diff --git a/content/administration/upgrade.rst b/content/administration/upgrade.rst index 00c8992e4..ac2e2d758 100644 --- a/content/administration/upgrade.rst +++ b/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 ` (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 diff --git a/content/applications/inventory_and_mrp/manufacturing.rst b/content/applications/inventory_and_mrp/manufacturing.rst index 2a99afa67..5a2a7654d 100644 --- a/content/applications/inventory_and_mrp/manufacturing.rst +++ b/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 diff --git a/content/applications/inventory_and_mrp/manufacturing/shop_floor.rst b/content/applications/inventory_and_mrp/manufacturing/shop_floor.rst new file mode 100644 index 000000000..2e1138460 --- /dev/null +++ b/content/applications/inventory_and_mrp/manufacturing/shop_floor.rst @@ -0,0 +1,10 @@ +:nosearch: + +========== +Shop Floor +========== + +.. toctree:: + :titlesonly: + + shop_floor/shop_floor_overview diff --git a/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview.rst new file mode 100644 index 000000000..f54096f31 --- /dev/null +++ b/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 + `. + +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. diff --git a/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/mo-card.png b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/mo-card.png new file mode 100644 index 000000000..f7a1bb914 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/mo-card.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/operator-panel.png b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/operator-panel.png new file mode 100644 index 000000000..6c0e5934a Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/operator-panel.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/sidebar-button.png b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/sidebar-button.png new file mode 100644 index 000000000..cf218fbb6 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/sidebar-button.png differ diff --git a/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/wo-card.png b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/wo-card.png new file mode 100644 index 000000000..b4033db32 Binary files /dev/null and b/content/applications/inventory_and_mrp/manufacturing/shop_floor/shop_floor_overview/wo-card.png differ