[ADD] Quality: Pass - Fail quality checks
closes odoo/documentation#5884 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -8,3 +8,4 @@ Quality check types
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quality_check_types/instructions_check
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quality_check_types/pass_fail_check
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=========================
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Pass - Fail quality check
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=========================
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.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
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.. |QCPs| replace:: :abbr:`QCP (Quality Control Points)`
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In Odoo *Quality*, a *Pass - Fail* check is one of the quality check types that can be selected when
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creating a new quality check or quality control point (QCP). *Pass - Fail* checks consist of a text
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field that allows the creator to specify a certain criteria that a product must meet to pass the
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check.
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Create a Pass - Fail quality check
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==================================
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There are two distinct ways that *Pass - Fail* quality checks can be created. A single check can be
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manually created. Alternatively, a |QCP| can be configured that automatically creates checks at a
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predetermined interval.
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This documentation only details the configuration options that are unique to *Pass - Fail* quality
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checks and |QCPs|. For a full overview of all the configuration options available when creating a
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single check or a |QCP|, see the documentation on :ref:`quality checks
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<quality/quality_management/quality-checks>` and :ref:`quality control points
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<quality/quality_management/quality-control-points>`.
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Quality check
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-------------
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To create a single *Pass - Fail* quality check, navigate to :menuselection:`Quality --> Quality
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Control --> Quality Checks`, and click :guilabel:`New`. Fill out the new quality check form as
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follows:
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- In the :guilabel:`Type` drop-down field, select the :guilabel:`Pass - Fail` quality check type.
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- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the
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check.
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- In the :guilabel:`Instructions` text field of the :guilabel:`Notes` tab, enter instructions for
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how to complete the quality check and the criteria that must be met for the check to pass.
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.. image:: pass_fail_check/quality-check-form.png
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:align: center
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:alt: A quality check form configured for a Pass - Fail quality check.
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Quality Control Point (QCP)
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---------------------------
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To create a |QCP| that generates *Pass - Fail* quality checks automatically, begin by navigating to
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:menuselection:`Quality --> Quality Control --> Control Points`, and click :guilabel:`New`. Fill out
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the new |QCP| form as follows:
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- In the :guilabel:`Type` drop-down field, select the :guilabel:`Pass - Fail` quality check type.
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- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the
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checks created by the |QCP|.
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- In the :guilabel:`Instructions` text field, enter instructions for how to complete the quality
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check and the criteria that must be met for the check to pass.
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.. image:: pass_fail_check/qcp-form.png
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:align: center
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:alt: A Quality Control Point (QCP) form configured to create a Pass - Fail quality check.
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Process a Pass - Fail quality check
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===================================
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Once created, there are multiple ways that *Measure* quality checks can be processed. If a quality
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check is assigned to a specific inventory, manufacturing, or work order, the check can be processed
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on the order itself. Alternatively, a check can be processed from the check's page.
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From the check's page
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---------------------
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To process a *Measure* quality check from the check's page, begin by navigating to
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:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow
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the :guilabel:`Instructions` for how to complete the check.
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If the criteria for the check is met, click the :guilabel:`Pass` button at the top-left corner of
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the page. If the criteria is not met, click the :guilabel:`Fail` button.
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On an order
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-----------
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To process a *Pass - Fail* quality check on an order, select a manufacturing order or inventory
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order (receipt, delivery, return, etc.), for which a check is required. Manufacturing orders can be
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selected by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`,
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and clicking on an order. Inventory orders can be selected by navigating to
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:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and
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selecting an order.
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On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears
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at the top of the order. Click the button to open the :guilabel:`Quality Check` pop-up window, which
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shows all of the quality checks required for that order.
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To process a *Pass - Fail* quality check, follow the instructions shown on the :guilabel:`Quality
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Check` pop-up window. If the criteria for the check is met, click the :guilabel:`Pass` button at the
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bottom of the window. If the criteria is not met, click the :guilabel:`Fail` button.
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.. image:: pass_fail_check/pass-fail-check-pop-up.png
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:align: center
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:alt: A Pass - Fail quality check pop-up window on a manufacturing or inventory order.
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If a quality alert must be created, click the :guilabel:`Quality Alert` button that appears at the
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top of the manufacturing or inventory order after the check fails. Clicking :guilabel:`Quality
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Alert` opens a quality alert form on a new page. For a complete guide on how to fill out quality
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alert forms, view the documentation on :ref:`quality alerts
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<quality/quality_management/quality-alerts>`.
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On a work order
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---------------
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When configuring a |QCP| that is triggered during manufacturing, a specific work order can also be
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specified in the :guilabel:`Work Order Operation` field on the |QCP| form. If a work order is
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specified, a *Pass - Fail* quality check is created for that specific work order, rather than the
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manufacturing order as a whole.
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*Pass - Fail* quality checks configured for work orders must be processed from the tablet view. To
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do so, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing
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Orders`. Select a manufacturing order that includes a work order for which a quality check is
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required. Open the tablet view for that work order by selecting the :guilabel:`Work Orders` tab, and
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then clicking the :guilabel:`📱 (tablet)` button on the order's line.
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With tablet view open, complete the steps listed on the left side of the screen until the *Pass -
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Fail* quality check step is reached. Upon reaching the check, follow the instructions that appear at
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the top of the screen. If the criteria for the check is met, click the :guilabel:`Pass` button at
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the top-right of the screen. If the criteria is not met, click the :guilabel:`Fail` button.
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.. image:: pass_fail_check/work-order-pass-fail-check.png
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:align: center
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:alt: A Pass - Fail check for a manufacturing work order.
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If a quality alert must be created, do so by clicking the :guilabel:`☰ (menu)` button in the tablet
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view, and selecting :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window. A
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:guilabel:`Quality Alerts` pop-up window appears, from which a quality alert can be created. For a
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complete guide on how to fill out quality alert forms, view the documentation on :ref:`quality
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alerts <quality/quality_management/quality-alerts>`.
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