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Overview

Knowlix Quality helps manufacturing and warehouse teams systematically inspect products and resolve defects before they reach customers. Quality control points trigger automatic inspections at defined intervals, quality checks prompt employees to verify product standards during operations, and quality alerts communicate issues to the responsible team for corrective action. Key features:
  • Quality control points (QCPs) with automatic check generation
  • Multiple check types: Instructions, Pass/Fail, Measure, Take a Picture, Worksheet
  • Quality alerts with corrective and preventive action tracking
  • Failure locations for routing defective product to quarantine areas
  • Integration with manufacturing orders, inventory operations, and Shop Floor
  • Configurable check frequency and scope per operation

Quality Control Points

Quality control points define when and how inspections occur. Each QCP watches a specific operation and automatically creates quality checks when conditions are met. Navigate to Quality > Quality Control > Control Points and click New.

QCP Configuration

  • Title - a descriptive name making the QCP easily identifiable
  • Products - which products trigger this QCP; leave blank to apply to all products
  • Product Categories - apply the QCP to all products in a category
  • Operations - the operation type that triggers the check (Manufacturing, Receipts, Deliveries, etc.)
  • Work Order Operation - for manufacturing operations only; targets a specific work order step instead of the entire production order
  • Control Per - when checks are generated:
    • Operation - one check for the entire operation
    • Product - one check per unique product within the operation
    • Quantity - one check per quantity batch; enable Partial Transfer Test to apply only to a percentage of units
  • Control Frequency - how often checks are created:
    • All - every time the operation occurs
    • Randomly - a specified percentage of operations are sampled
    • Periodically - once per defined interval (days, weeks, or months)
  • Type - the inspection method (see Check Types below)
  • Team - the quality team responsible for managing checks created by this QCP
  • Responsible - a specific team member assigned to this QCP
  • Step Document - where instruction materials are located: Specific Page of Operation Worksheet or Custom (uploaded directly to the Instructions tab)
Failure on Instructions tab: Detail what the employee should do if the check fails, such as creating a quality alert or escalating to a supervisor. Notes tab: Internal context about why this QCP was created. Not visible to employees processing checks.

Check Types

Instructions

Provides written directions for completing the check. The employee reads the instructions, performs the action, then marks the check as Passed or Failed. Use this type for process confirmations where the outcome is judgment-based (verifying packaging integrity, checking assembly order, confirming labels are applied).

Pass / Fail

Defines a binary criterion that the product must meet. The employee evaluates the product against the stated criteria and clicks Pass or Fail.

Measure

Requires recording a numerical measurement. The QCP specifies a Norm (target value) and Tolerance (acceptable range). The check passes when the recorded value falls within the tolerance band. Configure on the QCP form:
  • Norm - the ideal measurement value and unit
  • Tolerance: From / To - the minimum and maximum acceptable values
Employees enter the measured value during processing. If the value is outside tolerance, the check fails automatically.

Take a Picture

Requires uploading a photograph before the check can be completed. Used for visual documentation of product condition, packaging, or labeling at a specific stage of production or delivery.

Worksheet

Requires filling out a structured quality form before completing the check. Select a Quality Worksheet Template from the Template field. A copy of the worksheet is created for each check instance. Create worksheet templates at Quality > Configuration > Quality Worksheet Templates.

Spreadsheet

Similar to Worksheet but uses a spreadsheet format. Select a Quality Spreadsheet Template from the Template field.

Quality Checks

Quality checks are individual inspections tied to specific operations or orders. They are most commonly generated automatically by QCPs, but can also be created manually for ad-hoc inspections.

Manual Quality Check

Navigate to Quality > Quality Control > Quality Checks and click New.
  • Control Per - Operation, Product, or Quantity
  • Picking - the inventory operation this check applies to
  • Production Order - the manufacturing order this check applies to
  • Control Point - optionally associate this manual check with an existing QCP
  • Type - the inspection method
  • Team - the quality team responsible
Complete the instructions in the Notes tab and click Pass or Fail to record the result immediately, or save for later processing.

Processing Checks from the Order

Open any manufacturing order or inventory operation where a check is required. A purple Quality Checks button appears at the top. Click it to open the Quality Check popup, which lists all pending inspections for that order. For Pass/Fail checks, click Pass or Fail at the bottom of the popup. For all other check types (Instructions, Measure, Take a Picture), follow the instructions in the popup and click Validate to complete.

Processing Checks in Shop Floor

Quality checks linked to specific work order operations must be completed in Shop Floor. Navigate to the manufacturing order, open the work order, and click Open Shop Floor. Process the order steps until reaching the quality check step. Click the step to open the inspection popup, complete the requirements, and click Validate (or Pass / Fail for binary checks). Alternatively, click the checkbox on the step’s line to mark it as Passed automatically.

After a Failed Check

When a check fails during an inventory or manufacturing operation, a Quality Alert button appears at the top of the order. Click it to open a new quality alert form pre-filled with the relevant order details. Completing the alert notifies the responsible quality team.

Quality Alerts

Quality alerts communicate product defects and issues to quality teams, track corrective measures, and document preventive actions.

Creating an Alert

From the Quality module: Navigate to Quality > Quality Control > Quality Alerts and click New. From a manufacturing order: Click the Quality Alert button at the top of any MO that has a quality check configured. From an inventory order: Click the Quality Alert button on receipt, delivery, or other inventory orders where a check was requested. The gear icon also provides a Quality Alert option on orders without an active check button. From Shop Floor: On any work order card, click the three-dot menu and select Create a Quality Alert.

Alert Form

  • Title - a short description of the quality issue
  • Product / Product Variant - the affected item
  • Work Center - where the issue was observed
  • Picking - the inventory order associated with the issue
  • Team - the quality team responsible for resolution
  • Responsible - the specific team member assigned
  • Tags - categorization labels
  • Root Cause - the known or suspected cause
  • Priority - one to three stars; higher priority alerts appear at the top of the Kanban board
Tabs:
  • Description - detailed account of the issue
  • Corrective Actions - immediate steps to fix the problem
  • Preventive Actions - changes to prevent recurrence
  • Miscellaneous - vendor, company (multi-company environments), and assignment date

Managing Alerts

All alerts are visible at Quality > Quality Control > Quality Alerts in a Kanban board organized by review stage. Move alerts between stages by dragging cards or clicking the stage indicator on the alert form. Create alerts directly in a specific stage by clicking the + button next to the stage name.

Failure Locations

Failure locations route defective products to designated quarantine areas when they fail a quality check, keeping failed stock separate from good inventory.

Enabling Failure Locations

Enable Storage Locations at Inventory > Configuration > Settings under the Warehouses section. Failure locations work best for storable products (products with tracked inventory counts).

Configuring a QCP with a Failure Location

Open a QCP at Quality > Quality Control > Control Points and set Control Per to Quantity. A Failure Locations field appears. Select one or more locations where failed products should be sent, or create new locations by typing a name and selecting Create.

Processing a Failed Check with a Failure Location

When a quality check fails on an inventory order:
  1. Open the order and click Quality Checks.
  2. Click Fail at the bottom of the popup.
  3. In the Quality Check Failed dialog, enter the quantity that failed.
  4. Select the failure location from the Failure Location field.
  5. Click Confirm.
  6. Click Validate on the order.
Passing products go to their normal storage location. Failed products go to the selected failure location.

Viewing Failure Location Stock

Navigate to Inventory > Configuration > Locations, select the failure location, and click the Current Stock smart button to see all products quarantined there with their quantities.

Best Practices

Configure QCPs to trigger at incoming receipts for supplier-provided components before they enter production. Use Measure checks for precision parts with tight tolerance requirements and Pass/Fail checks for binary assessments like packaging completeness. Set the Failure on Instructions tab to always prompt employees to create a quality alert, ensuring no failed check goes unresolved. Review quality alerts weekly and track which root causes are recurring to identify systemic problems. Use failure locations to physically isolate quarantined stock rather than just recording failures in the system, preventing mixing of good and defective inventory. Your Knowlix: “Show me all failed quality checks from this week” or “Which products have the highest quality alert rate this month?” or “List all open quality alerts assigned to the production team” or “How many quality checks are pending for today’s manufacturing orders?” or “Which quality control points are configured for the Assembly operation?” or “Show me all products currently in the quarantine failure location” or “Create a quality alert for a batch of components that failed dimensional inspection”