diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types.rst b/content/applications/inventory_and_mrp/quality/quality_check_types.rst index 5f36c1967..ae7501122 100644 --- a/content/applications/inventory_and_mrp/quality/quality_check_types.rst +++ b/content/applications/inventory_and_mrp/quality/quality_check_types.rst @@ -9,3 +9,4 @@ Quality check types quality_check_types/instructions_check quality_check_types/pass_fail_check + quality_check_types/measure_check diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst new file mode 100644 index 000000000..e341ceb54 --- /dev/null +++ b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check.rst @@ -0,0 +1,194 @@ +===================== +Measure quality check +===================== + +.. |QCP| replace:: :abbr:`QCP (Quality Control Point)` +.. |QCPs| replace:: :abbr:`QCPs (Quality Control Points)` + +In Odoo *Quality*, a *Measure* check is one of the quality check types that can be selected when +creating a new quality check or quality control point (QCP). *Measure* checks prompt users to +measure a certain aspect of a product and record the measurement in Odoo. For the quality check to +pass, the recorded measurement must be within a certain *tolerance* of a *norm* value. + +Create a Measure quality check +============================== + +There are two distinct ways that *Measure* quality checks can be created. A single check can be +manually created. Alternatively, a |QCP| can be configured that automatically creates checks at a +predetermined interval. + +This documentation only details the configuration options that are unique to *Measure* quality +checks and |QCPs|. For a full overview of all the configuration options available when creating a +single check or a |QCP|, see the documentation on :ref:`quality checks +` and :ref:`quality control points +`. + +Quality check +------------- + +To create a single *Measure* quality check, navigate to :menuselection:`Quality --> Quality Control +--> Quality Checks`, and click :guilabel:`New`. Fill out the new quality check form as follows: + +- In the :guilabel:`Type` drop-down field, select the :guilabel:`Measure` quality check type. +- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the + check. +- In the :guilabel:`Instructions` text field of the :guilabel:`Notes` tab, enter instructions for + how the picture should be taken. + +.. image:: measure_check/measure-check-form-1.png + :align: center + :alt: A quality check form configured for a Measure quality check. + +Quality control point (QCP) +--------------------------- + +To create a |QCP| that generates *Measure* quality checks automatically, navigate to +:menuselection:`Quality --> Quality Control --> Control Points`, and click :guilabel:`New`. Fill out +the new |QCP| form as follows: + +- In the :guilabel:`Type` drop-down field, select the :guilabel:`Measure` quality check type. Doing + so causes two new fields to appear: :guilabel:`Norm` and :guilabel:`Tolerance`. + + - Use the first text-entry field of the :guilabel:`Norm` field to record the ideal measurement + that the product should conform to. Use the second text-entry field to specify the unit of + measurement that should be used. + - The :guilabel:`Tolerance` field features two sub-fields: :guilabel:`from` and :guilabel:`to`. + Use the :guilabel:`from` field to specify the minimum acceptable measurement, and the + :guilabel:`to` field to specify the maximum acceptable measurement. + +- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the + checks created by the |QCP|. +- In the :guilabel:`Instructions` text field, enter instructions for how the measurement should be + taken. + +.. image:: measure_check/measure-check-qcp-form.png + :align: center + :alt: A QCP form configured to create Measure quality checks. + +Process a Measure quality check +=============================== + +Once created, there are multiple ways that *Measure* quality checks can be processed. If a quality +check is assigned to a specific inventory, manufacturing, or work order, the check can be processed +on the order itself. Alternatively, a check can be processed from the check's page. + +From the check's page +--------------------- + +To process a *Measure* 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 take the measurement. + +After taking the measurement, record the value in the :guilabel:`Measure` field on the quality check +form. To manually pass or fail the check, click :guilabel:`Pass` or :guilabel:`Fail` at the top-left +corner of the check. + +Alternatively, if the quality check is assigned to a |QCP| for which *norm* and *tolerance* values +have been specified, click :guilabel:`Measure` at the top-left corner of the check instead. Doing so +automatically marks the check as *Passed* if the recorded value is within the specified *tolerance*, +or *Failed* if the value is outside of it. + +On an order +----------- + +To process a *Measure* 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 +at the top of the page. Click the button to open the :guilabel:`Quality Check` pop-up window, which +shows all of the quality checks required for that order. + +To process a *Measure* quality check, measure the product as instructed, then enter the value in the +:guilabel:`Measure` field on the pop-up window. Finally, click :guilabel:`Validate` to register the +recorded value. + +.. image:: measure_check/measure-check-pop-up.png + :align: center + :alt: A Measure quality check pop-up window on a manufacturing or inventory order. + +If the value entered is within the range specified in the :guilabel:`Tolerance` section of the +|QCP|, the quality check passes and the pop-up window closes. The rest of the manufacturing or +inventory order can then be processed as usual. + +However, if the value entered is outside of the specified range, a new pop-up window appears, titled +:guilabel:`Quality Check Failed`. The body of the pop-up shows a warning message that states, +:guilabel:`You measured # units and it should be between # units and # units.`, as well as the +instructions entered in the :guilabel:`Message If Failure` tab of the |QCP|. At the bottom of the +pop-up, two buttons appear: :guilabel:`Correct Measure` and :guilabel:`Confirm Measure`. + +.. image:: measure_check/measure-check-failed.png + :align: center + :alt: The "Quality Check Failed" pop-up window. + +If the measurement was not entered correctly and should be changed, select :guilabel:`Correct +Measure`. Doing so re-opens the :guilabel:`Quality Check` pop-up window. Enter the corrected +measurement in the :guilabel:`Measure` field, and then click :guilabel:`Validate` to complete the +check. + +If the measurement was entered correctly, click :guilabel:`Confirm Measure` instead, and the quality +check fails. Follow any instructions that were listed on the :guilabel:`Quality Check Failed` pop-up +window. + +If a quality alert must be created, click the :guilabel:`Quality Alert` button that appears at the +top of the manufacturing or inventory order after the check fails. Clicking :guilabel:`Quality +Alert` opens a quality alert form on a new page. + +For a complete guide on how to fill out the quality alert form, view the documentation on +:ref:`quality alerts `. + +On a work order +--------------- + +When configuring a |QCP| that is triggered during manufacturing, 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, a *Measure* quality check is created for that specific work order, rather than the +manufacturing order as a whole. + +*Measure* quality checks created for work orders must be processed 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 selecting the :guilabel:`Work Orders` tab, and then 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 *Measure* +quality check step is reached. Upon reaching the check, the instructions for how to take the +measurement appear at the top of the screen. Enter the measured value in the :guilabel:`Measure` +field above the instructions, and then click :guilabel:`Validate`. + +.. image:: measure_check/measure-tablet-view.png + :align: center + :alt: A Measure quality check in the Manufacturing tablet view. + +If the measurement entered is within the range specified in the :guilabel:`Tolerance` section of the +|QCP|, the quality check passes and the tablet view moves on to the next step of the work order. +However, if the measurement entered is outside of the specified range, a pop-up window appears, +titled :guilabel:`Quality Check Failed`. + +The body of the :guilabel:`Quality Check Failed` pop-up window shows a warning message that states, +:guilabel:`You measured # units and it should be between # units and # units.`, as well as the +instructions entered in the :guilabel:`Message If Failure` tab of the |QCP|. At the bottom of the +pop-up, two buttons appear: :guilabel:`Correct Measure` and :guilabel:`Confirm Measure`. + +.. image:: measure_check/measure-check-failed.png + :align: center + :alt: The "Quality Check Failed" pop-up window. + +If the measurement was not entered correctly, and should be changed, select :guilabel:`Correct +Measure`. Doing so opens a new pop-up window, titled :guilabel:`Quality Check`. Enter the corrected +measurement in the :guilabel:`Measure` field, then click :guilabel:`Validate` to complete the check, +and move on to the next step of the work order. + +If the measurement was entered correctly, click :guilabel:`Confirm Measure` instead, and the quality +check fails. Follow any instructions that were listed on the :guilabel:`Quality Check Failed` pop-up +window. + +If a quality alert must be created, do so by clicking the :guilabel:`☰ (three horizontal lines)` +button, and selecting :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window. A +:guilabel:`Quality Alerts` pop-up window appears, from which a quality alert can be created. + +For a complete guide on how to fill out the quality alert form, view the documentation on +:ref:`quality alerts `. diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-failed.png b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-failed.png new file mode 100644 index 000000000..87a6fc0aa Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-failed.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-form-1.png b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-form-1.png new file mode 100644 index 000000000..1a9af188e Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-form-1.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-pop-up.png b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-pop-up.png new file mode 100644 index 000000000..a413ac2c8 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-pop-up.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-qcp-form.png b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-qcp-form.png new file mode 100644 index 000000000..eb5d408dc Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-qcp-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-tablet-view.png b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-tablet-view.png new file mode 100644 index 000000000..c7f33f4a3 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-tablet-view.png differ diff --git a/content/applications/productivity/iot/devices/measurement_tool.rst b/content/applications/productivity/iot/devices/measurement_tool.rst index 5c74ce712..57b486f2c 100644 --- a/content/applications/productivity/iot/devices/measurement_tool.rst +++ b/content/applications/productivity/iot/devices/measurement_tool.rst @@ -2,6 +2,8 @@ Connect a measurement tool ========================== +.. _iot/devices/measurement-tool: + With Odoo's :abbr:`IoT (Internet of Things)` box, it is possible to connect measurement tools to the Odoo database for use in the *Quality app* on a quality control point/quality check, or for use in a work center during the manufacturing process.