How to create ballooned inspection drawings & reports

Training Course Contents

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 Info at a glance

1 Day course (7 hours/day)

1 Day (7 hours/day)

Basic/Intermediate Level

Course Preview

Types of documents featured in the SOLIDWORKS Inspection Course

Requirements & Benefits


At least 1 month using software

Mechanical design experience

Features Targeted

Inspection Project Templates

Ballooning Tools & Options

Extract Characteristics & GDT

Skills you will acquire

Able to use add-in & standalone version

Able to work with CMM data

Able to create a Report & Ballooned PDF

SOLIDWORKS Inspection Lessons

This course will concentrate on the following topics:

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
    • Color 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


"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.

Training Methods

Choose from three different training methods available to you

SOLIDWORKS Group Training

Group/Public Training

Receive SOLIDWORKS training as a group in a traditional classroom environment.

Classes can be taken in one of our 12 training locations across Canada using SOLIDWORKS approved training content and methodologies.

  • Cost effective training method.
  • Leave the office to concentrate on learning.
  • Learn more through group questions and feedback.
SOLIDWORKS Online Training

Live Online Training

With our online training you will experience an interactive learning environment where you can give feedback, gain access to the SOLIDWORKS training files and get time to work on training exercises.

  • Online courses are typically half day sessions.
  • More effective than video based training, with recorded videos learners are often not as focused on the training and skip exercises.
SOLIDWORKS Onsite Training

Onsite at your location

Receive training at your place of work. 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.

  • 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 Classes

Choose a SOLIDWORKS Inspection class from the list below

  • StartDurationLocationPricing
    Friday, 10th May, 20241 Day (7 hours/day)OnlineGet a Quote
    Friday, 12th July, 20241 Day (7 hours/day)OnlineGet a Quote
    Friday, 13th September, 20241 Day (7 hours/day)OnlineGet a Quote
    Friday, 15th November, 20241 Day (7 hours/day)OnlineGet a Quote

    SOLIDWORKS Inspection class not listed for your required date or location?

    Get a quote for the course and let us know the date and location where you require training.

    Or learn more about our On-the-job Coaching and Customized SOLIDWORKS Training services.


    Get Custom Training

    Contact us to learn how the SOLIDWORKS Inspection course can be included in custom training for your business