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. Before you create a Specification, it’s important to have a Layout created with all fields that you’ll use to create your specification.

1. For each specification, provide a clear name and explain its connection to a specific supplier, customer, or part by adding a Specification name.
2. Select your Layout
3. 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.
4. Next, select a Condition type from the list.

• Define
• Minimum
• Maximum
• Range
• Pattern
• Not empty
• UOM Pattern
• Field of Calculation

     5. 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             

     6. 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.

      7. You can copy a specification and make adjustments for those that are similar in         scope.