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Management System - Action

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

This module was written to manage Actions of your management system.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Track corrective, preventive, immediate and improvement actions of your management system. Each action gets a reference number, a responsible person, a deadline, stages and tags, with automatic emails and a pivot/graph analysis.

This module adds an Actions area to your management system so you can record and follow up everything that must be done after an audit, an incident or an improvement idea.

  • Create an action with a subject, a response type (Immediate Action, Corrective Action, Preventive Action, Improvement Opportunity), a responsible user, a deadline, a system and free tags. A reference number is generated automatically.
  • Move actions through stages shown as a status bar and a kanban board: Draft, In Progress, Closed and Cancelled. Going back to Draft after the action has been opened is blocked, and opening or closing an action automatically stamps the opening or closing date.
  • The responsible person receives an email when the action is assigned, and a daily scheduled job sends a reminder 10 days before the deadline to actions that are not yet closed.
  • Followers, messages and activities are available on each action, and you can filter by Pending, My Actions, My Followed Actions, Unread Messages, Archived and activity dates, or group by user, type, stage and company.
  • A Management System Analysis report (pivot and graph) counts actions and shows their age and how many days they took to open or close, including days past the deadline.

Configuration menus let managers maintain the stages and the tags. Actions are restricted by company.

Depends on

Menus it adds

ActionsActionsmenu_open_actionStagesmenu_mgmtsystem_action_tags
Models and fields (4)
  • mgmtsystem.action · new modelname (Subject), color (Color Index), active, tag_ids (Tags), user_id, priority, sequence, stage_id, date_open (Opening Date), reference, system_id, company_id, date_closed (Closed Date), description, type_action, date_deadline (Deadline), number_of_days_to_open (# of days to open), number_of_days_to_close (# of days to close)
  • mgmtsystem.action.tag · new modelname, color (Color Index)
  • mgmtsystem.action.stage · new modelfold (Folded in Kanban), name (Stage Name), sequence, is_ending (Ending stage), description, is_starting (Starting stage)
  • mgmtsystem.action.report · new modelage, user_id, stage_id, date_open (Opening Date), system_id, create_date, date_closed (Close Date), type_action, date_deadline (Deadline), number_of_actions (# of actions), number_of_days_to_open (# of days to open), number_of_days_to_close (# of days to close), number_of_exceedings_days (# of exceedings days)

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 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/management-system.

terminal Installation and usage

OCA documentation · Odoo 19.0
  • Go to "Management System -\> Configuration -\> Settings"
  • Under "Applications" enable "Actions" flag
  • Save

Configure stages

Go to "Management System -\> Configuration -\> Actions -\> Stages"

Configure tags

Go to "Management System -\> Configuration -\> Actions -\> Tags"

Go to "Management System -\> Management System -\> Actions" and create your actions.

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.