Set up quality control plans

You can use the quality control plans to create quality control checks. The following setups should be performed before creating the quality control plans:

• Set up Quality Control Questions
• Set up Quality Control Action Plans.

Follow these steps to set up the quality control plan.

1. Select the Search icon , enter Quality Control Plans, and then choose the related link.
   The Quality Control Plans page opens.

2. On the action bar, select New to create a new quality control plan or select the required Code field value to open the existing quality control plan.
   The Quality Control Plan page opens.

3. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Code	Specifies the code of the quality control plan. The system assigns this value based on the number series set up on the Quality Control Setup page.
   Name	Enter a name for the quality control plan.
   Version	Enter a version for the quality control plan.
   Effective Date	Select the date from which the quality control plan is effective. If this value is left blank, or the date is the same or within the date range of the work date, the system automatically selects the Plan Effective checkbox on the associated Quality Control Triggers page.
   Status	Select the status of the quality control plan. The available options are: New, Certified, Inactive. This value is set to New by default.
   Required Samples	Enter the number of required samples for the quality control plan.
   Failure QC Plan	Select the quality control plan that the system automatically applies when creating a new quality control after the associated quality control check fails.
   Failure QC Team	Select the quality control team that the system automatically assigns to the new quality control check created after the associated quality control check fails.

4. In the Question Code field, select the required value.
   This automatically updates the value in the Question Description field with the relevant description. You can edit the value in the Question Description field. The edited value will also appear in the Description field on the relevant Quality Control Check page. However, this change does not affect the original description on the Quality Control Questions page.

5. In the Calculation Method field, select the required option to evaluate numeric sample answers for alcohol strength questions. The available options are:

   • Average: The system calculates the average of all valid samples.
   • Lowest: The system uses the lowest valid sample.
   • Highest: The system uses the highest valid sample.
   • First: The system uses the first valid sample.
   • Last: The system uses the last valid sample.

6. In the Default Answer field, enter a value.
   This value is directly displayed in the Answer field for the quality control question, on the Quality Control Check card page.

   When you click a new line on the Lines FastTab, the consecutive value gets automatically displayed. You can also edit the value and the edited value will rearrange the line according to the specified numeric order.

7. On the Blocking FastTab, in the Inspection Status on Create field, select the required inspection status code. The system updates the inspection status code of the lot whenever a quality control check is created from the source document. This is applicable only when the source document is assigned with a lot.

8. In the Inspection Status on Pass field, select the appropriate inspection status code. This determines the inspection status of the lot number linked to the quality control check and is updated only when the quality control check is passed.

9. In the Inspection Status on Fail field, select the appropriate inspection status code. This determines the inspection status of the lot number linked to the quality control check and is updated only when the quality control check fails.

View additional information on the FactBox

On the Details tab of the FactBox on the Quality Control Plans list and Quality Control Plan card pages, you can view the following information in the Quality Control Plan group.

You can view the following information in the Quality Control Scores group:

On the Attachments tab of the FactBox, you can add links and notes to the quality control plan.