Prepare a defined operating scope before admitting real inspection work. Have the correct organisation, site name, timezone, named stations and responsible people ready. Administrative setup does not establish approval of a manufacturing inspection method.
Set up access
Sign in through Accounts and select the organisation. Use Set up where offered and check the production site name and timezone. Complete the requested authentication and inspect the selected site after saving.
In Accounts, invite each person and grant the required CheckStation roles. In Team & stations, inspect local restrictions and enrol named stations. Use recognisable names so Operators can match the selected station to their physical workplace.
Keep the responsibilities clear: Author prepares plans and instrument sources; an independent Reviewer approves them; Supervisor registers context and makes quality decisions; Operator records inspections; Viewer reads records. An Owner has administration and complete archive authority, not an automatic quality role.
Agree method and source control
Identify who supplies and approves engineering methods, exact limits, unit precision, evidence purpose, instrument suitability and source context. New pending check definitions need independent expert review in the native workflow. A definition approval and whole-plan activation are separate actions.
Plan selection uses declared family, drawing revision, supplier status, customer group and finish. Agree exact source values and a method for corrections. Do not let an informal spreadsheet spelling create an undeclared context.
Prepare the first inspection
Have the Author save and prove a plan and an independent Reviewer activate it. Prepare and independently approve actual instrument evidence for checks requiring an instrument. Have the Supervisor register a small approved unit set through Units and context.
An Operator should acquire the intended station, inspect the selected checks and confirm the actual unit before starting. Verify device and physical working arrangements through the organisation's approved process. A software status page does not supply physical scanner, printer or method qualification.
Control admission
Use Site operations to inspect the open, draining or closed state. Draining blocks new starts while authorised existing work is resolved. Plan access, source or qualification failures must be resolved at their actual cause. Do not broaden roles or weaken checks merely to open the station.
Use Accounts access, plan authoring and archive and closure.
Permit an exact receiving read
If OrderRun must read a released inspection, the Owner uses evidence-read permissions for the exact receiving site and registered unit context. Creating a team assignment, registering context or approving a plan does not itself grant that read.