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Risk Management System | Project Risk | Construction Risk | Task Risk | Risk Assessment System

by
Odoo

137.73

v 18.0 Third Party 3
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Odoo.sh
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Lines of code 2124
Technical Name dev_risk_management
LicenseSee License tab
Websitehttps://www.devintellecs.com
Versions 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Invoicing (account)
Lines of code 2124
Technical Name dev_risk_management
LicenseSee License tab
Websitehttps://www.devintellecs.com
Versions 14.0 15.0 16.0 17.0 18.0

Risk Management System

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Risk Management System Odoo app offers comprehensive tools to effectively manage and mitigate risks within your organization. It enables you to configure key elements such as Tags, Risks, Risk Solutions, Checklists, Checklist Templates, and Risk Terms and Conditions. You can form Risk Teams by assigning team names, team leaders, and members to tackle risk assessments collaboratively.

The app streamlines the process by allowing you to prepare a risk assessment phase, where you can define phase names, identify potential risks, and provide related solutions. In the risk assessment stage, you can set goals, select the risk team, and organize the assessment into different phases. For each phase, you can add specific risks and monitor whether the risks occurred, were resolved, and which solutions were effective.

The app also provides a feature to load checklist templates, which can be completed or canceled, with automatic progress tracking based on checklist completion. It follows a structured workflow from draft to approval, approved, completed, or canceled, ensuring a smooth process. Additionally, the app integrates a chatter functionality for communication and document attachments, making collaboration easier.

With mass operations available, you can update tags for multiple risk assessments while in the draft stage, mass cancel assessments with a reason for cancellation, and export risk assessments and phases to Excel in bulk. You can also generate and print risk assessments, phases, and a complete report of risk assessment history based on start and end dates. This app provides an all-in-one solution for efficient risk management, complete with workflow tracking and reporting capabilities.

Community Enterprise Odoo.sh

Features

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  • Configurable Risk Components: Set up Tags, Risks, Risk Solutions, Checklists, and Templates to tailor your risk management process.
  • Risk Team Management: Create and assign Risk Teams with leaders and members to handle specific assessments.
  • Risk Assessment Phases: Define phases with possible risks and related solutions, organizing assessments by stages.
  • Risk Assessment: Set goals, add risks to phases, track occurrences, solutions, and assess resolution success.
  • Load and track checklist templates, with auto-progress updates and workflow management (Draft to Completed).
  • Mass Operations: Update tags, cancel assessments, and export assessments or phases in bulk.
  • Reporting: Print risk assessments, phases, and generate historical reports with start and end dates.
  • Chatter: Use Chatter for communication and document attachments within assessments.

You Can See Tag Menu, it's in Add New Data

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You Can See Risk Menu, it's in Add New Data

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You Can See Risk Solution Menu, it's in Add New Data

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Risk Team in Create New Team

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Here You Can See Team Form

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Assessment Phase Menu in Add Phase and its related posible solution

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Already Created Tags select here in Risk Assessment Form

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When You Add Phase that a time see above total phases of Button

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You Can See Phases here

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Click On Approve Button

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When you Change State thats Time Display Button of "Add Risk"

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Click On Button for Add Risk in Phases

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Add Risk

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Add Risk Related Solution

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Click On "Add" Button

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You Can See Risk and its Related Solution

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Click On "Complete" Button

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You Can See Button Of "Compare Risk"

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Click On Button "Compare Risk"

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Only Completed Task for Select On Risk Occured and Click On Button

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You Can See Risk Status here

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When Your Task is Completed, Solved Error and get Correct Solution For selected here And Click on Button

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You Can See Risk Related Solution And Status here

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Click On History Menu For Print Report

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Select date and Click On Print Button

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PDF Report

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Risk Assessment Report

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Risk Assessment PDF Report

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Assessment Phase Report

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Assessment Phase PDF Report

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Add Functionality of Checklist

You can add checklist from here

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Configure Checklist Template From Here

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Add Checklist in Risk Assessment

Select Template and Click on Load

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Complete and Cancel Checklist

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Print Risk Assessment Checklist As a Pdf Report

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Add Functionality To See Risk Assessment Documents

Click On Attach icon and Choose any File From File Manager

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You Can See a Attachment Button on Top ,Click on it

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You Can See Your Attached File Here

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You Can See Terms And Condition Menu

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Create New Terms with Description

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Go to Settings -> Risk Management -> Select any terms

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Go to Risk Assessment -> Click on "New" Button

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You Can See Selected Term's Description here

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Add Functionality Of Update Tags

Select Records

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You can see warning when try to update tags in other state

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So only select records of draft state

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Display Warning when the tags are not added

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Add Tags and click on "Update" button

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You Can See Updated Tags

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Functionality Of Cancel Risk Assessment With Reason.

Click on Cancel Button

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Write your cancel reason and click on cancel button

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You Can See Your Assessment With Cancel Reason

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You Can Also Cancel Assessment In Bulk.

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Add Functionality Of Print Multiple Report or Individual Report As An Excel File

Select Record of Risk Assessment

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Click on "Export" button

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You Can See Report Of All Selected Records in Excel Sheet

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You Can Also Print Individual Report From Here

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Select Record of Assessment Phase

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Click on "Export" button

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You Can See Report Of All Selected Records in Excel Sheet

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You Can Also Print Individual Report From Here

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Version 1.0 | Released on : 17th October 2024

Initial Release.
  • Is this app compatible with Odoo Enterprise?
    • Yes, our app works with Odoo Enterprise as well as Community.
  • If need of customization in this app, How can i contact ?
    • Please contact us on odoo@devintellecs.com
  • Do i get free support?
    • Yes, you will get free support for 90days.
  • Do i get free updates?
    • Yes, you will get free updates for lifetime.
  • Do i have to buy this module for each version ?
    • Yes, you have to buy this module for each version.

Support

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support
DevIntelle will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this app. This is applicable from the date of purchase.

Why Us?

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logo
DevIntelle Consulting Services Pvt Ltd is an Odoo service provider India/USA based consulting company with 12+ years of experience. We provide a wide range of services, including implementation, customization, migration, support, and training. Devintellecs experienced team of Odoo can help you get the most out of your Odoo ERP system and achieve your business goals.

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Devintelle Odoo Services

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Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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