Create a specification to check compliance or fill in customer information
Quick guide to create a specification to check compliance
How to create customer and supplier specifications
SmartCert can now support specifications, automating supplier cert reviews and pre-populating data for customer certs.- For each specification, provide a clear name and explain its connection to a specific industry standard, supplier, customer, or part by adding a Specification name.
- From the list on the right, select a field you want to add, and drag it to the left. You can also use the search bar to search over 200+ fields available.
- Next, select a Condition type from the list.
- Define
- Minimum
- Maximum
- Range
- Pattern
- Not empty
- UOM Pattern
- Field of Calculation
4. Define the rule that you'd like SmartCert to check against.
Examples: Carbon should be defined as 0.09
Sulfur Minimum is 0.42
Sulfur Maximum is 0.97
Chromium Range is Min 0.12-Max 0.89
5. Keep building your specification by defining specific rules. When you're done, save your specification. You can then use it to check compliance on received SmartCerts and utilize them to populate data when generating customer certs.
6. You can copy a specification and make adjustments for those that are similar in scope. You can also deactivate/archive specifications that have been replaced so they are still referenceable but not available in your specification dropdown.