Quality Control

Overview

When performing quality control (QC) in GoldFinch, QC Questions are used in QC Tests to determine if an item lot or serial number should be accepted, rejected, or quarantined. This process ensures that items meet your quality standards before they are allocated or shipped.

Key Concepts

QC Questions

• Purpose: QC Questions provide test results during QC Tests to help assess whether an item should be accepted.

• QC Categories: Each QC Question must be assigned a QC Category. You can customize these categories by navigating to the Object Manager in GoldFinch.

Technical Sheets

• Purpose: Technical Sheets are groups of QC Questions that are assigned to items needing QC Testing.

• Status: A Technical Sheet must be in a "Certified" status before it can be used for QC.

• Assignment: You can assign the same Technical Sheet to multiple items.

Item Setup for QC Testing

If an item requires QC testing, follow these steps:

1. Assign Technical Sheet: Ensure that a Technical Sheet is assigned to the item.

2. Enable QC Requirement: Check the QC Required field for the item to automatically create a QC Test when a Warehouse Receipt is posted. This will route all received inventory into a dedicated QC bin.

QC Bin Setup

A QC bin is used to hold items awaiting quality inspection. The following fields are key when setting up a QC bin:

• Name: The name for the bin (e.g., "QC").

• Bin Type: This should be set to QC.

• Default QC: If checked, this bin will be used for items requiring a QC check during Warehouse Receipt creation.

• Do Not Allocate: If selected, inventory in the QC bin will be excluded from allocation until it is moved to another bin after passing QC.

Creating QC Tests

QC Tests can either be created automatically or manually for items requiring QC:

• Automatic Creation: When an item with the QC Required field is received, a QC Test will be automatically created.

• Manual Creation: You can manually create a QC Test by entering the Item Number, Item Lot (if the item is lot-tracked), or Serial Number (if the item is serial-tracked). The QC Test Lines will be automatically populated based on the Technical Sheet assigned to the item.

Once a QC Test is created, you can:

1. Update the Test Date, Test by Technician, and Pass/Fail status in the header.

2. Enter a Text Response and Pass/Fail status for each QC Question in the test lines.

Certificate of Analysis

After all QC questions are answered, you can generate a Certificate of Analysis by:

1. Entering text responses for all QC Questions.

2. Clicking Print Certificate of Analysis to generate the document.

This certificate can be attached to the item lot or emailed to customers as needed.