Check Module

The Check module is FabHub's dedicated Quality Assurance (QA) and Quality Control (QC) center. It ensures that every item entering your facility (via Purchase Orders), leaving your facility (via Sales Orders), or being built internally (via Manufacturing Orders) meets your organization's required standards.

To accommodate different workflows, the Check module offers two distinct interfaces controlled by a toggle at the top of the screen: the Manager view (a master table for high-level oversight) and the Staff view (a Kanban board for floor-level execution).

The Table (Manager View)

The Manager view displays a master table of all active and historical inspection orders. It is designed for supervisors to monitor the QA pipeline, assign tasks, and track compliance bottlenecks.

Key elements

• Priority: A numerical ranking to dictate which inspections happen first.
• Order Number: The unique identifier for the inspection, prefixed with CO- (Check Order).
• Order Source: Displays the parent order that triggered the inspection, hyperlinked for easy access (e.g., SO-192838, MO-192838, PO-192838).
• Assigned To: The specific QA technician responsible for the inspection.
• Issue & Due Dates: The timeframe for the inspection. Overdue orders are flagged with red text.
• Status: The current stage of the QA process (e.g., 'To be Inspected', 'Complete', 'Cancelled').

Use the filter boxes beneath the column headers to sort the table. For example, a manager can filter the 'Assigned To' column to see all tasks currently assigned to 'John Doe' to balance workloads.

Changing and adding new site

At the top left of the dashboard, you will find the Site dropdown. This allows you to filter the entire board to a specific physical location.

1. Locate the Site dropdown at the top left of the dashboard.
2. Select a specific facility to view only the inspections required at that location.
3. To Add a New Site: Scroll to the bottom of the dropdown list and click + Add new site.
4. An 'Add a new site' modal will appear. Fill in the 'Site Name', 'Legal Name', Address, and Currency.
5. Under 'Site Functions', check the boxes for the modules this site will use (ensure 'Check' is selected) and click Add.

Updating of rank or priority

To help your fulfillment and manufacturing teams know what to work on first, you can easily change the priority of an order directly from the table.

1. Locate the order you want to expedite.
2. Click the dropdown arrow next to the number in the Priority column.
3. Select a new number from the list (1 is highest priority), or click 'Input Rank' to type a specific number.
4. The table will re-sort instantly to reflect the new priority.

Updating of Status

You can progress an order through its lifecycle without opening the full document.

1. Click the 'three dots' icon (⋮) at the far right of the order row.
2. Select 'Update Status' from the menu.
3. An 'Update Status' confirmation modal will appear.
4. Click Continue to apply the change.

Notes

• Hyperlinked Sources: The blue text in the 'Order Source' column is a direct link. If an inspection is stuck, click the source link (e.g., the PO) to quickly see if the vendor actually delivered the goods.
• Manage the Bottleneck: The QA department is often the bottleneck in manufacturing. Managers should sort the table daily by 'Due Date' to ensure finished goods are not sitting in QA purgatory while customers wait.

The Kanban Board (Staff View)

The Staff view transforms the inspection list into a visual, drag-and-drop Kanban board. It is optimized for technicians working on the floor, allowing them to pull tasks and update progress rapidly using tablets or mobile devices.

Key elements

• Columns: Represent the inspection pipeline (e.g., 'Waiting for Inspection', 'In Progress', 'Passed', 'Failed', 'On Hold').
• Cards: Each card represents a single item or batch needing inspection. It displays the item name, the Check Order (CO#), the parent order (PO/SO/MO#), the Due Date, and the Assignee.
• Quick Actions: Cards often feature buttons for immediate tasks, like 'Actions' or 'Create Serial Number/s' for passed items.

Teams should monitor the 'Waiting for Inspection' column. When they are ready to begin, they simply interact with the card representing the physical items in front of them.

Filtering

To avoid a cluttered board, staff should filter the view to see only relevant tasks.

1. Use the Order dropdown at the top left to filter the board to a specific Check Order (CO#).
2. Use the Filter dropdown at the top right to filter by broader statuses like 'All', 'Ready to Make', 'Being Made', or 'Awaiting Inspection'.

Updating of status

There are two ways for staff to update the status of an inspection:

• Drag and Drop: Click and hold the card, then drag it into the next relevant column (e.g., dragging from 'Waiting for Inspection' to 'In Progress').
• Card Menu: Click the 'three dots' icon (...) on the top right of the card to select a specific status.

Notes

• Visual Flags: Train staff to look for the red 'Late' badges on cards. These should always be pulled for inspection first.
• The 'In Progress' Rule: Staff must move a card to the 'In Progress' column the moment they physically touch the item. This signals to managers and the sales team that the inspection has actively begun.
• Segregate Failures: If an item fails inspection, it must be dragged to the 'Failed' column immediately. This ensures the defective item is not accidentally mixed back into the general inventory or shipped to a customer.

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Create Check Order

A Check Order (CO) is your official mandate for quality control. It instructs your floor staff on exactly which items need to be inspected, the quantities expected, and who is responsible for the task. You can build these orders manually for ad-hoc inspections or link them directly to a source transaction (like a Purchase Order or Manufacturing Order) for seamless workflow automation.

Key elements

• Order (Source): A dropdown field to link the inspection to a parent transaction (e.g., PO, MO, SO).
• Assigned To: The specific inspector or QA technician responsible for executing the count and quality check.
• Items Table: The breakdown of what needs to be inspected, including the 'Item' name, 'Quantity', 'Unit', and an individual 'Assigned To' field (useful if different technicians need to inspect different parts of the same order).
• Action Buttons: 'Save Draft' to pause your work, or 'Create Order' to push the task live to the Kanban board.

Create Check Order (From Scratch)

You may need to create a Check Order manually if you are conducting an ad-hoc inspection or a spot check that is not tied to a recent delivery or production run.

1. From the Manager view, click the + Create Check Order button at the top right of the dashboard.
2. The 'Create New Check Order' form will open.
3. Assign a primary QA technician using the Assigned To dropdown.
4. Leave the Order field blank (if you are performing an independent spot check not tied to a specific shipment).
5. Click the + Add Item button beneath the empty table.
6. Select the item you want to inspect from the dropdown list and manually input the 'Quantity'. Repeat this for as many items as needed.
7. Click Create Order. A confirmation modal will appear. Click Continue to finalize and dispatch the order to the Kanban board.

Create Check Order (With Source)

This is the most common and efficient workflow. Linking a Check Order to a source transaction eliminates manual data entry and ensures the QA team inspects exactly what was ordered or built.

1. Click the + Create Check Order button to open the form.
2. Click the Order dropdown menu. This will display a list of active transactions (e.g., PO-12345, MO-67890).
3. Select the relevant source order.
4. Auto-population: The system will instantly pull all the items and expected quantities from that parent order and populate the 'Items' table below.
5. Select the primary inspector using the Assigned To field.
6. (Optional) Use the individual 'Assigned To' dropdowns on the item rows to delegate specific components to different technicians. You can also use the trash can icon to remove an item from the list if it does not require inspection.
7. Click Create Order, review the confirmation modal, and click Continue.

Error handling

To maintain strict quality control records and prevent impossible workflows, the system uses built-in logic to validate your inputs when creating a Check Order.

If you manually input a number in the 'Quantity' column that is too high, the system will block the order creation. A red error banner will appear at the top of the screen stating: 'Error: Item quantity exceeded available amount. Once an item has been selected, max quantity for inspection will be limited to the maximum number of unchecked items.' The invalid 'Quantity' box will also be outlined in red. You must lower the number to the correct maximum before proceeding.

Notes

• Draft State: If you are building a massive inspection list and get interrupted, clicking 'Save Draft' preserves your table without pushing the order to the floor staff.
• Line-Item Delegation: The ability to assign a specific row to a different technician overrides the global 'Assigned To' field for that specific item.

Best Practices

• Always Use a Source When Possible: Train your managers to always use the 'Order' dropdown when receiving goods or finishing production. Manual entry should be reserved strictly for random audits to prevent human error in quantity expectations.
• Remove Unnecessary Items: When auto-populating a Check Order from a massive Purchase Order, delete the rows for items that do not require QA (e.g., standard office supplies or low-risk packaging materials). This keeps the Kanban board clean and focuses the QA team on high-value or critical components.
• Address Errors Immediately: If you encounter a validation error, do not just select a random user or source order to bypass it. Accurate data entry at the creation stage is critical for your QA analytics later.

View Check Order

Once a Check Order is active, viewing the order provides access to its full details, progress, and the specific Quality Assurance (QA) instructions required to complete the task. Managers use this section to monitor overall compliance, while floor staff use it to access their step-by-step inspection procedures.

This view is split into the Form View (accessed via the Manager's table) and the Card View (accessed via the Staff's Kanban board).

Form view (General Information)

The Form View gives managers a comprehensive look at the entire Check Order. It breaks down the global status of the order into individual line items so supervisors can see exactly which parts of an inspection are lagging.

Key elements

• Header Data: Displays the Check Order number (CO#), global status badge, and the Order Source. If linked, the Order Source (e.g., SO-1234-5678-90) is hyperlinked in blue so you can jump directly to the parent transaction.
• Logistics: Shows the overall 'Assigned To' technician, 'Issue Date', and 'Due Date'.
• Items Table: A detailed breakdown of every item needing inspection. It shows the 'Quantity', 'Unit', individual item 'Status' (e.g., 'Awaiting Inspection'), 'Serial Number' (if generated), and the specific technician 'Assigned To' that row.

How to use

1. From the Manager table, click on any Check Order row to open the Form View.
2. Review the Order Source to understand why the inspection is happening (e.g., checking goods received from a PO vs. checking goods before shipping an SO).
3. Monitor the Items table. As staff update their Kanban boards on the floor, the individual 'Status' badges in this table will update in real-time.
4. Use the Actions dropdown at the top to make global changes to the entire order (e.g., cancelling the order).

Related orders

Displays any secondary workflows triggered by this inspection (for example, if an item fails inspection and automatically triggers a rework Manufacturing Order or a Return to Vendor).

Order history

Provides an immutable audit trail showing exactly who created the Check Order, who changed the statuses, and when the inspection was marked complete.

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Card View from Kanban (Inspection Steps)

When a QA technician clicks on a task card from their Kanban board, it opens the Card View pop-up. This modal is the technician's workstation, containing the exact Standard Operating Procedures (SOPs) needed to properly inspect the item.

Key elements

• Item Header: Displays the Item Name, internal ITM#, the linked CO#, the physical Location, and the Due Date.
• Status Dropdown: Located at the top right, allowing the technician to change the item's state (e.g., from 'Waiting for Inspection' to 'In Progress').
• Instruction Steps: Expandable accordion panels (e.g., '1. Sample step name', '2. Sample step name') that break the inspection down into manageable actions.
• Step Details: Inside each expanded step, technicians will find the estimated 'Duration', the 'Cost', detailed text instructions, and reference Media (images/diagrams showing exactly what a passing or failing part looks like).

How to use

1. From the Staff Kanban board, click on an item card.
2. The Card View modal will appear. Verify you have the correct physical item by checking the Header details.
3. Click the Status Dropdown at the top right and change it to In Progress.
4. Click the arrow icon on the first step to expand the instructions.
5. Read the text and click on the reference images to enlarge them. Compare the physical item in your hands against the standard shown in the images.
6. Complete the physical action, close the step, and move on to the next one.
7. Once all steps are complete, update the Status Dropdown to Passed or Failed, then click Close.

Notes

• Data Inheritance: The steps, durations, and images seen in the Card View are pulled directly from the 'Maintenance' or 'Instructions' tabs originally defined when the Item was created in your master database.
• Granular Tracking: A single Check Order can contain 10 items. Five can be 'Passed', three 'Failed', and two 'In Progress'. The Form View table allows managers to see this granular breakdown, while the Kanban board handles the individual cards.

Best Practices

• Rely on Visuals: Technicians should always reference the uploaded images in the Card View steps. Human memory is fallible; comparing a physical weld or circuit board against an approved reference photo drastically reduces QA errors.
• Update Status Instantly: Technicians must change the status to 'In Progress' the exact moment they open the Card View. This locks the task and prevents other QA staff from duplicating the effort.
• Use the Source Links: If an item fails inspection due to poor packaging, managers should use the 'Order Source' hyperlink in the Form View to jump back to the original Purchase Order and flag the vendor.

Create Serial Number

For high-value products, electronic components, or heavily regulated materials, end-to-end traceability is crucial. The Check module allows you to automatically generate unique Serial Numbers for items, but only after they have successfully passed quality control. This ensures that only verified, quality-approved items are serialized and moved into your active inventory or shipped to customers.

Key elements

• Create Serial Number/s Button: A dedicated action button that appears exclusively on item cards sitting in the 'Passed Inspection' column on the Staff Kanban board.
• Registered Badge: A visual indicator replacing the creation button once the system has successfully generated the serial numbers.
• Serial Number Column (Manager View): A tracking column in the Manager's Form View that displays the serialization status of each line item (e.g., 'Waiting' or 'Registered').

How to use

Serialization is typically executed by the floor staff immediately after finishing their QA checks.

1. From the Staff Kanban board, ensure the item has successfully passed its QA checks and the card has been moved to the Passed Inspection column.
2. Once the card is in the 'Passed' column, a Create Serial Number/s button will appear directly on the face of the card.
3. Click the Create Serial Number/s button.
4. The system will automatically generate unique identifiers for the exact quantity of items on that card.
5. A green success banner will appear at the top of the screen stating: 'Serial number/s has been created for [Item Name]'.
6. The action button on the card will transform into a grey, unclickable Registered badge, confirming the action is complete.
7. (Manager Verification): Managers viewing the Check Order Form View will instantly see the 'Serial Number' column for that row change from 'Waiting' to a green 'Registered' badge.

Notes

• Gated Action: You cannot create a serial number for an item that is 'In Progress', 'On Hold', or 'Failed'. The system intentionally gates this button to the 'Passed Inspection' column to prevent defective items from entering your serialized inventory ledger.
• Bulk Generation: If the card represents a quantity of 50 units, clicking the button once will generate 50 distinct serial numbers in the backend database tied to that specific lot.

Best Practices

• Label Immediately: Train floor staff to physically tag, engrave, or sticker the items with their new serial numbers the exact moment they click the button. Delaying the physical labeling creates a high risk of mixing up serialized batches.
• Audit the 'Waiting' Status: Managers should regularly review the 'Serial Number' column in the Form View. If an item has a status of 'Completed' but the serial number column still says 'Waiting', it means the floor staff forgot to click the generation button before putting the item away.
• Reserve for High-Value Goods: Do not mandate serialization for every single item in your facility (like basic screws or packaging). Reserve this feature for complex assemblies, expensive electronics, or products requiring warranty tracking to avoid overwhelming the QA team.

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Related modules

• Buy - Purchase Orders feed received goods into Check.
• Sell - Sales Orders trigger pre-shipment inspections.
• Make - Manufacturing Orders generate post-production checks.
• Items - The 'Maintenance' / 'Instructions' tabs on each item populate the Card View inspection steps.