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 804642821..45974e8ef 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 @@ -41,21 +41,22 @@ quality check to be created for new manufacturing orders (MOs). If the :guilabel:`Manufacturing` operation is selected in the :guilabel:`Operations` field, a new field appears below it, titled :guilabel:`Work Order Operation`. From this field, select a specific -work order to generate quality checks for that operation, rather than the manufacturing operation in -general. +work order to generate quality checks for that operation, rather than the manufacturing operation, +in general. -For example, a |QCP| could be configured to create quality checks for the `Assembly` work order of -the `Coffee Table` product. Then, if a new |MO| is confirmed for a `Coffee Table`, the |QCP| creates -a quality check specifically for the `Assembly` operation. +.. example:: + A |QCP| could be configured to create quality checks for the `Assembly` work order of the `Coffee + Table` product. Then, if a new |MO| is confirmed for a `Coffee Table`, the |QCP| creates a + quality check specifically for the `Assembly` operation. The :guilabel:`Control Per` field is set to one of three options that determine *when* a new quality check is created: -- :guilabel:`Operation`: one check is requested for the specified operation, as a whole. -- :guilabel:`Product`: one check is requested for each *unique* product included in the specified +- :guilabel:`Operation`: One check is requested for the specified operation, as a whole. +- :guilabel:`Product`: One check is requested for each *unique* product included in the specified operation. For example, a delivery operation for one table and four chairs would generate two checks, since two *unique* products are included in the operation. -- :guilabel:`Quantity`: a check is requested for a certain percentage of items within the specified +- :guilabel:`Quantity`: A check is requested for a certain percentage of items within the specified operation. This percentage is set by enabling the :guilabel:`Partial Transfer Test` checkbox, and then entering a numerical value in the :guilabel:`Percentage` field that appears below. If the checkbox is not enabled, one quality check is created for the full quantity. @@ -63,11 +64,11 @@ check is created: The :guilabel:`Control Frequency` field is set to one of three options that determine *how often* a new quality check is created: -- :guilabel:`All`: a quality check is requested every time the conditions of the |QCP| are met. -- :guilabel:`Randomly`: a quality check is randomly requested for a certain percentage of - operations, which can be specified in the :guilabel:`Every #% of Transfers` field that appears +- :guilabel:`All`: A quality check is requested every time the conditions of the |QCP| are met. +- :guilabel:`Randomly`: A quality check is randomly requested for a certain percentage of + operations, which can be specified in the :guilabel:`Every #% of Operations` field that appears below. -- :guilabel:`Periodically`: a quality check is requested once every set period of time, which is +- :guilabel:`Periodically`: A quality check is requested once every set period of time, which is specified by entering a numerical value in the field below, and choosing either :guilabel:`Days`, :guilabel:`Weeks`, or :guilabel:`Months` as the desired time interval. @@ -84,8 +85,10 @@ selected: - :guilabel:`Pass - Fail` checks specify a criterion that products must meet for the check to pass. - :guilabel:`Measure` checks prompt employees to record a measurement of the product that must be within a tolerance of a norm value for the check to pass. -- :guilabel:`Worksheet` checks provide an interactive worksheet that must be filled out by the - employee processing the check. +- :guilabel:`Worksheet` checks require the employee processing the check to fill out an interactive + worksheet. +- :guilabel:`Spreadsheet` checks require the employee processing the check to fill out an + interactive spreadsheet. .. important:: An *Instructions* check is the same as a step on a work order for an MO. @@ -97,6 +100,17 @@ selected: However, when creating a control point specifically for quality control purposes, using a different check type is probably more effective. +.. note:: + When creating a |QCP| with the :guilabel:`Worksheet` or :guilabel:`Spreadsheet` check types, it + is necessary to specify a *Quality Worksheet Template* or *Quality Spreadsheet Template* in the + :guilabel:`Template` field that appears below the :guilabel:`Type` field. + + The selected template is duplicated for each quality check created by the |QCP|, and **must** be + filled out to complete the quality check. + + To create a new template, navigate to :menuselection:`Quality app --> Configuration --> Quality + Worksheet/Spreadsheet Templates`, and click :guilabel:`New`. + In the :guilabel:`Team` field, specify the quality team that is responsible for managing the |QCP|, and the quality checks it creates. If a specific quality team member is responsible for the |QCP|, select them in the :guilabel:`Responsible` field.