---
title: "Set up a measurement template"
slug: "bc-setup-a-measurement-template"
tags: ["Task"]
updated: 2026-06-25T09:59:00Z
published: 2026-06-25T09:59:00Z
canonical: "docs.staedean.com/bc-setup-a-measurement-template"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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 ![](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/image(147).png) 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](/business-central/docs/bc-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](/business-central/docs/bc-setup-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](/business-central/docs/bc-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**. |

## Related

- [Measurement template examples](/bc-measurement-template-examples.md)
- [Check sheet rating](/bc-check-sheet-rating.md)
- [Serial and lot number blocking](/bc-serial-and-lot-number-blocking.md)
- [Quality Management](/bc-quality-management.md)