Skip to main content
Link a part and a procedure from the Associated Parts section on a procedure’s Overview tab. Click Add Part, then pick the part to associate. You can also set up the relationship from the part’s page in the library. Open the part, go to its Procedures section, and click Associate to Procedure. To make the link mandatory before a run can be created, enable the Require part-procedure relationship org setting. See Configure run enforcement. With the setting enabled, creating a run with a procedure that is not linked to the selected part returns an error.

​
Required vs. optional part-procedure relationships

When linking parts to an inspection procedure, the Required or Optional setting determines whether an inspection run is automatically created upon receipt.
  • This toggle ONLY effects INSPECTION type procedures their parts upon receipt.
  • Required: When a part marked as required is received, an inspection run is automatically generated for that part according to the associated procedure.
  • Optional: When a part marked as optional is received, no inspection run is automatically created. You can still initiate an inspection manually if needed.
This setting helps control which parts must go through inspection by default and which can be inspected at your discretion. See it in action below. Watch the walkthrough