[ADD] Quality: Control points doc

closes odoo/documentation#7633

X-original-commit: 1bf87a0db9
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

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

@@ -1,89 +1,132 @@
-====================
-Add quality controls
-====================
+======================
+Quality control points
+======================
 
 .. _quality/quality_management/quality-control-points:
+.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
+.. |MOs| replace:: :abbr:`MOs (Manufacturing Orders)`
+.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
+.. |QCPs| replace:: :abbr:`QCPs (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.
+In Odoo, *quality control points* (QCPs), are used to automatically create :doc:`quality checks
+<quality_checks>` at predetermined intervals. |QCPs| can be configured to create quality checks for
+specific operations (manufacturing, delivery, etc.), as well as specific products within those
+operations.
+
+Using |QCPs| allows quality teams to ensure products are being regularly inspected for defects and
+other issues.
 
 Configure quality control points
 ================================
 
-To create a new quality control point, go to :menuselection:`Quality Control --> Control Points -->
-Create`. Then, fill in the following form fields, accordingly:
+To create a new |QCP|, navigate to :menuselection:`Quality --> Quality Control --> Control Points`,
+and then click :guilabel:`New`.
 
-- :guilabel:`Title`: give the quality control point a simple, but informative title so production
-  floor and quality check teams can understand it easily
-- :guilabel:`Products`: indicate which product(s) should pass through the specific quality control
-  point
-- :guilabel:`Operations`: determine which operations team(s) should perform the quality control
-  check (e.g., `Manufacturing`, `Receipts`, `Delivery Orders`, etc.)
-- :guilabel:`Work Order Operation`: for manufacturing operations, use the drop-down menu to
-  indicate which type of work order the quality control point applies to: :guilabel:`Manual
-  Assembly`, :guilabel:`Packing`, :guilabel:`Assembly`, :guilabel:`Testing` or :guilabel:`Long time
-  assembly`
-- :guilabel:`Company`: add the company that will implement the quality control point. Usually this
-  will be the company that owns the Odoo database. However, a multi-company or vendor profile can
-  be selected, as well, for cases where there are multiple manufacturing or engineering locations
-- :guilabel:`Control Type`: using the drop-down menu, choose from :guilabel:`All Operations`,
-  :guilabel:`Randomly` or :guilabel:`Periodically` to determine how often the control point should
-  executed
-- :guilabel:`Type`: using the drop-down menu, choose the control point type:
-  :guilabel:`Instructions`, :guilabel:`Take a Picture`, :guilabel:`Pass - Fail`, or
-  :guilabel:`Measure`
-- :guilabel:`Team`: decide which quality team should receive the results of the quality control
-  point check
-- :guilabel:`Responsible`: add a point person to manage the status and evolution of the quality
-  control point over time
+Begin filling out the new |QCP| by entering a unique :guilabel:`Title` that makes the |QCP| easily
+identifiable.
 
-The tabs at the bottom of the form can be used to provide additional information to quality teams:
+In the :guilabel:`Products` field, select one or more products the |QCP| should apply to. If the
+|QCP| should apply to an entire product category, select it in the :guilabel:`Product Categories`
+field.
 
-- :guilabel:`Instructions`: describe the quality check to be performed
-- :guilabel:`Message If Failure`: detail what should be done if the check fails
-- :guilabel:`Notes`: use to include any additional information
+In the :guilabel:`Operations` field, select the operation(s) that should trigger the |QCP|. For
+example, selecting the :guilabel:`Manufacturing` option in the :guilabel:`Operations` field causes a
+quality check to be created for new manufacturing orders (MOs).
 
-.. image:: quality_control_points/quality-control-point-form.png
+.. note::
+   When creating a new |QCP|, at least one operation must be listed in the :guilabel:`Operations`
+   field. However, the :guilabel:`Products` and :guilabel:`Product Categories` fields can be left
+   blank. If they are left blank, the |QCP| generates quality checks for every instance of the
+   specified operation(s).
+
+If the :guilabel:`Manufacturing` operation is selected in the :guilabel:`Operations` field, a new
+field appears below it, titled :guilabel:`Work Order Operation`. From this field, select a specific
+work order to generate quality checks for that operation, rather than the manufacturing operation in
+general.
+
+For example, a |QCP| could be configured to create quality checks for the `Assembly` work order of
+the `Coffee Table` product. Then, if a new |MO| is confirmed for a `Coffee Table`, the |QCP| creates
+a quality check specifically for the `Assembly` operation.
+
+The :guilabel:`Control Per` field is set to one of three options that determine *when* a new quality
+check is created:
+
+- :guilabel:`Operation`: one check is requested for the specified operation, as a whole.
+- :guilabel:`Product`: one check is requested for each *unique* product included in the specified
+  operation. For example, a delivery operation for one table and four chairs would generate two
+  checks, since two *unique* products are included in the operation.
+- :guilabel:`Quantity`: a check is requested for a certain percentage of items within the specified
+  operation. This percentage is set by enabling the :guilabel:`Partial Transfer Test` checkbox, and
+  then entering a numerical value in the :guilabel:`Percentage` field that appears below. If the
+  checkbox is not enabled, one quality check is created for the full quantity.
+
+The :guilabel:`Control Frequency` field is set to one of three options that determine *how often* a
+new quality check is created:
+
+- :guilabel:`All`: a quality check is requested every time the conditions of the |QCP| are met.
+- :guilabel:`Randomly`: a quality check is randomly requested for a certain percentage of
+  operations, which can be specified in the :guilabel:`Every #% of Transfers` field that appears
+  below.
+- :guilabel:`Periodically`: a quality check is requested once every set period of time, which is
+  specified by entering a numerical value in the field below, and choosing either :guilabel:`Days`,
+  :guilabel:`Weeks`, or :guilabel:`Months` as the desired time interval.
+
+In the :guilabel:`Type` field, specify the type of quality check that should be performed. The
+method for processing quality checks created by the |QCP| depends upon the type of quality check
+selected:
+
+- :guilabel:`Instructions` checks provide specific instructions for how to complete the quality
+  check.
+- :guilabel:`Take a Picture` checks require a picture of the product be uploaded for later review by
+  the assigned quality team.
+- :guilabel:`Register Production` checks prompt manufacturing employees to confirm the quantity of
+  the product that was produced during the manufacturing operation.
+- :guilabel:`Pass - Fail` checks specify a criterion that products must meet for the check to pass.
+- :guilabel:`Measure` checks prompt employees to record a measurement of the product that must be
+  within a tolerance of a norm value for the check to pass.
+- :guilabel:`Worksheet` checks provide an interactive worksheet that must be filled out by the
+  employee processing the check.
+
+.. important::
+   An *Instructions* check is the same as a step on a work order for an MO.
+
+   When a step is added to a work order, Odoo stores it in the Quality app as a |QCP|. It is
+   possible to manually create a |QCP| with the *Instructions* check type, and even assign it to an
+   operation other than manufacturing, like receipts.
+
+   However, when creating a control point specifically for quality control purposes, using a
+   different check type is probably more effective.
+
+In the :guilabel:`Team` field, specify the quality team that is responsible for managing the |QCP|,
+and the quality checks it creates. If a specific quality team member is responsible for the |QCP|,
+select them in the :guilabel:`Responsible` field.
+
+The :guilabel:`Step Document` field has two options that specify the location of an instructional
+document detailing how to complete the quality checks created by the |QCP|.
+
+Select :guilabel:`Specific Page of Operation Worksheet` if the document is included with the
+instructional worksheet for the work order, then enter the page number in the :guilabel:`Worksheet
+Page` field that appears below.
+
+Select :guilabel:`Custom` if the document should be included in the :guilabel:`Instructions` tab at
+the bottom of the |QCP|.
+
+In the :guilabel:`Instructions` tab at the bottom of the form, enter instructions for how to
+complete the quality checks created by the |QCP|.
+
+If the :guilabel:`Custom` option was selected in the :guilabel:`Step Document` field above, a
+document can be attached in this tab. To do so, either select the :guilabel:`Upload your file`
+button to open the device's file manager, and then select a file, or add a link to a Google Slides
+document in the :guilabel:`Google Slide Link` field.
+
+In the :guilabel:`Message If Failure` tab, include instructions for what to do if the quality check
+fails. For example, instruct the employee processing the quality check to create a :doc:`quality
+alert <quality_alerts>`.
+
+The :guilabel:`Notes` tab is used to provide additional information about the |QCP|, like the reason
+it was created. The information entered in this tab is **not** shown to employees processing the
+quality checks created by the |QCP|.
+
+.. image:: quality_control_points/qcp-form.png
    :align: center
-   :alt: An example of a completed quality control point form for a Pass-Fail test.
-
-Once a control point has been configured, a quality check will be automatically created and
-assigned when the specified operation or work order has been reached. Quality checks can be managed
-by selecting :menuselection:`Quality Control --> Quality Checks`.
-
-.. tip::
-   To see all of the quality checks created by a control point, go to :menuselection:`Quality
-   Control --> Control Points`, select a control point, and click :guilabel:`Quality Checks` in the
-   top right corner.
-
-Use case: configure a measure quality check
-===========================================
-
-To ensure that a product meets specific measurement requirements, select :guilabel:`Measure` from
-the :guilabel:`Type` drop-down menu. Selecting the :guilabel:`Measure` quality check type reveals
-three new fields: :guilabel:`Device`, :guilabel:`Norm`, and :guilabel:`Tolerance`. These fields can
-be configured so that only products within a certain tolerance will pass the check:
-
-- :guilabel:`Device`: select the measuring device that should be used to take the measurement
-  (e.g., measuring tape).
-- :guilabel:`Norm`: specify the desired measurement that the product should conform to and the unit
-  of measurement that should be used
-- :guilabel:`Tolerance`: select the range that a measurement can be within while still passing the
-  check (e.g., :guilabel:`from` 59.5 mm :guilabel:`to` 60.5 mm)
-
-.. image:: quality_control_points/measure_quality_check.png
-   :align: center
-   :alt: An example of a quality control point form configured for a measure quality check.
-
-When the quality control points form is complete, click :guilabel:`Save`. Now, this
-measurement-based test will trigger for products that were specified on the form.
-
-When production of the specified product reaches the operation that requires a measure quality
-check, the manufacturing employee responsible will be prompted to record and validate the measured
-value in the tablet view. For products that measure within the values indicated in the
-:guilabel:`Tolerance` fields, the test will pass. However, for products that measure outside of
-those values, the test will fail. In that case, the worker who performed the check would create a
-quality alert from the tablet view. That quality alert can then be addressed by the quality
-management team.
+   :alt: A QCP configured to create Pass - Fail checks for a work order operation.