[IMP] Quality: QCP form, 19+

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
-<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 <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.
@@ -29,48 +28,53 @@ 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).
 
 .. 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).
+   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
@@ -79,68 +83,64 @@ 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.
 
    However, when creating a control point specifically for quality control purposes, using a
    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 <quality_alerts>`.
+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
+<quality_alerts>`.
 
-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.