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John Holton (hojo)Feliciousksc-odooStraubCreative
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[IMP] Quality: Instructions check Shop Floor
closes #6779 Signed-off-by: Zachary Straub (zst) <[email protected]> Co-authored-by: Felicious <[email protected]> Co-authored-by: ksc-odoo <[email protected]> Co-authored-by: StraubCreative <[email protected]>
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content/applications/inventory_and_mrp/quality/quality_check_types/instructions_check.rst

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Instructions quality check
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==========================
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.. |MO| replace:: :abbr:`MO (Manufacturing Order)`
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.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
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In Odoo *Quality*, an *Instructions* check is one of the quality check types that can be selected
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when creating a new quality check or quality control point (QCP). *Instructions* checks consist of a
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text entry field that allows the creator to provide instructions for how to complete the check.
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For a full overview of how to configure a quality check or a |QCP|, see the documentation on
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:ref:`quality checks <quality/quality_management/quality-checks>` and :ref:`quality control
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points <quality/quality_management/quality-control-points>`.
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:ref:`quality checks <quality/quality_management/quality-checks>` and :ref:`quality control points
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<quality/quality_management/quality-control-points>`.
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Process an Instructions quality check
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=====================================
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When configuring a |QCP| that is triggered by a manufacturing order, a specific work order can also
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be specified in the :guilabel:`Work Order Operation` field on the |QCP| form. If a work order is
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specified, an *Instructions* quality check is created for that specific work order, rather than the
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manufacturing order as a whole.
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|MO| as a whole.
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Quality checks configured for work orders must be completed from the tablet view. To do so, begin by
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navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. Select a
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manufacturing order that includes a work order for which a quality check is required. Open the
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tablet view for that work order by clicking the :guilabel:`📱 (tablet)` button on the order's line.
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Quality checks configured for work orders **must** be completed from the *Shop Floor* module. To do
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so, begin by navigating to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`.
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Select an |MO| that includes a work order for which an *Instructions* quality check is required.
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With tablet view open, complete the steps listed on the left side of the screen until the
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*Instructions* quality check step is reached. Upon reaching the check, the instructions for how to
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complete it will appear at the top of the screen. Follow the instructions, then click
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:guilabel:`Next` to move on to the next step.
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On the |MO|, select the :guilabel:`Work Orders` tab, and click the :guilabel:`Open Work Order
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(square with arrow coming out of it)` button on the line of the work order to be processed. On the
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resulting :guilabel:`Work Orders` pop-up window, click the :guilabel:`Open Shop Floor` button to
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open the *Shop Floor* module.
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.. image:: instructions_check/work-order-instructions-check.png
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When accessed from a specific work order, the *Shop Floor* module opens to the page for the work
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center where the order is configured to be processed, and isolates the work order's card so that no
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other cards are shown.
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Begin processing the work order's steps until the *Instructions* quality check step is reached.
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Click on the step to open a pop-up window that details how to complete the quality check. Once
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completed, click the :guilabel:`Next` button to complete the check, and move on to the next step.
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.. image:: instructions_check/instructions-check-shop-floor.png
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:align: center
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:alt: An Instructions check for a work order.
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:alt: An Instruction check as it appears in the Shop Floor module.
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If an issue or defect is found during the quality check, a quality alert may need to be created to
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notify a quality team. To do so, click the :guilabel:`☰ (menu)` button in the tablet view, and then
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select :guilabel:`Quality Alert` from the :guilabel:`Menu` pop-up window.
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Alternatively, an *Instructions* quality check can be completed by clicking the checkbox that
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appears on the right side of the step's line on the work order card. When using this method, the
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quality check automatically passes, without a pop-up window appearing.
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Clicking :guilabel:`Quality Alert` opens a :guilabel:`Quality Alerts` pop-up window, from which a
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quality alert can be created. For a complete guide to quality alert creation, view the documentation
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on :ref:`quality alerts <quality/quality_management/quality-alerts>`.
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.. note::
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For a full guide to the *Shop Floor* module, see the :ref:`Shop Floor overview
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<manufacturing/shop_floor/shop_floor_overview>` documentation.
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