[ADD] Quality: Take a Picture Check
closes odoo/documentation#6713
X-original-commit: 2e605c9ec8
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -2,13 +2,15 @@
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Add new equipment
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Add new equipment
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=================
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=================
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In Odoo, **equipment** refers to any item that is used in everyday operations, including the
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.. _maintenance/equipment_management/add_new_equipment:
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In Odoo, *equipment* refers to any item that is used in everyday operations, including the
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manufacturing of products. This can mean a piece of machinery on a production line, a tool that is
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manufacturing of products. This can mean a piece of machinery on a production line, a tool that is
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used in different locations, or a computer in an office space. Equipment registered in Odoo can be
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used in different locations, or a computer in an office space. Equipment registered in Odoo can be
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owned by the company that uses the Odoo database, or by a third party, such as a vendor in the case
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owned by the company that uses the Odoo database, or by a third party, such as a vendor in the case
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of equipment rentals.
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of equipment rentals.
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Using Odoo **Maintenance**, it is possible to track individual pieces of equipment, along with
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Using Odoo *Maintenance*, it is possible to track individual pieces of equipment, along with
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information about their maintenance requirements. To add a new piece of equipment, navigate to the
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information about their maintenance requirements. To add a new piece of equipment, navigate to the
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:guilabel:`Maintenance` module, select :menuselection:`Equipments --> Machines & Tools --> Create`,
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:guilabel:`Maintenance` module, select :menuselection:`Equipments --> Machines & Tools --> Create`,
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and configure the equipment as follows:
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and configure the equipment as follows:
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@ -10,3 +10,4 @@ Quality check types
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quality_check_types/instructions_check
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quality_check_types/instructions_check
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quality_check_types/pass_fail_check
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quality_check_types/pass_fail_check
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quality_check_types/measure_check
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quality_check_types/measure_check
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quality_check_types/picture_check
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============================
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Take a Picture 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 *Take a Picture* check is one of the quality check types that can be selected
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when creating a new quality check or quality control point (QCP). *Take a Picture* checks require a
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picture to be attached to the check, which can then be reviewed by a quality team.
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Create a Take a Picture quality check
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=====================================
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There are two distinct ways that *Take a Picture* quality checks can be created. A single check can
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be 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 *Take a Picture*
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quality checks and |QCPs|. For a full overview of all the configuration options available when
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creating a 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-checks>`.
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Quality check
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-------------
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To create a single *Take a Picture* 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:`Take a Picture` 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 the picture should be taken.
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.. image:: picture_check/picture-check-form.png
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:align: center
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:alt: A quality check form configured for a Take a Picture quality check.
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Quality Control Point (QCP)
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---------------------------
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To create a |QCP| that will generate *Take a Picture* quality checks automatically, navigate 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:`Take a Picture` quality check type.
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- If the *Maintenance* app is installed, a :guilabel:`Device` field appears after selecting the
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*Take a Picture* check type. Use this field to specify a device that should be used to take
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quality check pictures. For information about managing devices in the *Maintenance* app, see the
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documentation on :ref:`adding new equipment <maintenance/equipment_management/add_new_equipment>`.
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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 the picture should be
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taken.
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.. image:: picture_check/picture-qcp-form.png
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:align: center
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:alt: A Quality Control Point (QCP) form configured to create a Take a Picture quality check.
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Process a Take a Picture quality check
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======================================
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Once created, there are multiple ways that *Take a Picture* quality checks can be processed. If a
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quality check is assigned to a specific inventory, manufacturing, or work order, the check can be
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processed 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 *Take a Picture* quality check from the check's page, begin by navigating to
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:menuselection:`Quality --> Quality Control --> Quality Checks`, and then select a quality check.
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Follow the :guilabel:`Instructions` for how to take the picture.
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After taking the picture, make sure it is stored on the device being used to process the quality
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check (computer, tablet, etc.). Then, click the :guilabel:`✏️ (pencil)` button in the
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:guilabel:`Picture` section to open the device's file manager. In the file manager, navigate to the
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picture, select it, and click :guilabel:`Open` to attach it.
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.. image:: picture_check/picture-edit-button.png
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:align: center
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:alt: The edit button (pencil) on a Take a Picture quality check.
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On an order
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-----------
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To process a *Take a Picture* 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 page. 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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Follow the instructions detailing how to take the picture, which are shown on the :guilabel:`Quality
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Check` pop-up window. After taking the picture, make sure it is stored on the device being used to
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process the quality check (computer, tablet, etc.).
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Then, click the :guilabel:`Take a Picture` button in the :guilabel:`Picture` section to open the
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device's file manager. In the file manager, navigate to the picture, select it, and click
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:guilabel:`Open` to attach it. Finally, click :guilabel:`Validate` on the :guilabel:`Quality Check`
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pop-up window to complete the quality check.
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.. image:: picture_check/picture-check-pop-up.png
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:align: center
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:alt: A Take a Picture 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 is validated. Clicking
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:guilabel:`Quality Alert` opens a quality alert form on a new page. For a complete guide on how to
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fill out quality 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 *Take a Picture* 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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*Take a Picture* quality checks created for work orders must be completed 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 *Take a
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Picture* quality check step is reached. Upon reaching the check, follow the instructions for how to
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take the picture, which appear at the top of the screen.
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After taking the picture, make sure it is stored on the device being used to process the work order
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(computer, tablet, etc.). Then, click the :guilabel:`Take a Picture` button to open the device's
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file manager. In the file manager, navigate to the picture, select it, and click :guilabel:`Open` to
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attach it. Finally, click :guilabel:`Validate` to complete the quality check.
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.. image:: picture_check/work-order-picture-check.png
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:align: center
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:alt: A Take a Picture check for a manufacturing work order.
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If a quality alert must be created, do so by clicking the :guilabel:`☰ (three horizontal lines)`
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button in the tablet view, and selecting :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up
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window. A :guilabel:`Quality Alerts` pop-up window appears, from which a quality alert can be
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created. For a complete guide on how to fill out quality alert forms, view the documentation on
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:ref:`quality alerts <quality/quality_management/quality-alerts>`.
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Review a picture attached to a check
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====================================
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After a picture has been attached to a check, it can then be reviewed by quality team members or
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other users. To do so, navigate to :menuselection:`Quality --> Quality Control --> Quality Checks`,
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and select a quality check to review.
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The attached picture appears in the :guilabel:`Picture` section of the quality check form. After
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reviewing the picture, click the :guilabel:`Pass` button if the check passes, or the
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:guilabel:`Fail` button if the check fails.
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.. image:: picture_check/review-picture-check.png
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:align: center
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:alt: A Take a Picture check with a picture attached.
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