Modify the setup of an inspection test

Tekla EPM
2021
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Modify the setup of an inspection test

In the Inspection Test Setup dialog box, you can modify the testing requirements that the inspector will use for each test.

To access the Inspection Test Setup dialog box, do the following:

  • At the bottom of the Test Records dialog box dialog box, click Inspection Test Properties.

To modify the testing requirements, do all of the following:

1. Modify the test properties

  1. At the top of the Inspection Test Setup dialog box, modify the test properties according to your needs.
  2. Click the arrow on the right side of Test Type field, and select the test type in the list.
    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. Type a unique title for the test.

    The title is automatically copied to the Category field.

  4. In the Category field, do one of the following:
    1. To create a new category, type the category name in the Category field.
    2. To use an existing category, click the arrow on the right side of the Category field, and select an existing category in the list.

    Categories are used to group similar tests together. For example, if you have several weld tests, you can set the category to Weld for all of the tests to make it easier to filter that group of tests.

  5. Click the arrow on the right side of Production Station field, and select the production station that will be marked as completed when a successful or passed test record is added.

    Note that the Production Station option is only available if the test type is set to Assembly.

  6. If you only want main members to be used as test subjects, select the Main Members Only check box.

    Note that the Main Members Only check box is only available if the test type is set to Assembly.

  7. In the Notes field, type any instructions for performing the test, or other applicable notes.

    The text in the Notes field will be displayed when you add a new test record.

  8. Click Save Inspection Test to save the test setup.

2. Add new fields

  1. In the Test Fields section of the Inspection Test Setup dialog box, click New Field.
  2. In the Field Name field of the Inspection Test Field Setup dialog box, type the field name used in the test definition.
  3. In the Title field, type the title of the field used in the New Inspection Test Record dialog box.
  4. In the Abbreviation field, type the text used in the column header of the Test Records dialog box.
  5. In the Notes field, add any additional text or instructions regarding the field.
  6. Click the arrow on the right side of Field Type field and select a suitable option:
    • Boolean and Numeric are test types that require you to set pass and fail criteria settings.
    • Date, Text, Memo, and Drop-Down are test information options that you can apply to the test types.
  7. In the Number of Instances field, type the number of times the field will be presented to the user when running the test.
  8. In the Maximum Number of Instances field, type the maximum number of times the field can be entered when running a test.

    If the value in Maximum Number of Instances is greater than the value in Number of Instances, the user will have the option of adding additional instances up to the maximum value.

  9. If you only want the field to be used in follow-up test records, select the Only for Follow-Up Test check box.

    For example, you can add a field whose type is Memo with the Only for Follow-Up Test check box selected. This way, the inspector could type the corrective action that was required to fix the problem in the field.

  10. Click the different field type tabs in the middle of the dialog box to modify their settings:
    1. On the Boolean tab, select if entering information in the field will indicate a failure or create a warning.
    2. On the Numeric tab, select the minimum and maximum values that may indicate a failure or create a warning, define the minimum and maximum number of decimal places, define a prefix or a suffix for the units of measure, and select if entering information in the field is mandatory.
    3. On the Date tab, select if entering information in the date field is mandatory.
    4. On the Text tab, select if entering information in the text field is mandatory.
    5. On the Memo tab, select if entering information in the memo field is mandatory.
    6. On the Drop-Down tab, select if the information is restricted to a list of pre-defined options, if you want to use an existing data set as available options, if the available options depend on another list, or if entering information in the field is mandatory.

      You can also add new options for the list, or modify or delete the available options.

  11. Click Save Field.

The field is added to the inspection test.

Repeat the process to create all necessary fields.

3. Modify, move, or delete fields

In the Test Fields section of the Inspection Test Setup dialog box, do any of the following according to your needs:

To

Do this

Modify an existing field

  1. In the list, click the field that you want to modify.

  2. Click Properties.

  3. In the Inspection Test Field Setup dialog box, modify the field properties:
    1. In the Field Name field, modify the field name used in the test definition.

    2. In the Title field, modify the title of the field used in the New Inspection Test Record dialog box.

    3. In the field, type the text used in the column header of the Test Records dialog box.

    4. In the Notes field, modify any additional text or instructions regarding the field.

  4. Click the arrow on the right side of Field Type field and select a suitable option:
    • Boolean and Numeric are test types that require you to set pass and fail criteria settings.

    • Date, Text, Memo, and Drop-Down are test information options that you can apply to the test types.

  5. Click the different tabs in the middle of the dialog box, and adjust the settings according to your needs.

  6. Click Save Field.

Move a field up or down

  1. In the list, click the field whose position you want to change.

  2. Click the Move Up and Move Down buttons to change the location of the field.

Delete a field from the test setup

Note that deleting a field from the test setup is permanent and cannot be undone.

  1. In the list, click the field that you want to delete.

  2. Click Delete.

  3. In the confirmation dialog box, click Yes to permanently delete the field from the test setup.

4. Save the test and run a sample inspection test

When you have modified all necessary settings of the inspection test, save the test and run a sample test by adding a test record. You can later delete the sample test record.

  1. Click Save Inspection Test.
  2. In the Test Records dialog box, add a new test record by clicking Run Test.

    For more information on adding a test record, see Add, modify, and review inspection test records.

  3. Ensure that the test works as intended.

    If the test does not work as intended, you can correct the errors by further modifying the setup.

  4. Click Save.
  5. To delete the sample test, do the following:
    1. Select the sample test in the list.
    2. Click Test Record Details.
    3. Click Delete.
    4. In the confirmation dialog box, click Yes.
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