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IMS Resources & Competency | Internal Audit & Management Review | ISO 9001:2015 | ISO 14001:2015 | ISO 45001:2018 | ISO 27001:2013 | ISO 22000:2005 | ISO 50001:2011 | ISO 22301:2019 | ISO 37001:2016 | ISO 41001:2018 | ISO 55001:2014 | ISO 13485:2016 | ISO 20000-1:2018 | ISO 21001:2018 | ISO 28000:2010 | ISO 29001:2018 | ISO 39001:2012 | ISO 29993:2012 | ISO 10002:2018 | ISO 10004:2018 | ISO 21401:2015 | ISO 50002:2018 | ISO 56002:2018 | ISO 56002:2018 (with pre-built clauses/controls and audit checklists)

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Odoo

$ 730.01

v 18.0 Third Party
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On Premise
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Lines of code 3750
Technical Name bb_ims_resources_competency
LicenseLGPL-3
Websitehttps://bbtech.ae
Versions 18.0 19.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Employees (hr)
Community Apps Dependencies
Lines of code 3750
Technical Name bb_ims_resources_competency
LicenseLGPL-3
Websitehttps://bbtech.ae
Versions 18.0 19.0

Resources & Competency

The people backbone of your Integrated Management System. Maintain authoritative personnel profiles with qualifications, competencies, evidence documents, training history, and performance indicators—so audit programmes, risk treatments, and management reviews are staffed with demonstrably competent resources. Dashboards translate operational data into readiness signals: expiring certificates, pending verifications, workload, and performance trends across sites and roles.

Audit and assurance alignment Map personnel to IMS role types—auditor, lead auditor, assessor, reviewer, document controller, risk owner, KPI owner, process owner—and connect evidence to standards and processes defined in Integrated Management Core.

Resources and Competency overview

Personnel Dashboard & Readiness Signals

Resources dashboard

From headcount to assurance — Leadership sees qualification coverage, document expiry risk, training participation, and performance indicators in one operational picture—aligned to the same sites, departments, and processes used across the suite.

Quality and HR teams collaborate on a single personnel master: evidence attachments, verification dates, and competency approvals reduce last-minute audit scrambles and support assignment gatekeeping for audits and critical activities.

Drill from dashboard metrics into registers—qualifications, competencies, documents, training, performance—without exporting to spreadsheets.

Competent People, Defensible Evidence, Measurable Performance

BB Resources & Competency closes the gap between “we have qualified people” and “we can prove it under audit.” Personnel records carry structured qualifications with issue and expiry dates, competency statements tied to standards and processes, controlled evidence documents, training attendance and scores, and periodic performance views—creating a continuous narrative of suitability for assignment across internal audits, assessments, and operational ownership roles.

Personnel master profile

A) Personnel Master & IMS Roles

One authoritative profile per person with organizational context:

  • Identity & employment links: Connect to employees and users where appropriate.
  • Sites & departments: Reflect where the person works and what they can represent.
  • Role lines: Authorize IMS role types with validity periods—auditor, lead auditor, reviewer, risk owner, KPI owner, and more.
  • Availability: Signal readiness for assignment to audits and projects.

B) Qualifications & Evidence Documents

Demonstrate credentials with discipline:

  • Certificates & licences: Track issuing body, numbers, issue and expiry dates.
  • Status & verification: Valid, expired, or pending verification with verifier metadata.
  • Attachments: Store controlled file evidence with the qualification or personnel document record.
  • Standards alignment: Link to the standard objects your certification scope requires.
Qualifications register

C) Competency Matrix & Assignment Approval

Move beyond static CVs to authorized scope:

  • Process & standard linkage: Define where the person is competent to operate.
  • Levels & approval: Basic through expert with approver and review dates.
  • Assignment gatekeeping: Support decisions when building audit teams or delegating ownership.

D) Training & Development

Connect learning to operational outcomes:

  • Training plans: Schedule programmes with audiences and standards.
  • Attendance & scores: Track who attended, outcomes, and remarks.
  • Evidence: Attach certificates where training completion must be proven.

E) Performance & Workload Insight

Support fair evaluation and capacity planning:

  • Performance periods: Quarterly or annual views with scoring dimensions.
  • Assignment metrics: Relate workload to audit and assurance demand.
  • Improvement: Pair quantitative scores with qualitative development plans.

F) Integration Across the Suite

People data fuels assurance and improvement:

  • Internal audit: Demonstrate auditor suitability and evidence packs.
  • Risk & actions: Owners and verifiers with clear accountability.
  • KPIs & management review: Human-capital inputs to executive decisions.

Frequently Asked Questions

Q: How do qualifications and evidence documents differ?
A: Qualifications capture formal credentials with expiry discipline; personnel evidence documents hold broader proof—declarations, medical fitness, or client-specific authorizations—still governed with status and dates.
Q: Can we track competency by process and standard?
A: Yes. Competency records link to standards and processes so you can show authorized scope—not just generic job titles.
Q: Does the dashboard highlight expiring certificates?
A: Dashboards are designed to surface readiness risk—expiring qualifications, pending verifications, and training gaps—so managers address issues before audits or customer audits discover them.
Q: How does training connect to personnel?
A: Training plans roll up attendance lines per person with status and scores—supporting competence evidence for roles that depend on periodic training.
Q: Can we use this module without the full IMS suite?
A: Resources & Competency integrates best with Integrated Management Core and related modules; Binary Bridge can advise on minimal viable footprint for your roadmap.
Q: Is performance scoring configurable?
A: Performance views support structured scoring dimensions; Binary Bridge can extend calculations or reporting to match your HR or audit governance policy.
Q: How do we migrate legacy training spreadsheets?
A: Binary Bridge provides import templates and supervised migration services to load historical qualifications and training with validation against master data.
Q: What support is available after deployment?
A: Ongoing administration coaching, dashboard tuning, and enhancements as your competence framework evolves—delivered by consultants familiar with audit and certification expectations.

Screenshots

Representative views from static/description/—dashboard, personnel, qualifications, competencies, documents, training, and performance.

1. Dashboard

Resources dashboard — workforce and readiness signals.

Resources dashboard

2. Personnel

Personnel master — profile and organizational context.

Personnel

3. Qualifications

Qualifications register and credential governance.

Qualifications

4. Competencies

Competency matrix and authorized scope.

Competencies

5. Evidence documents

Personnel evidence documents and validity.

Evidence documents

6. Training

Training plans and attendance.

Training

7. Performance

Performance scorecards and indicators.

Performance

Professional Support & Services

Binary Bridge Technology Services implements personnel and competence frameworks aligned to audit, certification, and customer surveillance expectations—integrating HR realities with IMS discipline.

Installation & Implementation Support

  • Role taxonomy and security alignment
  • Qualification catalogues and evidence standards
  • Training programme templates and attendance migration
  • Dashboard design for quality and operations leadership

Customization Services

  • Custom scoring models and HR integrations
  • Portal views for supervisors and auditors

Ongoing Support & Maintenance

  • Annual competence reviews and template updates

Enterprise Security & Governance

  • Sensitive credential handling and access segregation
Binary Bridge Technology Services Professional Solutions | Enterprise Security | Expert Support
odoo@bbtech.ae | +971 56 128 6321 | www.bbtech.ae

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