Set up a follow-up schedule

Quality Control (BC)  •  Article  •  10/22/2025  • 

You can create customizable stability study intervals for different product types according to your processes and guidelines. Follow-up schedules define predetermined intervals for inspection tag generation based on real-time stability, accelerated stability, and intermediate conditions.

To create a follow-up schedule, follow these steps:

  1. Select the Search icon , enter Follow-up Schedules, and then choose the related link.
    The Follow-up Schedules page opens.
  2. In the Code field, enter a unique identifier for the follow-up schedule (maximum 20 characters).
  3. In the Description field, enter a detailed description of the follow-up schedule (maximum 250 characters).
  4. In the Base Calendar Code field, select the base calendar to use for calculating working days.
  5. On the Intervals FastTab, define the follow-up periods:
    • In the Period field, enter the interval period (for example, 3M, 6M, 12M).
    • In the Description field, enter a description for the interval.

When you calculate follow-up dates, the system considers the base calendar code and sets only working days. If the calculated date falls on a non-working day, the system uses the last working day before the non-working day.

Configure default inspection status with enhanced filters

You can specify lot attributes and values for specific trigger types to improve precision in identifying which lots require stability testing. The enhanced default inspection status configuration supports item type selection and attribute-based filtering.

Set up default inspection status with lot attributes

To configure default inspection status with lot attributes, follow these steps:

  1. Select the Search icon , enter Default Inspection Status, and then choose the related link.
    The Default Inspection Status page opens.
  2. Select New to create a new default inspection status record.
  3. In the Trigger Type field, select a value to define the default inspection status should be applied. The available options are:
    • Purchase Receipt: The inspection status is applied when goods are received from a vendor through a purchase order.
    • Sales Return Receipt: The inspection status is applied when returned goods are received back from customers.
    • Output Production: The inspection status is applied when finished goods are produced and output from a production order.
    • Output Assembly: The inspection status is applied when items are assembled and output from an assembly order.
    • Positive Adjustment: The inspection status is applied when inventory quantities are increased through positive adjustments.
    • Expired Sales Expiration Date: The inspection status is applied to sales items that have reached their expiration date.
    • Expired Expiration Date: The inspection status is applied to items that have reached their general expiration date.
    • Follow-up Needed: The inspection status is applied when items require follow-up inspection or review.
    • Quality Control Check Passed: The inspection status is applied when items successfully pass quality control inspections.
    • Quality Control Check Failed: The inspection status is applied when items fail quality control inspections.
  4. In the Item Type field, select the item type by which you will filter applicable items.
  5. To specify attribute-based filters:
    • In the Attribute field, select the lot attribute or item attribute.
    • In the Attribute Value field, enter the corresponding value.
  6. In the Inspection Status Code field, select the default inspection status code to assign.

  7. Configure the follow-up settings:

    • To use a predefined schedule, in the Follow-up Schedule field, select the appropriate follow-up schedule code.
    • To use a fixed period, in the Follow-up Period field, enter the follow-up period.


    You cannot populate both the Follow-up Period and Follow-up Schedule fields. When one field contains data, the other field is disabled.
    The system applies filters in the following sequence: Lot Attributes → Item Vendor → Item → Item Attribute → All Items.

Run change inspection status reports

You can automate the creation and management of inspection tags for lots that require follow-up or have expired dates. The system identifies applicable lots based on predefined criteria and generates inspection tags accordingly.

Run change inspection status of lots that need follow-up

To run the change inspection status report for lots that need follow-up, follow these steps:

  1. Select the Search icon , enter Change Inspection Status of Lots That Need Follow-up, and then choose the related link.
    The report page opens.
  2. Configure the report filters as needed to specify which lots to process.
  3. Select OK to run the report.

The system performs the following actions for each applicable lot:

  • Generates a new inspection tag when a relevant lot is found.
  • Assigns the appropriate default inspection status code from the Default Inspection Status table.
  • Calculates the Next Follow-up Date using the interval specified in the default inspection status record.
  • Sets the inspection tag status to Active.
  • Skips creation if a tag already exists with the same inspection status code.

Run change inspection status of sales expired lots

To run the change inspection status report for sales expired lots, follow these steps:

  1. Select the Search icon , enter Change Inspection Status of (Sales) Expired Lots, and then choose the related link.
    The report page opens.
  2. Configure the report filters to specify which expired lots to process.
  3. Select OK to run the report.

The system applies the same logic as the follow-up report but focuses on lots with expired sales expiration dates.

When a new sublot is created and falls within the follow-up criteria in the Default Inspection Status table, the system automatically creates a new inspection tag.

Calculate follow-up dates

The system automatically calculates follow-up dates based on configured intervals and the last inspection tag's follow-up period.

The follow-up date calculation works as follows:

  1. The system identifies the last inspection tags follow-up period and date.
  2. Using the Default Inspection Status configuration, the system determines the next interval in the sequence.
  3. The system calculates the new follow-up date by adding the appropriate time period.
  4. If a base calendar is configured, the system ensures the follow-up date falls on a working day.

For example, a lot with an inspection tag dated 3/26/2025 and a follow-up period of 3M, with the default inspection status interval set to 3M, 6M, 9M:
The system generates a new inspection tag with a Next Follow-up Date of 6/26/2025 and a follow-up period of 6M.

View inspection tag automation results

After running the change inspection status reports, you can review the results and verify that inspection tags were created correctly.

Review automated inspection tags

To review automated inspection tags, follow these steps:

  1. Select the Search icon , enter Inspection Tag, and then choose the related link.
    The Inspection Tag page opens.
  2. Use filters to view recently created inspection tags:
    • Filter by Created Date to show tags created today.
    • Filter by Status to show Active or New tags.
  3. Review the following fields to verify correct automation:
    • Inspection Status Code: Confirms the correct status was assigned.
    • Next Follow-up Date: Verifies the date calculation.
    • Created By: Shows the system user for automated tags.

  4. Select individual tags to review detailed information and ensure accuracy.

  5. In the Follow-up Schedule field, select the code for follow up date.

  6. In the Follow-up Period field, enter the period of time after a follow-up is needed on the lot. This field is only applicable when the Trigger Type field value is set to Follow-up Needed. It is used to calculate the Next Follow-up Date field value on the Lot No. Information Card page.