[ADD] Quality: Instructions quality check

closes odoo/documentation#5689

Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
This commit is contained in:
John Holton (hojo) 2023-08-30 11:39:45 -07:00
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:align: center
:alt: "Show Instructions" icon in the *Operations* tab of a BoM.
On the :ref:`quality control point <quality/quality-control-points>` form, ensure the following form
fields are accurately filled out to give detailed instructions for operators:
On the :ref:`quality control point <quality/quality_management/quality-control-points>` form, ensure
the following form fields are accurately filled out to give detailed instructions for operators:
- :guilabel:`Title`: rename to give a concise description of the new instruction.
- :guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies
@ -360,10 +360,11 @@ fields are accurately filled out to give detailed instructions for operators:
- :guilabel:`Type`: categorizes the control point type. From the drop-down menu, select
:guilabel:`Instructions` to detail an instruction for the worker. To receive input from the
workers, select the :guilabel:`Take a Picture`, :guilabel:`Register Consumed Materials`,
:guilabel:`Print Label`, or other :ref:`quality check options <quality/quality-control-points>`.
:guilabel:`Print Label`, or other :ref:`quality check options
<quality/quality_management/quality-control-points>`.
.. seealso::
:ref:`Configure quality control points <quality/quality-control-points>`
:ref:`Configure quality control points <quality/quality_management/quality-control-points>`
Once the quality control point is configured, return to the :guilabel:`Steps` list using the
breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions.

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:titlesonly:
quality/quality_management
quality/quality_check_types

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:nosearch:
===================
Quality check types
===================
.. toctree::
:titlesonly:
quality_check_types/instructions_check

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==========================
Instructions quality check
==========================
.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
In Odoo *Quality*, an *Instructions* check is one of the quality check types that can be selected
when creating a new quality check or quality control point (QCP). *Instructions* checks consist of a
text entry field that allows the creator to provide instructions for how to complete the check.
For a full overview of how to configure a quality check or a |QCP|, see the documentation on
:ref:`quality checks <quality/quality_management/quality-checks>` and :ref:`quality control
points <quality/quality_management/quality-control-points>`.
Process an Instructions quality check
=====================================
There are multiple ways that *Instructions* quality checks can be processed. If a quality check is
assigned to a specific manufacturing, inventory, or work order, the check can be processed on the
order itself. Alternatively, a check can be processed from the check's page.
Process from the quality check's page
-------------------------------------
To process an *Instructions* quality check from the check's page, begin by navigating to
:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow
the :guilabel:`Instructions` for how to complete the check.
If the product passes the check, click the :guilabel:`Pass` button above the quality check form. If
the product does not pass the check, click the :guilabel:`Fail` button, instead.
Process quality check on an order
---------------------------------
To process an *Instructions* quality check on an order, select a manufacturing order or inventory
order (receipt, delivery, return, etc.) for which a check is required. Manufacturing orders can be
selected by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`,
and clicking on an order. Inventory orders can be selected by navigating to
:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and
selecting an order.
On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears
above the order. Click the button to open the :guilabel:`Quality Check` pop-up window, from which
any quality checks created for the order can be processed.
.. image:: instructions_check/quality-check-pop-up.png
:align: center
:alt: The Quality Check pop-up window on a manufacturing or inventory order.
To complete an *Instructions* quality check, follow the instructions detailed in the
:guilabel:`Quality Check` pop-up window. Finally, click :guilabel:`Validate` to confirm that the
check has been completed.
If an issue or defect is found during the quality check, a quality alert may need to be created to
notify a quality team. To do so, click the :guilabel:`Quality Alert` button that appears at the top
of the manufacturing or inventory order after the check is validated.
Clicking :guilabel:`Quality Alert` opens a quality alert form on a new page. For a complete guide on
how to fill out quality alert forms, view the documentation on :ref:`quality alerts
<quality/quality_management/quality-alerts>`.
Process work order quality check
--------------------------------
When configuring a |QCP| that is triggered by a manufacturing order, a specific work order can also
be specified in the :guilabel:`Work Order Operation` field on the |QCP| form. If a work order is
specified, an *Instructions* quality check is created for that specific work order, rather than the
manufacturing order as a whole.
Quality checks configured for work orders must be completed from the tablet view. To do so, begin by
navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select a
manufacturing order that includes a work order for which a quality check is required. Open the
tablet view for that work order by clicking the :guilabel:`📱 (tablet)` button on the order's line.
With tablet view open, complete the steps listed on the left side of the screen until the
*Instructions* quality check step is reached. Upon reaching the check, the instructions for how to
complete it will appear at the top of the screen. Follow the instructions, then click
:guilabel:`Next` to move on to the next step.
.. image:: instructions_check/work-order-instructions-check.png
:align: center
:alt: An Instructions check for a work order.
If an issue or defect is found during the quality check, a quality alert may need to be created to
notify a quality team. To do so, click the :guilabel:`☰ (menu)` button in the tablet view, and then
select :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window.
Clicking :guilabel:`Quality Alert` opens a :guilabel:`Quality Alerts` pop-up window, from which a
quality alert can be created. For a complete guide to quality alert creation, view the documentation
on :ref:`quality alerts <quality/quality_management/quality-alerts>`.

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Create quality alerts
=====================
.. _quality/quality_management/quality-alerts:
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

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Quality checks
==============
.. _quality/quality_management/quality-checks:
.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
Quality checks are manual inspections conducted by employees, and are used to ensure the quality of
@ -12,7 +13,7 @@ Using a Quality Control Point (QCP), it is possible to create quality checks aut
regular intervals. When quality checks are created by a |QCP|, they appear on a manufacturing or
inventory order, where the employee processing the order will be prompted to complete them. For a
full explanation of how to create and configure a |QCP|, see the documentation on :ref:`quality
control points <quality/quality-control-points>`.
control points <quality/quality_management/quality-control-points>`.
While quality checks are most commonly created automatically by a |QCP|, it is also possible to
manually create a single quality check. Creating a check manually is useful when an employee wants
@ -81,7 +82,7 @@ specific work order operation, the check is processed in the tablet view for the
It is not possible to manually create a single quality check that is assigned to a specific work
order operation. Quality checks for work order operations can only be created by a |QCP|. See the
documentation on :ref:`Quality Control Points
<quality/quality-control-points>` for information about how to configure a
<quality/quality_management/quality-control-points>` for information about how to configure a
|QCP| that will create quality checks for a specific work order operation.
Quality check page

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Add quality controls
====================
.. _quality/quality-control-points:
.. _quality/quality_management/quality-control-points:
Use *Odoo Quality* to control the quality of products before they are registered into stock, during
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.