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Maintenance Sign Oca

maintenance_sign_oca folder_open OCA/sign open_in_new
Maintenance License: AGPL-3

This module allows you to make equipment signature requests manually or automatically.

auto_awesome What this module does

AI-generated from the code · Odoo 17.0

Link signature requests to maintenance equipment and automatically create them when the equipment owner changes, using a template configured per company.

This module connects the OCA electronic signature app with Maintenance equipment. On each equipment form you get a new button showing how many signature requests exist for that equipment; clicking it opens the list of those requests. The button only appears when there is at least one request and only for users allowed to use signatures.

In Settings, under the Maintenance app, a new "Sign Oca" section lets you choose a signature template to be used for equipment. This template is stored per company.

When an equipment is created with an owner, or when its owner (or employee) is changed, Odoo automatically creates a signature request from the configured template, addressed to the equipment owner. If no template is configured, nothing is created.

On signature requests, a new "Maintenance Equipment" field is filled automatically when the request is linked to an equipment record. In the signature request search view, equipment managers can filter and group requests by equipment.

The module touches maintenance.equipment, res.company, res.config.settings and sign.oca.request.

Depends on

sign_ocamaintenance
Models and fields (4)
  • res.company · extends an existing modelmaintenance_equipment_sign_oca_template_id (Sign Oca Template)
  • sign.oca.request · extends an existing modelmaintenance_equipment_id (Maintenance Equipment)
  • res.config.settings · extends an existing modelmaintenance_equipment_sign_oca_template_id (Sign Oca Template)
  • maintenance.equipment · extends an existing modelsign_request_ids (Sign Requests), sign_request_count (Sign request count)

Text generated by AI (DeepSeek) from reading the Odoo 17.0 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: 4 confirmed, 5 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 17.0
  • Go to Sign \> Settings \> Roles and create a new one with the following data:
  • Partner type: Expression
  • Expression: {{object.owner_user_id.partner_id.id}}
  • Go to Sign \> Templates and create a template with the following data:
  • Model: Maintenance Equipment
  • In some of the elements you will have to set the previously created role.
  • Go to Maintenance \> Configuration \> General settings.
  • Defines the template previously created (optional, only for automatic creation of signature requests).

A smart-button will be displayed on the equipments form view of the linked Sign Requests.

Manual Sign Request creation process: - Go to Maintenance \> Equipments and change to list view. - Select the records that you want. - Click on the "Sign from template" action. - Select a template. - Click on Generate. - Sign Requests will have been generated (and sent) for the selected items.

Automatic Sign Request creation process: - When an owner is assigned to a equipment, a Sign Request will be created automatically.

No verified information in OCA: Installation.

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.