Skip to main content
How Can We Help?
← All Topics
Print

Adding a New Template

Step #1

Click here to create a Template/Specification


Step #2

Click here to create Template.


Step #3

Enter a name for your Template or click “Copy Existing” to edit an existing Template.


Step #4

Enter an ID/Number for your Template.


Step #5

Select what this template will be used for: “Equipment” or “Part or Activity”


Step #6

Select a “Product Number” from the existing list of products or Click “Product” or “Activity” to add a new product/activity that you want to be linked to this list.


Step #7

Note:


Step #8

Attach files relevant to the Template (Optional).


Step #9

Enter “Revision Level” (Optional).


Step #10

Enter “Revision Date” (Optional).


Step #11

Enter any Notes here


Step #12

Edit your copied characteristics to match the new specification lists’ needs.


Step #13

Enter additional characteristics for this specification list.


Step #14

Select whether you want this characteristic to be optional during the inspection.


Step #15

Choose whether a signature is required for the completion of this step in the inspection.


Step #16

Hover over this box and a pencil will appear. Clicking on it will allow you change the name of the titles of this template.


Step #17

Enter the “Characteristic” you want to measure or observe.


Step #18

Note:


Step #19

Enter the “Operation”


Step #20

Note:


Step #21

Enter the “Quantity” or “Nominal Dimensions”.


Step #22

Select the “Unit” of measure for this characteristic.


Step #23

This is the “Tolerance” for this characteristic.


Step #24

Select the “Inspection Method” (Optional).


Step #25

Choose a piece of “Equipment” (Optional).


Step #26

Click “Save”.


Step #27

Note:


Step #28

Click “Download Template” to download the specifications list template.


Step #29

Complete the same steps for the next characteristics you want to add to this list.


Step #30

Click here to “Add New Template”.


Step #31

Click here to add Authorized Users


Step #32

Click Approve


Step #33

Enter Password


Step #34

Click Continue