eSource Checklists Setup
Checklists are used to provide your suppliers with inspection guidelines. Only users with the "Administrator" eSource role can create a checklist or update its questions.
Checklists configured through this page will be applied to a supplier's inspection record if it matches the selected criteria. If multiple checklists are applicable, then all of them will appear on the inspection record.
After selecting a category and choosing other necessary criteria (e.g., an applicable Part Number or Supplier), you can click the Add Question button to insert new questions into the checklist.
Two different types of questions -- Freeform and Multiple Choice -- can be added to checklist. If "Multiple Choice" is selected, then you must also choose at least one Passing Answer. Additional answers can be added by clicking the down-arrow icon next to any of the question's Answer fields.
Passing Answer - Used to denote the answer(s) expected for a Question. An Inspection Record may be subject to manual review if a non-Passing answer is selected.
Document Required - If marked, a Document must be attached to this question on the supplier's inspection record before the IR can be submitted. Select a document Category from the provided field.
If Answer Is / Skip To - Choose what the checklist's next question will be, depending on the answer provided to this question.
Toggle between Edit Mode and Preview Mode to view your finished checklist..