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