How to create ballooned inspection drawings and reports

Training Course Overview

Learn the basics of working with SOLIDWORKS Inspection software to automate the process of working with inspection documents. In this course, you will work with both the add-in and standalone versions of the product.

The focus of this course is on the fundamental skills and concepts central to the successful use of the SOLIDWORKS Inspection software.

Course Duration

In-class 1 Day (7 hours/day)

Online 1 Day (7 hours/day)

Skill Level

Basic/Intermediate Course

Course Type

Live Hands-on Instructor Led Training

Course Preview

Types of documents featured in the SOLIDWORKS Inspection course

Requirements & Benefits

Understand the course requirements and the skills you will acquire after completing the course


Completed SOLIDWORKS Essentials

At least 1 month using software

Mechanical design experience

Features Targeted

Inspection project templates

Ballooning tools and options

Extract characteristics and GDT

Acquired Skills

Able to use add-in and standalone version

Able to work with CMM data

Able to create a report and ballooned PDF

"Just an estimate but knowledge gained from the SOLIDWORKS Inspection course has probably reduced the time to create spreadsheets by at least 50%.  That is on top of the savings by using the inspection software."

— Greg Roth, Harvan Manufacturing Ltd. 

SOLIDWORKS Inspection Lessons

The following lessons are included in the course

Lesson 1: Inspection Add-in

  • What is SOLIDWORKS Inspection?
    • Inspection add-in
  • Inspection project
    • Project template
  • Case Study: Inspection project
    • General settings
    • Extraction settings
    • Tolerance settings
  • SOLIDWORKS Inspection Manager
    • Characteristic tree
    • Characteristic properties
    • Balloon settings
    • Reorder balloons
    • Multiple characteristic instances
    • Multi-line notes
  • Export inspection data
  • Design revision
  • Manual ballooning
  • Exercise 1: Balloon characteristics
  • Exercise 2: Publish reports and export project

Lesson 2: Standalone Application

  • Overview
  • User interface
    • Shortcut keys
  • Case study: Inspection project
  • Inspection project
    • Project template
    • Project properties
    • Custom properties
    • Save options
    • Unit/tolerance options
    • Ballooning options
  • Extracting Characteristics
    • Characteristic manager
    • Hide and show captures
    • GDT builder
  • General characteristic tools
    • Validating characteristics
  • Table manager
    • Bill of material
    • Specifications
    • Bill of characteristics
  • Managing bill of characteristics
  • Grids
  • Multiple drawings
  • Publishing reports
  • Drawing revisions
  • Exercise 3: Balloon dimensions
  • Exercise 4: Balloon notes
  • Exercise 5: Publish ballooned drawing and inspection report

Lesson 3: SOLIDWORKS Inspection Professional

  • Overview
    • Measurements input
    • CMM data import
  • Loading the inspection professional add-in
  • Case Study; Measurements input
  • Measurements input
    • Measurement entries
    • Colour coded characteristics
    • Multiple measurements
    • Bonus tolerance
  • Publishing reports with inspection results
  • CMM data import
  • Case Study: Import CMM data
  • Exercise 6: Measurements input
  • Exercise 7: CMM import

Appendix A: Inspection Report Templates

  • Inspection report templates
  • Template editor
    • Report formatting
    • Tokens
    • Excel conditional formatting
    • Footer row

Appendix B: OCR Editor

  • OCR Overview
    • OCR Dictionary font
    • OCR Filters
  • OCR Editor
    • OCR Editor user interface

Appendix C: Understanding Regular Expressions

  • Regular expressions

Appendix D: Glossary of Quality Terms

  • Terminology

Training Methods

Choose the training method right for you


Group/Public Training

Receive training as a group (limited amount per class) from certified instructors using vendor approved training content and methodologies.

Training is delivered either live online or in a traditional classroom environment.

  • Cost effective training method.
  • More effective than video based training, with videos learners are often not as focused on the training and skip exercises.
  • Learn more through group questions and feedback.
3DEXPERIENCE Onsite Training

Private Training

This style of flexible training is perfect for teams or individuals who are faced with a specific challenge and require personalized courses with on-the-job coaching.

Training is available live online, in-person classroom or onsite at your location.

  • Use our state-of-the-art mobile classroom at your facility.
  • Bring your team up to a consistent level of knowledge by having them take the same training at the same time.
  • Benefit from flexible scheduling options.

Upcoming Training Courses

Choose a scheduled SOLIDWORKS Inspection course

Date & Time
  • July 12, 2024 - July 12, 2024
  • 9:00 am - 5:00 pm ET
Live Online
Date & Time
  • September 13, 2024 - September 13, 2024
  • 9:00 am - 5:00 pm ET
Live Online
Date & Time
  • November 15, 2024 - November 15, 2024
  • 9:00 am - 5:00 pm ET
Live Online

Are you using SOLIDWORKS to its full potential?

Enhance your skills and capabilities with a SOLIDWORKS Training Assessment from TriMech.