Assurance plans
Govern reusable inspection/test plans and calculate immutable assurance analytics from the complete matching inspection, FAI and NCR source population.
Screen orientation
Quality Assurance permissions, assigned site and clearance apply. Plan author, QA approver, analyst and analytics reviewer are separate authorities.
The first panel authors an item/supplier plan and its ordered characteristics. The second creates a period analysis; the registers retain exact versions, source fingerprints and decisions.
Field reference
The entries below describe the current screen controls and read-only values. They do not relax server-side validation, site scope, classification handling or required independence in a governed decision.
| Field or value | Control | Required or shown when | How to use or read it | Result |
|---|---|---|---|---|
| Site | Select | Required. | Choose the site owning the controlled plan and source population. | Scopes plan use and analysis. |
| Approved item revision | Select | Required. | Select the exact active approved revision rather than the latest item label alone. | Pins the reusable plan subject. |
| Optional approved supplier | Select | Optional. | Select only when the plan is supplier-specific. | Narrows matching source evidence. |
| Plan type | Select | Required. | Choose the intended inspection/test use. | Classifies the immutable plan. |
| Sampling strategy · Sample size · AQL level | Structured controls | Required as applicable to the chosen strategy. | Record the objective sampling basis and bounded quantities. | Freezes how future work should sample. |
| Acceptance rule | Long text | Required. | State an objective pass/fail rule. | Becomes the plan-level acceptance basis. |
| Number · Type · Criticality · Recording | Characteristic controls | At least one complete characteristic is required. | Create ordered, independently interpretable checks. | Freezes the characteristic definition. |
| Requirement reference · Unit · Requirement · Acceptance criteria · Inspection method | Characteristic controls | Required according to characteristic type. | Cite the exact requirement and measurable method. | Defines the retained result contract. |
| Controlled plan evidence | Controlled evidence | Required. | Select CLEAN evidence for the authored definition. | Pins evidence to the plan version. |
| Active plan · Period start · Period end | Analysis selectors | Required to generate analytics. | Choose one active plan and a bounded reporting period. | Selects the deterministic whole source population. |
| Objective · Analyst interpretation | Text | Required for an analysis. | State the review objective and interpretation without replacing calculated facts. | Adds attributable context to the immutable result. |
| Controlled analysis evidence · Decision · Controlled decision evidence | Evidence and decision controls | Required at their respective transitions. | Use CLEAN evidence and an independent decision. | Pins the analysis and review evidence. |
Actions and effects
When to use: When an exact item/supplier subject needs a reusable plan.
What it does: Creates an immutable draft or successor; it changes no source item or inspection.
When to use: By a different QA Head after a fresh subject-fingerprint check.
What it does: Makes the exact version active for matching work.
When to use: For an active plan and completed period.
What it does: Freezes every matching disposed inspection, final FAI and item NCR under the code-owned calculation.
When to use: By a different QA Head while the source fingerprint remains current.
What it does: Approves or rejects the immutable result without changing any source record.
Lists and states
- Plan and analysis register: use status, exact version and accountable actors to distinguish current work from retained history.
- History and evidence: hashes and source/version references identify the immutable facts used by each decision.
Authority boundary
Plans and analytics govern and read evidence only. They do not create or modify items, suppliers, receipts, inspections, FAI, NCR, custody, stock or notification delivery.