diff --git a/content/applications/inventory_and_mrp/quality/quality_management.rst b/content/applications/inventory_and_mrp/quality/quality_management.rst index 09609d835..634933621 100644 --- a/content/applications/inventory_and_mrp/quality/quality_management.rst +++ b/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 diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks.rst new file mode 100644 index 000000000..93104848b --- /dev/null +++ b/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 `. + +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 + ` 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. diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/quality-check-form.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/quality-check-form.png new file mode 100644 index 000000000..067a38183 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/quality-check-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/quality-check-pop-up.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/quality-check-pop-up.png new file mode 100644 index 000000000..08c4c2a0d Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/quality-check-pop-up.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/work-order-check.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/work-order-check.png new file mode 100644 index 000000000..12dc96344 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/quality_checks/work-order-check.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst index 89fb9c706..6a8367b5e 100644 --- a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points.rst +++ b/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, -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 -specific points during production. +.. _manufacturing/quality_control/quality-control-points: + +Use *Odoo Quality* to control the quality of products before they are registered into stock, 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 specific +points during production. Configure quality control points ================================