Set up quality control

You can set up the Aptean Quality Control (QCA) extension for BC by configuring various components, such as number series, quality control users, teams, units of measure, options, questions, action plans, triggers, and checks.

Set up quality control

On the Quality Control Setup page, you must configure the reason code to change the inspection status, number series for quality actions, quality checks, quality action plans, and the associated posted documents and attributes.

The following steps describe how to set up the quality control fields.

1. Select the Search icon , enter Quality Control Setup, and then choose the related link.

2. On the General FastTab, in the Reason Code Change Inspection Status field, select the desired code.
   This code is automatically updated whenever the inspection status of a batch changes after the quality check has been completed.

3. In the QC Data Load Period field, enter the number of days in the past from which posted quality checks and actions will be displayed. For example, enter 10D to load data from the past 10 days. This ensures that only recent records are shown, minimizing load time and system resource usage. By default, the system is set to display quality checks and actions from the past seven days. However, the Data Manager can modify this range to fit operational needs. 

   
   If the QC Data Load Period field is left blank, only records from the last 7 days will display when viewing posted quality checks and actions. The system uses the system’s current date to determine which records fall within the configured range. 

4. On the Number Series FastTab, fill in the following fields as required.

   Field	Description
   Quality Check Nos.	specifies the code for the number series that will be used to assign numbers to quality checks.
   Quality Action Nos.	specifies the code for the number series that will be used to assign numbers to quality actions.
   Posted Quality Check Nos.	specifies the code for the number series that will be used to assign numbers to posted quality checks.
   Posted Quality Action Nos.	specifies the code for the number series that will be used to assign numbers to posted quality actions.
   Quality Plans Nos.	specifies the code for the number series that will be used to assign numbers to quality plans.
   Quality Action Plan Nos.	specifies the code for the number series that will be used to assign numbers to quality action plans.
   Quality Option Nos.	specifies the code for the number series that will be used to assign numbers to quality options.

5. On the Attributes FastTab, fill in the following fields as required.

   Field	Description
   Item Attribute	specifies the sequence number of the item attribute that can be used for quality triggers.
   Customer Attribute	specifies the sequence number of the customer attribute that can be used for quality triggers.
   Vendor Attribute	specifies the sequence number of the vendor attribute that can be used for quality triggers.
   Item Attribute Name	Indicates the name of the item attribute that can be used for quality triggers.
   Customer Attribute Name	Indicates the name of the customer attribute that can be used for quality triggers.
   Vendor Attribute Name	Indicates the name of the vendor attribute that can be used for quality triggers.

6. On the Blob Storage FastTab, fill in the following fields as required.

To optimize storage for images taken during quality checks, you can set up Azure Blob Storage as the default storage option for quality control images. Azure Blob Storage helps manage and reduce storage costs by redirecting images from the Business Central database to a more cost-effective storage solution. 

For more information on Azure Blob Storage, see Upload, download, and list blobs with the Azure portal.

For more information on how to create a container in Azure Storage, see Manage blob containers using the Azure portal.

7. On the Settings FastTab, turn on or off the Hide image preview in Quality Control App toggle to control the visibility of image previews when accessing questions with images during quality control checks. This toggle is turned off by default.
8. Turn on the Show Quality Check Completion Message toggle to display a confirmation message after a quality check is posted. This message includes the posted check number, result, score (if applicable), and number of quality actions created.
9. On the action bar, select Related > Create Quality Control Check to run the quality control check report.