Quality Worksheet Templates in Odoo 18
By Braincuber Team
Published on December 26, 2025
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.
Quality Worksheet Benefits:
- Standardized inspection procedures across all operations
- Drag-and-drop template designer (no coding required)
- Multiple field types (text, selection, date, image, signature)
- Automatic worksheet assignment via Control Points
- Complete traceability with timestamps and user tracking
- Data validation and mandatory field enforcement
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
Incoming Inspections
Check vendor deliveries for specifications, damage, quantity verification
In-Process Checks
Validate critical manufacturing steps, measurements, assembly procedures
Final Inspections
Pre-shipment quality verification, packaging checks, labeling accuracy
Compliance Documentation
ISO 9001, FDA, HACCP, or industry-specific certification requirements
Step 1: Enable Quality Worksheets
Activation
- Navigate to Settings: Go to
InventoryorManufacturing→Configuration→Settings - Locate Quality Settings: Scroll to
Operationssection - Enable Worksheets: Check "Quality Worksheets" option
- Save: Click
Save
Note: This feature requires Quality module to be already installed. If not visible, install Quality module from Apps menu first.
Step 2: Access Quality Worksheet Templates
- Navigate to
Qualitymodule - Click
Configuration→Quality Worksheet Templates - 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
- Create Template: Click
Newin Quality Worksheet Templates list - Enter Details:
- Name: Descriptive title (e.g., "Incoming Raw Material Inspection")
- Company: Select applicable company (multi-company environments)
- Design Template: Click
Design Templatebutton
Template Designer Interface
The template designer opens a drag-and-drop interface where you build your inspection form.
Available Field Types:
Text Field
Free-form text entry for comments, observations
Selection (Dropdown)
Multiple choice with predefined options
Date Field
Calendar picker for dates (inspection date, expiry)
Number Field
Numeric input for measurements, quantities
Checkbox
Yes/No, Pass/Fail binary choices
Image Upload
Photo evidence of defects, condition
Signature Field
Digital signature for inspector approval
Related Fields
Product, Lot/Serial Number, Responsible Person
Example: Building an Incoming Inspection Template
Let's create a template for inspecting incoming raw materials:
Template: Incoming Raw Material Inspection
1. Product Information
• Drag "Product" related field to template
• Configure as required field
2. Inspection Criteria (Selection)
• Drag "Selection" field
• Label: "Visual Condition"
• Options: Excellent, Good, Acceptable, Damaged
• Help tooltip: "Overall visual assessment of received material"
3. Comments (Text)
• Drag "Text" field
• Label: "Inspector Comments"
• Multiline enabled for detailed notes
4. Inspection Date (Date)
• Drag "Date" field
• Label: "Quality Check Date"
• Default to current date
5. Photo Evidence (Image)
• Drag "Image Upload" field
• Label: "Product Photo"
• Required if status is "Damaged"
6. Inspector Signature
• Drag "Signature" field
• Label: "Inspector Approval"
• Required field for completion
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
- Access Control Points: Go to
Quality→Quality Control→Control Points - Create New: Click
New - 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
- Save Control Point
Example 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
Operation Triggered
Receive product from vendor (matching Control Point configuration)
Quality Check Created
System automatically generates quality check linked to receipt
Inspector Notified
Quality Checks smart button appears on receipt form
Complete Worksheet
Inspector fills out all required fields in worksheet template
Validation
Receipt can only be validated after quality check completion
Accessing Worksheet from Receipt
- Open receipt operation (Inventory → Operations → Receipts)
- Notice green
Quality Checkssmart button - Click smart button to open quality check
- Click
Worksheet Completed(initially showing count 0/1) - Worksheet form opens with all configured fields
- Fill out inspection data
- Save worksheet
- Mark quality check as Passed/Failed
Viewing Completed Worksheets
Access Methods
From Quality Check
- Navigate to Quality → Quality Checks
- Select specific check
- Click "Worksheet Completed" smart button
- View filled worksheet
From Control Point
- Open Control Point record
- Click "Quality Checks" smart button
- Browse all checks using this template
- Filter by date, product, status
Benefits of Worksheet Templates
Standardization
Every inspector follows identical procedures. No variation in what gets checked or how data is recorded.
Traceability
Complete audit trail: who inspected, when, what they found, linked to specific products/lots/operations.
Data Quality
Mandatory fields, validation rules, and structured formats ensure complete, accurate inspection data.
Analytics Ready
Structured data enables trend analysis, defect pattern identification, and continuous improvement initiatives.
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.
Need Help Designing Quality Worksheets?
Our quality management experts can help you design custom worksheet templates, configure quality control points, train inspection teams, migrate existing paper checklists to digital formats, and implement comprehensive quality systems aligned with ISO standards.
