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 45974e8ef18..53a4bb98ce6 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 @@ -8,10 +8,9 @@ Quality control points .. |QCP| replace:: :abbr:`QCP (Quality Control Point)` .. |QCPs| replace:: :abbr:`QCPs (Quality Control Points)` -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. +In Odoo, *quality control points* (QCPs) 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. @@ -29,7 +28,7 @@ In the :guilabel:`Products` field, select one or more products the |QCP| should |QCP| should apply to an entire product category, select it in the :guilabel:`Product Categories` field. -In the :guilabel:`Operations` field, select the operation(s) that should trigger the |QCP|. For +In the :guilabel:`Operations` field, select the operations 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). @@ -37,40 +36,45 @@ quality check to be created for new manufacturing orders (MOs). 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). + specified operations. 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. +work order to generate quality checks for that operation, rather than the manufacturing operation in +general. .. 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 +In the :guilabel:`Company` field, select a company for which this |QCP| is valid. + +If a specific quality team member is responsible for the |QCP|, select them in the +:guilabel:`Responsible` field. + +Set the :guilabel:`Control per` field 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:`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. + operation. This percentage is set by specifying a :guilabel:`Partial Test` value in the percentage + field that appears below. If `100` % is specified, 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: +Set the :guilabel:`Control Frequency` field to one of four 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 Operations` field that appears - below. + operations, which can be specified in the :guilabel:`#% of the time` 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`, + 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. +- :guilabel:`On-Demand`: A quality check must be manually requested. 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 @@ -79,21 +83,27 @@ 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. + the assigned quality team. Optionally specify a :guilabel:`Device` for this check. +- :guilabel:`Register Consumed Materials` checks prompt employees to confirm the materials consumed + during the manufacturing operation. A :guilabel:`Product To Register` must be specified. - :guilabel:`Register Production` checks prompt manufacturing employees to confirm the quantity of the product that was produced during the manufacturing operation. +- :guilabel:`Print label` checks prompt operators to download and print a label to attach to the + product or its packaging. Specify a :guilabel:`Report Type` file format to save labels to, and + optionally specify a :guilabel:`Device` to which the label should print. - :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 require the employee processing the check to fill out an interactive - worksheet. + within a :guilabel:`Tolerance` of a :guilabel:`Norm` value for the check to pass. Optionally + specify a :guilabel:`Device` that should conduct the measurement. - :guilabel:`Spreadsheet` checks require the employee processing the check to fill out an interactive spreadsheet. +- :guilabel:`Worksheet` checks require the employee processing the check to fill out an interactive + worksheet. .. important:: - An *Instructions* check is the same as a step on a work order for an MO. + 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 + 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. @@ -101,46 +111,36 @@ selected: different check type is probably more effective. .. note:: - When creating a |QCP| with the :guilabel:`Worksheet` or :guilabel:`Spreadsheet` check types, it - is necessary to specify a *Quality Worksheet Template* or *Quality Spreadsheet Template* in the - :guilabel:`Template` field that appears below the :guilabel:`Type` field. + When a |QCP| is created with the :guilabel:`Spreadsheet` check type, specify a + :guilabel:`Spreadsheet Template` and a :guilabel:`Success cell`. - The selected template is duplicated for each quality check created by the |QCP|, and **must** be + When a |QCP| is created with the :guilabel:`Worksheet` check type, specify a :guilabel:`Template` + and :guilabel:`Success Conditions`. + + The selected template is duplicated for each quality check created by the |QCP| and **must** be filled out to complete the quality check. To create a new template, navigate to :menuselection:`Quality app --> Configuration --> Quality Worksheet/Spreadsheet Templates`, and click :guilabel:`New`. -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. +In the :guilabel:`Team` field, specify the quality team that is responsible for managing the |QCP| +and the quality checks it creates. -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|. +In the *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 *Worksheet* tab, add a PDF worksheet to accompany the |QCP| by clicking the :guilabel:`Upload +your file` button and selecting a file. -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 `. +If the :guilabel:`Type` field is set to :guilabel:`Register Production`, :guilabel:`Pass - Fail`, +:guilabel:`Measure`, :guilabel:`Spreadsheet`, or :guilabel:`Worksheet`, the *Message If Failure* tab +appears. In this 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|. +Use the *Notes* tab 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: 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/qcp-form.png b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/qcp-form.png index f61b2232cd5..fcbb9492b3f 100644 Binary files a/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/qcp-form.png and b/content/applications/inventory_and_mrp/quality/quality_management/quality_control_points/qcp-form.png differ