diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst index acec5ac99..a76b0195a 100644 --- a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst +++ b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst @@ -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 ` + .. 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. diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/alert-form.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/alert-form.png new file mode 100644 index 000000000..40f0499d6 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/alert-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/alert-kanban.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/alert-kanban.png new file mode 100644 index 000000000..36c0f47f5 Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/alert-kanban.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/quality-alert-form.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/quality-alert-form.png deleted file mode 100644 index 8befa7f2f..000000000 Binary files a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/quality-alert-form.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/work-order-tablet-view-menu-button.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/work-order-tablet-view-menu-button.png deleted file mode 100644 index e31bbd3b7..000000000 Binary files a/content/applications/inventory_and_mrp/quality/quality_management/quality_alerts/work-order-tablet-view-menu-button.png and /dev/null differ