Set up the quality control users and teams

Every quality control check is assigned to a team, and a user's access to a check follows from that team. Tomato intake needs two kinds of user: a quality control manager who oversees all inspections, and an inspector who performs the intake checks and only needs the work assigned to them.

Create the team first, then the users, then the membership that links them. A user can only be assigned to a team that already exists, and only users who exist in the quality control user setup appear in the membership matrix.

Create the intake team

1. Select the Search icon , enter Quality Control Teams, and then choose the related link.
2. On the action bar, select New.
3. Fill in the Code and Description fields.

Create the following team.

Code	Description
INTAKE	Intake Team

Later in this walkthrough, INTAKE is the team named on the tomato intake trigger, so that every check raised for an incoming delivery is assigned to this team. For more information, see Quality control teams.

Add the quality control users

A user must be listed on the Quality Control User Setup page to work with quality control at all. A user who is neither a quality control manager nor a member of any team cannot create, modify, or delete quality control checks or actions — the attempt stops with a message stating that you must be a quality control manager or a team member.

1. Select the Search icon , enter Quality Control User Setup, and then choose the related link.
2. On the action bar, select New.
3. In the User ID field, select the Business Central user. The Description field fills in with the user's full name from the user record.
4. Select the Quality Control Manager checkbox if the user oversees quality control.
5. Repeat for the second user.

Create the following two users.

User	Quality Control Manager	Access this grants
The quality control manager, or the system administrator standing in for that role	Selected	Every quality control check and action, whichever team it is assigned to
The inspector who performs the intake checks	Cleared	Only the checks and actions assigned to a team the user belongs to

For more information, see Quality control users.

Assign the inspector to the intake team

1. Select the Search icon , enter Quality Control Team Members Matrix, and then choose the related link.
2. Find the row for the inspector.
3. Select the checkbox in the INTAKE column.

Each row in the matrix is a quality control user and each column is a team, so the checkbox at the intersection is the membership. The matrix shows five teams at a time; use Previous Column and Next Column to reach the rest. For more information, see Quality control team member matrix.

The manager does not need to be a member of INTAKE. The Quality Control Manager checkbox already grants access to every check, regardless of the team it is assigned to. Add the manager to the team as well only if you want them treated as an ordinary member of it.

Removing a user from the Quality Control User Setup page also removes all of their team memberships.

Next step: Create the question categories