[ADD] MRP: Shop Floor Overview

closes odoo/documentation#6332

X-original-commit: cd881656b8
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/administration/upgrade.rst

@@ -2,10 +2,15 @@
 Upgrade
 =======
 
+.. _administration/upgrade:
+
 An upgrade is the process of moving your database from an older version to a newer :doc:`supported
 version <maintain/supported_versions>` (e.g., Odoo 14.0 to Odoo 16.0). Frequently upgrading is
 essential as each version comes with new and improved features, bug fixes, and security patches.
 
+.. toctree::
+   :titlesonly:
+
 .. _upgrade_faq/rolling_release:
 
 .. spoiler:: Automatic upgrades: Odoo Online's Rolling Release process

content/applications/inventory_and_mrp/manufacturing.rst

@@ -20,3 +20,4 @@ allow workers to trigger maintenance operations, feedback loops, quality issues,
    :titlesonly:
 
    manufacturing/management
+   manufacturing/shop_floor

content/applications/inventory_and_mrp/manufacturing/shop_floor.rst

@@ -0,0 +1,10 @@
+:nosearch:
+
+==========
+Shop Floor
+==========
+
+.. toctree::
+   :titlesonly:
+
+   shop_floor/shop_floor_overview

content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst

@@ -0,0 +1,207 @@
+===================
+Shop Floor overview
+===================
+
+.. _manufacturing/shop_floor/shop_floor_overview:
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+.. |MOs| replace:: :abbr:`MOs (Manufacturing Orders)`
+
+The *Shop Floor* module is a companion module to the *Manufacturing* app. *Shop Floor* provides a
+visual interface for processing manufacturing orders (MOs) and work orders. It also allows
+manufacturing employees to track the amount of time spent working on manufacturing and work orders.
+
+The *Shop Floor* module is installed alongside the *Manufacturing* app. It cannot be installed by
+itself. To install the *Manufacturing* app, navigate to :menuselection:`Apps`, search for
+`manufacturing` in the :guilabel:`Search...` bar, and then click :guilabel:`Install` on the
+:guilabel:`Manufacturing` app card.
+
+.. important::
+   The *Shop Floor* module replaces the tablet view functionality of the *Manufacturing* app, and is
+   only available in Odoo versions 16.4 and later.
+
+   To check the version number of an Odoo database, navigate to :menuselection:`Settings` and scroll
+   down to the :guilabel:`About` section at the bottom of the page. The version number is displayed
+   there.
+
+   To switch to a newer version of Odoo, see the documentation on :ref:`upgrading a database
+   <administration/upgrade>`.
+
+Navigation
+==========
+
+*Shop Floor* is broken down into three main views, which can be selected from the navigation bar at
+the top of the module:
+
+- The :guilabel:`All` page serves as the main dashboard for the module, and displays information
+  cards for |MOs|.
+- Each work center also has a dedicated page, which shows information cards for work orders assigned
+  to that work center. Work center pages can be toggled on or off by clicking the :guilabel:`+
+  (plus)` button in the navigation bar, selecting or deselecting them on the pop-up window that
+  appears, and then clicking :guilabel:`Confirm`.
+- The :guilabel:`My` page shows information cards for all work orders assigned to the employee whose
+  profile is currently active in the operator panel on the left side of the module. Other than only
+  showing work orders assigned to the active employee, this page functions the same as the pages for
+  each work center.
+
+.. tip::
+   To isolate an |MO| or work order, so that no other orders appear, simply search the reference
+   number of the |MO| in the :guilabel:`Search...` bar at the top of the module. This search filter
+   remains active while switching between the different module views.
+
+On the left side of the module is the operator panel, which shows all of the employees currently
+signed in to *Shop Floor*, and allows new employees to sign in. The operator panel is always
+available in the module, regardless of which view is selected. It can be toggled on or off by
+clicking the :guilabel:`sidebar` button at the extreme left of the navigation bar.
+
+.. image:: shop_floor_overview/sidebar-button.png
+   :align: center
+   :alt: The "sidebar" button, which is used to toggle the operator panel on or off.
+
+All page
+--------
+
+By default, the :guilabel:`All` page shows an information card for every |MO| that is *ready to
+start*. An |MO| is considered ready to start once it has been confirmed, and all required components
+are available.
+
+To view every confirmed |MO| regardless of readiness, click the :guilabel:`x` button on the
+:guilabel:`Ready to Start` filter to remove it from the :guilabel:`Search...` bar.
+
+MO information card
+~~~~~~~~~~~~~~~~~~~
+
+An |MO| information card on the :guilabel:`All` page shows all of the relevant details of the
+associated |MO|, and also provides employees with options for processing the |MO|.
+
+The header for an |MO| card shows the |MO| number, the product and number of units being produced,
+and the status of the |MO|. If work has not yet begun on the |MO|, the status appears as
+:guilabel:`Confirmed`. Once work has begun, the status updates to :guilabel:`In Progress`. If all
+work orders for an |MO| have been completed and the |MO| is ready to close, the status updates to
+:guilabel:`To Close`.
+
+The main body of an |MO| card shows a line for each completed work order, if any, followed by the
+current work order that needs to be completed. Completed work orders are indicated by a green check
+mark to the right of title of the work order. The current work order is indicated by a button that
+opens the page for the work center to which the order is assigned.
+
+Below the current work order is a line titled :guilabel:`Register Production`, which is used to
+record the number of product units produced. To manually enter the number of units produced, click
+on the :guilabel:`Register Production` line, enter a value in the :guilabel:`Units` field of the
+resulting pop-up window, then click :guilabel:`Validate`.
+
+Alternatively, click the :guilabel:`# Units` button on the right side of the line, which
+automatically records the number of units the |MO| was created for as the number of units produced.
+For example, if an |MO| is created for 10 units of a dining table, clicking the :guilabel:`10 units`
+button records that 10 units were produced.
+
+The footer of the |MO| card displays a :guilabel:`Close Production` button. This is used to close
+the |MO| once production is completed. However, if there are any quality checks required for the
+|MO| as a whole (not the work orders within it), a :guilabel:`Quality Checks` button appears
+instead. Clicking :guilabel:`Quality Checks` opens a pop-up window, from which any required quality
+checks can be completed.
+
+After clicking :guilabel:`Close Production`, the |MO| card begins to fade away, and an
+:guilabel:`Undo` button appears on the footer. Clicking :guilabel:`Undo` causes the |MO| to remain
+open. Once the |MO| card disappears completely, the work order is closed.
+
+On the right side of the footer is an :guilabel:`⋮ (options)` button, which opens a pop-up window
+with additional options for the |MO|:
+
+- :guilabel:`Scrap` is used to send components to a scrap location when they are found to be
+  defective.
+- :guilabel:`Add Work Order` is used to add an additional work order to the |MO|.
+- :guilabel:`Add Component` is used to add an additional component to the |MO|.
+- :guilabel:`Open Backend MO` opens the |MO| in the Manufacturing app.
+
+.. image:: shop_floor_overview/mo-card.png
+   :align: center
+   :alt: An information card for an MO on the "All" page of the Shop Floor module.
+
+Work center pages
+-----------------
+
+By default, the page for each work center shows an information card for every work order assigned to
+it that is *ready to start*. A work order is considered ready to start once the |MO| it is a part of
+is ready to start, and any preceding work orders have been completed.
+
+To view every confirmed work order assigned to a work center regardless of readiness, click the
+:guilabel:`x` button on the :guilabel:`Ready to Start` filter to remove it from the
+:guilabel:`Search...` bar.
+
+Work order information card
+~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+A work order information card on a work center's page shows all of the relevant details of the
+associated work order, and also provides employees with options for processing the work order.
+
+The header for a work order card shows the reference number of the |MO| that the work order is a
+part of, the product and number of units being produced, and the status of the work order. If work
+has not yet begun on the work order, the status appears as :guilabel:`To Do`. Once work has begun,
+the status updates to display a timer showing the total time the work order has been worked on.
+
+The main body of a work order card shows a line for each step required to complete the work order.
+Work order steps can be completed by clicking on the line, then following the instructions on the
+pop-up window that appears. Alternatively, clicking the checkbox on the right side of each line
+automatically marks the step as completed.
+
+Below the final step of the work order is a line titled :guilabel:`Register Production`, which
+functions the same as the :guilabel:`Register Production` line on an |MO| card. Registering the
+number of units produced using the :guilabel:`Register Production` line on a work order card also
+completes the step for the associated |MO| card.
+
+If the work order being processed is the final work order for the |MO|, a :guilabel:`Close
+Production` button appears on the footer of the work order card. Clicking :guilabel:`Close
+Production` closes both the work order and the |MO|, unless a quality check is required for the
+|MO|. In this case, the quality check must be completed from the |MO| card before the |MO| can be
+closed.
+
+Alternatively, if the |MO| requires the completion of additional work orders, a :guilabel:`Mark as
+Done` button appears instead. Clicking :guilabel:`Mark as Done` marks the current work order as
+completed, and causes the next work order to appear on the page for the work center it is assigned
+to.
+
+After clicking :guilabel:`Close Production` or :guilabel:`Mark as Done`, the work order card begins
+to fade away, and an :guilabel:`Undo` button appears on the footer. Clicking :guilabel:`Undo` causes
+the work order to remain open. Once the work order card disappears completely, the work order is
+marked as :guilabel:`Finished` on the |MO|.
+
+On the right side of the footer is an :guilabel:`⋮ (options)` button, which opens a pop-up window
+with additional options for the work order:
+
+- :guilabel:`Scrap` is used to send components to a scrap location when they are found to be
+  defective.
+- :guilabel:`Add Component` is used to add an additional component to the |MO|.
+- :guilabel:`Move to work center` is used to transfer the work order to a different work center.
+- :guilabel:`Suggest a Worksheet improvement` allows the user to propose a change to the work
+  order's instructions or steps.
+- :guilabel:`Create a Quality Alert` opens a quality alert form that can be filled out to alert a
+  quality team about a potential issue.
+
+.. image:: shop_floor_overview/wo-card.png
+   :align: center
+   :alt: An information card for a work order in the Shop Floor module.
+
+Operator panel
+--------------
+
+The operator panel is used to manage the employees that are signed in to the *Shop Floor* module.
+The panel shows the name and profile picture of every employee that is currently signed in across
+all instances of the database.
+
+To interact with *Shop Floor* as a specific employee, click the employee's name to activate their
+profile. Profiles that are not active appear with their names and profile pictures greyed-out.
+
+When an employee is selected in the operator panel, they can begin working on a work order by
+clicking the work order's heading. If an employee is working on one or more work orders, the work
+order title(s) appear under their name, along with a timer showing how long they've been working on
+each order.
+
+To add a new employee to the operator panel, click the :guilabel:`+ Add Operator` button at the
+bottom of the panel. Then, select an employee from the :guilabel:`Select Employee` pop-up window.
+
+To remove an employee from the operator panel, simply click the :guilabel:`x` button next to their
+name in the panel.
+
+.. image:: shop_floor_overview/operator-panel.png
+   :align: center
+   :alt: The operator panel of the Shop Floor module, showing three employees signed in.