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Document Management - Wiki - Procedures

document_page_procedure folder_open OCA/management-system open_in_new
Management Systems License: AGPL-3

This module provides a Procedure template.

  • Go to Management Systems \> Documentation \> Procedures
  • Create a new Procedure
  • Fill in the title and the content

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a Procedures section to the Management System documentation area, where you can create and store procedure documents using a ready-made template with standard headings.

This module gives you a dedicated place to keep your organisation's procedures inside Odoo's wiki-style document pages.

  • A new "Procedures" menu appears under the Management Systems documentation menus, and it opens a list of procedure documents that you can also open in a form to read or edit.
  • When you create a new procedure from that screen, it is automatically placed under a pre-installed "Procedure" category, so all procedures stay grouped together.
  • A template is provided with standard section headings: Objective, Application Domain, Terms and Definitions, Responsibilities and Process. New procedures start from this structure, which helps keep documents consistent.
  • The module works on the same document page model as the wiki (document.page), so procedures benefit from the normal document features of that model.

It does not add any new database fields, automated checks, emails or scheduled jobs; it is purely a menu, an action and a document template on top of the existing document page and management system modules.

Depends on

document_pagemgmtsystem

Required by other modules

mgmtsystem_nonconformity

Menus it adds

Procedures

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 14.0

Confirmed on 2026-11-03 in branch 14.0 of OCA/management-system.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

To configure your template of procedures:

  • Go to Knowledge \> Pages \> Categories
  • Select the Procedure category
  • Customize the content

No verified information in OCA: Installation, Usage.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.