This module allows to generate evaluations for any kind of models.
Evaluations can be used to certify checks of different entities, like partners, employees, products...
auto_awesome What this module does
AI-generated from the code · Odoo 16.0Create evaluation templates and run evaluations on records such as contacts, tracking results, feedback and automatic follow-up dates. Evaluations appear as a button on the contact form and in a dedicated Evaluation menu.
This module adds a management-system evaluation feature to Odoo. Users first define Evaluation Templates (in the Management System configuration menu), choosing which model can be evaluated, the possible results, feedback and private notes, an optional user group, and an optional recurrence (daily, weekly, monthly, quarterly, semesterly or yearly).
Evaluations themselves are managed from the Evaluation menu or from the Evaluations button on a contact form. An evaluation starts in Draft, then moves to In progress with the Start button, and is finished with the Finish button once a result is chosen. The result determines whether the evaluation is marked as Passed or Not passed, shown as a coloured ribbon. Cancel and Back to draft buttons are also available.
When an evaluation is started, activities can be automatically scheduled for the assigned user and for the managers, based on the activity types configured on the template. When it is finished, the evaluation date is set and, if the template has a recurrence, a next evaluation date is calculated. A daily scheduled job automatically creates the next evaluation when that date is reached.
Access is restricted: users see only their own evaluations, managers see the ones they manage, and members of the template group see all related evaluations. Contacts show a counter of their evaluations.
Depends on
Required by other modules
Models and fields (6)
- ir.model · extends an existing modelis_mgmtsystem_evaluation (Management System Evaluation)
- res.partner · new model
- mgmtsystem.evaluation · new modeldate (Evaluation date), name, note, model (Model technical name), state, active, passed, res_id, is_user, user_id, feedback, model_id, resource, result_id, is_manager, result_ids (Possible results), manager_ids, template_id, next_evaluation_date, next_evaluation_generated
- mgmtsystem.evaluation.result · new modelname, active, passed, sequence, template_ids
- mgmtsystem.evaluation.abstract · new modelmgmtsystem_evaluation_ids, mgmtsystem_evaluation_count
- mgmtsystem.evaluation.template · new modelname, note, model (Model technical name), active, feedback, group_id, model_id, result_ids, recurrence_type, recurrence_period, user_activity_type_id (Activity for user), manager_activity_type_id (Activity for manager)
Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 2 confirmed, 7 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 16.0Usage
Source · Odoo 16.0Create the template that you will use for each model
Then, Access the evaluations and you will be able to edit/create them.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
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.