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 85ed6b78e..804642821 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 @@ -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 +` 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 `. + +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. diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/measure_quality_check.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/measure_quality_check.png deleted file mode 100644 index ac0eddee6..000000000 Binary files a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/measure_quality_check.png and /dev/null differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/qcp-form.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/qcp-form.png new file mode 100644 index 000000000..f61b2232c Binary files /dev/null and b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/qcp-form.png differ diff --git a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/quality-control-point-form.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/quality-control-point-form.png deleted file mode 100644 index eec548bb1..000000000 Binary files a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/quality-control-point-form.png and /dev/null differ