Using the menu on the left-hand side:
Navigate to “Inspection”
Click “Create New Inspection”
Choose the order, the part for which you want to create the part inspection and sample size before clicking “Create Inspection”.
Your part inspection template is automatically created and is ready to be filled out by the part inspector. The part inspector can access this at any time by clicking on parts inspection in the menu.
Using the menu on the left-hand side:
Click on “Orders”
Click “Create New Order”
Fill out your order info and add all parts included in the order. Leave “Actual Ship Date” blank.
You have two options when completing the “Customer PO #” field.
You also have the option to override the order start number in the “Company Settings” Link in the top right menu (where your name appears).
Click the checkbox to save each part in the order. Once all the parts have been added click “Create Order” in the bottom right corner.
Using the menu on the left-hand side:
Select “Inspection Criteria”
Click “Create New Inspection Criteria”
Fill out your drawing information and drag any associated files, including your design specs, into this box.
Create a template for your part’s characteristics (you can scroll to see all fields by clicking on the grey arrows below the blanks). This will be the framework for your part inspection forms.
When you are finished creating the characteristic, click on the checkmark to save it.
To create a pass/fail characteristic, click on the “Pass/Fail button in the tolerance column. Select “Text Input” in this column to allow the inspector to type an inspection result.
Once the drawing has been approved internally, select the drawing from your list of drawings.
Click on the “approve” link and click the save button.
Using the menu on the left-hand side:
Click on “Equipment” in the menu to reveal the sub-menu and then click on the “Equipment Reports” tab.
Click “Create New Equipment Report”.
Select the drop down under the “Report Template” field and click “+ Add New”
Fill out the report information and begin by dragging and dropping the type(s) of inputs you would like in your form. In this example, the “Checkbox Group” has been added to the form.
Change the items in the form element to customize your report.
Continue to add fields until you are satisfied with your report and click “Add Report Template”, then click the “X” to return to the equipment report page.
Fill out your report information and click “Add Report”.
This will now appear in your action items when your lathe maintenance comes due. In this case, Nov 6, 2016.
This step is for edits you may want to make to equipment types, or if you want to add a maintenance frequency to a calibration tool.
Using the menu on the left-hand side:
Click on “Equipment” to reveal the sub-menu, and then click on “Equipment Manager”.
Click on “Manage Equipment Types” in the bottom-left corner.
Click on “Create New Equipment Type” to add a new equipment type or click on an existing equipment type to update it.
Once you’ve finished creating or updating your equipment type, click “Save Equipment Type”.
This step is optional for all applicable certifications excepting Aerospace for which this step is mandatory.
Using the menu on the left-hand side:
Click on “Equipment” in your menu and then click on the “Equipment Manager” tab that appears.
Click “Create New Equipment”
First create your equipment types by clicking the equipment type arrow and clicking “+Add New”
Name your equipment type and choose how frequently they should be reported on (inspected, calibrated, etc.). The frequency will determine when Isolocity adds report completion to your action items. Click “Create Equipment Type” When finished.
Examples of names would be Lathes, Saws, Ovens, Coffee Makers (where your Equipment names for the “Lathes” group might then be lathe #1, lathe #2, etc.).
Complete your equipment information and click create equipment.
This step is optional for all applicable certifications excepting Aerospace for which this step is mandatory.
Using the menu on the left-hand side:
Click on the “Equipment” sub-menu and then click on “Calibration Manager”.
Click “Create New Calibration”
Click “Create Equipment”
Continue adding calibration tools until your entire calibration inventory has been loaded into Isolocity.
Using the menu on the left-hand side:
Click on the corrective action module.
Click “create new corrective action report”
Click the drop down beside the “Error Code” field and click “+ Add New”
Fill out the error code information and click “Create Error Code”
The screen will return to the corrective action template, continue to add new error codes in the same manner until your complete list of error codes has been logged in Isolocity.
Send your saved documents to your rep and wait for confirmation of their upload
Use our users template to create logins for the people in your organization who will be using this software.
Download Users Upload Template
For a required field (one indicated by a “*”) where there is no content available, use a dash (“-“) to leave empty. Please ensure there are no blank rows in your submission.
Name: The user’s name
Email: The user’s email
Password: The user’s password
Phone: The user’s phone number
Is_active: write 1 if the user is going to be actively using the software, write 2 if the user is no longer planning to use the software or has left the company.
Notes: include any notes about this user, keep in mind this information is accessible by other users.
