[ADD] Quality: Control points doc

closes odoo/documentation#7633

X-original-commit: 1bf87a0db9
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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John Holton (hojo) 2023-12-29 08:12:10 -08:00
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====================
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.

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