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Pass/Fail Criteria for Characteristics in SOLIDWORKS Inspection

By Ryan NavarroPublished on November 18, 2019Updated on September 2, 2026

Criteria for Characteristics in SOLIDWORKS Inspection

When creating a First Article Inspection report, it’s sometimes necessary to specify characteristics that will be inspected on a pass/fail basis. This may result from inspecting with dedicated tooling or gauges like a Go/No Go thread gauge, or by performing a functionality check with other mating components. In this article, we’ll cover a few steps that can be taken to improve inspection report generation for these pass/fail cases.

This article is written primarily for the SOLIDWORKS Inspection add-in, but may also be useful for users of the standalone version.

Disable Auto-Explode Hole Callouts

The default condition in SOLIDWORKS Inspection is to “auto-explode” hole callouts which breaks them into multiple characteristics. If a hole is being inspected with a thread gauge or functional check (threading in fastener), then it is very likely going to be a simple pass/fail criteria recorded for each hole.

SOLIDWORKS Inspection extraction settings with Hole Callouts Auto-explode enabled
With Auto-explode enabled, a single hole callout is broken into separate rows for diameter and depth.

For this reason you may want to disable “auto-explode” for hole callouts, which breaks up each segment of hole specification into separate inspection characteristics.

SOLIDWORKS Inspection extraction settings with Hole Callouts Auto-explode cleared
Clearing Auto-explode keeps the full hole specification as one combined characteristic instead of several.

Set Inspection Method

The actual inspection method is set per characteristic in the characteristic settings. Here, you’ll find the option to choose thread gauges or other fixtures. Additional inspection methods can be defined.

Characteristic properties panel with the inspection Method drop-down open
Each characteristic’s Method field lets you assign a specific gauge or fixture used to inspect it.

Conditional Formatting in Excel

The default conditional formatting in Excel (AS9102 template) is set up to highlight values that are between the Upper and Lower limits as green.

Excel First Article Inspection Report with the Conditional Formatting Rules Manager open
The default conditional formatting highlights values between the upper and lower limits in green.

This can be modified to add a new rule. In the example below, any cells that contain the word “PASS” will highlight in green. In this case, we’ve only formatted a single cell, but these types of updates should be performed in the SOLIDWORKS Inspection template to minimize repeated effort.

New Formatting Rule dialog set to format cells equal to PASS with a green preview
Adding a rule that highlights any cell equal to PASS makes pass results easy to spot at a glance.

Conditional Formatting Rules Manager with new rule added:

Conditional Formatting Rules Manager listing the new Cell Value equals PASS rule
The new PASS rule now runs alongside the existing upper and lower limit formatting rules.

Modified Conditional Formatting in action on the exported Excel inspection report:

pass-fail-solidworks-inspection-7

For more information, check out our video tutorial on how to modify SOLIDWORKS Inspection templates.

If you want to learn more about SOLIDWORKS Inspection or if you have any questions, contact us at Hawk Ridge Systems today. Thanks for reading!

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Written by Ryan Navarro

Ryan Navarro is a mechanical engineer and an avid SOLIDWORKS user since 2007. As product manager for CFD analysis, he specializes in complex simulations related to fluid flow, as well as structural interactions and mold filling.

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