Quality control scores

You can set up quality score codes to standardize the score values used across your quality control plans. Score codes are defined once on the QC Score Codes page and selected from a validated lookup when configuring scores on a plan. Each score code can include a color and icon for visual identification, as well as default values for the check result and inspection status.

Set up QC score codes

Before assigning scores to a quality control plan, set up the score codes that your organization uses.

1. Select the Search icon , enter QC Score Codes, and then choose the related link.
   The QC Score Codes page opens.

2. On the action bar, select New.
   The QC Score Code page opens.

3. On the General FastTab, enter the required information in the following fields:

   Field	Description
   Code	Enter a unique identifier for the score code (up to 50 characters).
   Description	Enter a user-friendly name for the score code.
   Color	Select a color for visual identification of the score in Business Central and in the Aptean Quality Control app. The available options are Red, Orange, Yellow, Light Green, Green, Blue, Gray, Black, Teal, Lime, Purple, and Magenta. When blank, the score displays in light blue in the Aptean Quality Control app.
   Score Icon	Specifies the icon image for this score code. It is displayed on the Quality Control Check, Quality Control Checks, Posted Quality Control Check, and Posted Quality Control Checks pages.
   Blocked	Prevents this score code from being used in new quality control plans.

4. On the Defaults FastTab, enter the required information in the following fields:

   Field	Description
   Default Check Result	Select the check result automatically applied when this score code is selected on a quality control plan. The available options are Pass and Fail.
   Default Inspection Status	Select or enter the inspection status automatically applied when this score code is selected on a quality control plan.

   Default values auto-populate when the score code is selected on a quality control plan but can be overridden per plan.

5. Repeat steps 2–4 for each score code your organization uses.

A score code cannot be deleted if it is used by one or more quality control plans. To stop a score code from being used in new plans, select the Blocked checkbox on the QC Score Code page instead.

Add default score codes

To quickly set up a standard set of score codes, select Create Default Score Codes action on the QC Score Codes page. This action creates four score codes — Pass, Fail, Conditional, and Pending — each pre-configured with a default color and icon.

The system may prompt you to temporarily enable HTTP requests so the score code icons can be downloaded.

For example, after selecting Create Default Score Codes action, the following score codes are created:

Code/Description	Color
Pass	Green
Fail	Red
Conditional	Orange
Pending	Blue

You can edit any of these codes to adjust the color, icon, or default values to match your organization's standards.

View plans using a score code

On the QC Score Codes page, the Plans Using This Score count is displayed in the FactBox. Select the count to drill down into the plans referencing that score code, or select Show Plans Using This Score on the action bar to view all quality control plans that reference it.

Migration from free-text scores

When upgrading from a version that used free-text score values, existing scores are automatically migrated to the QC Score Codes setup table during installation. The Score Code field is populated on all existing quality control plan score records. The original Score field is preserved for backward compatibility.

Assign scores to a quality control plan

You can assign score codes for quality control plans and create quality control checks based on them. Follow the steps below.

1. On the Quality Control Plan page, on the action bar, select Scoring.
   The Quality Control Scores page opens.

   The Status field value on the General FastTab of the Quality Control Plan page must be set to New or Inactive.

2. In the Score Code field, select a value from the lookup. The lookup displays all active (non-blocked) score codes from the QC Score Codes setup table. When a score code is selected, the Check Result and Inspection Status field values auto-populate from the setup table defaults if defined.

3. In the Check Result field, select Pass or Fail if you want to override the default value.

4. Select the next line to enter a new score code, then fill in the required fields.

It is not mandatory to fill in the Lot Attribute Name, Lot Attribute Value, and Inspection Status field values.

You can further assign score criteria for each score. Criteria are used to determine the score of a quality control check. Follow the steps below.

5. On the Quality Control Scores page, on the action bar, select Criteria. The Score Criteria page opens.

6. In the Criteria Type field, select Question or Category.

7. In the Criteria field, select the AssistEdit button to select a value.

When you select Question in the Criteria Type field, a quality control question included in the quality control plan is selected as the criteria. If you select Category in the Criteria Type field, the criteria must be a quality control question category used for a quality control question in the quality control plan.

8. In the Calculation field, select a value.

   Calculation	Description
   FAIL RATE	Percentage of all instances of a question in the category failed.
   SUM	Sum of all questions in the category — should be a simple sum or total of values.
   AVG	Average of all questions in the category — should be a weighted average or sample size considered.
   MIN	Minimum of all questions in the category.
   MAX	Maximum of all questions in the category.
   PERCENT SAMPLE	Percentage of all instances of a question in the category sample size.

9. In the Equality field, select a value.

10. In the Value field, enter a value.

Option-type quality control questions must use the FAIL RATE calculation — SUM, AVG, MIN, MAX, and PERCENT SAMPLE require numeric answers and are not supported for option-type questions. FAIL RATE itself can be used with any question type that produces a Pass or Fail result. The criteria is deleted when you delete the specific quality control score.

Quality control check score evaluation

Once you assign criteria for quality control scores, follow the steps below to create quality control checks with the scores.

1. On the Quality Control Check page, on the Lines FastTab, in the Answer field, enter a value for the quality control question.

2. On the action bar, choose Score. The quality control check score result is displayed in the Score field on the General FastTab and you cannot make any further changes to the document. You can remove the scores by selecting Score > Clear Scores and then add new answers to the quality control questions.

   If there are no criteria set for the quality control scores, the first score without criteria is used for the quality control check. Arrange scores from the most favorable at the start of the sequence to the least favorable at the end.

3. On the action bar, select Post.

   You can directly post the quality control check by skipping scoring. When you choose the Post action, a dialog opens to confirm whether you want to score the quality control check and post it. If you choose to proceed, the score value is automatically updated in the Score field on the General FastTab. Select the score value to view the scoring criteria.

• When a quality control check is posted with a lot number and a quality control score exists with the Lot Attribute Name, Lot Attribute Value, and Inspection Status field values, the following information can be found on the Lot No. Information Card page.
• The Inspected Status Code field on the General FastTab displays the value of the Inspection Status field on the Quality Control Scores page.
• The Lot Attributes FastTab displays the values set in the Lot Attribute Value and Inspection Status fields on the Quality Control Scores page.

When printing the posted quality control check from the Posted Quality Control Check page by selecting Print > Print Document from the action bar, the document displays the quality control score results, values, and criteria set for the quality control check in the Scoring group.

The system evaluates scores in sequence, starting from the first. It assigns the first score that meets all the criteria. If no criteria are met, it continues to evaluate the next scores in order. The last score typically has no criteria and acts as the default.

For example, the following table illustrates a scoring setup based on the Condition lot attribute.

Sequence	Score code	Check result	Lot attribute name	Lot attribute value	Inspection status
10	A	Pass	Condition	A – Excellent	RELEASED
20	B	Pass	Condition	B – Good	RELEASED
30	C	Pass	Condition	C – OK	RELEASED
40	D	Pass	Condition	D – Bad	CAUTION
50	F	Fail	Condition	F – Unsellable	QC BLOCKED

Criteria for score A

To receive a score of A, all the following conditions must be true.

• Defect category fail rate ≤ 5%
  • For example, if there are 20 questions categorized as DEFECT, no more than 1 failure is allowed.
    • 0 failures = 0% fail rate → Pass
    • 1 failure = 5% fail rate → Pass
    • 2 failures = 10% fail rate → Fail
• TEMP question average between 30 and 40
  • All answers to the TEMP question are averaged.
  • The average must be ≥ 30 and ≤ 40. If either condition fails, the system skips score A and checks whether the criteria for score B are met. The system continues down the list until a valid match is found.