[ADD] Quality: Quality alerts doc

closes odoo/documentation#7821

X-original-commit: 8dd98b1314
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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John Holton (hojo) 2024-01-02 14:51:02 -08:00 committed by Zachary Straub (ZST)
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=====================
==============
Quality alerts
==============
.. _quality/quality_management/quality-alerts:
.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
In the Odoo *Quality* app, *quality alerts* are used to notify quality teams of product defects or
other issues. Quality alerts can be created from a manufacturing or inventory order, from a work
order in the *Shop Floor* module, or directly within the *Quality* app.
Create quality alerts
=====================
.. _quality/quality_management/quality-alerts:
There are multiple ways to create a new quality alert:
Configuring quality control points is a great way to ensure that quality checks are performed at
routine stages during specific operations. However, quality issues can often appear outside of these
scheduled checks. Using Odoo *Quality*, users can create quality alerts for issues that are not
detected by automated processes.
- **From the Quality app itself**, by to :menuselection:`Quality --> Quality Control --> Quality
Alerts`, and then click :guilabel:`New` to open a quality alert form.
- Navigate to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and then
select an |MO|. Click the :guilabel:`Quality Alert` button at the top of the |MO| to open a
quality alert form in a new page.
.. seealso::
:doc:`Add quality control points <quality_control_points>`
.. important::
This method can only be used if a quality check has been requested for the |MO|. The
:guilabel:`Quality Alert` button will not appear otherwise.
Find and fill out the quality alerts form
=========================================
- Open the :menuselection:`Inventory` app, click the :guilabel:`# To Process` button on an inventory
order type card (Receipts, Delivery Orders, etc.), and then select an order. Click the
:guilabel:`Quality Alert` button at the top of the order to open a quality alert form in a new
page.
In some situations, it is necessary to manually create quality alerts within the *Quality* module.
.. important::
This method can only be used if a quality check has been requested for the inventory order. The
:guilabel:`Quality Alert` button will not appear otherwise. If the button does not appear, a
quality alert can also be created by clicking the :guilabel:`⚙️ (gear)` icon at the top of the
page and selecting the :guilabel:`Quality Alert` option from the resulting menu.
.. example::
A helpdesk user who is notified of a product defect by a customer ticket can create an alert that
brings the issue to the attention of the relevant quality team.
- Open the :menuselection:`Shop Floor` module, and then select a work center from the navigation bar
at the top of the page. Then, click the :guilabel:`⋮ (three vertical dots)` button at the
bottom-right of a work order card to open the :guilabel:`What do you want to do?` menu. Select the
:guilabel:`Create a Quality Alert` option from this menu to open a quality alert in a pop-up
window.
To create a new quality alert, start from the :menuselection:`Quality` module and select
:menuselection:`Quality Control --> Quality Alerts --> Create`. The quality alert form can then be
filled out as follows:
.. note::
Depending on how a new quality alert form is opened, certain fields on the form may already be
filled in. For example, if a quality alert is created from a work order card in the *Shop Floor*
module, the :guilabel:`Product` and :guilabel:`Work Center` are pre-filled.
- :guilabel:`Title`: choose a concise, yet descriptive title for the quality alert
- :guilabel:`Product`: the product about which the quality alert is being created
- :guilabel:`Product Variant`: the specific variant of the product that has the quality issue, if
applicable
- :guilabel:`Lot`: the lot number assigned to the product
- :guilabel:`Work Center`: the work center where the quality issue originated
- :guilabel:`Picking`: the picking operation during which the quality issue originated
- :guilabel:`Team`: the quality team that will be notified by the quality alert
- :guilabel:`Responsible`: the individual responsible for managing the quality alert
- :guilabel:`Tags`: classify the quality alert based on user-created tags
- :guilabel:`Root Cause`: the cause of the quality issue, if known
- :guilabel:`Priority`: assign a priority between one and three stars to ensure more
urgent issues are prioritized
Quality alerts form
-------------------
The tabs at the bottom of the form can be used to provide additional information to quality teams:
After opening a new quality alert form, begin by giving it a short :guilabel:`Title` that summarizes
the issue with the product.
- :guilabel:`Description`: provide additional details about the quality issue
- :guilabel:`Corrective Actions`: the method for fixing affected products
- :guilabel:`Preventive Actions`: procedures for preventing the issue from occurring in
the future
- :guilabel:`Miscellaneous`: the product vendor (if applicable), the company that produces
the product, and the date assigned
Then, if the quality alert is referencing:
.. image:: quality_alerts/quality-alert-form.png
- **A specific product or product variant**, select it from the :guilabel:`Product` or
:guilabel:`Product Variant` drop-down menus.
- **A specific work center**, select it from the :guilabel:`Work Center` drop-down menu.
- **A specific picking order**, select it from the :guilabel:`Picking` drop-down menu.
Next in the :guilabel:`Team` field, select the quality team that is responsible for managing the
quality alert. If a specific employee should be responsible for the quality alert, select them from
the :guilabel:`Responsible` drop-down menu.
In the :guilabel:`Tags` field, select any tags relevant to the quality alert from the drop-down
menu.
Use the :guilabel:`Root Cause` field to select the cause of the quality issue, if known.
Lastly, choose a :guilabel:`Priority` level by selecting a :guilabel:`⭐ (star)` number between one
and three. Quality alerts with higher priorities appear at the top of the :guilabel:`Quality Alerts`
Kanban board in the *Quality* app.
At the bottom of the quality alert form are four tabs which aid in adding supplemental information
or actions to be taken for the quality alert. They can be filled out as follows:
- In the :guilabel:`Description` tab, enter a description of the quality issue.
- Use the :guilabel:`Corrective Actions` tab to detail the steps that should be taken to fix the
issue.
- Use the :guilabel:`Preventive Actions` tab to detail what should be done to prevent the issue from
occurring in the future.
- In the :guilabel:`Miscellaneous` tab, select the :guilabel:`Vendor` of the product. If using an
Odoo database which manages multiple companies, select the relevant company in the
:guilabel:`Company` field. Finally, specify when the alert was assigned to a quality team in the
:guilabel:`Date Assigned` field.
.. image:: quality_alerts/alert-form.png
:align: center
:alt: An example of a completed quality alert form.
:alt: A quality alert form that has been filled out.
Add quality alerts during the manufacturing process
===================================================
Manage quality alerts
=====================
Odoo enables manufacturing employees to create quality alerts within a work order without accessing
the *Quality* module. From the work order tablet view, click the :guilabel:` ☰ ` hamburger menu
icon in the top left corner and select :guilabel:`Quality Alert`.
To view all existing quality alerts, navigate to :menuselection:`Quality --> Quality Control -->
Quality Alerts`. By default, alerts are displayed in a Kanban board view, which organizes them into
different stages based on where they are in the review process.
.. image:: quality_alerts/work-order-tablet-view-menu-button.png
To move an alert to a different stage, simply drag and drop it on the desired stage. Alternatively,
select a quality alert to open it, and then click the desired stage above the top-right corner of
the quality alert form.
To create a new alert within a specific stage, click the :guilabel:`+ (plus)` button to the right of
the stage name. In the new alert card that appears below the stage title, enter the
:guilabel:`Title` of the alert, and then click :guilabel:`Add`. To configure the rest of the alert,
select the alert card to open its form.
.. image:: quality_alerts/alert-kanban.png
:align: center
:alt: Access the work order menu.
The quality alert form can then be filled out as detailed in the previous section. After saving the
form, a new alert will appear on the :guilabel:`Quality Alerts` dashboard that can be found through
the :menuselection:`Quality --> Quality Control` menu.
Manage existing quality alerts
==============================
By default, quality alerts are organized in a kanban board view. The stages of the kanban board are
fully configurable and alerts can be moved from one stage to the next by dragging and dropping or
from within each alert. Additional options are available for viewing alerts, including graph,
calendar, and pivot table views.
.. tip::
Filter alerts based on diverse criteria like date assigned or date closed. Alerts can also be
grouped by quality team, root cause, or other parameters found under the :guilabel:`Filters`
button menu.
:alt: The Quality Alerts page, displaying alerts in a Kanban view.

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