Managing Inspection Checklists

Customizing Checklists

Objective

After completing this lesson, you will be able to customize inspection checklists

Inspection Checklist Customizing

LDM Settings

The image displays a list of settings categorized under two main headings: LDM Settings and PM Settings. Under LDM Settings, there's one bullet point: Define DMS Document Types. Under PM Settings, there are four bullet points: Configure Order Types, Configure Checklists for Maintenance Order Types and Planning Plants,, Define Checklist Types and Define Shop Papers, Forms, and Output Program.
Define DMS Document Types
That are relevant for document creation during a usage decision .

PM Settings

Configure Order Types
To allow an immediate order release and inspection lot creation during call from a maintenance plan.
Configure Checklists for Maintenance Order Types and Planning Plants
To determine inspection types and control technical settings such as the automatic object list generation, the automatic checklist generation and the usage decision at technical completion of an order as well as set parameters for document creation and notification creation for your checklists.

Note

As of SAP S/4HANA 2023 FPS03 you can use the plant of the operation work center (instead of the planning plant in the order header) for checklist generation. A new checkbox is available in this IMG activity.
Define Checklist Types

To create, manage, and restrict checklist types — including setting language-dependent descriptions, deactivating or deleting unused types, and controlling access via authorization groups.

Define Shop Papers, Forms and Output Program
That are checklist specific.

DemoStart Demo

Customizing Paths

Customizing Paths for Checklists

Access to Customizing

On the SAP Menu screen, choose

Tools→Customizing→IMG→Execute Project.

Select button SAP Reference IMG.

QM Settings

Field Name or Data TypePath
Maintain Inspection TypesQuality Management→Quality Inspection→Inspection Lot Creation→Maintain Inspection Types
Maintain Inspection Lot Origins and Assign Inspection TypesQuality Management→Quality Inspection→Inspection Lot Creation→Maintain Inspection Lot Origins and Assign Inspection Types
Define Follow-Up ActionsQuality Management→Quality Inspection→Inspection Lot Completion→Define Follow-Up Actions for Usage Decisions
Edit Code Groups and Codes for Usage DecisionsQuality Management→Quality Inspection→Inspection Lot Completion→Edit Code Groups and Codes for Usage Decisions
Edit Selected Sets for Usage DecisionsQuality Management→Quality Inspection→Inspection Lot Completion→Edit Selected Sets for Usage Decisions
Maintain Settings at Plant LevelQuality Management→Basic Settings→Maintain Settings at Site Level

LDM Settings

Field Name or Data TypePath
Define DMS Document TypesCross-Application Components→Document Management→Control Data→Define DMS Document Types

PM Settings

Field Name or Data TypePath
Configure Order TypesPlant Maintenance and Customer Service→Maintenance and Service Processing→Maintenance and Service Orders→Functions and Settings for Order Types→Configure Order Types
Configure Checklists for Maintenance Order Types and Planning PlantsPlant Maintenance and Customer Service→Maintenance and Service Processing→Inspection Checklist Process→Configure Checklists for Maintenance Order Types and Planning Plants
Define Checklist TypesPlant Maintenance and Customer Service→Maintenance and Service Processing→Inspection Checklist Process→Define Checklist Types
Define Shop Papers, Forms, and Output ProgramPlant Maintenance and Customer Service→Maintenance and Service Processing→Maintenance and Service Orders→Print Control→Define Shop Papers, Forms and Output Programs.
Learning

SAP FacebookSAP YoutubeSAP LinkedIn