Quality Worksheet Templates in Odoo 18

Quality inspectors performing checks with paper checklists create chaos: lost forms, illegible handwriting, missing data fields, and zero traceability when auditors ask "Who inspected lot #A1234 on March 15th?" Paper-based inspections can't enforce completion of critical measurements, don't validate data formats, and provide no analytics to identify recurring defect patterns. When a quality issue surfaces weeks later, reconstructing what happened during inspection becomes archaeological detective work.

Odoo 18's Quality Worksheet Templates transform paper chaos into structured digital inspections. Create customizable forms with dropdown selections, measurement fields, image uploads, and digital signatures—then link them to Quality Control Points so inspectors automatically receive the right worksheet at the right operation. Every completed inspection becomes searchable data with timestamps, responsible parties, and related products/lots for complete audit trails.

What Are Quality Worksheets?

Quality Worksheets are customizable digital forms that guide inspectors through standardized quality checks. Instead of paper checklists or free-form notes, worksheets provide structured data collection with predefined fields, ensuring consistency across all inspections.

Use Cases

Step 1: Enable Quality Worksheets

Activation

1. Navigate to Settings: Go to Inventory or Manufacturing → Configuration → Settings
2. Locate Quality Settings: Scroll to Operations section
3. Enable Worksheets: Check "Quality Worksheets" option
4. Save: Click Save

Step 2: Access Quality Worksheet Templates

1. Navigate to Quality module
2. Click Configuration → Quality Worksheet Templates
3. View existing templates list

Template Analysis View

From template list, click Analysis button to view usage statistics:

• Graph View: X-axis shows template names, Y-axis shows count of worksheets completed
• Pivot View: Multi-dimensional analysis of template usage by product, operation, team

Step 3: Create Quality Worksheet Template

Basic Template Setup

1. Create Template: Click New in Quality Worksheet Templates list
2. Enter Details:
   • Name: Descriptive title (e.g., "Incoming Raw Material Inspection")
   • Company: Select applicable company (multi-company environments)
3. Design Template: Click Design Template button

Template Designer Interface

The template designer opens a drag-and-drop interface where you build your inspection form.

Example: Building an Incoming Inspection Template

Let's create a template for inspecting incoming raw materials:

Field Configuration

For each field you drag into the template, configure properties in the right panel:

• Label: Field name displayed to inspector
• Help Tooltip: Guidance text appearing on hover
• Required: Mark field as mandatory
• Default Value: Pre-filled value (e.g., today's date)
• Visibility Conditions: Show/hide based on other field values

Step 4: Link Template to Quality Control Point

Templates become functional when linked to Quality Control Points, which define when and where inspections occur.

Creating Control Point with Worksheet

1. Access Control Points: Go to Quality → Quality Control → Control Points
2. Create New: Click New
3. Configure Control Point:
   • Title: "Incoming Material Inspection"
   • Product: Select specific product or leave blank for all
   • Product Category: Optionally filter by category
   • Operation: Select "Receipt" (or Manufacturing, Delivery, etc.)
   • Control Per: Operation, Product, or Quantity
   • Control Frequency: Every receipt, or sample-based (e.g., 1 in 10)
   • Type: Select Worksheet
   • Worksheet Template: Choose your created template
4. Save Control Point

Step 5: Performing Worksheet Inspection

When a triggering operation occurs (e.g., receiving products), Odoo automatically generates quality checks with linked worksheets.

Inspection Workflow

Accessing Worksheet from Receipt

1. Open receipt operation (Inventory → Operations → Receipts)
2. Notice green Quality Checks smart button
3. Click smart button to open quality check
4. Click Worksheet Completed (initially showing count 0/1)
5. Worksheet form opens with all configured fields
6. Fill out inspection data
7. Save worksheet
8. Mark quality check as Passed/Failed

Viewing Completed Worksheets

Access Methods

Benefits of Worksheet Templates

Frequently Asked Questions

Conclusion

Quality Worksheet Templates in Odoo 18 eliminate the chaos of paper-based inspections by providing standardized, digital forms that guide inspectors through consistent procedures while capturing structured data for analysis. The drag-and-drop template designer makes customization accessible without technical skills, while automatic linking to Quality Control Points ensures worksheets trigger at the right operations without manual intervention.

Whether you're documenting incoming material inspections, validating manufacturing processes, or conducting final pre-shipment checks, worksheet templates provide the framework for maintainable quality systems. With complete traceability linking inspections to products, lots, and operations, plus mandatory field enforcement and digital signatures, you gain both compliance documentation and actionable data for continuous improvement.