Inspection plans — create, edit & delete
How to create, edit and delete inspection plans in Brytebuild — set up QC checklists per product that trigger automatically on receipt, WO completion or despatch.
Inspection plans are managed on the individual product — not from the Quality module. You need to open the product you want to configure, then switch to its QC tab.
The same product can have any number of inspection plans — one for incoming goods, one for works order completion, one for despatch, and so on. Each plan is independent with its own checklist, trigger and settings.
Section 02
The QC tab — viewing existing plans
2 minutes
The QC tab shows all inspection plans for this product as expandable cards — one card per plan. Each card shows the plan name, version, trigger type and its checklist rows.
QC plans that trigger on product receipt, WO completion or despatch
| # | Balloon | Characteristic | Type | Spec | Measured With | Sampling | Must Pass |
|---|---|---|---|---|---|---|---|
| 1 | — | Dimensional check — M8 shank Ø | Measurement | 7.85–8.00 mm | Vernier caliper | 100% | ✓ Yes |
| 2 | — | Surface finish — no burrs or pitting | Visual | — | — | 100% | ✓ Yes |
| 3 | — | Batch certificate number | Text | — | — | 100% | ✓ Yes |
| # | Balloon | Characteristic | Type | Spec | Measured With | Sampling | Must Pass |
|---|---|---|---|---|---|---|---|
| 1 | — | Torque verification — bracket bolt | Measurement | 44–46 Nm | Torque wrench | 100% | ✓ Yes |
| 2 | — | Overall bracket alignment | Pass / Fail | Within ±0.5 mm of datum | Jig / CMM | 100% | ✓ Yes |
| 3 | — | Surface coating — no scratches | Visual | — | — | 100% | ✓ Yes |
| # | Balloon | Characteristic | Type | Spec | Measured With | Sampling | Must Pass |
|---|---|---|---|---|---|---|---|
| 1 | — | Packaging integrity | Pass / Fail | No damage, correct label | — | 100% | ✓ Yes |
| 2 | — | Quantity count matches despatch note | Pass / Fail | — | — | 100% | ✓ Yes |
| Item | What it shows |
|---|---|
| Plan name | The name you give this inspection plan — e.g. "Incoming Goods — M8 Hex Bolts". Appears in the Awaiting QC queue and Inspection Log. |
| Version badge | The current version of this plan (v1, v2…). The version increments each time you save changes to an existing plan. |
| Trigger | When this plan fires — e.g. "Purchase Order Receipt" means the inspection is queued whenever this product is received on a PO. |
| Edit button | Opens the same form used to create the plan, pre-filled with the current settings. |
| Delete button | Permanently removes this plan. A confirmation prompt appears first. |
| Checklist table | A read-only summary of the plan's criteria — # · Balloon · Characteristic · Type · Spec · Measured With · Sampling · Must Pass. |
Section 03
Creating a new inspection plan
3 minutes
Click + New Plan (top-right of the QC tab). The plan creation form slides in. Fill in the plan details, then build the checklist criteria.
Define when this inspection triggers and what criteria must be met
Name *
Trigger
Inspection Type
Expected Duration (hours)
Defaults the booking when this inspection is scheduled as a QC work order.
Status
Restrict to Groups (optional — leave blank for all)
Pass Requirement
Instructions (optional)
Required Gauge
Or Method
Sampling
Sampling Notes (optional)
The footer shows "Fill in the plan name and trigger, then create the plan." until both fields are completed. The Create Plan button remains disabled until both Name and Trigger are filled in.
Section 04
Plan fields — reference
2 minutes
Trigger options
| Trigger | When the inspection is queued |
|---|---|
| Purchase Order Receipt | When a purchase order delivery containing this product is received and marked Delivered. Use for incoming goods / receiving inspections. |
| Works Order Completion | When a works order for this product is completed. Use for final assembly checks, end-of-line QC or in-process checks at completion. |
| Delivery Order Despatch | When a delivery order containing this product is despatched. Use for pre-shipment or outgoing quality checks. |
| Stock Take | When a stock take is run that includes this product. Use for periodic count and condition checks. |
| Ad-hoc | No automatic trigger — the inspection must be started manually from the Inspections queue. Use for one-off checks or when the trigger doesn't fit the standard events. |
Inspection type options
| Type | What it means |
|---|---|
| — (default by trigger) | Brytebuild sets the inspection type automatically based on the trigger — Purchase Order Receipt → Incoming, Works Order Completion → Final, Despatch → Final. Recommended for most plans. |
| Incoming / Receiving | An inspection carried out when goods arrive. Overrides the default for a PO Receipt trigger if you want to be explicit. |
| In-Process | A quality check carried out mid-production, before the works order is complete. |
| Final | An end-of-production or end-of-process inspection. The completed record appears in the Inspection Log as "Final". |
| First Article Inspection | A rigorous first-off check for a new or modified part, used to verify the manufacturing process before full production begins. |
| PPAP | Production Part Approval Process — a formal submission check typically required by automotive and aerospace customers. |
| Ad-hoc | An unscheduled, one-off inspection type with no associated trigger classification. |
Other plan fields
| Field | Required | What to enter |
|---|---|---|
| Expected Duration (hours) | No | How long this inspection takes in hours — e.g. 1.5. Used to pre-fill the booking duration when scheduled as a QC work order. |
| Active | — | Toggle on to enable this plan. Toggle off to pause without deleting. New plans are Active by default. |
| Restrict to Groups | No | Limit which user groups can see or be assigned this inspection. Leave all unchecked to allow all users. |
Section 05
Checklist criteria
3 minutes
Click + Add Criterion to add a row to the checklist. Each criterion can be expanded to fill in detailed pass requirements, gauge instructions and sampling rules.
Criterion type options
| Type | When to use it | What the inspector records |
|---|---|---|
| Pass / Fail | Binary checks where the item either passes or fails — e.g. "No burrs present", "Correct label applied". The most common type. | A Pass or Fail selection. |
| Measurement | Checks that require a numeric value against a specification — e.g. "M8 shank diameter 7.85–8.00 mm", "Torque 44–46 Nm". | A measured numeric value. Brytebuild automatically evaluates pass/fail against the spec range. |
| Text | Free-text evidence — e.g. "Enter batch certificate number", "Record serial number from label". | A freeform text entry. |
| Visual | Subjective appearance checks — e.g. "Surface finish — no scratches", "Packaging integrity". | A Pass or Fail selection, with optional photos. |
Per-criterion fields
| Field | Required | What to enter |
|---|---|---|
| # | Auto | The order number of this criterion. Use the up/down arrows to reorder. |
| Balloon | No | A balloon number referencing this characteristic on a drawing. Leave blank if not using drawing balloons. |
| Criterion | Yes | The name/description of what is being checked — e.g. "Dimensional check — M8 shank Ø", "Surface finish — no burrs or pitting". |
| Type | Yes | Pass / Fail, Measurement, Text or Visual. See table above. |
| Must Pass | — | Toggle on to mark this as a critical characteristic. If this fails, the whole inspection result is Fail or Partial. |
| Pass Requirement | No | A plain-English description of what passing looks like. Shown to the inspector when completing the check. |
| Instructions (optional) | No | Additional guidance — tooling to use, calibration reminders, reference documents or methods. |
| Required Gauge | No | Select from your registered calibrated equipment. If the gauge has overdue calibration, the inspector is warned. |
| Or Method | No | A free-text alternative measurement method — e.g. "vernier caliper, CMM, go/no-go". |
| Key Characteristic | No | Checkbox. Marks this criterion as key/critical. Reported separately in quality reports. |
| Sampling | No | The sampling plan for this criterion — e.g. "100% / Whole lot". Defaults to 100%. |
| Sampling Notes | No | Additional sampling guidance — e.g. "AQL 2.5, ISO 2859-1 level II" or a customer-specific rule. |
If you have many criteria (common for PPAP or FAI plans), use Import Spreadsheet to upload them in bulk from an Excel file. Download the template from the import dialog to see the required column format.
Section 06
Editing an inspection plan
1 minute
Click Edit on any plan card. The same form used to create the plan opens, pre-filled with all current settings and criteria. Make your changes and click Save Plan.
| What's the same as Create? | What's different when editing? |
|---|---|
| All fields are identical — Name, Trigger, Inspection Type, Duration, Active, Restrict to Groups, and the full Checklist Criteria section. The form layout and controls are exactly the same. | The form header shows "EDIT PLAN" instead of "NEW PLAN". The footer button reads "Save Plan" instead of "Create Plan". The plan version increments by 1 when you save — existing completed inspections retain their original version number in the log. |
Each time you save changes to an existing plan, the version number increases (v1 → v2 → v3…). Inspections already completed against v1 remain recorded as v1 in the Inspection Log — they are not affected by the update. Future inspections will use the new version.
Section 07
Deleting an inspection plan
1 minute
Click Delete on a plan card. A confirmation prompt appears before anything is removed.
Delete "Incoming Goods — M8 Hex Bolts"?
This will permanently remove this inspection plan. Existing completed inspections in the Inspection Log are not affected. This action cannot be undone.
If you want to temporarily stop a plan from triggering without losing its configuration, toggle the Active switch off instead of deleting. Deactivated plans are hidden from the Awaiting QC queue but can be re-enabled at any time.