Work Order Inspection & Training Suite (ISO/IEC 17020) | Inspection Management | Training Management | Risk Assessment | Internal Audit
by Binary Bridge Technology Services https://bbtech.ae
Odoo
$ 850.99
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Employees (hr) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 8582 |
| Technical Name |
bb_work_order_suite_17020 |
| License | LGPL-3 |
| Website | https://bbtech.ae |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) • Employees (hr) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 8582 |
| Technical Name |
bb_work_order_suite_17020 |
| License | LGPL-3 |
| Website | https://bbtech.ae |
| Versions | 18.0 19.0 |
Work Orders (ISO/IEC 17020) — Inspection, Certificates, Stickers, KPI & Compliance
Complete end-to-end work order management system designed for inspection bodies, certification organizations, and compliance management teams operating under ISO/IEC 17020 requirements. Seamlessly manage the entire inspection lifecycle from Sales Order confirmation through Work Order creation, inspector scheduling, inspection execution per quantity unit, PASS/FAIL/NA checklists, certificate generation with multi-stage approval workflow, sticker assignment with full traceability, QR code verification portals, risk assessment documentation, impartiality declarations, competence validation, weighted KPI scoring with quarterly snapshots, internal audit management, training & assessment attendance tracking, and invoice generation from completed work — all in one integrated platform with complete audit trails for accreditation compliance.
Complete Work Order & Inspection Management for ISO/IEC 17020 Compliance
The Work Orders (ISO/IEC 17020) Suite is a comprehensive solution designed for third-party inspection bodies, certification organizations, equipment inspection companies, and compliance management teams. It provides complete governance over the inspection workflow from commercial quotation through final certificate issuance, ensuring full traceability, audit evidence, and accreditation compliance at every step. The system enforces ISO/IEC 17020 requirements for impartiality, competence, risk management, and quality assurance while providing powerful KPI tracking and management reporting capabilities.
A) End-to-End Work Order Lifecycle
Sales Order driven workflow with complete quantity governance and multi-stage status tracking:
- Sales Order Integration: Create Work Orders directly from confirmed Sales Orders with automatic line mapping, quantity tracking, and customer/site information inheritance
- Multiple Work Orders per SO: Support for creating multiple Work Orders from a single Sales Order to handle phased inspections, different sites, or split scheduling requirements
- Quantity Governance: System enforces that total Work Order quantities cannot exceed Sales Order line quantities, with real-time tracking of remaining quantities available for allocation
- Status Pipeline: Complete workflow progression from Draft → Scheduled → Accepted → In Progress → Inspection Completed → Report Submitted → Report Approved → Ready for Invoice → Invoiced, with Cancelled and On Hold states
- Mixed Service Lines: Support for both inspection services and non-inspection charges (mobilization, travel, accommodation, etc.) on the same Sales Order with proper handling of each type
- Inspector Assignment: Assign qualified inspectors to Work Orders with automatic validation of authorization scope, impartiality declarations, and competence requirements
- Schedule Management: Schedule inspections with planned dates, send schedule notifications to customers via email or messaging, and track actual start/completion dates
- Communication Log: Integrated notification log tracking all customer communications including schedule confirmations, reminders, and status updates
B) Inspection Execution Engine (Per Quantity Unit)
Granular inspection tracking at the individual unit level with comprehensive execution management:
- Per-Quantity Inspection Items: For each inspection service line quantity, the system creates individual inspection items/units allowing inspectors to track and complete each unit separately
- Equipment/Asset Details: Capture detailed information for each inspection unit including serial number, manufacturer, model, year of manufacture, capacity/rating, and equipment-specific attributes
- Inspection Results: Record inspection outcomes per unit with pass/fail status, findings, recommendations, and fit-for-purpose determination
- Evidence Attachments: Attach photos, test reports, calibration certificates, and other supporting documentation to each inspection record
- Smart Button Navigation: Quick access smart buttons on Work Order form showing counts and linking to related Inspections, Checklists, Certificates, Stickers, and Findings
- Batch Operations: Support for bulk creation of inspection items, bulk result entry, and batch completion for efficient high-volume processing
- Previous Inspection Reference: Link to previous inspection records for the same equipment enabling trend analysis and historical comparison
C) Checklist Management (PASS / FAIL / NA)
Structured checklist system with templates, mandatory completion rules, and certificate integration:
- Checklist Templates: Pre-defined checklist templates by equipment type, inspection standard, or service category with configurable inspection points, acceptance criteria, and regulatory references
- Automatic Template Assignment: System automatically assigns appropriate checklist template based on product/service type when inspection is created
- Line-by-Line Results: Each checklist line captures result (PASS/FAIL/NA), inspector notes, deficiency details, and evidence attachments
- Mandatory Completion: Configurable rules requiring all checklist lines to be completed before inspection can be marked complete, ensuring no items are overlooked
- Checklist Number on Certificate: Unique checklist execution number is printed on the certificate for traceability and audit reference
- Annexure Output: Checklist results are automatically formatted as Annexure-I in the certificate PDF, showing the complete inspection checklist with all results in a professional table format
- Photo Evidence: Attach inspection photos to checklist lines with captions, formatted as Annexure-II (Illustrated Report) in certificate output
- Deficiency Tracking: Failed checklist items automatically create findings/deficiencies for tracking and follow-up
D) Certificate Management (Generate → Fill → Submit → Approve → Print)
Complete certificate lifecycle with multi-stage approval workflow and controlled printing:
- Auto-Generation: Certificates are automatically generated after inspection completion, one per inspection unit, with pre-populated data from the inspection record and Work Order
- Certificate Templates: Multiple certificate templates for different equipment types (Mobile Crane, Overhead Crane, Tower Crane, MEWPs, Industrial Trucks, Earthmoving, Scaffold, etc.) with appropriate field layouts
- Template Selection: When multiple templates are applicable, inspector selects the appropriate template via wizard before completing certificate details
- Detail Completion: Complete remaining certificate details in Certificates menu including test results, SWL tables, recommendations, next inspection date, and technical reviewer comments
- Submit for Approval: Inspector submits completed certificate to manager for technical review with automatic activity creation and notification
- Manager Approval: Technical reviewer/manager can approve or reject with comments; rejected certificates return to inspector with rejection reason displayed
- Revision History: Complete audit trail of all certificate changes, submissions, approvals, and rejections with timestamps and user information
- Print Lock: Certificate printing is locked until approved status is reached, ensuring only reviewed and authorized certificates can be issued
- Multiple Print Outputs: Print Certificate (main certificate), Print Inspection Report (certificate + Annexure-I checklist + Annexure-II photos), Print QR Label (certificate number + QR code for sticker application)
- QR Verification: Each certificate includes unique QR code linking to public verification portal where anyone can scan and verify certificate authenticity, status, and details
- Certificate Registers: Automated certificate register reports grouped by customer, equipment type, or period for management reporting and accreditation evidence
E) Sticker Lifecycle & Traceability
Complete sticker inventory management with assignment tracking, fraud prevention, and full audit trail:
- Sticker Inventory: Manage sticker stock with unique sticker numbers, batch/series tracking, and real-time inventory status (New, Assigned, Used, Cancelled)
- Series Generation: Bulk create sticker series with configurable prefix, start number, and quantity for efficient sticker procurement management
- Inspector Assignment: Assign sticker batches to inspectors with assignment date, quantity, and acknowledgment tracking
- Usage at Certificate Issuance: Sticker is marked as "Used" only when assigned to an approved certificate, linking sticker number permanently to certificate record
- Sticker on Certificate: Sticker number is prominently displayed on printed certificate for verification and cross-reference
- Reassignment/Cancellation: Support for sticker reassignment between inspectors or cancellation with mandatory reason capture and complete audit trail
- Lost/Damaged Tracking: Report and track lost or damaged stickers with investigation notes and management approval requirements
- Fraud Prevention: Sticker traceability ensures each physical sticker can only be linked to one certificate, preventing unauthorized duplication
- Sticker QR Codes: Each sticker can have its own QR code linking to verification portal showing sticker status and linked certificate details
- Sticker Reports: Generate sticker inventory reports, assignment histories, and reconciliation reports for audit purposes
F) Risk Assessment Documentation
Integrated risk assessment for each Work Order with ISO 31000 aligned methodology:
- Risk Assessment Tab: Dedicated risk assessment section on Work Order form for documenting site-specific and job-specific hazards
- Hazard Identification: Capture hazard descriptions, potential consequences, and affected parties for each identified risk
- Risk Scoring: Likelihood and severity ratings with automatic risk score calculation and risk level determination (Low/Medium/High/Critical)
- Control Measures: Document required control measures, responsible persons, and implementation due dates for each hazard
- Residual Risk: Re-evaluate risk after controls are applied to document residual risk level
- Governance Rules: Optional configuration to require risk assessment completion before Work Order can progress to In Progress status
- Inspector Acknowledgment: Inspector must acknowledge risk assessment before starting inspection work
- Export Evidence: Export risk assessment as PDF for job file documentation and accreditation evidence
G) Impartiality & Competence Controls
ISO/IEC 17020 compliant impartiality management and authorization scope validation:
- Impartiality Declarations: Track signed impartiality declarations for each inspector with validity periods and renewal reminders
- Declaration Validity: System tracks declaration expiry dates and alerts management when declarations are approaching expiry
- Conflict of Interest: Record and review potential conflicts of interest for specific customers or inspection jobs
- Authorization Scope: Define inspector authorization scopes specifying which equipment types, inspection standards, and service categories each inspector is qualified to perform
- Scope Validation: System automatically validates that assigned inspector has valid authorization for the Work Order's service type
- Hard Blockers: Cannot assign inspector to Work Order if impartiality declaration is expired or authorization scope does not cover required services
- Competence Records: Link to inspector profile with qualifications, training records, and competence assessments
- Audit Evidence: Complete audit trail of impartiality validations performed for each assignment, exportable for accreditation audits
H) Training & Assessment Management
Comprehensive training and assessment module using the same Work Order governance framework:
- Training Work Orders: Training and assessment services follow the same Work Order lifecycle as inspections, ensuring consistent governance and traceability
- Attendance Sheets: Create attendance records for each training session with participant details, attendance status, and duration tracking
- Per-Quantity Participants: For training services sold by participant count, create individual attendance records matching the SO line quantity
- Excel Import: Bulk import participant lists from Excel spreadsheets for efficient enrollment of large training groups
- Assessment Results: Record assessment/examination results including scores, pass/fail status, and competency evaluations per participant
- Training Certificates: Generate training completion certificates linked to the Work Order with participant details and achievement records
- Competency Cards: Issue competency cards (operator licenses, certifications) with photo, validity period, and scope of authorization
- Bulk Downloads: Download all certificates and cards for a Work Order as a single ZIP file for easy distribution
- Renewal Tracking: Track certificate and card expiry dates with automatic renewal reminders to participants and their employers
I) KPI & Snapshots (ISO Evidence)
Weighted performance scoring system with periodic snapshots for management review:
- Weighted KPI Scoring: Configurable KPI framework with weighted criteria for Quality (report accuracy, rejections), Timeliness (on-time completion), Competence (qualifications, training), Impartiality (declaration compliance), and NCR (non-conformance rate)
- Automatic Calculation: System automatically calculates KPI scores based on actual performance data from Work Orders, certificates, and compliance records
- Status Thresholds: Configurable thresholds determining Green (satisfactory), Amber (needs attention), and Red (unsatisfactory) status levels for each KPI and overall score
- Quarterly Snapshots: Generate point-in-time KPI snapshots at configurable intervals (monthly, quarterly, annually) for trend analysis and management review
- Manager Action Plans: Document required improvement actions for underperforming areas with assigned responsibility, due dates, and completion tracking
- Inspector Dashboards: Individual inspector KPI dashboards showing current scores, trends, and comparison to targets
- Team Dashboards: Management dashboards showing team-wide KPI performance, rankings, and areas requiring attention
- ISO Evidence: KPI reports formatted as management review inputs satisfying ISO/IEC 17020 requirements for performance monitoring
J) Internal Audit & Compliance
Complete internal audit management supporting ISO/IEC 17020 and ISO 19011 requirements:
- Audit Planning: Create annual audit programs with scheduled internal audits, assigned auditors, and scope definitions
- Audit Checklists: Pre-defined audit checklists covering ISO/IEC 17020 clauses with customizable audit criteria and evidence requirements
- Audit Execution: Record audit observations, evidence gathered, and conformity assessments for each audit criterion
- Findings/NCR: Document non-conformances with classification (major/minor/observation), root cause analysis, and required corrective actions
- Corrective Actions: Track corrective action implementation with responsible persons, due dates, and verification of effectiveness
- Evidence Repository: Centralized document storage for audit evidence, corrective action records, and verification documentation
- Audit Reports: Generate professional audit reports summarizing findings, conclusions, and recommendations
- Compliance Overview: Management dashboard showing compliance status across all audit areas, open NCRs, and overdue corrective actions
- Audit Trails: Complete traceability of all audit activities with timestamps, user actions, and change history
K) Invoicing & Financial Integration
Controlled invoicing from Sales Order with quantity validation and Work Order linkage:
- Invoice from Sales Order: Invoices are generated from the original Sales Order ensuring pricing integrity and commercial control
- Completed Quantity Only: Invoice wizard only allows invoicing quantities that have been completed in Work Orders, preventing billing for unperformed work
- Partial Invoicing: Support for partial invoicing as Work Orders are completed, with tracking of invoiced vs remaining quantities
- Work Order Reference: Invoice lines automatically reference the source Work Order numbers for customer clarity and internal tracking
- Mixed Services: Properly handles both inspection services (requiring WO completion) and non-inspection charges (direct invoicing)
- Revenue Recognition: Work Order completion dates provide clear evidence for revenue recognition timing
- Profitability Analysis: Link invoice amounts to Work Orders for job profitability analysis and cost tracking
L) Security, Multi-Company & Audit Trail
Enterprise-grade security with role-based access and complete audit trail:
- Security Groups: Pre-defined roles including Inspector, Trainer, Technical Reviewer, Manager, and System Administrator with appropriate permissions
- Record Rules: Granular record-level access ensuring inspectors only see their assigned Work Orders while managers have full visibility
- Multi-Company: Full multi-company support with proper data isolation and inter-company workflow capabilities
- Approval Workflow Security: Certificate approval requires different user than creator, enforcing segregation of duties
- Complete Audit Trail: All record changes tracked with user, timestamp, old value, and new value for accreditation compliance
- Chatter Integration: Communication history and document attachments tracked in record chatter for complete job file documentation
- Report Access Control: Sensitive reports and dashboards restricted to authorized management users
Frequently Asked Questions
Q: How are Work Orders created from Sales Orders?
A: When a Sales Order is confirmed, you can create Work Orders using the dedicated wizard accessible from the Sales Order form. The wizard shows all inspection service lines with their quantities and lets you specify how many units to allocate to each Work Order. You can create multiple Work Orders from one Sales Order to handle different sites, phases, or scheduling requirements. The system automatically tracks remaining quantities and prevents over-allocation.
Q: Can we handle partial inspections and multiple Work Orders for the same Sales Order?
A: Yes, the system fully supports partial inspections and multiple Work Orders. For example, if a Sales Order has 10 crane inspections, you can create one Work Order for 4 cranes at Site A and another Work Order for 6 cranes at Site B. Each Work Order progresses independently through the workflow, and invoicing is based on completed quantities across all related Work Orders.
Q: How do checklists work and how are they printed on certificates?
A: Checklist templates are configured per equipment/service type with detailed inspection points. When an inspection is created, the appropriate template is automatically assigned. Inspectors complete each line with PASS/FAIL/NA results and notes. The completed checklist is printed as Annexure-I on the certificate, showing all inspection points and results. Any attached photos appear as Annexure-II (Illustrated Report). The checklist reference number is also printed on the certificate for traceability.
Q: What is the approval workflow for certificates?
A: Certificates follow a controlled workflow: Draft → Submitted → Approved (or Rejected) → Issued. After completing inspection details, the inspector submits the certificate for manager review. The manager (technical reviewer) reviews and can approve or reject with comments. Rejected certificates return to draft with the rejection reason displayed. Only approved certificates can be printed. The system maintains complete audit history of all workflow transitions.
Q: How does QR verification work?
A: Each certificate has a unique QR code that encodes a verification URL. When anyone scans the QR code (using any smartphone camera), they're taken to a public verification portal showing the certificate details, status (valid/expired/cancelled), inspection date, equipment details, and issuing organization. This allows customers, regulatory authorities, or third parties to verify certificate authenticity without requiring system access.
Q: How do stickers prevent fraud and ensure traceability?
A: Each physical sticker has a unique number tracked in the system. Stickers are assigned to inspectors with full audit trail. A sticker can only be linked to one certificate — once used, it's permanently marked as "Used" and cannot be reassigned. Lost or damaged stickers must be reported and cancelled. The sticker number appears on the printed certificate and is searchable in the system, allowing verification that the sticker on equipment matches the certificate record.
Q: Can we enforce impartiality and authorization scope validation?
A: Yes, the system provides hard enforcement of ISO/IEC 17020 impartiality requirements. Each inspector must have a valid impartiality declaration on file. Additionally, inspector authorization scopes define which equipment types and services they're qualified to inspect. When assigning an inspector to a Work Order, the system validates both the declaration validity and scope coverage. If either check fails, the assignment is blocked with a clear error message.
Q: Can we manage training and assessment in the same system?
A: Yes, training and assessment services use the same Work Order framework as inspections. This ensures consistent governance, scheduling, and invoicing. Training Work Orders include attendance tracking, Excel import for bulk participant entry, assessment result recording, and certificate/card generation. All training records are linked to the Work Order for complete traceability and can be bulk downloaded for distribution to participants.
Screenshots
Explore the key features and interfaces of the Work Orders (ISO/IEC 17020) Suite:
Command Center Dashboard
Real-time KPIs for Work Orders, inspections, certificates, and compliance status
Work Order Management
Kanban view with status pipeline and quick action buttons
Work Order list view with filtering and grouping options
Work Order form with workflow buttons, smart buttons, and inspection details
Scheduling & Notifications
Schedule wizard and notification log for customer communications
Inspection Execution
Inspection item form with equipment details and results entry
Checklist Management
Checklist execution with PASS/FAIL/NA results and evidence attachments
Certificate Management
Certificate form with approval workflow and QR verification
KPI & Performance
Inspector KPI dashboard with weighted scoring and status indicators
Quarterly KPI snapshots with trend analysis and action plans
Risk Assessment
Work Order risk assessment with hazards, scoring, and control measures
Impartiality & Competence
Inspector impartiality declarations and authorization scope management
Internal Audit
Internal audit management with findings and corrective actions
Training & Assessment
Training attendance tracking with Excel import capability
Training certificates and competency cards generation
Professional Support & Services
Binary Bridge Technology Services provides comprehensive support for the Work Orders (ISO/IEC 17020) Suite. Our team of experts in both software implementation and inspection industry requirements ensures smooth deployment, customization, and ongoing maintenance of your inspection management system to meet accreditation and compliance requirements.
Installation & Implementation Support
We offer professional installation services to get your inspection management system up and running quickly with proper configuration:
- Install and configure the module according to your inspection body's specific requirements and accreditation scope
- Set up checklist templates, certificate formats, and equipment categories matching your service offerings
- Configure approval workflows, security groups, and record access rules for your organizational structure
- Import existing inspector data, equipment records, and historical inspection data where applicable
- Train your inspectors, technical reviewers, and administrative staff on using the system effectively
- Assist with accreditation body requirements and documentation for system validation
Customization Services
Need additional features or modifications to meet your specific inspection standards and processes? Our development team can customize:
- Custom certificate templates and report formats matching your corporate identity and regulatory requirements
- Additional checklist templates for specialized equipment types or inspection standards
- Integration with laboratory systems, calibration software, or other technical systems
- Custom KPI formulas and dashboard layouts for your specific management review requirements
- Mobile-friendly inspection forms for field use on tablets and smartphones
- Customer portal enhancements for online certificate verification and inspection scheduling
Ongoing Support & Maintenance
Our support team is available to assist with:
- Technical issues, bug fixes, and system troubleshooting
- System updates and platform version upgrades
- Performance optimization and database maintenance for growing data volumes
- User training refreshers and onboarding for new team members
- Feature enhancements and module updates as your requirements evolve
- Support during accreditation audits and system-related queries from assessors
Enterprise Security & Compliance
We understand the critical importance of data security and regulatory compliance for inspection bodies. Our solutions include:
- Role-based access control aligned with ISO/IEC 17020 requirements for impartiality and confidentiality
- Complete audit trail configuration ensuring all changes are tracked for accreditation evidence
- Data encryption, secure backup strategies, and disaster recovery planning
- Multi-company configuration for organizations with multiple legal entities or accreditation scopes
- Document control and record retention settings meeting regulatory requirements
Request Installation Support
Chat with Expert
Binary Bridge Technology Services
Professional Solutions | Enterprise Security | Expert Support
odoo@bbtech.ae | +971 56 128 6321 | www.bbtech.ae
odoo@bbtech.ae | +971 56 128 6321 | www.bbtech.ae
Please log in to comment on this module