|
| 1 | +========================== |
| 2 | +Instructions quality check |
| 3 | +========================== |
| 4 | + |
| 5 | +.. |QCP| replace:: :abbr:`QCP (Quality Control Point)` |
| 6 | + |
| 7 | +In Odoo *Quality*, an Instructions check is one of the quality check types that can be selected when |
| 8 | +creating a new quality check or Quality Control Point (QCP). Instructions checks consist of a text |
| 9 | +entry field that allows the creator to provide instructions for how to complete the check. |
| 10 | + |
| 11 | +There are two distinct ways that quality checks can be created. A single check can be manually |
| 12 | +created. Alternatively, a |QCP| can be configured that will automatically create checks at a |
| 13 | +predetermined interval. |
| 14 | + |
| 15 | +This documentation will only detail the configuration options and processing steps that are unique |
| 16 | +to Instructions quality checks. For a full overview of all the configuration options available when |
| 17 | +creating a single check or a |QCP|, see the documentation on :ref:`Quality checks |
| 18 | +<manufacturing/quality_control/quality-checks>` and :ref:`Quality Control Points |
| 19 | +<manufacturing/quality_control/quality-control-points>`. |
| 20 | + |
| 21 | +Create an Instructions quality check |
| 22 | +==================================== |
| 23 | + |
| 24 | +Instructions quality checks can be created by navigating to :menuselection:`Quality --> Quality |
| 25 | +Control --> Quality Checks`, and clicking :guilabel:`New`. It is also possible to create a |QCP| |
| 26 | +that is configured to automatically create an Instructions quality check when |
| 27 | +certain criteria is met. To do so, navigate to :menuselection:`Quality --> Quality Control --> |
| 28 | +Control Points`, and click :guilabel:`New`. |
| 29 | + |
| 30 | +On the quality check or |QCP| form, select :guilabel:`Instructions` from the :guilabel:`Type` |
| 31 | +drop-down field. If a single quality check is being created, enter the instructions for how to |
| 32 | +complete the check in the :guilabel:`Instructions` text entry field of the :guilabel:`Notes` tab at |
| 33 | +the bottom of the form. If a |QCP| is being configured, enter the instructions for how to complete |
| 34 | +the checks it creates in the text-entry field of the :guilabel:`Instructions` tab at the bottom of |
| 35 | +the form. |
| 36 | + |
| 37 | +Fill out the rest of the required fields for the quality check or |QCP|, as detailed in the |
| 38 | +documentation for :ref:`Quality checks <manufacturing/quality_control/quality-checks>` and |
| 39 | +:ref:`Quality Control Points <manufacturing/quality_control/quality-control-points>`. Finally, click |
| 40 | +:guilabel:`Save` to create the quality check or |QCP|. |
| 41 | + |
| 42 | +Process an Instructions quality check |
| 43 | +===================================== |
| 44 | + |
| 45 | +To process an Instructions quality check, select a manufacturing order or an inventory order |
| 46 | +(receipt, delivery, return, etc.). Manufacturing orders can be selected by navigating to |
| 47 | +:menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and clicking on an order. |
| 48 | +Inventory orders can be selected by navigating to :menuselection:`Inventory`, clicking the |
| 49 | +:guilabel:`# To Process` button on an operation card, and selecting an order. |
| 50 | + |
| 51 | +On the selected inventory or manufacturing order, a purple :guilabel:`Quality Checks` button appears |
| 52 | +at the top of the order if the order has quality checks that need to be completed. Click the button |
| 53 | +to open the :guilabel:`Quality Check` pop-up window, which shows all of the quality checks required |
| 54 | +for that order. |
| 55 | + |
| 56 | +.. image:: instructions_check/quality-check-pop-up.png |
| 57 | + :align: center |
| 58 | + :alt: The Quality Check pop-up window on a manufacturing or inventory order. |
| 59 | + |
| 60 | +To complete an Instructions quality check, follow the instructions detailed in the |
| 61 | +:guilabel:`Quality Check` pop-up window. Finally, click :guilabel:`Validate` to confirm that the |
| 62 | +check has been completed. |
| 63 | + |
| 64 | +Process a work order Instructions quality check |
| 65 | +=============================================== |
| 66 | + |
| 67 | +When configuring a |QCP| that is triggered during manufacturing, a specific work order can also be |
| 68 | +specified in the :guilabel:`Work Order Operation` field on the |QCP| form. If a work order is |
| 69 | +specified, a quality alert is created for that specific work order, rather than the manufacturing |
| 70 | +order as a whole. |
| 71 | + |
| 72 | +Quality checks configured for work orders must be completed from the tablet view. To do so, begin by |
| 73 | +navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select a |
| 74 | +manufacturing order that includes a work order for which a quality check is required. Open the |
| 75 | +tablet view for that work order by clicking the :guilabel:`📱 (tablet)` tablet view button on the |
| 76 | +order's line. |
| 77 | + |
| 78 | +With tablet view open, complete the steps listed on the left side of the screen until the |
| 79 | +Instructions quality check step is reached. Upon reaching the check, the instructions for how to |
| 80 | +complete it will appear at the top of the screen. Follow the instructions, then click |
| 81 | +:guilabel:`Next` to move on to the next step. |
| 82 | + |
| 83 | +.. image:: instructions_check/work-order-instructions-check.png |
| 84 | + :align: center |
| 85 | + :alt: An instructions check for a work order. |
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