[ADD] Quality: Quality alerts doc
closes odoo/documentation#7224 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
parent
307d6874e1
commit
8dd98b1314
@ -1,81 +1,110 @@
|
||||
=====================
|
||||
==============
|
||||
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.
|
||||
|
Binary file not shown.
After Width: | Height: | Size: 14 KiB |
Binary file not shown.
After Width: | Height: | Size: 19 KiB |
Binary file not shown.
Before Width: | Height: | Size: 13 KiB |
Binary file not shown.
Before Width: | Height: | Size: 36 KiB |
Loading…
Reference in New Issue
Block a user