Add, modify, and review inspection test records

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Add, modify, and review inspection test records

In the Test Records dialog box, you can run inspection tests and follow-up tests, or modify and view the existing inspection test records. You can also create reports that allow you to review if the inspection tests have been successful or not.

To access the Test Records dialog box, do the following:
  1. In the Production Control dialog box, click the Production Control ribbon tab.

  2. On the menu, select Review > Inspection Test Records.

The Test Records dialog box opens, displaying all existing inspection test records.

If you need to modify the setups of inspection tests, see Modify the setup of an inspection test.

Add a new inspection test record

  1. At the bottom of the dialog box, click Run Test.
  2. Click the arrow on the right side of the Test Type, Category, and Test Title fields, and select suitable options in the lists.
    The preloaded test types are:
    • Assembly: the test subject is an assembly or a part flagged for piece tracking in a production control job.

    • Employee: the test subject is a Tekla EPM user.

    • Environmental: a general test without a subject.

    • Equipment: a general test without a subject.

    • Fitting: a general test without a subject.

    • General: a general test without a subject.

    • Load: the test subject is a shipping load in a production control job.

    • Part: the test subject is a part in a production control job.

    • Training: a general test without a subject.

  3. Click OK.
  4. To determine the test subject, in the Test Subject section of the New Inspection Test Record dialog box, do the following:
    1. Click the arrows on the right side of the available fields and select suitable options in the lists.
    2. Type values in the fields.
  5. Define the inspection test record properties by using the available lists and fields.

    The mandatory fields and lists depend on the test type that you selected.

  6. If you want to save the same properties for the next records you add, select the Carry Over check box in the lower-left corner.

    Note that if you close the New Inspection Test Record dialog box, you can no longer use the properties of the latest inspection test record you added.

  7. Click Save.

The new inspection test record is added to the Test Records dialog box.

Filter inspection test records

  1. At the top of the dialog box, click Set Filters.
  2. In the Test Record Filters dialog box, do any of the following:
    • On the Test Record and Test Subject tabs, click the available filter buttons, and click the arrow buttons to move the values that you want to display to the Included list.
    • Click the Test Date button, click the arrows on the right side of the minimum and maximum date lists, and select dates in the calendars.

      If necessary, you can also create an expression for the date.

    • On the Field Filters tab, click Add Field Filter, and click the arrow buttons to move the fields that you want to display at the top of the Test Records dialog box to the Included list.
  3. Click OK.
  4. Click Apply Filter.

The Test Records dialog box now only displays the information that you selected.

Run a follow-up test

To record a follow-up test for a failed test record, do the following:

  1. Click the inspection test record for which you want to add a follow-up test.
  2. Click Run Follow-Up Test.
  3. In the New Inspection Test Record dialog box, modify the test properties.
  4. Click Save.

The follow-up test is added to the list in the Test Records dialog box.

Modify an inspection test record

  1. Click the inspection test record that you want to modify in the list.
  2. At the bottom of the dialog box, click Inspection Test Properties.
  3. Modify the inspection test properties according to your needs.
  4. Click Save to update the properties.

View, print, and export inspection test reports

You can create various reports based on inspection tests. You can check if the inspection tests have been successful and find the problems by creating reports by worker, parts, assemblies, sequence, location, test, categories and sub-categories.

  1. In the Test Records dialog box, click the Test Records ribbon tab.
  2. On the menu, select Reports, or press Ctrl+R on the keyboard.
  3. In the Report Selection dialog box, click the report that you want to create.
  4. According to your needs, do any of the following:

    Option

    Description

    View the report

    • In the Report Selection dialog box, click View.

    The report opens in Tekla EPM Report Viewer.

    You can use the Email Excel and Email PDF buttons at the top of the Tekla EPM Report Viewer window to email the report via Microsoft Outlook.

    Print the report

    1. In the Report Selection dialog box, change the number of the printed copies by clicking the + and - buttons.

    2. Click Print.

    3. In the confirmation dialog box, click Yes to print the selected report.

    4. In the Select Printer dialog box, click a printer to select it.

    5. Click OK.

    Export the report

    1. In the Report Selection dialog box, click Export.

    2. In the Export Format list, select an export format.

    3. Click Browse.

    4. Browse to the location where you want to save the exported file, and click Save.

    5. Modify the file name according to your needs.

    6. To attach the exported file to a Microsoft Outlook email and send it to a recipient, select the Attach to Email check box.

    7. To open the file after exporting it, select the Open Exported Document check box.

    8. In the Report Selection dialog box, click Export.

  5. To close the dialog box, click the Close button (X) in the upper-right corner.
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