diff --git a/content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst b/content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst index 94cb4ba02..4b5ab1dc7 100644 --- a/content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst +++ b/content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst @@ -350,8 +350,8 @@ line item to view the suggested changes. :align: center :alt: "Show Instructions" icon in the *Operations* tab of a BoM. -On the :ref:`quality control point ` form, ensure the following form -fields are accurately filled out to give detailed instructions for operators: +On the :ref:`quality control point ` form, ensure +the following form fields are accurately filled out to give detailed instructions for operators: - :guilabel:`Title`: rename to give a concise description of the new instruction. - :guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies @@ -360,10 +360,11 @@ fields are accurately filled out to give detailed instructions for operators: - :guilabel:`Type`: categorizes the control point type. From the drop-down menu, select :guilabel:`Instructions` to detail an instruction for the worker. To receive input from the workers, select the :guilabel:`Take a Picture`, :guilabel:`Register Consumed Materials`, - :guilabel:`Print Label`, or other :ref:`quality check options `. + :guilabel:`Print Label`, or other :ref:`quality check options + `. .. seealso:: - :ref:`Configure quality control points ` + :ref:`Configure quality control points ` Once the quality control point is configured, return to the :guilabel:`Steps` list using the breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions. diff --git a/content/applications/inventory_and_mrp/quality.rst b/content/applications/inventory_and_mrp/quality.rst index 0a961bce2..fc887503a 100644 --- a/content/applications/inventory_and_mrp/quality.rst +++ b/content/applications/inventory_and_mrp/quality.rst @@ -19,3 +19,4 @@ when issues arise. :titlesonly: quality/quality_management + quality/quality_check_types diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types.rst b/content/applications/inventory_and_mrp/quality/quality_check_types.rst new file mode 100644 index 000000000..6ab99302c --- /dev/null +++ b/content/applications/inventory_and_mrp/quality/quality_check_types.rst @@ -0,0 +1,10 @@ +:nosearch: + +=================== +Quality check types +=================== + +.. toctree:: + :titlesonly: + + quality_check_types/instructions_check diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst b/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst new file mode 100644 index 000000000..87c3179c2 --- /dev/null +++ b/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst @@ -0,0 +1,90 @@ +========================== +Instructions quality check +========================== + +.. |QCP| replace:: :abbr:`QCP (Quality Control Point)` + +In Odoo *Quality*, an *Instructions* check is one of the quality check types that can be selected +when creating a new quality check or quality control point (QCP). *Instructions* checks consist of a +text entry field that allows the creator to provide instructions for how to complete the check. + +For a full overview of how to configure a quality check or a |QCP|, see the documentation on +:ref:`quality checks ` and :ref:`quality control +points `. + +Process an Instructions quality check +===================================== + +There are multiple ways that *Instructions* quality checks can be processed. If a quality check is +assigned to a specific manufacturing, inventory, or work order, the check can be processed on the +order itself. Alternatively, a check can be processed from the check's page. + +Process from the quality check's page +------------------------------------- + +To process an *Instructions* quality check from the check's page, begin by navigating to +:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow +the :guilabel:`Instructions` for how to complete the check. + +If the product passes the check, click the :guilabel:`Pass` button above the quality check form. If +the product does not pass the check, click the :guilabel:`Fail` button, instead. + +Process quality check on an order +--------------------------------- + +To process an *Instructions* quality check on an order, select a manufacturing order or inventory +order (receipt, delivery, return, etc.) for which a check is required. Manufacturing orders can be +selected by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, +and clicking on an order. Inventory orders can be selected by navigating to +:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and +selecting an order. + +On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears +above the order. Click the button to open the :guilabel:`Quality Check` pop-up window, from which +any quality checks created for the order can be processed. + +.. image:: instructions_check/quality-check-pop-up.png + :align: center + :alt: The Quality Check pop-up window on a manufacturing or inventory order. + +To complete an *Instructions* quality check, follow the instructions detailed in the +:guilabel:`Quality Check` pop-up window. Finally, click :guilabel:`Validate` to confirm that the +check has been completed. + +If an issue or defect is found during the quality check, a quality alert may need to be created to +notify a quality team. To do so, click the :guilabel:`Quality Alert` button that appears at the top +of the manufacturing or inventory order after the check is validated. + +Clicking :guilabel:`Quality Alert` opens a quality alert form on a new page. For a complete guide on +how to fill out quality alert forms, view the documentation on :ref:`quality alerts +`. + +Process work order quality check +-------------------------------- + +When configuring a |QCP| that is triggered by a manufacturing order, a specific work order can also +be specified in the :guilabel:`Work Order Operation` field on the |QCP| form. If a work order is +specified, an *Instructions* quality check is created for that specific work order, rather than the +manufacturing order as a whole. + +Quality checks configured for work orders must be completed from the tablet view. To do so, begin by +navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select a +manufacturing order that includes a work order for which a quality check is required. Open the +tablet view for that work order by clicking the :guilabel:`📱 (tablet)` button on the order's line. + +With tablet view open, complete the steps listed on the left side of the screen until the +*Instructions* quality check step is reached. Upon reaching the check, the instructions for how to +complete it will appear at the top of the screen. Follow the instructions, then click +:guilabel:`Next` to move on to the next step. + +.. image:: instructions_check/work-order-instructions-check.png + :align: center + :alt: An Instructions check for a work order. + +If an issue or defect is found during the quality check, a quality alert may need to be created to +notify a quality team. To do so, click the :guilabel:`☰ (menu)` button in the tablet view, and then +select :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window. + +Clicking :guilabel:`Quality Alert` opens a :guilabel:`Quality Alerts` pop-up window, from which a +quality alert can be created. For a complete guide to quality alert creation, view the documentation +on :ref:`quality alerts `. diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check/quality-check-pop-up.png b/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check/quality-check-pop-up.png new file mode 100644 index 000000000..08c4c2a0d Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check/quality-check-pop-up.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check/work-order-instructions-check.png b/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check/work-order-instructions-check.png new file mode 100644 index 000000000..12dc96344 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check/work-order-instructions-check.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst index 3bfbefbff..acec5ac99 100644 --- a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst +++ b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst @@ -2,6 +2,8 @@ Create quality alerts ===================== +.. _quality/quality_management/quality-alerts: + Configuring quality control points is a great way to ensure that quality checks are performed at routine stages during specific operations. However, quality issues can often appear outside of these scheduled checks. Using Odoo *Quality*, users can create quality alerts for issues that are not diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst index e76043d12..bf4634f80 100644 --- a/content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst +++ b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst @@ -2,6 +2,7 @@ Quality checks ============== +.. _quality/quality_management/quality-checks: .. |QCP| replace:: :abbr:`QCP (Quality Control Point)` Quality checks are manual inspections conducted by employees, and are used to ensure the quality of @@ -12,7 +13,7 @@ Using a Quality Control Point (QCP), it is possible to create quality checks aut regular intervals. When quality checks are created by a |QCP|, they appear on a manufacturing or inventory order, where the employee processing the order will be prompted to complete them. For a full explanation of how to create and configure a |QCP|, see the documentation on :ref:`quality -control points `. +control points `. While quality checks are most commonly created automatically by a |QCP|, it is also possible to manually create a single quality check. Creating a check manually is useful when an employee wants @@ -81,7 +82,7 @@ specific work order operation, the check is processed in the tablet view for the It is not possible to manually create a single quality check that is assigned to a specific work order operation. Quality checks for work order operations can only be created by a |QCP|. See the documentation on :ref:`Quality Control Points - ` for information about how to configure a + ` for information about how to configure a |QCP| that will create quality checks for a specific work order operation. Quality check page diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst index 23b3b59f6..85ed6b78e 100644 --- a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst +++ b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst @@ -2,9 +2,9 @@ Add quality controls ==================== -.. _quality/quality-control-points: +.. _quality/quality_management/quality-control-points: -Use *Odoo Quality* to control the quality of products before they are registered into stock, during +Use Odoo *Quality* to control the quality of products before they are registered into stock, during picking operations, and when leaving the warehouse for a delivery order. By creating *quality control points*, manufacturers can set up quality checks that automatically trigger at specific points during production.