SolidWorks Inspection Tutori

SOLIDWORKS® INSPECTION
QUICK START TOUR
© 2014 Dassault Systèmes. All rights reserved. Confidential and proprietary – do not distribute.
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QUICK START TOUR
Welcome to the Quick Start Tour for SOLIDWORKS® Inspection.
The next few topics will walk you through the basics of creating a new project, ballooning drawings, and creating
inspection reports.
The Quick Start Tour is designed to provide a brief introduction to the basics of creating inspection documentation with
SOLIDWORKS Inspection. SOLIDWORKS Inspection has many additional features that are not covered in this tour. For
more detailed instructions, please take a look at the help.
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TABLE OF CONTENTS
Quick Start Tour .......................................................................................................................................................... 2
SOLIDWORKS Inspection – Standalone Application.................................................................................................... 4
Create a New Project ................................................................................................................................................... 4
Add Project Properties .................................................................................................................................................5
Extract a Note.............................................................................................................................................................. 6
Extract a Dimension .................................................................................................................................................... 8
Extract a Geometric Dimensioning and Tolerancing Control Frame ........................................................................... 10
Edit GD&T Characteristic ............................................................................................................................................ 11
Extract Quantity ......................................................................................................................................................... 13
Default Tolerances ..................................................................................................................................................... 14
Insert a Note ............................................................................................................................................................... 15
View Manipulation Tools ............................................................................................................................................16
Balloon Appearance ................................................................................................................................................... 17
Save a Template ......................................................................................................................................................... 18
Customize Lists ..........................................................................................................................................................19
Customize Bill of Characteristics................................................................................................................................ 20
Sorting and advanced Filtering .................................................................................................................................. 20
Add a Drawing ........................................................................................................................................................... 22
Bill of Material ............................................................................................................................................................ 23
Compare Drawings .................................................................................................................................................... 24
Insert a Grid ................................................................................................................................................................25
Publish to PDF ............................................................................................................................................................ 27
Publish to Excel .......................................................................................................................................................... 27
Microsoft Excel Template Editor................................................................................................................................ 29
Measurement Results ................................................................................................................................................. 31
CMM Import ............................................................................................................................................................... 33
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SOLIDWORKS INSPECTION – STANDALONE APPLICATION
SOLIDWORKS Inspection allows you to create inspection documents regardless of your CAD system. If you are a
SOLIDWORKS user and you are working on a SOLIDWORKS drawing file, please use the SOLIDWORKS Inspection add-
in. However, if you only have access to a PDF or TIFF file, please use the SOLIDWORKS Inspection standalone
application to create your ballooned drawing and inspection sheet.
CREATE A NEW PROJECT

1. Start SOLIDWORKS Inspection – Standalone Application by double-clicking the desktop icon.
2. Copy the Tutorial folder from the <installation folder>/SOLIDWORKS Inspection/PDF/ folder and paste it on
your desktop. You will be using the files it contains for the Quick Start Tour.
3. Click (the SOLIDWORKS Inspection logo) and select New Project.
4. In the Project Template window, select the AS9102 (Inches) template, and click OK.
5. In the Open window, navigate to your desktop, find the Tutorial folder, select the LOWER PLATE - A2.PDF
file, and then click Open.
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ADD PROJECT PROPERTIES
Project Properties PDF document
Table Manager: Bill of Materials, Specifications, Bill of

Characteristics
1. Use the slider bar to the right of the drawing to scroll and the zoom slider bar
at the bottom right of your window to zoom into

the title block of the drawing.
You can also left-click and drag on your drawing to Pan .
2. Click the Part Name field label or the camera icon.
3. Click and drag around the title of the drawing in the title block to select it. SOLIDWORKS Inspection uses the
Optical Character Recognition (OCR) engine to extract the information and add the title value directly in the
Part Name field.
When using the OCR engine, only select the information you are trying to extract for the best results. Also, the
resolution of the PDF or TIFF file resolution must be at least 300 DPI. Low-quality scanned documents or PDF
files can be difficult to interpret by the OCR engine.
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4. Click the Part Number field label or the camera icon. Click and drag around the part number in the title block.
This step adds the part number value to the Part Number field.
5. You can enter additional properties manually in the Custom Properties list such as the Material, Serial Number,
FAI, and Report Number.
6. Click to close the Project Properties tab.
EXTRACT A NOTE
1. Right-click on the drawing and choose Extract Note from the shortcut menu.
You can also select the Drawing tab and then select Note in the Extract group.
2. Click and drag a box around the first note.
SOLIDWORKS Inspection automatically extracts the information using the OCR engine and adds a balloon to
the note. An image capture of the characteristic is displayed in the Characteristic Properties window. The
extracted value is displayed in the Value field.
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SOLIDWORKS Inspection also automatically fills out the Type, Sub-Type, Quantity, and Value. The
characteristic is added to the Bill of Characteristics in the Table Manager. The balloon number indicates the
characteristic on the both the drawing and the Bill of Characteristics.
3. Click in the Value field to edit the note.
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EXTRACT A DIMENSION
1. Pan or scroll to the first dimension below the notes on the drawing.
2. Right-click on the drawing and choose Extract Dimension from the shortcut menu.
You can also select the Drawing tab and then select Dimension in the Extract group.
3. Click and drag a box around the dimension.
SOLIDWORKS Inspection automatically extracts the information (nominal value, +/- tolerances) using the OCR
engine, calculates the upper and lower limits, and adds a balloon to the dimension. An image capture of the
characteristic is displayed in the Characteristic Properties window.
You can click in the Value or Tolerance fields to edit the characteristic.
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To get good results when extracting a dimension or any characteristic, please only select the characteristic. Try
not to select leaders, lines, and other characteristics.
4. Additional options are available. Expand the Inspection tab.
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5. Change the Operation, Classification, and inspection Method using the drop-down lists.
6. Select the Key checkbox to make a characteristic a key characteristic. A key or critical characteristic is usually
statistically monitored over time by a quality inspector or operator. Key characteristics are indicated with a “k”
on the drawing.
EXTRACT A GEOMETRIC DIMENSIONING AND TOLERANCING CONTROL FRAME

1. Right-click on the drawing and choose Extract Geometric Tolerance from the shortcut menu or press Ctrl+G
on your keyboard.
2. Click and drag a box around the entire feature control frame of the GD&T value shown below.
3. When extracting information, SOLIDWORKS Inspection takes a picture of the characteristic. For geometric
tolerance, you can decide to use the image in an inspection report or you can recognize all the information of
the feature control frame.
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EDIT GD&T CHARACTERISTIC
1. Click and drag around the “0.020” value in the image capture of the Characteristic Properties window.
2. Click to capture the GD&T value as a limit dimension.
3. Using the Sub Type drop-down list, select Profile of a surface.
4. Based on the type selected, SOLIDWORKS Inspection calculates the Value, Upper Limit and Lower Limit.
When creating your inspection report, you can decide to publish the characteristic information as text or as
images. SOLIDWORKS Inspection automatically creates an image of the characteristics when you balloon
them. Depending on the export method and template you are using, the GD&T will look different in the report.
Using text in the inspection report
Using Image Captures in the inspection report
To extract and export all of the GD&T information to an inspection report, you need to use the SOLIDWORKS
Inspection GDT Font.
5. Click (the SOLIDWORKS Inspection logo) and select .
6. In the Application Options > General tab, make sure the GDT Font Support checkbox is checked.
7. In the Characteristic window, select the Type.
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8. Click and drag around the “0.020” value in the image capture of the Characteristic Properties window.
9. Click to capture the GD&T value.
10. Type the references A, B, C.
All the information of the GD&T is properly extracted and will be exported in the inspection report.
Using text in the inspection report
Using Image Captures in the inspection report
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EXTRACT QUANTITY
1. Right-click on the drawing and choose Extract Dimension from the shortcut menu.
You can also select the Drawing tab and then select Dimension in the Extract group.
2. Click and drag a box around the dimension.
SOLIDWORKS Inspection automatically recognizes the quantity and the sub-type: radius. The OCR engine
also extracts the nominal value and calculates the upper and lower limits based on the default tolerances
specified in the settings.
3. The characteristic is listed with a quantity of 2 in the Bill of Characteristics. To have a line for each instance in
the Bill of Characteristics, click in the Characteristic window. Two instances will then be listed in the Bill
of Characteristics.
4. The two instances are numbered 4.1 and 4.2. To ungroup them and renumber them 4 and 5, select the two
characteristics, right-click in the Bill of Characteristics, and then select Grouping and Ungroup.
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5. The two instances are numbered 4 and 5. To group them and renumber them 4.1 and 4.2, select the two
characteristics, right-click in the Bill of Characteristics, select Grouping, and then select Group with shared
balloon.
If Group is selected instead, SOLIDWORKS Inspection displays two balloons on the drawing which you can
relocate.
DEFAULT TOLERANCES
1. Click the Bill of Characteristics to select the last characteristic.
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2. The captured radius doesn’t have a tolerance in the drawing. However, the +/- tolerances as well as the upper
and lower limits are calculated. SOLIDWORKS Inspection is using the default tolerances specified in the
template.
4. Go to the Project Options tab and select the General tab.
5. Under Default Tolerances, you can define the default tolerances based on Precision or Range for both Linear
and Angular dimensions.
In this case, if the dimension has two digits, the default + tolerance is +0.1 and the default – tolerance is -0.1. In
this example, with a dimension of R.125, the + tolerance is +0.05 and the – tolerance is -0.05.
INSERT A NOTE
1. Right-click on the drawing and choose Insert Note from the shortcut menu.
You can also select the Home tab and then select Insert Note in the Note group.
A note box is added to the drawing. You can resize it or move it.
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2. Double-click in the note box to modify it.
3. Using the options in the Note group, you can change the font size and color, as well as the background color.
VIEW MANIPULATION TOOLS

1. Select the View tab.
2. The icons in the Sheet group let you navigate between the different sheets of the drawing. You can either use
the arrows to go the First, Previous, Next, Last sheet or simply type in the sheet number.
3. You can quickly zoom to fit the Page, Height, or Width.
4. The Zoom tab lets you quickly Zoom In and Out or define a specific zoom level.
5. Similar controls are available at the bottom of the windows.

6. Pan, Zoom to Area, and the Top Left, Top Right, Bottom Left, and Bottom Right buttons are available in the
Show group. These buttons let you instantly show a corner of the drawing.
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7. The Hide/Show Captures button hides/shows the characteristics that have already been captured. This can
identify the characteristics that have not yet been ballooned.
BALLOON APPEARANCE
1. You can completely customize the shape, color, or size of one or more balloons.
2. In the Bill of Characteristics table, select one or more characteristics by pressing and holding the Ctrl key and
then selecting them . You can select all the characteristics using Ctrl+A.
3. On the Home tab, change the balloon text color, text size, border color, background color, fit, position, and
balloon shape using the drop-down list of commands in the Balloon Appearance group.
4. On the Home tab, change the balloon text color, text size, border color, background color, fit, or position.
5. To set the balloon appearance at the project level and save those settings in a template, click (the
SOLIDWORKS Inspection logo) and select .
6. On the Project Options tab, select Ballooning.
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You modify all the balloon appearance options using this window.
SAVE A TEMPLATE
1. To save a current project as a Template, click (the SOLIDWORKS Inspection logo), select Save As, and
then select Inspection Project Template.
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2. In the Save As window, enter a name, and click Save.
CUSTOMIZE LISTS
2. On the Application Options tab, select Lists.
3. In Lists, select Operations.
4. Click to add another operation.
5. Double-click on any instance to rename it. Click to delete any instance.
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6. You can customize the Operations, Methods, and Classifications lists, as well as the Custom Field lists.
CUSTOMIZE BILL OF CHARACTERISTICS
2. On the Application Options tab, select Display.
3. Check the fields that you want displayed in the Bill of Characteristics.
4. To re-organize the columns, select a field and then click .
5. When you are done re-organizing the columns, click OK.
SORTING AND ADVANCED FILTERING

1. In the Bill of Characteristics, click the header to sort using this column.
An arrow appears in the column header to indicate if you are sorting ascending or descending.
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2. Click the header one more time to toggle between ascending and descending sorting.
3. When you mouse over one of the column headers, a filter icon appears in the header.
4. Click to filter the Bill of Characteristics based on this column value.
5. Right-click any header to display the shortcut menu.
6. Using this menu, you have access to advanced filtering capabilities. You can use the Filter Editor to define
complex multi-column filtering.
7. You can group the characteristics by a specific column using Group By This Column. In this example, the Bill of
Characteristics is grouped by Sub-Type.
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8. To disable the grouping, right-click on any characteristic, select Grouping, and then select Disable groupings.
ADD A DRAWING
1. Multiple drawings can be added to a single project. To add (or remove) a drawing, select the Drawing tab and
then select Add Drawing.
2. In the Open window, select the PARTS LIST-PL2.pdf file from the Tutorial folder.
3. SOLIDWORKS Inspection adds the document. You can quickly switch between the two drawings using the tabs
on the top of the drawing window.
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BILL OF MATERIAL
Some industry standard First Article Inspection reports (AS9102) require a Bill of Material.
1. In the Table Manager, select Bill of Material.
2. Use to add items to your Bill of Material.
3. Manually type the Part Name, Part Number, Part Serial Number, FAI Report Number, or Supplier Code, or
click (OCR icon) .
4. Select the PARTS LIST-PL2.pdf drawing.
5. Zoom Out to see the entire Bill of Material.
6. In the Bill of Material tab, click Extract.
7. Click and drag around the Bill of Material.
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8. The OCR extracts all the information and automatically fills the columns.
9. Right-click the header to assign a column.
10. Click OK when done.
COMPARE DRAWINGS
1. Go to the Drawing tab and select Compare.
2. In the Select comparison drawing window, select the LOWER PLATE - D2.PDF file from the Tutorial folder.
Click Open.
3. The two drawings, revision A2 and D2 overlap. Using a different color for each drawing, the Compare tool helps
you identify changes on drawings that could happen when creating new revisions.
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4. Click Replace to replace the existing drawing or click Close.
INSERT A GRID
1. On the Drawing tab, select Grid.
2. In the Grid Properties window, select the LOWER PLATE – A2.PDF checkbox to apply a grid to all the pages of
this PDF.
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3. Change the colors of the Grid Lines and Grid Labels.
4. Change the number of Rows and Columns.
5. Click to toggle off the visibility of the grid.
6. Click OK.
The Char Zone is extremely helpful to quickly identify the location of a characteristic on a drawing. This is a
huge timesaver when you are working on complex drawings with dozens of ballooned dimensions.
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PUBLISH TO PDF
1. On the Home tab, click to export your ballooned drawing to PDF.
2. In the Save As window, make sure the document is saved in the Tutorial folder copied on the desktop. By
default, the new document is named LOWER PLATE - A2-ballooned.pdf.
You can define the default suffix/prefix and other export options in the Options.
3. When prompted, do not save the second document (“PARTS LIST-PL2-ballooned.pdf”).
LOWER PLATE - A2-ballooned.pdf
PUBLISH TO EXCEL
1. On the Home tab, click to generate an inspection sheet in Excel format.
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2. In the Export to Excel window, select the Active radio button for the AS9102.xlt template, and select
Export.
Use and to add or delete templates from the template list.
The Imaging properties let you define the standard size and zoom factor to apply to the captured images when
using them in inspection reports. Some templates, like the AS9102 (image captures).xlt, use images of the
captured characteristics instead of the extracted nominal value.
3. After clicking Export, SOLIDWORKS Inspection creates LOWER PLATE – A2-FAIR.xlsx.
Thanks to Microsoft Excel’s conditional formatting, results that were entered manually are automatically
highlighted in red when out of specification and in green if within specification.
Congratulations! You’ve created your first ballooned drawing and inspection report with SOLIDWORKS Inspection.
You can view your ballooned PDF with any PDF Viewer. You can view your inspection report by anyone with
Microsoft Excel 2007 or later.
SOLIDWORKS Inspection provides additional capabilities. Make sure to check the online help for more detailed
instructions on using SOLIDWORKS Inspection.
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MICROSOFT EXCEL TEMPLATE EDITOR
Multiple templates are provided with SOLIDWORKS Inspection. However, you might want to customize them to follow
your company’s standards.
1. Click (the SOLIDWORKS Inspection logo) and select Template Editor.
2. In the Select an inspection sheet template window, select the AS9102.xlt template, and click Open.
Templates are usually located in the C:\ProgramData\SolidWorks\SolidWorks Inspection
Standalone\Templates folder.
3. Right-click the header of column C and select Insert to create a new column.
4. Type Char Zone as the title for the new column. You will be using the Char Zone column to display the
Characteristic Zone as previously defined with the added Grid.
5. Select cell C8.
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6. In the SOLIDWORKS Inspection Template Editor window, select Zone in the Characteristic Token drop-
down list, and then click Insert.
7. A new property appears in cell C8.
8. In the SOLIDWORKS Inspection Template Editor window, click Finished.
9. In the Save your inspection template window, name the new file AS9102 – New.xlt, and click Save.
10. In the SOLIDWORKS Inspection Standalone application, export your project to Microsoft Excel. Remember
to use to add the template to your existing list of templates.
The Characteristic Zone is now listed in the newly created Microsoft Excel report.
SOLIDWORKS Inspection offers almost endless capabilities to customers who want to customize their
Microsoft Excel templates.
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For advanced data formatting, you can create and integrate pivot tables and even use macros. When using
macros, you need to save templates as an *.xltm file and add them to the template list in SOLIDWORKS
Inspection.
You can also manually modify the tokens used by the Template Editor. For example, this token populates the
upper limit of the characteristic:
iex:INSPECTIONXPERT/INSPECTION_SHEET/ATTRIBUTES/ATTRIBUTE/@UpperLimit
However, you can modify this token to filter exported characteristics based on criteria. In this example, the
token will only populate the upper limit values for characteristics with an Operation value of Bending (as
defined in the Bill of Characteristics).
iex:INSPECTIONXPERT/INSPECTION_SHEET/ATTRIBUTES/ATTRIBUTE[@Process =
'Bending']/@UpperLimit
MEASUREMENT RESULTS
2. On the Application Options > General tab, select the Measurements Input and CMM Data Import checkbox.
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3. Click to close the Characteristic window.
4. In the Measurements Input window in the Table Manager, right-click the header, and select Add.
5. Select the first cell, type PASS, and then press Enter.
The cell as well as the characteristic is highlighted in green to indicate the inspection status. You can type the
measured value or PASS / FAIL / MARGINAL for each characteristic. SOLIDWORKS Inspection automatically
highlights all the characteristics and cells to indicate the ones that are within the specifications or not.
6. Fill out the remaining cells.
You can add as many columns as needed to track the results for multiple parts. You can change the settings in
the Options using the Application Options and Measurement Input tab.
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You can change the default colors, the export settings, and multiple measurement display settings. By default,
SOLIDWORKS Inspection displays the average results. You can display a specific set of results by clicking the
header of each column.
7. Export your results to Microsoft Excel using the AS9102 – Mxpert.xlt template. You can also create a ballooned
PDF with color-coded characteristics.
CMM IMPORT
1. Use to close any open projects.
3. On the Application Options > General tab, make sure the Measurements Input and CMM Data Import
checkbox is checked.
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4. Click and select Open Project.
5. In the Open window, select the CMM Data Import.ixprj project from the Tutorial folder. Click Open.
6. Display and dock (pin) the CMM Data Import window.
7. Click (Settings).
8. Set the Decimal Places to 4 and select the Min Max Meas use Worst Case checkbox.
9. Make sure PC-DMIS is selected from the drop-down list.
10. Click OK.
11. Click .
12. In the Open window, select the three PCDMIS C00X.txt files from the Tutorial folder. Click Open.
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13. SOLIDOWORKS Inspection processes the files and adds them to the project. You can add as many results files
as you want as long as the CMM machines are programmed the same way.
The parameters of the CMM machine are in red. The measured inspection values are in green. There are three
columns because you imported three files.
Because the Item # (item numbers) don’t match the project numbers, you can’t use them to map the results.
14. Click .
15. Uncheck Item # and select all the remaining checkboxes. Make sure the Exact option button is selected.
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16. Click OK.
SOLIDWORKS Inspection automatically maps results using the information from the CMM results.
17. In the Bill of Characteristics, select row 4.
SOLIDWORKS Inspection automatically highlights the corresponding CMM results.
The Char # value matches the Char # in the Bill of Characteristics.
18. Unfortunately, SOLIDWORKS Inspection does not assign all the results automatically. This could happen if the
CMM machine was not programmed correctly and some values used to match the results are not correct. This is
the case with characteristic number 10.
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19. In the Bill of Characteristics, select row 10.
20. In the CMM Data Import window, scroll to the top and select Item 9.
Even though the nominal values are matching (-3.206), the +/- tolerances were not entered properly in the
CMM machine and are now inverted. This explains why they weren’t assigned automatically.
21. To manually assign this result, click the down arrow in the drop-down list, and select characteristic 10.
The results for characteristic 10 are now properly assigned. If you add more results later on, SOLIDWORKS
Inspection will remember this mapping.
22. Click to add another set of results.
23. In the Open window, select again the three PCDMIS C00X.txt files from the “Tutorial” folder. Click Open.
24. SOLIDOWORKS Inspection adds the results properly to the project and maps them.
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Congratulations! You are now familiar with how to directly enter results with SOLIDWORKS Inspection and how to
import results from your CMM software.
SOLIDWORKS Inspection provides additional capabilities. Make sure to check the online help for more detailed
instructions on using SOLIDWORKS Inspection.
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SOLIDWORKS® INSPECTION

QUICK START TOUR

CREATE A NEW PROJECT

3. Click (the SOLIDWORKS Inspection logo) and select New Project.

Project Properties PDF document

Table Manager: Bill of Materials, Specifications, Bill of

at the bottom right of your window to zoom into

You can also left-click and drag on your drawing to Pan .

2. Click the Part Name field label or the camera icon.

6. Click to close the Project Properties tab.

2. Click and drag a box around the first note.

3. Click in the Value field to edit the note.

3. Click and drag a box around the dimension.

4. Additional options are available. Expand the Inspection tab.

EXTRACT A GEOMETRIC DIMENSIONING AND TOLERANCING CONTROL FRAME

2. Click to capture the GD&T value as a limit dimension.

3. Using the Sub Type drop-down list, select Profile of a surface.

Using Image Captures in the inspection report

5. Click (the SOLIDWORKS Inspection logo) and select .

7. In the Characteristic window, select the Type.

9. Click to capture the GD&T value.

10. Type the references A, B, C.

Using text in the inspection report

Using Image Captures in the inspection report

3. Click (the SOLIDWORKS Inspection logo) and select .

4. Go to the Project Options tab and select the General tab.

VIEW MANIPULATION TOOLS

3. You can quickly zoom to fit the Page, Height, or Width.

5. Similar controls are available at the bottom of the windows.

6. On the Project Options tab, select Ballooning.

1. Click (the SOLIDWORKS Inspection logo) and select .

2. On the Application Options tab, select Lists.

3. In Lists, select Operations.

4. Click to add another operation.

5. Double-click on any instance to rename it. Click to delete any instance.

CUSTOMIZE BILL OF CHARACTERISTICS

1. Click (the SOLIDWORKS Inspection logo) and select .

2. On the Application Options tab, select Display.

4. To re-organize the columns, select a field and then click .

5. When you are done re-organizing the columns, click OK.

SORTING AND ADVANCED FILTERING

4. Click to filter the Bill of Characteristics based on this column value.

5. Right-click any header to display the shortcut menu.

1. In the Table Manager, select Bill of Material.

2. Use to add items to your Bill of Material.

4. Select the PARTS LIST-PL2.pdf drawing.

5. Zoom Out to see the entire Bill of Material.

6. In the Bill of Material tab, click Extract.

7. Click and drag around the Bill of Material.

9. Right-click the header to assign a column.

10. Click OK when done.

4. Change the number of Rows and Columns.

5. Click to toggle off the visibility of the grid.

3. When prompted, do not save the second document (“PARTS LIST-PL2-ballooned.pdf”).

LOWER PLATE - A2-ballooned.pdf

Use and to add or delete templates from the template list.

3. After clicking Export, SOLIDWORKS Inspection creates LOWER PLATE – A2-FAIR.xlsx.

1. Click (the SOLIDWORKS Inspection logo) and select Template Editor.

5. Select cell C8.

7. A new property appears in cell C8.

8. In the SOLIDWORKS Inspection Template Editor window, click Finished.

1. Click (the SOLIDWORKS Inspection logo) and select .

6. Fill out the remaining cells.

2. Click (the SOLIDWORKS Inspection logo) and select .