Setup

Before you create quality control checks, you must configure the supporting setup data that defines who performs checks, what they measure, how results are evaluated, and what happens when results fail.

The following table lists the setup pages required to get started.

Page	Description
Manage permission sets	Assign the permission sets that grant users access to quality control features.
Set up quality control	Configure global defaults, number series, and posting behavior for quality control.
Quality control users	Register the users who perform quality control activities.
Quality control teams	Group users into teams that can be assigned to quality control work.
Quality control team member matrix	Map users to teams and define each member's role within a team.
Quality control units of measure	Define the units of measure used when recording quality control results.
Quality control options and values	Define the reusable option sets that drive answer choices on questions.
Quality control questions	Create the questions that appear on quality control checks.
Quality control equipment	Register the equipment used to perform quality control measurements.
Quality control action plan	Define the corrective actions that run when a quality control result fails.
Set up quality control plans	Build the quality control plans that group questions, targets, and action plans.
Set up quality control triggers	Define the conditions that automatically create quality control checks.
Quality control categories	Categorize questions to support reporting and filtering.
Quality control scores	Configure scoring so that results can be evaluated against a weighted scale.
Migration from Aptean Quality Control (Power App)	Migrate configuration and historical data from the Power App version of Aptean Quality Control.