Manage quality check lines
Quality control users and managers can update and fill in quality check lines to ensure all essential data is recorded during the inspection. These checks allow quality control users to assess samples, answer predefined questions, and submit detailed data on the quality of inspected items. The system automatically updates each quality check in Business Central as you work, assigning a quality check user if no one is already assigned. The quality check lines are displayed according to the settings configured on the Quality Control Plan page.
Set up a quality control plan
- Open the desired Quality Control Plan page.
- On the General FastTab, in the Required Samples field, enter the required number of samples.
The Quality Control App page lists the corresponding number of samples based on this value. - On the Lines FastTab, in the Frequency Type field, select the appropriate frequency type to indicate if the quality control plan line applies per test or sample. The available options include:
- Per Test: The quality check line will appear on the General tab.
- Per Sample: The quality check line will appear on the Sample tab.
If the Readings field is set to any value greater than 1, the related question will be displayed multiple times according to that number (for example, if set to 2, the question will appear twice).
If the Target Blind checkbox is selected, the status of the quality check automatically changes to Pass. If not, the status depends on the target values defined on the Warning and Limit FastTabs of the Quality Control Plan Line Target page.
Any information specified in the Equipment and Comment fields are automatically displayed below the related question on the Quality Control App page. For more information, see Quality control plans.
You can view the description of the equipment, specified on the Quality Control Plan page, when performing quality control checks. If no description is available, the system displays the equipment code derived from the Quality Control Equipment page.
Header controls
The Quality Control App page includes several header controls that help you filter, view, and manage quality control data across teams and document types.
The following table lists the controls available in the header to help you navigate and interact with the quality control data.
| Header Element | Description |
|---|---|
| Checks tab | Displays all quality control checks. |
| Action tab | Displays the quality control actions that need to be completed or are in progress. |
| Teams field | Filters based on one or more QC teams. This is helpful when you want to view records assigned to or created by a specific team. |
| Show Posted toggle | Turn on the toggle to display posted (completed) quality control checks in the list alongside the in-progress or pending records. By default, the list displays only unposted (in-progress or pending) records. |
| Search bar | The Search bar allows you to filter data dynamically. It searches across all visible columns in the table, including:
|
| Refresh icon | Select the icon to fetch the latest data and re-render the table. This ensures the most up-to-date information is always visible. |
Complete quality checks in the Quality Control App
To complete the quality control checks in the Quality Control App, follow the steps below:
- Open the Quality Control App page.
- Select the Checks tab.
- Select a quality check line to view the related questions, which are drawn from the lines configured on the Quality Control Plan page.
On the General tab, you can view the questions detailed on the lines of the Quality Control Plan page.
Each sample, if added, appears as a separate tab under the General tab (for example, Sample 1, Sample 2).
Once a question is answered, the status of that line will update to Pass, Fail, or Warning based on the quality control plan setup.
If the Target Blind checkbox is selected on the associated quality control plan, the response must meet the target values specified in the Quality Control Plan Line Target page. Otherwise, the line will show a Fail status.
After all questions on the tab are answered, the tab will close automatically, displaying a tick mark to indicate completion.
Add a new sample
If additional samples are needed, select + ADD SAMPLE from the action menu at the top.
A new sample tab (e.g., Sample 3) appears. It includes the questions that are assigned with the Per Sample frequency type on the Quality Control Plan page. Enter the required readings for the newly added sample.
Newly added samples include a Bin icon, allowing the quality control user to remove any samples added accidentally.
If samples have predefined default answers within limits, the system will automatically display a check mark. However, the sample tab will remain open for review or updates. Additionally, default answers are accompanied by the dropdown, which you must tap to confirm the default values.