Pass - Fail quality check

In Odoo Quality, a Pass - Fail check is one of the quality check types that can be selected when creating a new quality check or quality control point (QCP). Pass - Fail checks consist of a text field that allows the creator to specify a certain criteria that a product must meet to pass the check.

Create a Pass - Fail quality check

There are two distinct ways that Pass - Fail 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 Pass - Fail quality checks and QCP. For a full overview of all the configuration options available when creating a single check or a QCP, see the documentation on quality checks and quality control points.

Quality check

To create a single Pass - Fail quality check, navigate to Quality ‣ Quality Control ‣ Quality Checks, and click New. Fill out the new quality check form as follows:

  • In the Type drop-down field, select the Pass - Fail quality check type.

  • In the Team drop-down field, select the quality team responsible for managing the check.

  • In the Instructions text field of the Notes tab, enter instructions for how to complete the quality check and the criteria that must be met for the check to pass.

A quality check form configured for a Pass - Fail quality check.

Quality Control Point (QCP)

To create a QCP that generates Pass - Fail quality checks automatically, begin by navigating to Quality ‣ Quality Control ‣ Control Points, and click New. Fill out the new QCP form as follows:

  • In the Type drop-down field, select the Pass - Fail quality check type.

  • In the Team drop-down field, select the quality team responsible for managing the checks created by the QCP.

  • In the Instructions text field, enter instructions for how to complete the quality check and the criteria that must be met for the check to pass.

A Quality Control Point (QCP) form configured to create a Pass - Fail quality check.

Process a Pass - Fail 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 Quality ‣ Quality Control ‣ Quality Checks, and select a quality check. Follow the Instructions for how to complete the check.

If the criteria for the check is met, click the Pass button at the top-left corner of the page. If the criteria is not met, click the Fail button.

On an order

To process a Pass - Fail 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 Manufacturing ‣ Operations ‣ Manufacturing Orders, and clicking on an order. Inventory orders can be selected by navigating to Inventory, clicking the # To Process button on an operation card, and selecting an order.

On the selected manufacturing or inventory order, a purple Quality Checks button appears at the top of the order. Click the button to open the Quality Check pop-up window, which shows all of the quality checks required for that order.

To process a Pass - Fail quality check, follow the instructions shown on the Quality Check pop-up window. If the criteria for the check is met, click the Pass button at the bottom of the window. If the criteria is not met, click the Fail button.

A Pass - Fail quality check pop-up window on a manufacturing or inventory order.

If a quality alert must be created, click the Quality Alert button that appears at the top of the manufacturing or inventory order after the check fails. Clicking Quality Alert opens a quality alert form on a new page.

See also

For a complete guide on how to fill out quality alert forms, view the documentation on 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 Work Order Operation field on the QCP form. If a work order is specified, a Pass - Fail quality check is created for that specific work order, rather than the manufacturing order as a whole.

Pass - Fail quality checks configured for work orders must be completed from the Shop Floor module. To do so, begin by navigating to Manufacturing ‣ Operations ‣ Manufacturing Orders. Select an MO that includes a work order for which a Pass - Fail quality check is required.

On the MO, select the Work Orders tab, and then click the Open Work Order (external link icon) button on the line of the work order to be processed. On the resulting Work Orders pop-up window, click the Open Shop Floor button to open the Shop Floor module.

When accessed from a specific work order, the Shop Floor module opens to the page for the work center where the order is configured to be processed, and isolates the work order’s card so that no other cards are shown.

Begin processing the work order’s steps until the Pass - Fail quality check step is reached. Click on the step to open a pop-up window that details the criteria for whether the check passes or fails. Click the Pass button at the bottom of the pop-up window if the check passes, or the Fail button if it fails.

If the Pass button is clicked, the pop-up window moves to the next step for the work order. If the Fail button is clicked, a Quality Check Failed pop-up window appears, detailing what should be done next.

A Pass - Fail check as it appears in the Shop Floor module.

Tip

Alternatively, instead of clicking on the step to open the pop-up window, a Pass - Fail quality check can be completed by clicking the checkbox that appears on the right side of the step’s line on the work order card. When using this method, the quality check passes automatically, without a pop-up window appearing.