Merge lp:~openerp-community/openobject-doc/mgmtsystem into lp:~openerp-community/openobject-doc/6.0

[Maxime Chambreuil (http://www.savoirfairelinux.com)]

[ADD] Management system

[Don Kirkby (donkirkby)]

Hi Maxime,
Thanks for the contribution, I noticed a few minor problems that should be cleaned up, along with a question:
1. /mnt/workspace/don/openerp-bzr/doc2/6.0/source/book/7/7_23_Managementsystem/7_23_Managementsystem_action.rst:28: (WARNING/2) Block quote ends without a blank line; unexpected unindent.
2. /mnt/workspace/don/openerp-bzr/doc2/6.0/source/book/7/7_23_Managementsystem/7_23_Managementsystem_action.rst:30: (WARNING/2) Definition list ends without a blank line; unexpected unindent.
3. Link to mgmtsystem_environment module has a typo.
4. Why do you hide the table of contents on the index page?

yours,
Don

review: Needs Fixing

[Maxime Chambreuil (http://www.savoirfairelinux.com) (max3903)]

Hi Don,

> 1. /mnt/workspace/don/openerp-bzr/doc2/6.0/source/book/7/7_23_Managementsystem
> /7_23_Managementsystem_action.rst:28: (WARNING/2) Block quote ends without a
> blank line; unexpected unindent.

Fixed.

> 2. /mnt/workspace/don/openerp-bzr/doc2/6.0/source/book/7/7_23_Managementsystem
> /7_23_Managementsystem_action.rst:30: (WARNING/2) Definition list ends without
> a blank line; unexpected unindent.

Fixed.

> 3. Link to mgmtsystem_environment module has a typo.

Fixed.

> 4. Why do you hide the table of contents on the index page?

I did the same as the Document Management chapter.

review: Needs Resubmitting

[Maxime Chambreuil (http://www.savoirfairelinux.com) (max3903)]

review: Approve

[Olivier Dony (Odoo) (odo-openerp)]

Maxime, I also asked Els (~evv-openerp) to review your proposal, as she is ultimately responsible for the book content, structure, etc.
From a technical point of view, this look good to me, at revision 771.

[Don Kirkby (donkirkby)]

All the other problems seem fixed, but there's a new one:

/mnt/workspace/don/openerp-bzr/doc2/6.0/source/book/7/7_23_Managementsystem/index.rst:10: (WARNING/2) Inline emphasis start-string without end-string.

review: Needs Fixing

[Maxime Chambreuil (http://www.savoirfairelinux.com) (max3903)]

review: Approve

[Don Kirkby (donkirkby)]

OK, you no longer have any warnings. Unless anyone else has comments on the content I think you can merge it, Maxime. You know you have commit access to the target branch, right?

In my browser, the screenshots are a bit too wide for the page layout. On other pages, I've fixed that by replacing these two lines:

   :scale: 75
   :align: center

with this:

   :width: 100%

Also, your formatting of the menu selection on the nonconformity page line 15 is broken because of the line break.

These are such minor things that I think you can go ahead and commit without another review.

review: Approve

=== added directory 'source/book/7/7_23_Managementsystem'
=== added file 'source/book/7/7_23_Managementsystem/7_23_Managementsystem_action.rst'
--- source/book/7/7_23_Managementsystem/7_23_Managementsystem_action.rst	1970-01-01 00:00:00 +0000
+++ source/book/7/7_23_Managementsystem/7_23_Managementsystem_action.rst	2011-03-15 19:21:07 +0000
@@ -0,0 +1,62 @@
+
+.. index:: Actions
+
+Actions
+=======
+
+.. index::
+   single: actions
+   single: module; mgmtsystem_action
+
+You can create actions directly from the nonconformity or from the menu 
+:menuselection:`Management System --> Management System --> Actions`.
+
+
+.. figure::  images/mgmtsystem_action.png
+   :scale: 75
+   :align: center
+
+   *Immediate, corrective or preventive action*
+
+
+For each action, you give it a subject, a deadline, a user responsible for carrying 
+out the action and a type: 
+
+ * immediate action: an action that can be quickly closed (in less than a day).
+ * corrective action: an action to solve the nonconformity.
+ * preventive action: an action which makes sure you will not face the same 
+   nonconformity once again in the future.
+ * improvement opportunity: an action that might be relevant for you to implement. 
+   You have to evaluate if it makes sense for your business.
+
+The person in charge of the action can then detail his different steps as internal 
+note or email. Once the action has proven to be completed and efficient, the action 
+is closed.
+
+
+.. Copyright © Open Object Press. All rights reserved.
+
+.. You may take electronic copy of this publication and distribute it if you don't
+.. change the content. You can also print a copy to be read by yourself only.
+
+.. We have contracts with different publishers in different countries to sell and
+.. distribute paper or electronic based versions of this book (translated or not)
+.. in bookstores. This helps to distribute and promote the OpenERP product. It
+.. also helps us to create incentives to pay contributors and authors using author
+.. rights of these sales.
+
+.. Due to this, grants to translate, modify or sell this book are strictly
+.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
+.. written authorisation for this.
+
+.. Many of the designations used by manufacturers and suppliers to distinguish their
+.. products are claimed as trademarks. Where those designations appear in this book,
+.. and Open Object Press was aware of a trademark claim, the designations have been
+.. printed in initial capitals.
+
+.. While every precaution has been taken in the preparation of this book, the publisher
+.. and the authors assume no responsibility for errors or omissions, or for damages
+.. resulting from the use of the information contained herein.
+
+.. Published by Open Object Press, Grand Rosière, Belgium
+

=== added file 'source/book/7/7_23_Managementsystem/7_23_Managementsystem_audit.rst'
--- source/book/7/7_23_Managementsystem/7_23_Managementsystem_audit.rst	1970-01-01 00:00:00 +0000
+++ source/book/7/7_23_Managementsystem/7_23_Managementsystem_audit.rst	2011-03-15 19:21:07 +0000
@@ -0,0 +1,61 @@
+
+.. index:: Audits
+
+Audits
+======
+
+.. index::
+   single: audit
+   single: module; mgmtsystem_audit
+
+You can then plan your audit calendar by creating audits from the menu :menuselection:`Management System --> Management System --> Audits`.
+You give it a name, and a date and time. You can then assign the auditors and the auditees.
+
+
+.. figure:: images/mgmtsystem_audit.png
+   :scale: 75
+   :align: center
+
+   *Management system audit*
+
+The auditor can then fill in the verification list with questions based on the manual, the procedure (or the environmental aspects) and the work instructions. He will be able to print the verification list (report) and carry out his audit. 
+
+
+.. figure:: images/mgmtsystem_verification.png
+   :scale: 75
+   :align: center
+
+   *Verification line*
+
+
+At the end of the audit, he will add the answers to his questions in the verification list stating if it is conformed or not. He will provide feedbacks to the auditees with the strong points and points to improve. The auditor will be suggesting improvement opportunities and explaining the nonconformities he discovered.
+
+Once completed, the auditor can close the audit and generate his audit report.
+
+
+.. Copyright © Open Object Press. All rights reserved.
+
+.. You may take electronic copy of this publication and distribute it if you don't
+.. change the content. You can also print a copy to be read by yourself only.
+
+.. We have contracts with different publishers in different countries to sell and
+.. distribute paper or electronic based versions of this book (translated or not)
+.. in bookstores. This helps to distribute and promote the OpenERP product. It
+.. also helps us to create incentives to pay contributors and authors using author
+.. rights of these sales.
+
+.. Due to this, grants to translate, modify or sell this book are strictly
+.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
+.. written authorisation for this.
+
+.. Many of the designations used by manufacturers and suppliers to distinguish their
+.. products are claimed as trademarks. Where those designations appear in this book,
+.. and Open Object Press was aware of a trademark claim, the designations have been
+.. printed in initial capitals.
+
+.. While every precaution has been taken in the preparation of this book, the publisher
+.. and the authors assume no responsibility for errors or omissions, or for damages
+.. resulting from the use of the information contained herein.
+
+.. Published by Open Object Press, Grand Rosière, Belgium
+

=== added file 'source/book/7/7_23_Managementsystem/7_23_Managementsystem_manual.rst'
--- source/book/7/7_23_Managementsystem/7_23_Managementsystem_manual.rst	1970-01-01 00:00:00 +0000
+++ source/book/7/7_23_Managementsystem/7_23_Managementsystem_manual.rst	2011-03-15 19:21:07 +0000
@@ -0,0 +1,69 @@
+
+.. index:: Manuals
+
+Manuals
+=======
+
+.. index::
+   single: manual
+   single: module; wiki_quality_manual
+   single: module; wiki_environment_manual
+
+Each management system starts with a manual reflecting the structure of the corresponding ISO standards. 
+You can fill in the blanks in the structure of the wiki page from the menu :menuselection:`Knowledge --> Collaborative Content --> Wiki pages`.
+
+
+.. figure::  images/mgmtsystem_manual.png
+   :scale: 75
+   :align: center
+
+   *Quality manual*
+
+
+Procedures and Environmental Aspects
+====================================
+
+.. index::
+   single: procedure 
+   single: environmental aspect 
+   single: module; wiki_procedure
+   single: module; wiki_environmental_aspect
+
+Once you have created your manual, you will have to complete it with procedures or environmental aspects. 
+They are both managed through wiki pages in the same menu as the manual and the structure is already provided.
+
+
+.. figure:: images/mgmtsystem_procedure.png
+   :scale: 75
+   :align: center
+
+
+You can also detail your procedures with work instructions by creating new wiki pages.
+
+
+.. Copyright © Open Object Press. All rights reserved.
+
+.. You may take electronic copy of this publication and distribute it if you don't
+.. change the content. You can also print a copy to be read by yourself only.
+
+.. We have contracts with different publishers in different countries to sell and
+.. distribute paper or electronic based versions of this book (translated or not)
+.. in bookstores. This helps to distribute and promote the OpenERP product. It
+.. also helps us to create incentives to pay contributors and authors using author
+.. rights of these sales.
+
+.. Due to this, grants to translate, modify or sell this book are strictly
+.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
+.. written authorisation for this.
+
+.. Many of the designations used by manufacturers and suppliers to distinguish their
+.. products are claimed as trademarks. Where those designations appear in this book,
+.. and Open Object Press was aware of a trademark claim, the designations have been
+.. printed in initial capitals.
+
+.. While every precaution has been taken in the preparation of this book, the publisher
+.. and the authors assume no responsibility for errors or omissions, or for damages
+.. resulting from the use of the information contained herein.
+
+.. Published by Open Object Press, Grand Rosière, Belgium
+

=== added file 'source/book/7/7_23_Managementsystem/7_23_Managementsystem_nonconformity.rst'
--- source/book/7/7_23_Managementsystem/7_23_Managementsystem_nonconformity.rst	1970-01-01 00:00:00 +0000
+++ source/book/7/7_23_Managementsystem/7_23_Managementsystem_nonconformity.rst	2011-03-15 19:21:07 +0000
@@ -0,0 +1,62 @@
+
+.. index:: Nonconformities
+
+Nonconformities
+===============
+
+.. index::
+   single: nonconformity
+   single: module; mgmtsystem_nonconformity
+
+Prior to create a nonconformity, you need to create the list of origins (how you 
+discovered your nonconformities) and causes (the root causes) of your nonconformities 
+from the menu :menuselection:`Management System --> Configuration --> Nonconformities`.
+
+Then you can create nonconformities directly from the audit or from the menu :menuselection:
+`Management System --> Management System --> Nonconformities`. You set the partner 
+involved by the nonconformity, an identifier to what it is related to and the employee 
+responsible for the nonconformity, with his manager.
+
+
+.. figure::  images/mgmtsystem_nonconformity.png
+   :scale: 75
+   :align: center
+
+   *Nonconformity*
+
+
+You then choose the origins of the nonconformity and the procedure involved. In the 
+description, you explain and detail the nonconformity with facts and evidences. 
+You choose the cause and then analyze why the nonconformity happened in order to 
+suggest immediate, corrective and preventive actions.
+
+Once all the actions have proven to be completed and efficient, you can close the 
+nonconformity.
+
+
+.. Copyright © Open Object Press. All rights reserved.
+
+.. You may take electronic copy of this publication and distribute it if you don't
+.. change the content. You can also print a copy to be read by yourself only.
+
+.. We have contracts with different publishers in different countries to sell and
+.. distribute paper or electronic based versions of this book (translated or not)
+.. in bookstores. This helps to distribute and promote the OpenERP product. It
+.. also helps us to create incentives to pay contributors and authors using author
+.. rights of these sales.
+
+.. Due to this, grants to translate, modify or sell this book are strictly
+.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
+.. written authorisation for this.
+
+.. Many of the designations used by manufacturers and suppliers to distinguish their
+.. products are claimed as trademarks. Where those designations appear in this book,
+.. and Open Object Press was aware of a trademark claim, the designations have been
+.. printed in initial capitals.
+
+.. While every precaution has been taken in the preparation of this book, the publisher
+.. and the authors assume no responsibility for errors or omissions, or for damages
+.. resulting from the use of the information contained herein.
+
+.. Published by Open Object Press, Grand Rosière, Belgium
+

=== added directory 'source/book/7/7_23_Managementsystem/images'
=== added file 'source/book/7/7_23_Managementsystem/images/mgmtsystem_action.png'
Binary files source/book/7/7_23_Managementsystem/images/mgmtsystem_action.png	1970-01-01 00:00:00 +0000 and source/book/7/7_23_Managementsystem/images/mgmtsystem_action.png	2011-03-15 19:21:07 +0000 differ
=== added file 'source/book/7/7_23_Managementsystem/images/mgmtsystem_audit.png'
Binary files source/book/7/7_23_Managementsystem/images/mgmtsystem_audit.png	1970-01-01 00:00:00 +0000 and source/book/7/7_23_Managementsystem/images/mgmtsystem_audit.png	2011-03-15 19:21:07 +0000 differ
=== added file 'source/book/7/7_23_Managementsystem/images/mgmtsystem_manual.png'
Binary files source/book/7/7_23_Managementsystem/images/mgmtsystem_manual.png	1970-01-01 00:00:00 +0000 and source/book/7/7_23_Managementsystem/images/mgmtsystem_manual.png	2011-03-15 19:21:07 +0000 differ
=== added file 'source/book/7/7_23_Managementsystem/images/mgmtsystem_nonconformity.png'
Binary files source/book/7/7_23_Managementsystem/images/mgmtsystem_nonconformity.png	1970-01-01 00:00:00 +0000 and source/book/7/7_23_Managementsystem/images/mgmtsystem_nonconformity.png	2011-03-15 19:21:07 +0000 differ
=== added file 'source/book/7/7_23_Managementsystem/images/mgmtsystem_procedure.png'
Binary files source/book/7/7_23_Managementsystem/images/mgmtsystem_procedure.png	1970-01-01 00:00:00 +0000 and source/book/7/7_23_Managementsystem/images/mgmtsystem_procedure.png	2011-03-15 19:21:07 +0000 differ
=== added file 'source/book/7/7_23_Managementsystem/images/mgmtsystem_verification.png'
Binary files source/book/7/7_23_Managementsystem/images/mgmtsystem_verification.png	1970-01-01 00:00:00 +0000 and source/book/7/7_23_Managementsystem/images/mgmtsystem_verification.png	2011-03-15 19:21:07 +0000 differ
=== added file 'source/book/7/7_23_Managementsystem/index.rst'
--- source/book/7/7_23_Managementsystem/index.rst	1970-01-01 00:00:00 +0000
+++ source/book/7/7_23_Managementsystem/index.rst	2011-03-15 19:21:07 +0000
@@ -0,0 +1,59 @@
+
+.. index::
+   single: Management System
+
+*****************
+Management System
+*****************
+
+ *A management system is the framework of processes and procedures used to ensure that an 
+ organization can fulfill all tasks required to achieve its objectives.*
+
+The objective of management system is to provide all the required applications to manage your
+manuals, procedures, environmental aspects, work instructions, audits, nonconformities, 
+improvement opportunities, immediate, corrective and preventive actions.
+
+For this chapter you should start with a fresh database that includes demo data,
+with :mod:`mgmtsystem_quality`, or :mod:`mgmtsystem_environment` and their dependencies installed.
+
+.. raw:: html
+
+    <div class="all-toctree">
+
+.. toctree::
+
+   7_23_Managementsystem_manual
+   7_23_Managementsystem_audit
+   7_23_Managementsystem_nonconformity
+   7_23_Managementsystem_action
+
+.. raw:: html
+
+    </div>
+
+.. Copyright © Open Object Press. All rights reserved.
+
+.. You may take electronic copy of this publication and distribute it if you don't
+.. change the content. You can also print a copy to be read by yourself only.
+
+.. We have contracts with different publishers in different countries to sell and
+.. distribute paper or electronic based versions of this book (translated or not)
+.. in bookstores. This helps to distribute and promote the OpenERP product. It
+.. also helps us to create incentives to pay contributors and authors using author
+.. rights of these sales.
+
+.. Due to this, grants to translate, modify or sell this book are strictly
+.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
+.. written authorisation for this.
+
+.. Many of the designations used by manufacturers and suppliers to distinguish their
+.. products are claimed as trademarks. Where those designations appear in this book,
+.. and Open Object Press was aware of a trademark claim, the designations have been
+.. printed in initial capitals.
+
+.. While every precaution has been taken in the preparation of this book, the publisher
+.. and the authors assume no responsibility for errors or omissions, or for damages
+.. resulting from the use of the information contained herein.
+
+.. Published by Open Object Press, Grand Rosière, Belgium
+

=== modified file 'source/book/7/index.rst'
--- source/book/7/index.rst	2011-02-21 20:20:37 +0000
+++ source/book/7/index.rst	2011-03-15 19:21:07 +0000
@@ -10,6 +10,7 @@
 
     7_18_Process/index
     7_19_Documents/index
+    7_23_Managementsystem/index
     7_20_Caldav/index
 
 .. Copyright © Open Object Press. All rights reserved.