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Inspections Overview

Inspections are used to record structured checks, quality reviews, compliance assessments, and operational validations. They provide consistent evidence for whether an item, activity, delivery, process, or asset meets the required standard.

Agriculture, Production, Inventory receiving, Assets, and other services can originate inspection context, but the inspection ledger and evidence truth remain in the shared Inspections primitive.

Use Inspections when the business needs to answer:

  • What was checked?
  • Which standard or checklist was used?
  • Who performed the inspection?
  • Which results passed, failed, or need follow-up?
  • What evidence was attached?
  • Has the inspection been finalized or approved?

How Inspections Fit In

Inspections are shared across operational domains. They can support inventory quality checks, event reviews, agriculture deliveries, production quality control, asset checks, and other operational reviews.

An inspection record can stand on its own or be linked to another activity such as an event, stock movement, asset activity, production operation, or service workflow.

Inspection records can link to documents, events, operational resources, operational locations, stock items, or production orders. This allows the same inspection engine to support receiving checks, final quality control, safety reviews, field inspections, asset verification, and service checks.

Main Areas

Setup is where administrators define inspection templates and template items. Templates make inspections repeatable and reduce free-form data capture.

Operations is where users create inspection records, complete checklist items, record outcomes, attach evidence, and finalize the result.

Workspace Reference

WorkspaceHow Users Reach ItWhat Users Usually Do There
Inspection TemplatesInspections -> Setup -> Inspection TemplatesUse New Template to define reusable quality contracts for a service, domain, inspection type, and result behavior.
Inspection Template ItemsInspections -> Setup -> Template ItemsUse New Item to add checklist lines, measurement rules, allowed values, severity, and required evidence to approved templates.
Inspection RecordsInspections -> Operations -> Inspection RecordsUse New Inspection Record to inspect a linked record, complete checklist results, record findings, and set the overall result.
Contextual Entry PointsService workflows that launch shared inspectionOpen the same shared template or record flow with domain, inspection type, linked record, or source context already narrowed.

TIP

The shared inspection engine should be the evidence layer. Service-specific screens may narrow the context for produce grading, intake QC, manufacturing QC, safety review, or dispatch verification, but they should still consume reusable templates, template items, and inspection records instead of creating separate quality ledgers.

Evidence Model

An inspection has two levels of evidence:

  • Inspection header: template, date, inspected entity type, linked record, overall result, disposition, sample size, defect count, quantities passed, quantities failed, and notes.
  • Inspection results: checklist item answers, result status, numeric values, finding notes, severity, attachments, and photo evidence.

The header says what was inspected. The results explain how each checklist item performed.

Inspection Outcomes

Inspection outcomes should be clear enough to drive the next step. Depending on configuration, an inspection may result in pass, fail, conditional approval, rework, rejection, or another domain-specific outcome.

The outcome should be used consistently because other users may rely on it for billing, stock acceptance, quarantine, production release, settlement readiness, or operational closure.

Use clear findings for failed, rework, rejected, or conditional outcomes. A result without explanation is weak audit evidence and creates follow-up confusion.

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