[ADD] Quality: Measure quality check

closes #6577

X-original-commit: 78713f1
Signed-off-by: Zachary Straub (zst) <[email protected]>

Author: John Holton (hojo)

content/applications/inventory_and_mrp/quality/quality_check_types.rst

@@ -9,3 +9,4 @@ Quality check types
 
    quality_check_types/instructions_check
    quality_check_types/pass_fail_check
+   quality_check_types/measure_check

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

@@ -0,0 +1,194 @@
+=====================
+Measure quality check
+=====================
+
+.. |QCP| replace:: :abbr:`QCP (Quality Control Point)`
+.. |QCPs| replace:: :abbr:`QCPs (Quality Control Points)`
+
+In Odoo *Quality*, a *Measure* check is one of the quality check types that can be selected when
+creating a new quality check or quality control point (QCP). *Measure* checks prompt users to
+measure a certain aspect of a product and record the measurement in Odoo. For the quality check to
+pass, the recorded measurement must be within a certain *tolerance* of a *norm* value.
+
+Create a Measure quality check
+==============================
+
+There are two distinct ways that *Measure* 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 *Measure* 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-control-points>`.
+
+Quality check
+-------------
+
+To create a single *Measure* 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:`Measure` 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:: measure_check/measure-check-form-1.png
+   :align: center
+   :alt: A quality check form configured for a Measure quality check.
+
+Quality control point (QCP)
+---------------------------
+
+To create a |QCP| that generates *Measure* 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:`Measure` quality check type. Doing
+  so causes two new fields to appear: :guilabel:`Norm` and :guilabel:`Tolerance`.
+
+  - Use the first text-entry field of the :guilabel:`Norm` field to record the ideal measurement
+    that the product should conform to. Use the second text-entry field to specify the unit of
+    measurement that should be used.
+  - The :guilabel:`Tolerance` field features two sub-fields: :guilabel:`from` and :guilabel:`to`.
+    Use the :guilabel:`from` field to specify the minimum acceptable measurement, and the
+    :guilabel:`to` field to specify the maximum acceptable measurement.
+
+- 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 measurement should be
+  taken.
+
+.. image:: measure_check/measure-check-qcp-form.png
+   :align: center
+   :alt: A QCP form configured to create Measure quality checks.
+
+Process a Measure quality check
+===============================
+
+Once created, there are multiple ways that *Measure* 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 *Measure* 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 take the measurement.
+
+After taking the measurement, record the value in the :guilabel:`Measure` field on the quality check
+form. To manually pass or fail the check, click :guilabel:`Pass` or :guilabel:`Fail` at the top-left
+corner of the check.
+
+Alternatively, if the quality check is assigned to a |QCP| for which *norm* and *tolerance* values
+have been specified, click :guilabel:`Measure` at the top-left corner of the check instead. Doing so
+automatically marks the check as *Passed* if the recorded value is within the specified *tolerance*,
+or *Failed* if the value is outside of it.
+
+On an order
+-----------
+
+To process a *Measure* 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.
+
+To process a *Measure* quality check, measure the product as instructed, then enter the value in the
+:guilabel:`Measure` field on the pop-up window. Finally, click :guilabel:`Validate` to register the
+recorded value.
+
+.. image:: measure_check/measure-check-pop-up.png
+   :align: center
+   :alt: A Measure quality check pop-up window on a manufacturing or inventory order.
+
+If the value entered is within the range specified in the :guilabel:`Tolerance` section of the
+|QCP|, the quality check passes and the pop-up window closes. The rest of the manufacturing or
+inventory order can then be processed as usual.
+
+However, if the value entered is outside of the specified range, a new pop-up window appears, titled
+:guilabel:`Quality Check Failed`. The body of the pop-up shows a warning message that states,
+:guilabel:`You measured # units and it should be between # units and # units.`, as well as the
+instructions entered in the :guilabel:`Message If Failure` tab of the |QCP|. At the bottom of the
+pop-up, two buttons appear: :guilabel:`Correct Measure` and :guilabel:`Confirm Measure`.
+
+.. image:: measure_check/measure-check-failed.png
+   :align: center
+   :alt: The "Quality Check Failed" pop-up window.
+
+If the measurement was not entered correctly and should be changed, select :guilabel:`Correct
+Measure`. Doing so re-opens the :guilabel:`Quality Check` pop-up window. Enter the corrected
+measurement in the :guilabel:`Measure` field, and then click :guilabel:`Validate` to complete the
+check.
+
+If the measurement was entered correctly, click :guilabel:`Confirm Measure` instead, and the quality
+check fails. Follow any instructions that were listed on the :guilabel:`Quality Check Failed` pop-up
+window.
+
+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 fails. Clicking :guilabel:`Quality
+Alert` opens a quality alert form on a new page.
+
+For a complete guide on how to fill out the quality alert form, 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 *Measure* quality check is created for that specific work order, rather than the
+manufacturing order as a whole.
+
+*Measure* quality checks created for work orders must be processed 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 *Measure*
+quality check step is reached. Upon reaching the check, the instructions for how to take the
+measurement appear at the top of the screen. Enter the measured value in the :guilabel:`Measure`
+field above the instructions, and then click :guilabel:`Validate`.
+
+.. image:: measure_check/measure-tablet-view.png
+   :align: center
+   :alt: A Measure quality check in the Manufacturing tablet view.
+
+If the measurement entered is within the range specified in the :guilabel:`Tolerance` section of the
+|QCP|, the quality check passes and the tablet view moves on to the next step of the work order.
+However, if the measurement entered is outside of the specified range, a pop-up window appears,
+titled :guilabel:`Quality Check Failed`.
+
+The body of the :guilabel:`Quality Check Failed` pop-up window shows a warning message that states,
+:guilabel:`You measured # units and it should be between # units and # units.`, as well as the
+instructions entered in the :guilabel:`Message If Failure` tab of the |QCP|. At the bottom of the
+pop-up, two buttons appear: :guilabel:`Correct Measure` and :guilabel:`Confirm Measure`.
+
+.. image:: measure_check/measure-check-failed.png
+   :align: center
+   :alt: The "Quality Check Failed" pop-up window.
+
+If the measurement was not entered correctly, and should be changed, select :guilabel:`Correct
+Measure`. Doing so opens a new pop-up window, titled :guilabel:`Quality Check`. Enter the corrected
+measurement in the :guilabel:`Measure` field, then click :guilabel:`Validate` to complete the check,
+and move on to the next step of the work order.
+
+If the measurement was entered correctly, click :guilabel:`Confirm Measure` instead, and the quality
+check fails. Follow any instructions that were listed on the :guilabel:`Quality Check Failed` pop-up
+window.
+
+If a quality alert must be created, do so by clicking the :guilabel:`☰ (three horizontal lines)`
+button, 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 the quality alert form, view the documentation on
+:ref:`quality alerts <quality/quality_management/quality-alerts>`.

content/applications/inventory_and_mrp/quality/quality_check_types/measure_check/measure-check-failed.png

@@ -2,6 +2,8 @@
 Connect a measurement tool
 ==========================
 
+.. _iot/devices/measurement-tool:
+
 With Odoo's :abbr:`IoT (Internet of Things)` box, it is possible to connect measurement tools to the
 Odoo database for use in the *Quality app* on a quality control point/quality check, or for use in a
 work center during the manufacturing process.