Your first inspection,
screen by screen.
Try the online demo or your local installation. The demo includes preparation, uploads and inspection in a temporary workspace; OCR runs locally. These captures show the actual app with a published PDF and an imported shaft drawing.
Import the plan
Methods → Reference → Plans. Select the product, then “New plans” and choose a PDF or image. The selected preview shows the uploaded document. “Prepare OCR →” carries the same selection into preparation.
Review and assign
Click “Scan this plan”. Select a zone, compare the recognized text to the drawing, and check the type, nominal and lower/upper tolerances before validating. Validating a usable dimension adds it to the product library. Assign it to the required operation in Reference → Characteristics.
Measure the part
Create the production order in Methods → Orders / series. In Control, choose the product, operation and order, then start the part. Enter each value and use “Validate and continue”. The next characteristic appears after the measurement is saved.
Review and export
Check the part summary. A nonconforming part needs a decision: reject it or place it on hold, with a comment if required. Use “Review measurements” to check the readings and export the XLSX report from the completed part or order.
Which drawing is being shown?
I imported a file but still see the example drawing.
Select the new file in the Plans list. Built-in examples have an EXAMPLE badge. Open the selected file directly in OCR, and set it as primary if needed. Adding another document does not replace the primary plan automatically.
The 2D drawing and the 3D model do not match.
The drawing and STEP are separate uploads. Check that both files describe the same part and revision before mapping the characteristics. The application does not generate an engineering drawing from a STEP upload.
The operator still sees an earlier revision.
A production order preserves its released configuration. Use a new order for the new revision after checking the operation’s drawing links and characteristics.