diff --git a/content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst b/content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst index 16b4cf187..64cd572bb 100644 --- a/content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst +++ b/content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst @@ -2,13 +2,15 @@ Add new equipment ================= -In Odoo, **equipment** refers to any item that is used in everyday operations, including the +.. _maintenance/equipment_management/add_new_equipment: + +In Odoo, *equipment* refers to any item that is used in everyday operations, including the manufacturing of products. This can mean a piece of machinery on a production line, a tool that is used in different locations, or a computer in an office space. Equipment registered in Odoo can be owned by the company that uses the Odoo database, or by a third party, such as a vendor in the case of equipment rentals. -Using Odoo **Maintenance**, it is possible to track individual pieces of equipment, along with +Using Odoo *Maintenance*, it is possible to track individual pieces of equipment, along with information about their maintenance requirements. To add a new piece of equipment, navigate to the :guilabel:`Maintenance` module, select :menuselection:`Equipments --> Machines & Tools --> Create`, and configure the equipment as follows: 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 ae7501122..d8421683a 100644 --- a/content/applications/inventory_and_mrp/quality/quality_check_types.rst +++ b/content/applications/inventory_and_mrp/quality/quality_check_types.rst @@ -10,3 +10,4 @@ Quality check types quality_check_types/instructions_check quality_check_types/pass_fail_check quality_check_types/measure_check + quality_check_types/picture_check diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst new file mode 100644 index 000000000..9506e0af9 --- /dev/null +++ b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check.rst @@ -0,0 +1,165 @@ +============================ +Take a Picture quality check +============================ + +.. |QCP| replace:: :abbr:`QCP (Quality Control Point)` +.. |QCPs| replace:: :abbr:`QCP (Quality Control Points)` + +In Odoo *Quality*, a *Take a Picture* check is one of the quality check types that can be selected +when creating a new quality check or quality control point (QCP). *Take a Picture* checks require a +picture to be attached to the check, which can then be reviewed by a quality team. + +Create a Take a Picture quality check +===================================== + +There are two distinct ways that *Take a Picture* 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 *Take a Picture* +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 *Take a Picture* 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:`Take a Picture` 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:: picture_check/picture-check-form.png + :align: center + :alt: A quality check form configured for a Take a Picture quality check. + +Quality Control Point (QCP) +--------------------------- + +To create a |QCP| that will generate *Take a Picture* 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:`Take a Picture` quality check type. +- If the *Maintenance* app is installed, a :guilabel:`Device` field appears after selecting the + *Take a Picture* check type. Use this field to specify a device that should be used to take + quality check pictures. For information about managing devices in the *Maintenance* app, see the + documentation on :ref:`adding new equipment `. +- 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 picture should be + taken. + +.. image:: picture_check/picture-qcp-form.png + :align: center + :alt: A Quality Control Point (QCP) form configured to create a Take a Picture quality check. + +Process a Take a Picture quality check +====================================== + +Once created, there are multiple ways that *Take a Picture* 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 *Take a Picture* quality check from the check's page, begin by navigating to +:menuselection:`Quality --> Quality Control --> Quality Checks`, and then select a quality check. +Follow the :guilabel:`Instructions` for how to take the picture. + +After taking the picture, make sure it is stored on the device being used to process the quality +check (computer, tablet, etc.). Then, click the :guilabel:`✏️ (pencil)` button in the +:guilabel:`Picture` section to open the device's file manager. In the file manager, navigate to the +picture, select it, and click :guilabel:`Open` to attach it. + +.. image:: picture_check/picture-edit-button.png + :align: center + :alt: The edit button (pencil) on a Take a Picture quality check. + +On an order +----------- + +To process a *Take a Picture* 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. + +Follow the instructions detailing how to take the picture, which are shown on the :guilabel:`Quality +Check` pop-up window. After taking the picture, make sure it is stored on the device being used to +process the quality check (computer, tablet, etc.). + +Then, click the :guilabel:`Take a Picture` button in the :guilabel:`Picture` section to open the +device's file manager. In the file manager, navigate to the picture, select it, and click +:guilabel:`Open` to attach it. Finally, click :guilabel:`Validate` on the :guilabel:`Quality Check` +pop-up window to complete the quality check. + +.. image:: picture_check/picture-check-pop-up.png + :align: center + :alt: A Take a Picture quality check pop-up window on a manufacturing or inventory order. + +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 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 +`. + +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 *Take a Picture* quality check is created for that specific work order, rather than the +manufacturing order as a whole. + +*Take a Picture* quality checks created 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 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 *Take a +Picture* quality check step is reached. Upon reaching the check, follow the instructions for how to +take the picture, which appear at the top of the screen. + +After taking the picture, make sure it is stored on the device being used to process the work order +(computer, tablet, etc.). Then, click the :guilabel:`Take a Picture` button to open the device's +file manager. In the file manager, navigate to the picture, select it, and click :guilabel:`Open` to +attach it. Finally, click :guilabel:`Validate` to complete the quality check. + +.. image:: picture_check/work-order-picture-check.png + :align: center + :alt: A Take a Picture check for a manufacturing work order. + +If a quality alert must be created, do so by clicking the :guilabel:`☰ (three horizontal lines)` +button in the tablet view, 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 quality alert forms, view the documentation on +:ref:`quality alerts `. + +Review a picture attached to a check +==================================== + +After a picture has been attached to a check, it can then be reviewed by quality team members or +other users. To do so, navigate to :menuselection:`Quality --> Quality Control --> Quality Checks`, +and select a quality check to review. + +The attached picture appears in the :guilabel:`Picture` section of the quality check form. After +reviewing the picture, click the :guilabel:`Pass` button if the check passes, or the +:guilabel:`Fail` button if the check fails. + +.. image:: picture_check/review-picture-check.png + :align: center + :alt: A Take a Picture check with a picture attached. diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-check-form.png b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-check-form.png new file mode 100644 index 000000000..f923a6e7c Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-check-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-check-pop-up.png b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-check-pop-up.png new file mode 100644 index 000000000..5822dbb21 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-check-pop-up.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-edit-button.png b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-edit-button.png new file mode 100644 index 000000000..115db07a9 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-edit-button.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-qcp-form.png b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-qcp-form.png new file mode 100644 index 000000000..af0dbf2fa Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/picture-qcp-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/review-picture-check.png b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/review-picture-check.png new file mode 100644 index 000000000..ea9a8b75d Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/review-picture-check.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/work-order-picture-check.png b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/work-order-picture-check.png new file mode 100644 index 000000000..f3a2f4475 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/picture_check/work-order-picture-check.png differ