These instructions assume you want to perform a recurring readiness, inspection, or start-of-shift activity for a workstation or production area.

These same concepts can also be applied to scenarios such as:

• Daily 5S audits or workstation inspections
• Weekly CIP (Clean-In-Place) validation checks
• Monthly calibration verification tests
• Work center readiness inspections
• Production line or work center start-of-shift checks

In this example, the workstation or production area is represented by a Business Central work center record.

If your process is represented by a different record type, you can follow the same instructions and substitute the work center record with the record that represents your workstation, equipment, or production area instead.

Depending on the level of automation required, there are three or four areas to configure:

1. A source configuration for the work center record.
2. A quality inspection template containing the readiness checks and metrics you want operators or supervisors to complete.
3. A test generation rule defining the criteria for the work center(s) that require readiness inspections.
4. Optionally, a job queue entry to generate readiness inspections automatically at scheduled intervals, otherwise inspections can be created manually.

Ensure you have a source configuration for the required record

Navigate to the Quality Inspector Source Configuration List in Business Central.

Create a new record and configure the following fields in the General section:

• Code: WORKCENTER
• Description: Work Center Readiness Example
• State: Enabled
• From Table: Work Center

Modify the following fields in the What Information Should be Added to the Test section:

• From Field Name: No.
• To Field Name: Document No.

You can now use work center records as the source for creating quality inspection test documents.

Create a Quality Inspection Template to use for automated tests

• Navigate to Test Templates in Business Central.
• Create a new template and configure the following fields in the General section:
  • Code: WORKCENTERREADY
  • Description: Work Center Readiness Example
• Select Add Field(s) To This Template and select Next.
  • Configure the following fields:
    • Description: Required tools and materials available?
    • Short Name (Field Code): (auto-populates)
    • What type of data is it?: A choice from a list
• Select Next.
• Enter the following values in the Code field:
  • YES
  • NO
• Select Finish.
• Select Add Field(s) To This Template again and select Next.
• Configure the following fields:
  • Description: Work area clean and safe?
  • Short Name (Field Code): (auto-populates)
• What type of data is it?: A choice from a list
• Select Next.
• Enter the following values in the Code field:
  • YES
  • NO
• Select Finish.

Create a Quality Inspection Test Generation Rule

• Edit or open your Quality Inspection Template made in the previous step.
• Select Test Generation Rules.
• Select the Table field, select “Work Center”, and select OK.
• In the filter field set the filter to the location(s) that you want to limit the readiness check to.

Optionally configure this quality inspection test to be created automatically

Full details can be found here (https://kb.dmsiworks.com/knowledge-base/configure-periodic-tests-in-quality-inspector/)

• Navigate to the Quality Inspection Test Generation Rules list page in Business Central or from the template.
• Enable editing of the list.
• Select a test generation rule row to create a test for and ensure it has the following:
  • A condition filter.
  • The test generation rule is enabled.
• Locate the Schedule Group column, input a new name (e.g., DAILY), and press Tab.
• Select Yes when prompted with “There is no job queue entry yet for the schedule group of DAILY. Do you want to create one?”
  • Note: After selecting Yes, a job queue entry is made for report 23067647 “IWX QI Schedule Test”.
• The created job queue entry now has a report page configuration filter set to the schedule group name you created. The created job queue entry is not scheduled or enabled.
• Select Yes when prompted with “A job queue entry has been made to help schedule this group of DAILY. Do you want to see it?”
• Note: The Business Central Job Queue Entries list page opens, filtered to include the job queue entry you made. This is the standard business central job queue entry page. For more information, see Microsoft’s Use job queues to schedule tasks.
• Locate the new job queue entry and edit it.
• Navigate to the Recurrence group and configure the schedule as desired.
• Enable the job queue when ready.