As Author, prepare the inspection plan from approved engineering requirements. CheckStation records manual observations and compares them with that approved method. It does not select tolerances or qualification evidence for you.
Prepare the complete plan
Open Plans and create or edit the intended draft. Declare supported family, drawing revision, supplier status, customer group and finish values. Define checks using exact approved method references and units. Bind base requirements to family and drawing combinations and add conditional requirements deliberately.
Include independent proof examples stating the exact selected checks, required supervision or expected refusal. Save the draft before running proof. A stale editor must be reloaded and compared with current content.
Keep method approval separate
A pending definition is non-executable. Where a new expert-supplied definition enters the pending workflow, an independent Reviewer must approve its exact values and expert statement in CheckStation. This creates a new draft revision and invalidates the old proof. It does not publish the plan or select the check automatically.
Prepare instrument references separately with their actual qualification source, method, exact unit, range and validity. Another Reviewer must approve your preparation before it is available for readings.
Hand over for independent approval
Run proof examples and inspect all differences and coverage. The Reviewer activating a plan must be independent of every plan contributor, including you. Holding both roles does not bypass that restriction.
Read plan authoring, proof and approval and instruments. Approved plans still require current source context and physical unit confirmation before an inspection starts.