Installation

No installation required.

Configuration

Users must be added to the appropriate groups within Odoo as follows:

• Creators: Settings > Users > Groups > Management System / User

To configure email notifications for certain stages go to:

• 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.

Usage

To use this module:

• 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.

Go to the newly created NC and fill in the following information in the tab named Causes and Analysis:

• 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

Click on the Save button and then on the “Action Plan” button in the top right corner.

In the Actions tab, select or create new actions by entering the following items:

• 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

When the action is created, a notification is sent to the person responsible for the action.

Enter comments into the input field below the “Plan Review” section, those comments are required to reach the next stage.

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.

When all actions of the plan are done, their effectiveness must be evaluated before closing the NC.

Known issues / Roadmap

• 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

Changelog

Bug Tracker

Bugs are tracked on GitHub 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.

Do not contact contributors directly about support or help with technical issues.

Credits

Maintainers

This module is maintained by the OCA.

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.

This module is part of the OCA/management-system project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.