Non API-connected customers have an option to create inspections through ‘'Add inspection’' feature or through ‘'Import multiple inspections’'. While ‘'import multiple insepctions’' is generally faster because it allows the users to create a number of inspections in one time, the ‘'add inspection’' option is a convenient way of creating ad hoc / last minute inspections. Continue reading the article to find out more about all the options.
Inspections, created via ‘'Add inspection’' feature
1. Go to Inspections page
2. Click on ‘'Add inspection’'
3. Fill in all important information and click on ‘'Save, next step’'
4. Copy paste a packing list and click on ‘'Save’'
5. Assign a surveyor and click on save
For more detailed information about the ‘'Add inspection’' feature, go to the end of this article.
Inspections, created via ‘'Import multiple inspections’' feature
1. Go to Inspections page
2. Click on ‘'Import multiple inspections’'
3. Import an Excel file that contains the wanted inspections and units*
4. Click on ‘'Import’'
5. The inspections are created
Important: if you receive red error messages it is likely that the data that was in the import file did not match the expected data. The error message will give you an indication about the fields that were filled in incorrectly. The multi import feature has some rules that should be followed in order for the system to receive and recognize all important inspection infromation. If you wish to read more about this, please check out the Extra information paragraph further on in this article.
*It is recommended that you use the following import file structure in order to avoid errors:
Tip: For any questions on field functionalities and requirements, check the 'legend sheet' in the Multiple inspection template file.
Inspections, created via API
Is your organisation using an API system in order to create quality inspections? Setting up the connection between an API system and QC One is organisation-specific. Please reach out to our support team if you have any questions about that.
Extra Information about inspections, created via ‘'Add inspection'' feature
‘'Add inspection’' template
The template of creating an inspection via ‘'Add inspection’' feature differs a little bit depending on which shipment type has been chosen.
Air cargo
a.) Template
b.) Where is the data displayed in the inspections page?
Containerized
a.) Template
b.) Where is the data displayed in the inspections page?
Conventional
a.) Template
b.) Where is the data displayed in the inspections page?
Does not apply
a.) Template
b.) Where is the data displayed in the inspections page?
Road transport
a.) Template
b.) Where is the data displayed in the inspections page?
Extra Information about inspections, created via ‘'Import multiple inspections'' feature
With the introduction of the multi-inspection uploader, our non-API connected customers are able to upload up to several hundred inspections at once, independent of the inspection date. Align exports from an ERP, WMS or larger Excel packing lists with our Excel template will reduce your creation time significantly.
Template rules
Ensure correct mapping of products & varieties as set default in your environment
Apply the exact organisation names for 'shipper' or 'consignee' as mentioned under 'organisations'
The principal should be mentioned with the display value, either, 'Consignee' or 'Shipper'
All mandatory fields should be filled, which include:
Date
Inspection type
Product
Variety
Class
Size / Count
Inspection Point
Shipper
Consignee
Principal
Shipment type
It is advised to assign the inspection to an inspector or inspector group
‘'Save & Copy’' and ‘'Save & Copy Packing list’' functionalities
When creating inspections you will see the buttons ‘'Save & Copy’' and ‘'Save & Copy Packing List’' in the Planning screen. These 2 options can help you speed up the process of creating inspections when you are using the ‘'Add Inspection’' functionality to create inspections.
Both buttons are going to copy the inspection data and create a second inspection with the copied data. This means that you do not need to fill in further inspections from scratch if the data is the same. The only difference between the 2 buttons is that the ‘'Save & Copy’' button will only copy the Inspection details while the ‘'Save & Copy Packing List’' button will also copy the packing list to the next inspection.