[ADD] Quality: Quality checks

closes odoo/documentation#5999

X-original-commit: 7a6c0a9247
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

content/applications/inventory_and_mrp/quality/quality_management.rst

@@ -9,3 +9,4 @@ Quality control basics
 
    quality_management/quality_control_points
    quality_management/quality_alerts
+   quality_management/quality_checks

content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst

@@ -0,0 +1,136 @@
+==============
+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
+products. In Odoo, a quality check can be conducted for a single product, or multiple products
+within the same inventory operation or manufacturing order.
+
+Using a Quality Control Point (QCP), it is possible to create quality checks automatically at
+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 <manufacturing/quality_control/quality-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
+to schedule a quality check that will only occur once, or register a quality check that they conduct
+unprompted.
+
+Manual quality check
+====================
+
+To manually create a single quality check, navigate to :menuselection:`Quality --> Quality Control
+--> Quality Checks`, and click :guilabel:`New`. On the quality check form, begin by selecting an
+option from the :guilabel:`Control per` drop-down menu:
+
+- :guilabel:`Operation` requests a check for an entire operation (ex. delivery order) and all
+  products within it.
+- :guilabel:`Product` requests a check for every unit of a product that is part of an operation (ex.
+  every unit of a product within a delivery order).
+- :guilabel:`Quantity` requests a check for every quantity of a product that is part of an operation
+  (ex. one check for five units of a product within a delivery order). Selecting
+  :guilabel:`Quantity` also causes a :guilabel:`Lot/Serial` drop-down field to appear, from which
+  can be selected a specific lot or serial number that the quality check should be conducted for.
+
+Next, select an inventory operation from the :guilabel:`Picking` drop-down menu or a manufacturing
+order from the :guilabel:`Production Order` drop-down menu. This is necessary because Odoo needs to
+know for which operation the quality check is being conducted.
+
+If the quality check should be assigned to a specific |QCP|, select it from the :guilabel:`Control
+Point` drop-down menu. This is useful if the quality check is being created manually, but should
+still be recognized as belonging to a specific |QCP|.
+
+Select a quality check type from the :guilabel:`Type` drop-down field:
+
+- :guilabel:`Instructions` provides specific instructions for how to conduct the quality check.
+- :guilabel:`Take a Picture` requires a picture to be attached to the check before the check can be
+  completed.
+- :guilabel:`Pass - Fail` is used when the product being checked must meet a certain criteria to
+  pass the check.
+- Selecting :guilabel:`Measure` causes a :guilabel:`Measure` input field to appear, in which a
+  measurement must be entered before the check can be completed.
+- Selecting :guilabel:`Worksheet` causes a :guilabel:`Quality Template` drop-down field to appear.
+  Use it to select a quality worksheet that must be filled out to complete the check.
+
+In the :guilabel:`Team` field, select the quality team that is responsible for the quality check. In
+the :guilabel:`Company` field, select the company that owns the product being inspected.
+
+On the :guilabel:`Notes` tab at the bottom of the form, enter any relevant instructions in the
+:guilabel:`Instructions` text entry box (ex. 'Attach a picture of the product'). In the
+:guilabel:`Notes` text entry box, enter any relevant information about the quality check (who
+created it, why it was created, etc.).
+
+Finally, if the check is being processed immediately, click the :guilabel:`Pass` button at the top
+left of the screen if the check passes, or the :guilabel:`Fail` button if the check fails.
+
+.. image:: quality_checks/quality-check-form.png
+   :align: center
+   :alt: A quality check form filled out for a Pass - Fail check.
+
+Process quality check
+=====================
+
+Quality checks can be processed directly on the quality check's page, or from a manufacturing or
+inventory order for which a check is required. Alternatively, if a quality check is created for a
+specific work order operation, the check is processed in the tablet view for the work order.
+
+.. note::
+   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
+   <manufacturing/quality_control/quality-control-points>` for information about how to configure a
+   |QCP| that will create quality checks for a specific work order operation.
+
+Quality check page
+------------------
+
+To process a quality check from the check's page, begin by navigating to :menuselection:`Quality -->
+Quality Control --> Quality Checks`, then select the check to process. Follow the instructions for
+how to complete the check, listed in the :guilabel:`Instructions` field of the :guilabel:`Notes` tab
+at the bottom of the page.
+
+If the quality check passes, click the :guilabel:`Pass` button at the top of the page. If the check
+fails, click the :guilabel:`Fail` button, instead.
+
+Quality check on order
+----------------------
+
+To process a quality check on an order, select a manufacturing 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 inventory or manufacturing 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.
+
+Follow the instructions that appear on the :guilabel:`Quality Check` pop-up window. If a Pass - Fail
+check is being processed, complete the check by clicking :guilabel:`Pass` or :guilabel:`Fail` at the
+bottom of the pop-up window. For all other quality check types, a :guilabel:`Validate` button
+appears instead. Click it to complete the check.
+
+.. image:: quality_checks/quality-check-pop-up.png
+   :align: center
+   :alt: The "Quality Check" pop-up window on a manufacturing order.
+
+Quality check on work order
+---------------------------
+
+To process a quality check for a work order, begin by navigating to :menuselection:`Manufacturing
+--> Operations --> Manufacturing Orders`, then select a manufacturing order. Select the
+:guilabel:`Work Orders` tab, then click the :guilabel:`📱 (tablet)` tablet view button for the work
+order that requires the quality check.
+
+With tablet view open, complete the steps listed on the left side of the screen until the quality
+check step is reached, then follow the instructions at the top of the screen. If a Pass - Fail check
+is being processed, complete the check by clicking :guilabel:`Pass` or :guilabel:`Fail` at the top
+of the screen. For all other quality check types, a :guilabel:`Next` button appears instead. Click
+it to complete the check and move on to the next step of the work order.
+
+.. image:: quality_checks/work-order-check.png
+   :align: center
+   :alt: A quality check for a work order.

content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst

@@ -2,10 +2,12 @@
 Add quality controls
 ====================
 
-Use **Odoo Quality** to control the quality of products before they are registered into stock,
+.. _manufacturing/quality_control/quality-control-points:
-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
+Use *Odoo Quality* to control the quality of products before they are registered into stock, during
-specific points during production.
+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.
 
 Configure quality control points
 ================================