity received; Per Lot/Serial No. = the check sheet is created per lot no. or per serial no., the sample method is also applied per lot; Per Serial No. = one check sheet for all serial numbers is created with the serial number included in the sample number.
   First Lot/Serial Approval	When checked, after selecting Complete, you are prompted: "Do you want to Apply same test results to remaining Lots/Serials in this shipment?" When confirmed, the results of the current check sheet are copied to the remaining check sheets in the same measurement.
   Default Due Date Formula	The time allowed to complete a check sheet (overrides the setting in the Quality Management Setup).
   Recurring Check Sheet	When checked, after selecting Complete, you are prompted: "Do you want to Create next Check Sheet?" When confirmed, a next check sheet (re-test) is created.
   Log Interaction	An interaction log entry is created with the description "Incident Creation for item ..". A history record is created per customer/vendor contact recording the incident.
   Print Check Sheet	The check sheet is printed on the default printer.
   Status	The measurement template has four possible status codes: New = initial status when a new template is created; Under Development = the measurement template is being edited; Certified = the measurement template is in use and locked for editing: when setting the status, several validations check the template setup; Closed = the measurement template is no longer in use.

4. Set up conditions

   You can set an additional condition on the table selected in the template if necessary. For example, on a production order you can select the Status field and specify "3" to filter on released production orders only.

   Field	Description
   Field	Select a field in the Field Name column: the Field Caption is retrieved from the table.
   Default Value	Specify the value for the condition.

5. Set up user-defined fields

   The incident captures the source fields from the specified table. See Set up user-defined fields.

   Field	Description
   UDF 1..10	Select the fields to capture in addition to the source fields such as document no., date, and so on.

6. Set up rating

   Check sheet rating is calculated as a weighted average based on a weight value per question and a score value per answer. See Check sheet rating.

   Field	Description
   From	Set the From values in the columns Good, Average, or Bad.
   To	Set the To values in the columns Good, Average, or Bad.