|
| 1 | +========================= |
| 2 | +Pass - Fail quality check |
| 3 | +========================= |
| 4 | + |
| 5 | +.. |QCP| replace:: :abbr:`QCP (Quality Control Point)` |
| 6 | +.. |QCPs| replace:: :abbr:`QCP (Quality Control Points)` |
| 7 | + |
| 8 | +In Odoo *Quality*, a *Pass - Fail* check is one of the quality check types that can be selected when |
| 9 | +creating a new quality check or quality control point (QCP). *Pass - Fail* checks consist of a text |
| 10 | +field that allows the creator to specify a certain criteria that a product must meet to pass the |
| 11 | +check. |
| 12 | + |
| 13 | +Create a Pass - Fail quality check |
| 14 | +================================== |
| 15 | + |
| 16 | +There are two distinct ways that *Pass - Fail* quality checks can be created. A single check can be |
| 17 | +manually created. Alternatively, a |QCP| can be configured that automatically creates checks at a |
| 18 | +predetermined interval. |
| 19 | + |
| 20 | +This documentation only details the configuration options that are unique to *Pass - Fail* quality |
| 21 | +checks and |QCPs|. For a full overview of all the configuration options available when creating a |
| 22 | +single check or a |QCP|, see the documentation on :ref:`quality checks |
| 23 | +<quality/quality_management/quality-checks>` and :ref:`quality control points |
| 24 | +<quality/quality_management/quality-control-points>`. |
| 25 | + |
| 26 | +Quality check |
| 27 | +------------- |
| 28 | + |
| 29 | +To create a single *Pass - Fail* quality check, navigate to :menuselection:`Quality --> Quality |
| 30 | +Control --> Quality Checks`, and click :guilabel:`New`. Fill out the new quality check form as |
| 31 | +follows: |
| 32 | + |
| 33 | +- In the :guilabel:`Type` drop-down field, select the :guilabel:`Pass - Fail` quality check type. |
| 34 | +- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the |
| 35 | + check. |
| 36 | +- In the :guilabel:`Instructions` text field of the :guilabel:`Notes` tab, enter instructions for |
| 37 | + how to complete the quality check and the criteria that must be met for the check to pass. |
| 38 | + |
| 39 | +.. image:: pass_fail_check/quality-check-form.png |
| 40 | + :align: center |
| 41 | + :alt: A quality check form configured for a Pass - Fail quality check. |
| 42 | + |
| 43 | +Quality Control Point (QCP) |
| 44 | +--------------------------- |
| 45 | + |
| 46 | +To create a |QCP| that generates *Pass - Fail* quality checks automatically, begin by navigating to |
| 47 | +:menuselection:`Quality --> Quality Control --> Control Points`, and click :guilabel:`New`. Fill out |
| 48 | +the new |QCP| form as follows: |
| 49 | + |
| 50 | +- In the :guilabel:`Type` drop-down field, select the :guilabel:`Pass - Fail` quality check type. |
| 51 | +- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the |
| 52 | + checks created by the |QCP|. |
| 53 | +- In the :guilabel:`Instructions` text field, enter instructions for how to complete the quality |
| 54 | + check and the criteria that must be met for the check to pass. |
| 55 | + |
| 56 | +.. image:: pass_fail_check/qcp-form.png |
| 57 | + :align: center |
| 58 | + :alt: A Quality Control Point (QCP) form configured to create a Pass - Fail quality check. |
| 59 | + |
| 60 | +Process a Pass - Fail quality check |
| 61 | +=================================== |
| 62 | + |
| 63 | +Once created, there are multiple ways that *Measure* quality checks can be processed. If a quality |
| 64 | +check is assigned to a specific inventory, manufacturing, or work order, the check can be processed |
| 65 | +on the order itself. Alternatively, a check can be processed from the check's page. |
| 66 | + |
| 67 | +From the check's page |
| 68 | +--------------------- |
| 69 | + |
| 70 | +To process a *Measure* quality check from the check's page, begin by navigating to |
| 71 | +:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow |
| 72 | +the :guilabel:`Instructions` for how to complete the check. |
| 73 | + |
| 74 | +If the criteria for the check is met, click the :guilabel:`Pass` button at the top-left corner of |
| 75 | +the page. If the criteria is not met, click the :guilabel:`Fail` button. |
| 76 | + |
| 77 | +On an order |
| 78 | +----------- |
| 79 | + |
| 80 | +To process a *Pass - Fail* quality check on an order, select a manufacturing order or inventory |
| 81 | +order (receipt, delivery, return, etc.), for which a check is required. Manufacturing orders can be |
| 82 | +selected by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, |
| 83 | +and clicking on an order. Inventory orders can be selected by navigating to |
| 84 | +:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and |
| 85 | +selecting an order. |
| 86 | + |
| 87 | +On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears |
| 88 | +at the top of the order. Click the button to open the :guilabel:`Quality Check` pop-up window, which |
| 89 | +shows all of the quality checks required for that order. |
| 90 | + |
| 91 | +To process a *Pass - Fail* quality check, follow the instructions shown on the :guilabel:`Quality |
| 92 | +Check` pop-up window. If the criteria for the check is met, click the :guilabel:`Pass` button at the |
| 93 | +bottom of the window. If the criteria is not met, click the :guilabel:`Fail` button. |
| 94 | + |
| 95 | +.. image:: pass_fail_check/pass-fail-check-pop-up.png |
| 96 | + :align: center |
| 97 | + :alt: A Pass - Fail quality check pop-up window on a manufacturing or inventory order. |
| 98 | + |
| 99 | +If a quality alert must be created, click the :guilabel:`Quality Alert` button that appears at the |
| 100 | +top of the manufacturing or inventory order after the check fails. Clicking :guilabel:`Quality |
| 101 | +Alert` opens a quality alert form on a new page. For a complete guide on how to fill out quality |
| 102 | +alert forms, view the documentation on :ref:`quality alerts |
| 103 | +<quality/quality_management/quality-alerts>`. |
| 104 | + |
| 105 | +On a work order |
| 106 | +--------------- |
| 107 | + |
| 108 | +When configuring a |QCP| that is triggered during manufacturing, a specific work order can also be |
| 109 | +specified in the :guilabel:`Work Order Operation` field on the |QCP| form. If a work order is |
| 110 | +specified, a *Pass - Fail* quality check is created for that specific work order, rather than the |
| 111 | +manufacturing order as a whole. |
| 112 | + |
| 113 | +*Pass - Fail* quality checks configured for work orders must be processed from the tablet view. To |
| 114 | +do so, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing |
| 115 | +Orders`. Select a manufacturing order that includes a work order for which a quality check is |
| 116 | +required. Open the tablet view for that work order by selecting the :guilabel:`Work Orders` tab, and |
| 117 | +then clicking the :guilabel:`📱 (tablet)` button on the order's line. |
| 118 | + |
| 119 | +With tablet view open, complete the steps listed on the left side of the screen until the *Pass - |
| 120 | +Fail* quality check step is reached. Upon reaching the check, follow the instructions that appear at |
| 121 | +the top of the screen. If the criteria for the check is met, click the :guilabel:`Pass` button at |
| 122 | +the top-right of the screen. If the criteria is not met, click the :guilabel:`Fail` button. |
| 123 | + |
| 124 | +.. image:: pass_fail_check/work-order-pass-fail-check.png |
| 125 | + :align: center |
| 126 | + :alt: A Pass - Fail check for a manufacturing work order. |
| 127 | + |
| 128 | +If a quality alert must be created, do so by clicking the :guilabel:`☰ (menu)` button in the tablet |
| 129 | +view, and selecting :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window. A |
| 130 | +:guilabel:`Quality Alerts` pop-up window appears, from which a quality alert can be created. For a |
| 131 | +complete guide on how to fill out quality alert forms, view the documentation on :ref:`quality |
| 132 | +alerts <quality/quality_management/quality-alerts>`. |
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