| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Project (project) |
| Lines of code | 1597 |
| Technical Name |
ol_change_request |
| License | LGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Project (project) |
| Lines of code | 1597 |
| Technical Name |
ol_change_request |
| License | LGPL-3 |
| Website | https://www.odolution.com/ |
| Versions | 17.0 18.0 19.0 |
Change Request Management - Complete Workflow
Manage customer change requests on your projects with a complete workflow system. Track requests from submission to completion,
with email notifications, deadline alerts, and a powerful dashboard for oversight.
Perfect for project managers, consultants, and service teams!
Customization Services
Need something different? We're here to help!
Affordable pricing tailored to your requirements. Contact us directly:
Need Help?
Connect with us on email
Chat with us on WhatsApp
Stop Losing Track of Customer Change Requests
Are you struggling to manage change requests from customers? Without a proper system, requests get lost and deadlines are missed.
Lost Requests
Customer change requests get buried in emails, spreadsheets, or sticky notes. Important changes fall through the cracks.
Missed Deadlines
Without proper tracking, deadlines slip by unnoticed. Customers get frustrated and trust erodes.
No Visibility
Project managers have no overview of pending requests. It's impossible to prioritize or allocate resources effectively.
Change Request Management solves all of this with complete workflow, deadline alerts, and real-time dashboard.
Complete Change Request Workflow
From submission to completion, every change request follows a clear workflow with full visibility at each stage.
State Workflow
Draft → Submitted → Under Review → Approved/Rejected → Done. Each stage has clear actions and visibility.
Email Notifications
Customers receive emails on creation and state changes. Managers are CC'd on all notifications to stay informed.
SLA/Deadline Alerts
Automatic overdue detection with visual indicators. Daily cron sends alerts for overdue requests and creates reminder activities.
Dashboard & KPIs
Real-time dashboard showing total, open, approved, and overdue requests. Click any KPI to see filtered list instantly.
User & Manager Access Control
Proper security with two levels of access. Assign permissions easily from the User settings.
Change Request User
- Create new change requests
- View and edit their own requests
- See requests assigned to them
- Cannot approve or reject requests
- Cannot delete any requests
Change Request Manager
- Full access to ALL change requests
- Approve or Reject requests
- Start Review process
- Delete requests if needed
- CC'd on all email notifications
- Access to "To Review" menu
How to Assign Permissions
Go to Settings â Users & Companies â Users â Edit a user â Scroll to "Change Request" section â Select User or Manager â Save
Priority Levels & Overdue Detection
Understand how priority and overdue tracking works to manage your requests effectively.
Priority Levels
| Low | Standard requests, no urgency |
| Medium | Normal priority (default) |
| High | Important, needs attention soon |
| Critical | Urgent! Requires immediate action |
Dashboard shows breakdown by priority. Click "View Critical" to see all critical requests instantly.
Overdue Detection Logic
A request is OVERDUE when:
- Deadline date is in the past (before today)
- AND State is NOT Done, Cancelled, or Rejected
Visual Indicators:
- Red "OVERDUE" badge on form view
- Red highlighting in list view
- "Days Left" shows negative days (e.g., -3 days)
Automatic Alerts:
- Daily cron sends overdue email alerts
- Activity reminder created 2 days before deadline
Everything Included - Full Feature Set
Unique Sequence
Auto-generated CR numbers (CR/2026/0001)
Project & Task Link
Link CRs to projects and create tasks from approved requests
Priority Levels
Low, Medium, High, Critical priority with visual indicators
File Attachments
Upload documents, images, and files to each request
Smart Buttons
Quick access on Project and Task forms
PDF Reports
Professional PDF report for each change request
Multiple Views
List, Form, Calendar, and Pivot views
Access Control
User and Manager groups with proper permissions
Built For These Teams
Project Managers
Track all customer requests in one place with full visibility into status and deadlines
Consulting Teams
Manage scope changes professionally with proper approval workflow and documentation
Service Providers
Handle customer modifications systematically with email notifications and SLA tracking
Key Features of Change Request Management
Complete Workflow
Full state management from Draft to Done with approval and rejection flows
Email Notifications
Automatic emails to customers on creation and state changes with manager CC
Dashboard & KPIs
Real-time statistics showing total, open, approved, overdue requests at a glance
SLA/Deadline Alerts
Automatic overdue detection with visual indicators and daily email alerts
Create Task
One-click task creation from approved change requests with auto-populated details
PDF Reports
Professional PDF export with all request details, description, and impact analysis
What You Get With Change Request Management
- + Complete state workflow (Draft to Done)
- + Email notifications with manager CC
- + Dashboard with KPIs and statistics
- + SLA/Deadline alerts and overdue detection
- + Project and Task integration
- + One-click task creation
- + Smart buttons on Project and Task forms
- + PDF reports for each request
- + Multiple views (List, Form, Calendar, Pivot)
- + 90 days free support included
Lightweight installation - Only depends on Project and Mail modules
Change Request Form - Complete Details
Full form view with workflow buttons, state statusbar, and all request details
Dashboard - KPIs at a Glance
Real-time statistics showing total, open, approved, and overdue change requests
List View - Overdue Highlighting
Color-coded list view with overdue requests highlighted in red
Email Notifications - Stay Informed
Professional email notifications sent to customers and managers
Smart Buttons - Quick Access
Access change requests directly from Project and Task forms
PDF Report - Professional Documentation
Export change request details as professional PDF document
Simple Setup - Ready to Use
Change Request Management works out of the box. Simply install the module and start managing change requests. Security groups are automatically created.
Security Groups
- Change Request User: Create, read own, write own requests
- Change Request Manager: Full access to all requests + approval rights
SLA Configuration
- Reminder Days: System parameter to set days before deadline for reminder (default: 2 days)
- Daily Cron: Automatically checks deadlines and sends alerts
Need Help? We have Got You Covered!
Contact Us
Support Ticket
To get assistance, please visit www.odolution.com to create a support ticket.
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