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 6ab99302c..5f36c1967 100644 --- a/content/applications/inventory_and_mrp/quality/quality_check_types.rst +++ b/content/applications/inventory_and_mrp/quality/quality_check_types.rst @@ -8,3 +8,4 @@ Quality check types :titlesonly: quality_check_types/instructions_check + quality_check_types/pass_fail_check diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst new file mode 100644 index 000000000..e5513175d --- /dev/null +++ b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check.rst @@ -0,0 +1,132 @@ +========================= +Pass - Fail quality check +========================= + +.. |QCP| replace:: :abbr:`QCP (Quality Control Point)` +.. |QCPs| replace:: :abbr:`QCP (Quality Control Points)` + +In Odoo *Quality*, a *Pass - Fail* check is one of the quality check types that can be selected when +creating a new quality check or quality control point (QCP). *Pass - Fail* checks consist of a text +field that allows the creator to specify a certain criteria that a product must meet to pass the +check. + +Create a Pass - Fail quality check +================================== + +There are two distinct ways that *Pass - Fail* 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 *Pass - Fail* 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 *Pass - Fail* 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:`Pass - Fail` 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 to complete the quality check and the criteria that must be met for the check to pass. + +.. image:: pass_fail_check/quality-check-form.png + :align: center + :alt: A quality check form configured for a Pass - Fail quality check. + +Quality Control Point (QCP) +--------------------------- + +To create a |QCP| that generates *Pass - Fail* quality checks automatically, begin by navigating 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:`Pass - Fail` quality check type. +- 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 to complete the quality + check and the criteria that must be met for the check to pass. + +.. image:: pass_fail_check/qcp-form.png + :align: center + :alt: A Quality Control Point (QCP) form configured to create a Pass - Fail quality check. + +Process a Pass - Fail 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 complete the check. + +If the criteria for the check is met, click the :guilabel:`Pass` button at the top-left corner of +the page. If the criteria is not met, click the :guilabel:`Fail` button. + +On an order +----------- + +To process a *Pass - Fail* 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 order. 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 *Pass - Fail* quality check, follow the instructions shown on the :guilabel:`Quality +Check` pop-up window. If the criteria for the check is met, click the :guilabel:`Pass` button at the +bottom of the window. If the criteria is not met, click the :guilabel:`Fail` button. + +.. image:: pass_fail_check/pass-fail-check-pop-up.png + :align: center + :alt: A Pass - Fail 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 fails. 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 *Pass - Fail* quality check is created for that specific work order, rather than the +manufacturing order as a whole. + +*Pass - Fail* quality checks configured 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 *Pass - +Fail* quality check step is reached. Upon reaching the check, follow the instructions that appear at +the top of the screen. If the criteria for the check is met, click the :guilabel:`Pass` button at +the top-right of the screen. If the criteria is not met, click the :guilabel:`Fail` button. + +.. image:: pass_fail_check/work-order-pass-fail-check.png + :align: center + :alt: A Pass - Fail check for a manufacturing work order. + +If a quality alert must be created, do so by clicking the :guilabel:`☰ (menu)` 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 `. diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/pass-fail-check-pop-up.png b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/pass-fail-check-pop-up.png new file mode 100644 index 000000000..ed57c8ab0 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/pass-fail-check-pop-up.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/qcp-form.png b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/qcp-form.png new file mode 100644 index 000000000..36f2c87cb Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/qcp-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/quality-check-form.png b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/quality-check-form.png new file mode 100644 index 000000000..bdca5f75b Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/quality-check-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/work-order-pass-fail-check.png b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/work-order-pass-fail-check.png new file mode 100644 index 000000000..4c18264cd Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_check_types/pass_fail_check/work-order-pass-fail-check.png differ