[ADD] Quality: Instructions quality check

closes #6454

X-original-commit: f0b895f
Signed-off-by: Zachary Straub (zst) <zst@odoo.com>

Author: John Holton (hojo)

content/applications/inventory_and_mrp/plm/manage_changes/engineering_change_orders.rst

@@ -350,8 +350,8 @@ line item to view the suggested changes.
    :align: center
    :alt: "Show Instructions" icon in the *Operations* tab of a BoM.
 
-On the :ref:`quality control point <quality/quality-control-points>` form, ensure the following form
-fields are accurately filled out to give detailed instructions for operators:
+On the :ref:`quality control point <quality/quality_management/quality-control-points>` form, ensure
+the following form fields are accurately filled out to give detailed instructions for operators:
 
 - :guilabel:`Title`: rename to give a concise description of the new instruction.
 - :guilabel:`Control per`: using the drop-down menu, determine whether this instruction applies
@@ -360,10 +360,11 @@ fields are accurately filled out to give detailed instructions for operators:
 - :guilabel:`Type`: categorizes the control point type. From the drop-down menu, select
   :guilabel:`Instructions` to detail an instruction for the worker. To receive input from the
   workers, select the :guilabel:`Take a Picture`, :guilabel:`Register Consumed Materials`,
-  :guilabel:`Print Label`, or other :ref:`quality check options <quality/quality-control-points>`.
+  :guilabel:`Print Label`, or other :ref:`quality check options
+  <quality/quality_management/quality-control-points>`.
 
 .. seealso::
-   :ref:`Configure quality control points <quality/quality-control-points>`
+   :ref:`Configure quality control points <quality/quality_management/quality-control-points>`
 
 Once the quality control point is configured, return to the :guilabel:`Steps` list using the
 breadcrumbs. Finally, drag the last quality control line item to its intended order of instructions.

content/applications/inventory_and_mrp/quality.rst

@@ -19,3 +19,4 @@ when issues arise.
    :titlesonly:
 
    quality/quality_management
+   quality/quality_check_types

content/applications/inventory_and_mrp/quality/quality_check_types.rst

@@ -0,0 +1,10 @@
+:nosearch:
+
+===================
+Quality check types
+===================
+
+.. toctree::
+   :titlesonly:
+
+   quality_check_types/instructions_check

content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst

@@ -0,0 +1,90 @@
+==========================
+Instructions quality check
+==========================
+
+.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
+
+In Odoo *Quality*, an *Instructions* check is one of the quality check types that can be selected
+when creating a new quality check or quality control point (QCP). *Instructions* checks consist of a
+text entry field that allows the creator to provide instructions for how to complete the check.
+
+For a full overview of how to configure a quality check or a |QCP|, see the documentation on
+:ref:`quality checks <quality/quality_management/quality-checks>` and :ref:`quality control
+points <quality/quality_management/quality-control-points>`.
+
+Process an Instructions quality check
+=====================================
+
+There are multiple ways that *Instructions* quality checks can be processed. If a quality check is
+assigned to a specific manufacturing, inventory, or work order, the check can be processed on the
+order itself. Alternatively, a check can be processed from the check's page.
+
+Process from the quality check's page
+-------------------------------------
+
+To process an *Instructions* quality check from the check's page, begin by navigating to
+:menuselection:`Quality --> Quality Control --> Quality Checks`, and select a quality check. Follow
+the :guilabel:`Instructions` for how to complete the check.
+
+If the product passes the check, click the :guilabel:`Pass` button above the quality check form. If
+the product does not pass the check, click the :guilabel:`Fail` button, instead.
+
+Process quality check on an order
+---------------------------------
+
+To process an *Instructions* quality check on an order, select a manufacturing order or inventory
+order (receipt, delivery, return, etc.) for which a check is required. Manufacturing orders can be
+selected by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`,
+and clicking on an order. Inventory orders can be selected by navigating to
+:menuselection:`Inventory`, clicking the :guilabel:`# To Process` button on an operation card, and
+selecting an order.
+
+On the selected manufacturing or inventory order, a purple :guilabel:`Quality Checks` button appears
+above the order. Click the button to open the :guilabel:`Quality Check` pop-up window, from which
+any quality checks created for the order can be processed.
+
+.. image:: instructions_check/quality-check-pop-up.png
+   :align: center
+   :alt: The Quality Check pop-up window on a manufacturing or inventory order.
+
+To complete an *Instructions* quality check, follow the instructions detailed in the
+:guilabel:`Quality Check` pop-up window. Finally, click :guilabel:`Validate` to confirm that the
+check has been completed.
+
+If an issue or defect is found during the quality check, a quality alert may need to be created to
+notify a quality team. To do so, click the :guilabel:`Quality Alert` button that appears at the top
+of the manufacturing or inventory order after the check is validated.
+
+Clicking :guilabel:`Quality Alert` opens a quality alert form on a new page. For a complete guide on
+how to fill out quality alert forms, view the documentation on :ref:`quality alerts
+<quality/quality_management/quality-alerts>`.
+
+Process work order quality check
+--------------------------------
+
+When configuring a |QCP| that is triggered by a manufacturing order, a specific work order can also
+be specified in the :guilabel:`Work Order Operation` field on the |QCP| form. If a work order is
+specified, an *Instructions* quality check is created for that specific work order, rather than the
+manufacturing order as a whole.
+
+Quality checks configured for work orders must be completed from the tablet view. To do so, begin by
+navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select a
+manufacturing order that includes a work order for which a quality check is required. Open the
+tablet view for that work order by clicking the :guilabel:`📱 (tablet)` button on the order's line.
+
+With tablet view open, complete the steps listed on the left side of the screen until the
+*Instructions* quality check step is reached. Upon reaching the check, the instructions for how to
+complete it will appear at the top of the screen. Follow the instructions, then click
+:guilabel:`Next` to move on to the next step.
+
+.. image:: instructions_check/work-order-instructions-check.png
+   :align: center
+   :alt: An Instructions check for a work order.
+
+If an issue or defect is found during the quality check, a quality alert may need to be created to
+notify a quality team. To do so, click the :guilabel:`☰ (menu)` button in the tablet view, and then
+select :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window.
+
+Clicking :guilabel:`Quality Alert` opens a :guilabel:`Quality Alerts` pop-up window, from which a
+quality alert can be created. For a complete guide to quality alert creation, view the documentation
+on :ref:`quality alerts <quality/quality_management/quality-alerts>`.

content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check/quality-check-pop-up.png

@@ -2,6 +2,8 @@
 Create quality alerts
 =====================
 
+.. _quality/quality_management/quality-alerts:
+
 Configuring quality control points is a great way to ensure that quality checks are performed at
 routine stages during specific operations. However, quality issues can often appear outside of these
 scheduled checks. Using Odoo *Quality*, users can create quality alerts for issues that are not

content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check/work-order-instructions-check.png

@@ -2,6 +2,7 @@
 Quality checks
 ==============
 
+.. _quality/quality_management/quality-checks:
 .. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
 
 Quality checks are manual inspections conducted by employees, and are used to ensure the quality of
@@ -12,7 +13,7 @@ Using a Quality Control Point (QCP), it is possible to create quality checks aut
 regular intervals. When quality checks are created by a |QCP|, they appear on a manufacturing or
 inventory order, where the employee processing the order will be prompted to complete them. For a
 full explanation of how to create and configure a |QCP|, see the documentation on :ref:`quality
-control points <quality/quality-control-points>`.
+control points <quality/quality_management/quality-control-points>`.
 
 While quality checks are most commonly created automatically by a |QCP|, it is also possible to
 manually create a single quality check. Creating a check manually is useful when an employee wants
@@ -81,7 +82,7 @@ specific work order operation, the check is processed in the tablet view for the
    It is not possible to manually create a single quality check that is assigned to a specific work
    order operation. Quality checks for work order operations can only be created by a |QCP|. See the
    documentation on :ref:`Quality Control Points
-   <quality/quality-control-points>` for information about how to configure a
+   <quality/quality_management/quality-control-points>` for information about how to configure a
    |QCP| that will create quality checks for a specific work order operation.
 
 Quality check page

content/applications/inventory_and_mrp/quality/quality_management/quality_alerts.rst

@@ -2,9 +2,9 @@
 Add quality controls
 ====================
 
-.. _quality/quality-control-points:
+.. _quality/quality_management/quality-control-points:
 
-Use *Odoo Quality* to control the quality of products before they are registered into stock, during
+Use Odoo *Quality* to control the quality of products before they are registered into stock, during
 picking operations, and when leaving the warehouse for a delivery order. By creating *quality
 control points*, manufacturers can set up quality checks that automatically trigger at specific
 points during production.