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Create Checklists - Attach ITP to Lots

 

Once you have set up your ITP register and created a Work Lot, you can proceed to link your ITP to the Lot which will create a Checklist for the Lot.  

There are two ways to attach an ITP to a Lot:

  • From the Lot Register
  • From the Checklist Register

Tutorial Video 

 

Instructions: 

Method 1: From the Lot Register

1. Under Quality Assurance, select “Lot Register”

Attach_ITP_to_Lot_1.1.png

 

2. Select the Lot by clicking on it.

On the right panel, click on the “Related Items” icon.

Under “Checklists”, click on the + sign.

Attach_ITP_to_Lot_1.2.png

 

3. Click on the circled + sign of the ITP to attach. Click “Save”.

Attach_ITP_to_Lot_1.3.png

 

4. The attached ITP can now be viewed under “Checklists” (ensure the relevant Lot is selected).

(Note: You can also unlink the ITP here by clicking on the No_Link_Icon.png icon next to it.)

Attach_ITP_to_Lot_1.4.png

 

Method 2: From the Checklist Register

 1. Under Quality Assurance, select “Checklists”

Attach_ITP_to_Lot_2.1.png

 

2. Click on “Add Checklist”

Attach_ITP_to_Lot_2.2.png

 

3. Select from the dropdown lists:

  • Lot Number
  • ITP

    Click “Create”.

Attach_ITP_to_Lot_2.3.png

 

4a. Click on the “Printer” icon to download or print the checklist .

Attach_ITP_to_Lot_2.4.png

4b. Click on 'Report Options' to access the options to customize your report. 

Create Checklists - 4b.jpg

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