[ADD] Quality: Take a Picture Check

closes #6716

X-original-commit: 2e605c9
Signed-off-by: Zachary Straub (zst) <[email protected]>

Author: John Holton (hojo)

content/applications/inventory_and_mrp/maintenance/equipment_management/add_new_equipment.rst

@@ -2,13 +2,15 @@
 Add new equipment
 =================
 
-In Odoo, **equipment** refers to any item that is used in everyday operations, including the
+.. _maintenance/equipment_management/add_new_equipment:
+
+In Odoo, *equipment* refers to any item that is used in everyday operations, including the
 manufacturing of products. This can mean a piece of machinery on a production line, a tool that is
 used in different locations, or a computer in an office space. Equipment registered in Odoo can be
 owned by the company that uses the Odoo database, or by a third party, such as a vendor in the case
 of equipment rentals.
 
-Using Odoo **Maintenance**, it is possible to track individual pieces of equipment, along with
+Using Odoo *Maintenance*, it is possible to track individual pieces of equipment, along with
 information about their maintenance requirements. To add a new piece of equipment, navigate to the
 :guilabel:`Maintenance` module, select :menuselection:`Equipments --> Machines & Tools --> Create`,
 and configure the equipment as follows:

content/applications/inventory_and_mrp/quality/quality_check_types.rst

@@ -10,3 +10,4 @@ Quality check types
    quality_check_types/instructions_check
    quality_check_types/pass_fail_check
    quality_check_types/measure_check
+   quality_check_types/picture_check

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

@@ -0,0 +1,165 @@
+============================
+Take a Picture quality check
+============================
+
+.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
+.. |QCPs| replace:: :abbr:`QCP (Quality Control Points)`
+
+In Odoo *Quality*, a *Take a Picture* check is one of the quality check types that can be selected
+when creating a new quality check or quality control point (QCP). *Take a Picture* checks require a
+picture to be attached to the check, which can then be reviewed by a quality team.
+
+Create a Take a Picture quality check
+=====================================
+
+There are two distinct ways that *Take a Picture* quality checks can be created. A single check can
+be manually created. Alternatively, a |QCP| can be configured that automatically creates checks at a
+predetermined interval.
+
+This documentation only details the configuration options that are unique to *Take a Picture*
+quality checks and |QCPs|. For a full overview of all the configuration options available when
+creating a single 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-checks>`.
+
+Quality check
+-------------
+
+To create a single *Take a Picture* quality check, navigate to :menuselection:`Quality --> Quality
+Control --> Quality Checks`, and click :guilabel:`New`. Fill out the new quality check form as
+follows:
+
+- In the :guilabel:`Type` drop-down field, select the :guilabel:`Take a Picture` quality check type.
+- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the
+  check.
+- In the :guilabel:`Instructions` text field of the :guilabel:`Notes` tab, enter instructions for
+  how the picture should be taken.
+
+.. image:: picture_check/picture-check-form.png
+   :align: center
+   :alt: A quality check form configured for a Take a Picture quality check.
+
+Quality Control Point (QCP)
+---------------------------
+
+To create a |QCP| that will generate *Take a Picture* quality checks automatically, navigate to
+:menuselection:`Quality --> Quality Control --> Control Points`, and click :guilabel:`New`. Fill out
+the new |QCP| form as follows:
+
+- In the :guilabel:`Type` drop-down field, select the :guilabel:`Take a Picture` quality check type.
+- If the *Maintenance* app is installed, a :guilabel:`Device` field appears after selecting the
+  *Take a Picture* check type. Use this field to specify a device that should be used to take
+  quality check pictures. For information about managing devices in the *Maintenance* app, see the
+  documentation on :ref:`adding new equipment <maintenance/equipment_management/add_new_equipment>`.
+- In the :guilabel:`Team` drop-down field, select the quality team responsible for managing the
+  checks created by the |QCP|.
+- In the :guilabel:`Instructions` text field, enter instructions for how the picture should be
+  taken.
+
+.. image:: picture_check/picture-qcp-form.png
+   :align: center
+   :alt: A Quality Control Point (QCP) form configured to create a Take a Picture quality check.
+
+Process a Take a Picture quality check
+======================================
+
+Once created, there are multiple ways that *Take a Picture* quality checks can be processed. If a
+quality check is assigned to a specific inventory, manufacturing, or work order, the check can be
+processed on the order itself. Alternatively, a check can be processed from the check's page.
+
+From the check's page
+---------------------
+
+To process a *Take a Picture* quality check from the check's page, begin by navigating to
+:menuselection:`Quality --> Quality Control --> Quality Checks`, and then select a quality check.
+Follow the :guilabel:`Instructions` for how to take the picture.
+
+After taking the picture, make sure it is stored on the device being used to process the quality
+check (computer, tablet, etc.). Then, click the :guilabel:`✏️ (pencil)` button in the
+:guilabel:`Picture` section to open the device's file manager. In the file manager, navigate to the
+picture, select it, and click :guilabel:`Open` to attach it.
+
+.. image:: picture_check/picture-edit-button.png
+   :align: center
+   :alt: The edit button (pencil) on a Take a Picture quality check.
+
+On an order
+-----------
+
+To process a *Take a Picture* 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
+at the top of the page. Click the button to open the :guilabel:`Quality Check` pop-up window, which
+shows all of the quality checks required for that order.
+
+Follow the instructions detailing how to take the picture, which are shown on the :guilabel:`Quality
+Check` pop-up window. After taking the picture, make sure it is stored on the device being used to
+process the quality check (computer, tablet, etc.).
+
+Then, click the :guilabel:`Take a Picture` button in the :guilabel:`Picture` section to open the
+device's file manager. In the file manager, navigate to the picture, select it, and click
+:guilabel:`Open` to attach it. Finally, click :guilabel:`Validate` on the :guilabel:`Quality Check`
+pop-up window to complete the quality check.
+
+.. image:: picture_check/picture-check-pop-up.png
+   :align: center
+   :alt: A Take a Picture quality check pop-up window on a manufacturing or inventory order.
+
+If a quality alert must be created, 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>`.
+
+On a work order
+---------------
+
+When configuring a |QCP| that is triggered during manufacturing, 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, a *Take a Picture* quality check is created for that specific work order, rather than the
+manufacturing order as a whole.
+
+*Take a Picture* quality checks created 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 selecting the :guilabel:`Work Orders` tab, and
+then 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 *Take a
+Picture* quality check step is reached. Upon reaching the check, follow the instructions for how to
+take the picture, which appear at the top of the screen.
+
+After taking the picture, make sure it is stored on the device being used to process the work order
+(computer, tablet, etc.). Then, click the :guilabel:`Take a Picture` button to open the device's
+file manager. In the file manager, navigate to the picture, select it, and click :guilabel:`Open` to
+attach it. Finally, click :guilabel:`Validate` to complete the quality check.
+
+.. image:: picture_check/work-order-picture-check.png
+   :align: center
+   :alt: A Take a Picture check for a manufacturing work order.
+
+If a quality alert must be created, do so by clicking the :guilabel:`☰ (three horizontal lines)`
+button in the tablet view, and selecting :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up
+window. A :guilabel:`Quality Alerts` pop-up window appears, from which a quality alert can be
+created. For a complete guide on how to fill out quality alert forms, view the documentation on
+:ref:`quality alerts <quality/quality_management/quality-alerts>`.
+
+Review a picture attached to a check
+====================================
+
+After a picture has been attached to a check, it can then be reviewed by quality team members or
+other users. To do so, navigate to :menuselection:`Quality --> Quality Control --> Quality Checks`,
+and select a quality check to review.
+
+The attached picture appears in the :guilabel:`Picture` section of the quality check form. After
+reviewing the picture, click the :guilabel:`Pass` button if the check passes, or the
+:guilabel:`Fail` button if the check fails.
+
+.. image:: picture_check/review-picture-check.png
+   :align: center
+   :alt: A Take a Picture check with a picture attached.