[ADD] Quality: Instructions quality check
closes odoo/documentation#5689 Signed-off-by: Zachary Straub (zst) <zst@odoo.com>
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@ -350,8 +350,8 @@ line item to view the suggested changes.
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:align: center
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:align: center
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:alt: "Show Instructions" icon in the *Operations* tab of a BoM.
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:alt: "Show Instructions" icon in the *Operations* tab of a BoM.
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On the :ref:`quality control point <quality/quality-control-points>` form, ensure the following form
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On the :ref:`quality control point <quality/quality_management/quality-control-points>` form, ensure
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fields are accurately filled out to give detailed instructions for operators:
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the following form fields are accurately filled out to give detailed instructions for operators:
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- :guilabel:`Title`: rename to give a concise description of the new instruction.
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- :guilabel:`Title`: rename to give a concise description of the new instruction.
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- :guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies
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- :guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies
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@ -360,10 +360,11 @@ fields are accurately filled out to give detailed instructions for operators:
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- :guilabel:`Type`: categorizes the control point type. From the drop-down menu, select
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- :guilabel:`Type`: categorizes the control point type. From the drop-down menu, select
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:guilabel:`Instructions` to detail an instruction for the worker. To receive input from the
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:guilabel:`Instructions` to detail an instruction for the worker. To receive input from the
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workers, select the :guilabel:`Take a Picture`, :guilabel:`Register Consumed Materials`,
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workers, select the :guilabel:`Take a Picture`, :guilabel:`Register Consumed Materials`,
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:guilabel:`Print Label`, or other :ref:`quality check options <quality/quality-control-points>`.
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:guilabel:`Print Label`, or other :ref:`quality check options
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<quality/quality_management/quality-control-points>`.
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.. seealso::
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.. seealso::
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:ref:`Configure quality control points <quality/quality-control-points>`
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:ref:`Configure quality control points <quality/quality_management/quality-control-points>`
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Once the quality control point is configured, return to the :guilabel:`Steps` list using the
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Once the quality control point is configured, return to the :guilabel:`Steps` list using the
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breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions.
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breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions.
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@ -19,3 +19,4 @@ when issues arise.
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:titlesonly:
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:titlesonly:
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quality/quality_management
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quality/quality_management
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quality/quality_check_types
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@ -0,0 +1,10 @@
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:nosearch:
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===================
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Quality check types
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===================
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.. toctree::
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:titlesonly:
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quality_check_types/instructions_check
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==========================
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Instructions quality check
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==========================
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.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
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In Odoo *Quality*, an *Instructions* check is one of the quality check types that can be selected
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when creating a new quality check or quality control point (QCP). *Instructions* checks consist of a
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text entry field that allows the creator to provide instructions for how to complete the check.
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For a full overview of how to configure a quality check or a |QCP|, see the documentation on
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:ref:`quality checks <quality/quality_management/quality-checks>` and :ref:`quality control
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points <quality/quality_management/quality-control-points>`.
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Process an Instructions quality check
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=====================================
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There are multiple ways that *Instructions* quality checks can be processed. If a quality check is
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assigned to a specific manufacturing, inventory, or work order, the check can be processed on the
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order itself. Alternatively, a check can be processed from the check's page.
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Process from the quality check's page
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-------------------------------------
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To process an *Instructions* quality check from the check's page, begin by navigating to
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:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow
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the :guilabel:`Instructions` for how to complete the check.
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If the product passes the check, click the :guilabel:`Pass` button above the quality check form. If
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the product does not pass the check, click the :guilabel:`Fail` button, instead.
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Process quality check on an order
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---------------------------------
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To process an *Instructions* quality check on an order, select a manufacturing order or inventory
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order (receipt, delivery, return, etc.) for which a check is required. Manufacturing orders can be
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selected by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`,
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and clicking on an order. Inventory orders can be selected by navigating to
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:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and
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selecting an order.
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On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears
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above the order. Click the button to open the :guilabel:`Quality Check` pop-up window, from which
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any quality checks created for the order can be processed.
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.. image:: instructions_check/quality-check-pop-up.png
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:align: center
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:alt: The Quality Check pop-up window on a manufacturing or inventory order.
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To complete an *Instructions* quality check, follow the instructions detailed in the
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:guilabel:`Quality Check` pop-up window. Finally, click :guilabel:`Validate` to confirm that the
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check has been completed.
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If an issue or defect is found during the quality check, a quality alert may need to be created to
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notify a quality team. To do so, click the :guilabel:`Quality Alert` button that appears at the top
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of the manufacturing or inventory order after the check is validated.
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Clicking :guilabel:`Quality Alert` opens a quality alert form on a new page. For a complete guide on
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how to fill out quality alert forms, view the documentation on :ref:`quality alerts
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<quality/quality_management/quality-alerts>`.
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Process work order quality check
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--------------------------------
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When configuring a |QCP| that is triggered by a manufacturing order, a specific work order can also
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be specified in the :guilabel:`Work Order Operation` field on the |QCP| form. If a work order is
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specified, an *Instructions* quality check is created for that specific work order, rather than the
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manufacturing order as a whole.
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Quality checks configured for work orders must be completed from the tablet view. To do so, begin by
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navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select a
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manufacturing order that includes a work order for which a quality check is required. Open the
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tablet view for that work order by clicking the :guilabel:`📱 (tablet)` button on the order's line.
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With tablet view open, complete the steps listed on the left side of the screen until the
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*Instructions* quality check step is reached. Upon reaching the check, the instructions for how to
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complete it will appear at the top of the screen. Follow the instructions, then click
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:guilabel:`Next` to move on to the next step.
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.. image:: instructions_check/work-order-instructions-check.png
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:align: center
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:alt: An Instructions check for a work order.
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If an issue or defect is found during the quality check, a quality alert may need to be created to
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notify a quality team. To do so, click the :guilabel:`☰ (menu)` button in the tablet view, and then
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select :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window.
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Clicking :guilabel:`Quality Alert` opens a :guilabel:`Quality Alerts` pop-up window, from which a
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quality alert can be created. For a complete guide to quality alert creation, view the documentation
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on :ref:`quality alerts <quality/quality_management/quality-alerts>`.
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Create quality alerts
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Create quality alerts
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=====================
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=====================
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.. _quality/quality_management/quality-alerts:
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Configuring quality control points is a great way to ensure that quality checks are performed at
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Configuring quality control points is a great way to ensure that quality checks are performed at
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routine stages during specific operations. However, quality issues can often appear outside of these
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routine stages during specific operations. However, quality issues can often appear outside of these
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scheduled checks. Using Odoo *Quality*, users can create quality alerts for issues that are not
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scheduled checks. Using Odoo *Quality*, users can create quality alerts for issues that are not
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Quality checks
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Quality checks
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==============
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==============
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.. _quality/quality_management/quality-checks:
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.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
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.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
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Quality checks are manual inspections conducted by employees, and are used to ensure the quality of
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Quality checks are manual inspections conducted by employees, and are used to ensure the quality of
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@ -12,7 +13,7 @@ Using a Quality Control Point (QCP), it is possible to create quality checks aut
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regular intervals. When quality checks are created by a |QCP|, they appear on a manufacturing or
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regular intervals. When quality checks are created by a |QCP|, they appear on a manufacturing or
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inventory order, where the employee processing the order will be prompted to complete them. For a
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inventory order, where the employee processing the order will be prompted to complete them. For a
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full explanation of how to create and configure a |QCP|, see the documentation on :ref:`quality
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full explanation of how to create and configure a |QCP|, see the documentation on :ref:`quality
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control points <quality/quality-control-points>`.
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control points <quality/quality_management/quality-control-points>`.
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While quality checks are most commonly created automatically by a |QCP|, it is also possible to
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While quality checks are most commonly created automatically by a |QCP|, it is also possible to
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manually create a single quality check. Creating a check manually is useful when an employee wants
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manually create a single quality check. Creating a check manually is useful when an employee wants
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@ -81,7 +82,7 @@ specific work order operation, the check is processed in the tablet view for the
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It is not possible to manually create a single quality check that is assigned to a specific work
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It is not possible to manually create a single quality check that is assigned to a specific work
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order operation. Quality checks for work order operations can only be created by a |QCP|. See the
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order operation. Quality checks for work order operations can only be created by a |QCP|. See the
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documentation on :ref:`Quality Control Points
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documentation on :ref:`Quality Control Points
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<quality/quality-control-points>` for information about how to configure a
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<quality/quality_management/quality-control-points>` for information about how to configure a
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|QCP| that will create quality checks for a specific work order operation.
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|QCP| that will create quality checks for a specific work order operation.
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Quality check page
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Quality check page
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Add quality controls
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Add quality controls
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====================
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====================
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.. _quality/quality-control-points:
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.. _quality/quality_management/quality-control-points:
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Use *Odoo Quality* to control the quality of products before they are registered into stock, during
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Use Odoo *Quality* to control the quality of products before they are registered into stock, during
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picking operations, and when leaving the warehouse for a delivery order. By creating *quality
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picking operations, and when leaving the warehouse for a delivery order. By creating *quality
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control points*, manufacturers can set up quality checks that automatically trigger at specific
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control points*, manufacturers can set up quality checks that automatically trigger at specific
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points during production.
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points during production.
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