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================================= | ||
Management System - Nonconformity | ||
================================= | ||
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.. | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! This file is generated by oca-gen-addon-readme !! | ||
!! changes will be overwritten. !! | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
!! source digest: sha256:787d40ec4093d83c0e073b97bd49ae84564509fde1265f8d4222ea2699685e9b | ||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! | ||
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png | ||
:target: https://odoo-community.org/page/development-status | ||
:alt: Beta | ||
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png | ||
: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 | ||
: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 | ||
: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 | ||
: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) | ||
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**Table of contents** | ||
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.. contents:: | ||
:local: | ||
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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. | ||
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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 | ||
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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 | ||
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When the action is created, a notification is sent to the person | ||
responsible for the action. | ||
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Enter comments into the input field below the "Plan Review" section, | ||
those comments are required to reach the next stage. | ||
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To begin the work on the planned Actions change the stage of the NC to | ||
open by clicking on the "In Progress" button in the top right corner. | ||
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When all actions of the plan are done, their effectiveness must be | ||
evaluated before closing the NC. | ||
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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 | ||
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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**>`_. | ||
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Do not contact contributors directly about support or help with technical issues. | ||
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Credits | ||
======= | ||
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Authors | ||
------- | ||
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* Savoir-faire Linux | ||
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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>`__: | ||
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- Ernesto Tejeda | ||
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Trobz | ||
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- Dung Tran <[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 | ||
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Maintainers | ||
----------- | ||
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This module is maintained by the OCA. | ||
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.. image:: https://odoo-community.org/logo.png | ||
:alt: Odoo Community Association | ||
:target: https://odoo-community.org | ||
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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. | ||
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You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute. |
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# Copyright (C) 2013 Savoir-faire Linux (<http://www.savoirfairelinux.com>). | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
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from . import models | ||
from . import reports |
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# Copyright (C) 2010 Savoir-faire Linux (<http://www.savoirfairelinux.com>). | ||
# License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl). | ||
{ | ||
"name": "Management System - Nonconformity", | ||
"version": "17.0.1.0.0", | ||
"author": "Savoir-faire Linux, Odoo Community Association (OCA)", | ||
"website": "https://github.com/OCA/management-system", | ||
"license": "AGPL-3", | ||
"category": "Management System", | ||
"depends": ["mgmtsystem_action", "document_page_procedure"], | ||
"data": [ | ||
"security/ir.model.access.csv", | ||
"security/mgmtsystem_nonconformity_security.xml", | ||
"views/mgmtsystem_nonconformity.xml", | ||
"views/mgmtsystem_origin.xml", | ||
"views/mgmtsystem_cause.xml", | ||
"views/mgmtsystem_severity.xml", | ||
"views/mgmtsystem_action.xml", | ||
"views/mgmtsystem_nonconformity_stage.xml", | ||
"data/sequence.xml", | ||
"data/mgmtsystem_nonconformity_severity.xml", | ||
"data/mgmtsystem_nonconformity_origin.xml", | ||
"data/mgmtsystem_nonconformity_cause.xml", | ||
"data/mgmtsystem_nonconformity_stage.xml", | ||
"data/mail_message_subtype.xml", | ||
"reports/mgmtsystem_nonconformity_report.xml", | ||
], | ||
"demo": [ | ||
"demo/mgmtsystem_nonconformity_origin.xml", | ||
"demo/mgmtsystem_nonconformity_cause.xml", | ||
"demo/mgmtsystem_nonconformity.xml", | ||
], | ||
"assets": { | ||
"web.assets_backend": [ | ||
"mgmtsystem_nonconformity/static/src/**/*.xml", | ||
# "mgmtsystem_nonconformity/static/src/**/*.js", | ||
], | ||
}, | ||
"installable": True, | ||
} |
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<odoo noupdate="1"> | ||
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<!-- Not used at the moment. To use them override the _track_subtype method --> | ||
<record id="subtype_analysis" model="mail.message.subtype"> | ||
<field name="name">Analysis</field> | ||
<field name="res_model">mgmtsystem.nonconformity</field> | ||
<field name="default" eval="False" /> | ||
<field name="description">Analysis</field> | ||
</record> | ||
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<record id="subtype_pending" model="mail.message.subtype"> | ||
<field name="name">Pending Approval</field> | ||
<field name="res_model">mgmtsystem.nonconformity</field> | ||
<field name="default" eval="False" /> | ||
<field name="description">Pending Approval</field> | ||
</record> | ||
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</odoo> |
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mgmtsystem_nonconformity/data/mgmtsystem_nonconformity_cause.xml
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<odoo noupdate="1"> | ||
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<record id="badly_defined_need" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Badly defined need</field> | ||
</record> | ||
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<record id="work_conditions" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Work conditions</field> | ||
</record> | ||
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<record id="information_not_available" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Information not available</field> | ||
</record> | ||
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<record id="bad_communication" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Bad communication</field> | ||
</record> | ||
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<record id="bad_partner_relation" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Bad customer/supplier relation</field> | ||
</record> | ||
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<record id="hr_unavailable_inadequate" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Human resource not available or inadequate</field> | ||
</record> | ||
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<record id="instruction_not_respected" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Instruction not respected</field> | ||
</record> | ||
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<record id="procedure_not_respected" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Procedure not respected</field> | ||
</record> | ||
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<record id="technical_failure" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Technical failure</field> | ||
</record> | ||
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<record id="procedure_not_defined" model="mgmtsystem.nonconformity.cause"> | ||
<field name="name">Procedure not defined</field> | ||
</record> | ||
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</odoo> |
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mgmtsystem_nonconformity/data/mgmtsystem_nonconformity_origin.xml
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<odoo noupdate="1"> | ||
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<record id="nc_origin_qc" model="mgmtsystem.nonconformity.origin"> | ||
<field name="name">Quality Committee</field> | ||
</record> | ||
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<record id="nc_origin_dr" model="mgmtsystem.nonconformity.origin"> | ||
<field name="name">Direction Review</field> | ||
</record> | ||
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<record id="nc_origin_internal_client" model="mgmtsystem.nonconformity.origin"> | ||
<field name="name">Internal client complaint</field> | ||
</record> | ||
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<record id="nc_origin_external_client" model="mgmtsystem.nonconformity.origin"> | ||
<field name="name">External client complaint</field> | ||
</record> | ||
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<record id="nc_origin_process" model="mgmtsystem.nonconformity.origin"> | ||
<field name="name">Process Execution</field> | ||
</record> | ||
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<record id="nc_origin_internal_audit" model="mgmtsystem.nonconformity.origin"> | ||
<field name="name">Internal Audit</field> | ||
</record> | ||
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<record id="nc_origin_extenal_audit" model="mgmtsystem.nonconformity.origin"> | ||
<field name="name">External Audit</field> | ||
</record> | ||
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</odoo> |
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mgmtsystem_nonconformity/data/mgmtsystem_nonconformity_severity.xml
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<odoo noupdate="1"> | ||
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<record id="nonconformity_severity_maj" model="mgmtsystem.nonconformity.severity"> | ||
<field name="name">Major</field> | ||
<field name="active" eval="True" /> | ||
</record> | ||
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<record id="nonconformity_severity_min" model="mgmtsystem.nonconformity.severity"> | ||
<field name="name">Minor</field> | ||
<field name="active" eval="True" /> | ||
</record> | ||
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<record id="nonconformity_severity_no" model="mgmtsystem.nonconformity.severity"> | ||
<field name="name">Unfounded</field> | ||
<field name="active" eval="True" /> | ||
</record> | ||
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</odoo> |
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mgmtsystem_nonconformity/data/mgmtsystem_nonconformity_stage.xml
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<odoo noupdate="1"> | ||
<record id="stage_draft" model="mgmtsystem.nonconformity.stage"> | ||
<field name="name">Draft</field> | ||
<field name="sequence">0</field> | ||
<field name="state">draft</field> | ||
</record> | ||
<record id="stage_analysis" model="mgmtsystem.nonconformity.stage"> | ||
<field name="name">Analysis</field> | ||
<field name="sequence">50</field> | ||
<field name="state">analysis</field> | ||
</record> | ||
<record id="stage_pending" model="mgmtsystem.nonconformity.stage"> | ||
<field name="name">Action Plan</field> | ||
<field name="sequence">100</field> | ||
<field name="state">pending</field> | ||
</record> | ||
<record id="stage_open" model="mgmtsystem.nonconformity.stage"> | ||
<field name="name">In Progress</field> | ||
<field name="sequence">150</field> | ||
<field name="state">open</field> | ||
</record> | ||
<record id="stage_done" model="mgmtsystem.nonconformity.stage"> | ||
<field name="name">Closed</field> | ||
<field name="sequence">200</field> | ||
<field name="state">done</field> | ||
</record> | ||
<record id="stage_cancel" model="mgmtsystem.nonconformity.stage"> | ||
<field name="name">Cancelled</field> | ||
<field name="sequence">250</field> | ||
<field name="state">cancel</field> | ||
</record> | ||
</odoo> |
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<odoo noupdate="1"> | ||
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<record id="seq_mgmtsystem_nonconformity" model="ir.sequence"> | ||
<field name="name">Management System Nonconformity</field> | ||
<field name="code">mgmtsystem.nonconformity</field> | ||
<field name="padding">3</field> | ||
</record> | ||
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</odoo> |
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