OCA/management-system

Confirmed modules per version

Modules in the repository

• Document Management - Wiki - Environment ManualOdoo 13, 14, 15, 16, 17, 18, 19
  document_page_environment_manual

  Adds an "Environment Manual" template as a wiki document page category, pre-filled with an ISO 14001-style structure of headings and sub-headings.

• Environmental AspectsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page_environmental_aspect

  Adds an "Environmental Aspects" section to the Management System manuals, where you can record environmental aspects and their impacts using a ready-made document template.

• Document Management - Wiki - Health and Safety ManualOdoo 13, 14, 15, 16, 17, 18, 19
  document_page_health_safety_manual

  Adds a ready-made "Health and Safety Manual" wiki category to Odoo's document pages, so users can start a health and safety manual from a predefined structure.

• Document Page MgmtsystemOdoo 18
  document_page_mgmtsystem

  Adds a "Management System Page Type" field to document pages and categories, so documents can be classified by management-system type. The value is inherited from the parent category and can be searched and filtered.

• Document Management - Wiki - ProceduresOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page_procedure

  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.

• Quality ManualOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page_quality_manual

  Adds a ready-made Quality Manual document page structured like the ISO 9001 standard, so you can start your quality manual from a pre-filled template instead of an empty page.

• Document Management - Wiki - Work InstructionsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  document_page_work_instruction

  Adds a ready-made "Work Instructions" section to the Management System documentation, with a template of numbered steps that users can fill in and organise as wiki pages.

• Management SystemsOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem

  This module is the foundation of the Management Systems suite: it lets you register the management systems of your company and turn on, from one settings screen, the ISO-related apps and document templates you need.

• Management System - ActionOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_action

  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.

• Management System - Action EfficacyOdoo 12, 13, 14, 15, 16, 17, 18
  mgmtsystem_action_efficacy

  Adds an Efficacy tab to management system actions so users can rate how effective an action was, name the inspector and write notes, with changes tracked in the chatter.

• Mgmgtsystem Action HazardOdoo 16
  mgmtsystem_action_hazard

  Link corrective actions to the hazards they address, and see the related actions directly from each hazard record.

• Management System - Action TemplateOdoo 12, 13, 14, 15, 16, 17, 18
  mgmtsystem_action_template

  Create reusable Action Templates and apply them to management system actions so that the title, response type, description, responsible person and tags are filled in automatically.

• Management System - AuditOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_audit

  Plan and run management system audits in Odoo: schedule audits, build verification checklists, record strong points and points to improve, link nonconformities and improvement opportunities, then close the audit and print reports.

• Management System - ClaimOdoo 13, 14, 15, 16, 18
  mgmtsystem_claim

  Track customer and vendor claims inside your management system, with stages, deadlines, automatic email reminders and a claim counter on customer records.

• Environment Management SystemOdoo 13, 14, 15, 16, 18, 19
  mgmtsystem_environment

  Adds an "Environment" management system to Odoo, pre-linked to the Environment Manual template, so you can run your environmental management system (EMS) alongside audits, reviews and environmental aspects.

• Mgmtsystem EvaluationOdoo 14, 16
  mgmtsystem_evaluation

  Create 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.

• Mgmtsystem Evaluation HrOdoo 14, 16
  mgmtsystem_evaluation_hr

  Lets you run management-system evaluations on employees. Employee records get an Evaluations button showing how many evaluations are linked to them.

• HazardOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_hazard

  Lets you record and follow up health and safety hazards, with their origin, type, department, responsible person, risk probability and severity, control measures and implementation tests.

• Management System - Maintenance EquipmentOdoo 16
  mgmtsystem_hazard_maintenance_equipment

  Lets you link maintenance equipment to hazards, so each hazard record can list the machines or equipment it relates to.

• Hazard RiskOdoo 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_hazard_risk

  Adds risk scoring to hazards: each hazard gets a risk type and an automatically computed risk score, plus a list of residual risk evaluations after corrective actions.

• Health and Safety Management SystemOdoo 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_health_safety

  Installs a ready-made Health and Safety management system in Odoo, linked to the Health and Safety Manual, so you can run audits, reviews and hazard/risk tracking under one system.

• Information Security Management System ManualOdoo 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_info_security_manual

  Adds a ready-made "Information Security Manual" template as a document page category, so users can start an ISO 27001-style security manual in Odoo's document pages instead of writing the structure from scratch.

• Information Security Management SystemOdoo 19
  mgmtsystem_information_security

  Adds an Information Security management system to Odoo, linking security controls to management actions and creating a ready-made 'Information Security' system record tied to the information security manual.

• Key Performance IndicatorsOdoo 19
  mgmtsystem_kpi

  Adds a KPI menu inside the Management Systems app, giving users a shortcut to the list of key performance indicators.

• Management System - ManualOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_manual

  Adds a "Manuals" menu that lists the manuals of your management systems, and lets you link a manual document to each management system.

• Management System - NonconformityOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_nonconformity

  Track and manage nonconformities (quality, environment, safety, security issues) from detection to closure, with stages, causes, origins, severity, action plans and effectiveness evaluation. Adds a Nonconformities menu, kanban board, analysis pivot/graph and…

• Management System - Nonconformity HazardOdoo 16, 17, 18
  mgmtsystem_nonconformity_hazard

  Link hazards (risk analyses) and nonconformities in both directions, so you can see which risks relate to a nonconformity and which nonconformities relate to a hazard.

• Management System - Nonconformity HROdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_nonconformity_hr

  Adds a Department field to nonconformity records, letting users link each nonconformity to a specific department of the company.

• Mgmtsystem Nonconformity MaintenanceOdoo 12, 16
  mgmtsystem_nonconformity_maintenance

  Links non-conformities with maintenance requests so you can see which maintenance job is related to a quality issue, and count how many non-conformities a maintenance request has.

• Management System - Nonconformity Maintenance EquipmentOdoo 16, 17, 18
  mgmtsystem_nonconformity_maintenance_equipment

  Adds an Equipment field to nonconformities so you can link each nonconformity to a piece of maintenance equipment, and lets you group nonconformities by equipment.

• Management System - Nonconformity MRPOdoo 12, 13, 14, 15, 16, 17, 18
  mgmtsystem_nonconformity_mrp

  Adds a Workcenter field to nonconformity records so you can link a quality issue to the specific manufacturing workcenter where it happened.

• Management System - Nonconformity ProductOdoo 12, 13, 14, 15, 16, 17, 18
  mgmtsystem_nonconformity_product

  Adds a Product field to nonconformity records so each nonconformity can be linked to the specific product it concerns.

• Management System - ProjectOdoo 12, 16
  mgmtsystem_nonconformity_project

  Lets you record a management system action as either a normal action or a project, and shows the project name instead of the action name in lists.

• Mgmtsystem Nonconformity Quality Control OcaOdoo 14, 15, 16, 17, 18
  mgmtsystem_nonconformity_quality_control_oca

  Links quality control inspections with nonconformities so you can see and open related records from either side. Adds a smart button on inspections showing how many nonconformities are linked.

• Mgmtsystem Nonconformity RepairOdoo 12, 14, 15, 16, 17, 18, 19
  mgmtsystem_nonconformity_repair

  Links non-conformities to repair orders, so you can record which repair order a non-conformity belongs to and see how many non-conformities a repair order has.

• Management System - Nonconformity TypeOdoo 12, 13, 14, 15, 16, 17, 18
  mgmtsystem_nonconformity_type

  Adds a classification type to nonconformities (Internal, Supplier, Customer, External) plus quantity checked/non-compliant fields, and a button to email the nonconformity to the partner's quality contact.

• Mgmtsystem ObjectiveOdoo 18
  mgmtsystem_objective

  Define management system objectives and track them with indicators and periodic values. Each indicator shows whether the latest posted value is on, below or above target.

• Management System - PartnerOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_partner

  Adds a new "Quality Address" contact type to partners in Odoo, so you can flag the contact address used for quality-related communications.

• Quality Management SystemOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_quality

  Adds a ready-made "Quality" management system to Odoo, linking the quality manual and the audit, review and manual apps so you can run your quality management system from one place.

• Management System - ReviewOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_review

  Plan, run and document top management reviews of your management system. Each review gathers participants, policies, changes, linked actions or nonconformities, decisions and a conclusion, and can be closed and printed as a PDF report.

• Mgmtsystem Review ObjectiveOdoo 18
  mgmtsystem_review_objective

  Link management review meetings to the objectives they cover. On a review you can set a period and pick the reviewed objectives, then open a pivot view of their indicator values for that period.

• Management System - Review SurveyOdoo 15, 16, 17, 18
  mgmtsystem_review_survey

  Link survey answers to management system reviews and print them in the review report.

• RisksOdoo 19
  mgmtsystem_risk

  Lets management system managers define the probability and severity scales used to assess risks, with a name, numeric value and description for each level, per company.

• Feared EventsOdoo 19
  mgmtsystem_security_event

  Manage feared security events for your ISMS: record assets, attack vectors, threat sources and controls, then rate each event and print a colour-coded risk matrix.

• Management System - SurveyOdoo 12, 13, 14, 15, 16, 17, 18, 19
  mgmtsystem_survey

  Adds a ready-made Customer Satisfaction Survey to Odoo and a Surveys menu inside the Management System configuration, so quality managers can run and review satisfaction surveys.