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[MIG] mgmtsystem_nonconformity: Migration to 18.0
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@@ -17,25 +17,25 @@ Management System - Nonconformity | |
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html | ||
:alt: License: AGPL-3 | ||
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Fmanagement--system-lightgray.png?logo=github | ||
:target: https://github.com/OCA/management-system/tree/17.0/mgmtsystem_nonconformity | ||
:target: https://github.com/OCA/management-system/tree/18.0/mgmtsystem_nonconformity | ||
:alt: OCA/management-system | ||
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png | ||
:target: https://translation.odoo-community.org/projects/management-system-17-0/management-system-17-0-mgmtsystem_nonconformity | ||
:target: https://translation.odoo-community.org/projects/management-system-18-0/management-system-18-0-mgmtsystem_nonconformity | ||
:alt: Translate me on Weblate | ||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/management-system&target_branch=17.0 | ||
:target: https://runboat.odoo-community.org/builds?repo=OCA/management-system&target_branch=18.0 | ||
:alt: Try me on Runboat | ||
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|badge1| |badge2| |badge3| |badge4| |badge5| | ||
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This module enables you to manage the nonconformities of your management | ||
systems: | ||
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- Quality (ISO 9001) | ||
- Environment (ISO 14001) | ||
- Information Security (ISO 27001) | ||
- Health and Safety (ISO 45001) | ||
- IT Services (ISO 20000) | ||
- Quality (ISO 9001) | ||
- Environment (ISO 14001) | ||
- Information Security (ISO 27001) | ||
- Health and Safety (ISO 45001) | ||
- IT Services (ISO 20000) | ||
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**Table of contents** | ||
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@@ -47,54 +47,51 @@ Configuration | |
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Users must be added to the appropriate groups within Odoo as follows: | ||
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- Creators: Settings > Users > Groups > Management System / User | ||
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To configure email notifications for certain stages go to: | ||
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- Management System > Configuration > Nonconformities > Stages | ||
- Click on any stage and click the edit button. | ||
- Click on the dropdown icon in the field Email Template, select your | ||
template and click Save. | ||
- Creators: Settings > Users > Groups > Management System / User | ||
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Usage | ||
===== | ||
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To use this module: | ||
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- Go to Management System > Nonconformities | ||
- Click on Create to enter the following information: | ||
- Partner : Customer, supplier or internal personnel | ||
- Related to: Any reference pointing to the NC (order id, project id, | ||
task id, etc.) | ||
- Responsible: Person responsible for the NC | ||
- Manager : Person managing the department or owner of the procedure | ||
- Filled in by: Originator of NC report | ||
- Origins: The source of the NC, how was it discover | ||
- Procedures: Against which procedure is the NC | ||
- Description: Evidence, reference to the standards | ||
- Click on Save and then on Analysis. | ||
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Go to the newly created NC and fill in the following information in the | ||
tab named Causes and Analysis: | ||
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- Causes: Add root causes | ||
- Analysis: Describe the results of the investigation | ||
- Severity: Select the severity among unfounded, minor and major | ||
- Immediate action: Create or select an immediate action if appropriate | ||
- Go to Management System > Nonconformities | ||
- Click on Create to enter the following information: | ||
- Partner : Customer, supplier or internal personnel | ||
- Related to: Any reference pointing to the NC (order id, project id, | ||
task id, etc.) | ||
- Responsible: Person responsible for the NC | ||
- Manager : Person managing the department or owner of the procedure | ||
- Filled in by: Originator of NC report | ||
- Origins: The source of the NC, how was it discover | ||
- Procedures: Against which procedure is the NC | ||
- Description: Evidence, reference to the standards | ||
- Click on Save and then set state from Draft to Analysis. | ||
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Go to the newly created NC and fill in the following information: | ||
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In the Causes and Analysis tab: | ||
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- Causes: Add root causes | ||
- Analysis: Describe the results of the investigation | ||
- Severity: Select the severity among unfounded, minor and major | ||
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In the Description tab: | ||
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- Immediate action: Create or select an immediate action if appropriate | ||
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Click on the Save button and then on the "Action Plan" button in the top | ||
right corner. | ||
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In the Actions tab, select or create new actions by entering the | ||
following items: | ||
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- Subject: What must be done - Return to Supplier, Use As Is, Scrap, | ||
Rework, Re-grade, Repair | ||
- Deadline: Date by which the action must be completed | ||
- Responsible: Person in charge for implementing the action | ||
- Type: Immediate, corrective or preventive actions or improvement | ||
opportunity | ||
- Description: Details of the action | ||
- Subject: What must be done - Return to Supplier, Use As Is, Scrap, | ||
Rework, Re-grade, Repair | ||
- Deadline: Date by which the action must be completed | ||
- Responsible: Person in charge for implementing the action | ||
- Response Type: Immediate, corrective or preventive actions or | ||
improvement opportunity | ||
- Description: Details of the action | ||
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When the action is created, a notification is sent to the person | ||
responsible for the action. | ||
|
@@ -111,18 +108,18 @@ evaluated before closing the NC. | |
Known issues / Roadmap | ||
====================== | ||
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- The custom emails should be replaced by Mail Tracking features and | ||
Subtypes (like in Project Tasks and Project Issues) | ||
- Automatically add responsible_user_id._uid, manager_user_id._uid, | ||
author_user_id._uid to chatter | ||
- The custom emails should be replaced by Mail Tracking features and | ||
Subtypes (like in Project Tasks and Project Issues) | ||
- Automatically add responsible_user_id._uid, manager_user_id._uid, | ||
author_user_id._uid to chatter | ||
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Bug Tracker | ||
=========== | ||
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Bugs are tracked on `GitHub Issues <https://github.com/OCA/management-system/issues>`_. | ||
In case of trouble, please check there if your issue has already been reported. | ||
If you spotted it first, help us to smash it by providing a detailed and welcomed | ||
`feedback <https://github.com/OCA/management-system/issues/new?body=module:%20mgmtsystem_nonconformity%0Aversion:%2017.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
`feedback <https://github.com/OCA/management-system/issues/new?body=module:%20mgmtsystem_nonconformity%0Aversion:%2018.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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@@ -137,27 +134,28 @@ Authors | |
Contributors | ||
------------ | ||
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- Daniel Reis <[email protected]> | ||
- Glen Dromgoole <[email protected]> | ||
- Loic Lacroix <[email protected]> | ||
- Sandy Carter <[email protected]> | ||
- Gervais Naoussi <[email protected]> | ||
- Eugen Don <[email protected]> | ||
- Jose Maria Alzaga <[email protected]> | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
- Daniel Reis <[email protected]> | ||
- Glen Dromgoole <[email protected]> | ||
- Loic Lacroix <[email protected]> | ||
- Sandy Carter <[email protected]> | ||
- Gervais Naoussi <[email protected]> | ||
- Eugen Don <[email protected]> | ||
- Jose Maria Alzaga <[email protected]> | ||
- `Tecnativa <https://www.tecnativa.com>`__: | ||
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- Ernesto Tejeda | ||
- Ernesto Tejeda | ||
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Trobz | ||
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- Dung Tran <[email protected]> | ||
- Dung Tran <[email protected]> | ||
- Tuan Nguyen <[email protected]> | ||
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Other credits | ||
------------- | ||
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The development of this module has been financially supported by: | ||
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- Camptocamp | ||
- Camptocamp | ||
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Maintainers | ||
----------- | ||
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@@ -172,6 +170,6 @@ OCA, or the Odoo Community Association, is a nonprofit organization whose | |
mission is to support the collaborative development of Odoo features and | ||
promote its widespread use. | ||
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This module is part of the `OCA/management-system <https://github.com/OCA/management-system/tree/17.0/mgmtsystem_nonconformity>`_ project on GitHub. | ||
This module is part of the `OCA/management-system <https://github.com/OCA/management-system/tree/18.0/mgmtsystem_nonconformity>`_ project on GitHub. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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