[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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@ -350,8 +350,8 @@ line item to view the suggested changes.
:align: center :align: center
:alt: "Show Instructions" icon in the *Operations* tab of a BoM. :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 On the :ref:`quality control point <quality/quality_management/quality-control-points>` form, ensure
fields are accurately filled out to give detailed instructions for operators: 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:`Title`: rename to give a concise description of the new instruction.
- :guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies - :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:`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 :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`, 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:: .. 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 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. breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions.

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:titlesonly: :titlesonly:
quality/quality_management 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 Create quality alerts
===================== =====================
.. _quality/quality_management/quality-alerts:
Configuring quality control points is a great way to ensure that quality checks are performed at 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 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 scheduled checks. Using Odoo *Quality*, users can create quality alerts for issues that are not

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Quality checks Quality checks
============== ==============
.. _quality/quality_management/quality-checks:
.. |QCP| replace:: :abbr:`QCP (Quality Control Point)` .. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
Quality checks are manual inspections conducted by employees, and are used to ensure the quality of 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 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 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 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 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 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 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 order operation. Quality checks for work order operations can only be created by a |QCP|. See the
documentation on :ref:`Quality Control Points 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. |QCP| that will create quality checks for a specific work order operation.
Quality check page Quality check page

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Add quality controls 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 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 control points*, manufacturers can set up quality checks that automatically trigger at specific
points during production. points during production.