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[IMP] Quality: add spreadsheet check to QCP doc
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hojo-odoo committed Nov 26, 2024
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Expand Up @@ -44,9 +44,10 @@ field appears below it, titled :guilabel:`Work Order Operation`. From this field
work order to generate quality checks for that operation, rather than the manufacturing operation in
general.

For example, a |QCP| could be configured to create quality checks for the `Assembly` work order of
the `Coffee Table` product. Then, if a new |MO| is confirmed for a `Coffee Table`, the |QCP| creates
a quality check specifically for the `Assembly` operation.
.. example::
A |QCP| could be configured to create quality checks for the `Assembly` work order of the `Coffee
Table` product. Then, if a new |MO| is confirmed for a `Coffee Table`, the |QCP| creates a
quality check specifically for the `Assembly` operation.

The :guilabel:`Control Per` field is set to one of three options that determine *when* a new quality
check is created:
Expand All @@ -65,7 +66,7 @@ new quality check is created:

- :guilabel:`All`: a quality check is requested every time the conditions of the |QCP| are met.
- :guilabel:`Randomly`: a quality check is randomly requested for a certain percentage of
operations, which can be specified in the :guilabel:`Every #% of Transfers` field that appears
operations, which can be specified in the :guilabel:`Every #% of Operations` field that appears
below.
- :guilabel:`Periodically`: a quality check is requested once every set period of time, which is
specified by entering a numerical value in the field below, and choosing either :guilabel:`Days`,
Expand All @@ -84,8 +85,10 @@ selected:
- :guilabel:`Pass - Fail` checks specify a criterion that products must meet for the check to pass.
- :guilabel:`Measure` checks prompt employees to record a measurement of the product that must be
within a tolerance of a norm value for the check to pass.
- :guilabel:`Worksheet` checks provide an interactive worksheet that must be filled out by the
employee processing the check.
- :guilabel:`Worksheet` checks require the employee processing the check to fill out an interactive
worksheet.
- :guilabel:`Spreadsheet` checks require the employee processing the check to fill out an
interactive spreadsheet.

.. important::
An *Instructions* check is the same as a step on a work order for an MO.
Expand All @@ -97,6 +100,17 @@ selected:
However, when creating a control point specifically for quality control purposes, using a
different check type is probably more effective.

.. note::
When creating a |QCP| with the :guilabel:`Worksheet` or :guilabel:`Spreadsheet` check types, it
is necessary to specify a *Quality Worksheet Template* or *Quality Spreadsheet Template* in the
:guilabel:`Template` field that appears below the :guilabel:`Type` field.

The selected template is duplicated for each quality check created by the |QCP|, and must be
filled out to complete the quality check.

To create a new template, navigate to :menuselection:`Quality app --> Configuration --> Quality
Worksheet/Spreadsheet Templates`, and click :guilabel:`New`.

In the :guilabel:`Team` field, specify the quality team that is responsible for managing the |QCP|,
and the quality checks it creates. If a specific quality team member is responsible for the |QCP|,
select them in the :guilabel:`Responsible` field.
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