[ADD] Quality: add Create quality alerts
closes odoo/documentation#3715 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -8,3 +8,4 @@ Quality control
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quality_control/quality_control_points
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quality_control/quality_alerts
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=====================
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Create quality alerts
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=====================
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Configuring quality control points is a great way to ensure that quality checks are performed at
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routine stages during specific operations. However, quality issues can often appear outside of these
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scheduled checks. Using Odoo *Quality*, users can create quality alerts for issues that are not
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detected by automated processes.
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.. seealso::
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:doc:`Add quality control points <quality_control_points>`
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Find and fill out the quality alerts form
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=========================================
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In some situations, it is necessary to manually create quality alerts within the *Quality* module.
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.. example::
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A helpdesk user who is notified of a product defect by a customer ticket can create an alert that
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brings the issue to the attention of the relevant quality team.
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To create a new quality alert, start from the :menuselection:`Quality` module and select
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:menuselection:`Quality Control --> Quality Alerts --> Create`. The quality alert form can then be
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filled out as follows:
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- :guilabel:`Title`: choose a concise, yet descriptive title for the quality alert
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- :guilabel:`Product`: the product about which the quality alert is being created
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- :guilabel:`Product Variant`: the specific variant of the product that has the quality issue, if
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applicable
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- :guilabel:`Lot`: the lot number assigned to the product
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- :guilabel:`Work Center`: the work center where the quality issue originated
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- :guilabel:`Picking`: the picking operation during which the quality issue originated
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- :guilabel:`Team`: the quality team that will be notified by the quality alert
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- :guilabel:`Responsible`: the individual responsible for managing the quality alert
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- :guilabel:`Tags`: classify the quality alert based on user-created tags
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- :guilabel:`Root Cause`: the cause of the quality issue, if known
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- :guilabel:`Priority`: assign a priority between one and three stars to ensure more
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urgent issues are prioritized
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The tabs at the bottom of the form can be used to provide additional information to quality teams:
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- :guilabel:`Description`: provide additional details about the quality issue
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- :guilabel:`Corrective Actions`: the method for fixing affected products
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- :guilabel:`Preventive Actions`: procedures for preventing the issue from occurring in
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the future
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- :guilabel:`Miscellaneous`: the product vendor (if applicable), the company that produces
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the product, and the date assigned
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.. image:: quality_alerts/quality-alert-form.png
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:align: center
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:alt: An example of a completed quality alert form.
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Add quality alerts during the manufacturing process
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===================================================
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Odoo enables manufacturing employees to create quality alerts within a work order without accessing
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the *Quality* module. From the work order tablet view, click the :guilabel:` ☰ ` hamburger menu
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icon in the top left corner and select :guilabel:`Quality Alert`.
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.. image:: quality_alerts/work-order-tablet-view-menu-button.png
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:align: center
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:alt: Access the work order menu.
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The quality alert form can then be filled out as detailed in the previous section. After saving the
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form, a new alert will appear on the :guilabel:`Quality Alerts` dashboard that can be found through
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the :menuselection:`Quality --> Quality Control` menu.
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Manage existing quality alerts
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==============================
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By default, quality alerts are organized in a kanban board view. The stages of the kanban board are
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fully configurable and alerts can be moved from one stage to the next by dragging and dropping or
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from within each alert. Additional options are available for viewing alerts, including graph,
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calendar, and pivot table views.
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.. tip::
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Filter alerts based on diverse criteria like date assigned or date closed. Alerts can also be
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grouped by quality team, root cause, or other parameters found under the :guilabel:`Filters`
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button menu.
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