| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Fleet (fleet) • Discuss (mail) |
| Lines of code | 193 |
| Technical Name |
fleet_insurance |
| License | AGPL-3 |
| Website | https://www.observancegroup.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Fleet (fleet) • Discuss (mail) |
| Lines of code | 193 |
| Technical Name |
fleet_insurance |
| License | AGPL-3 |
| Website | https://www.observancegroup.com |
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Keys Concept
- Centralized Insurance Tracking
- All insurance details (provider, policy number, expiry date, vehicle, responsible person) are stored in one place for each fleet vehicle.
- Responsible User Management
- A specific responsible user is assigned to each insurance policy to receive reminders and manage renewals.
-
Automated Email Notifications
- The system sends:
- Expiring notification: When insurance is due within 7 days.
- Expired notification: If the insurance has passed its valid date and hasn't been renewed within 30 days.
- The system sends:
- Insurance History Log
- Each policy change or renewal is recorded, allowing you to maintain a complete history for every vehicle’s insurance.
Cron Configuration
- ✅ Step-by-Step
Instructions:
- Activate Developer Mode
- Go to Settings > Activate Developer Mode (or append ?debug=1 to the URL).
-
Open Scheduled Actions
- Go to Settings > Technical > Automation > Scheduled Actions.
-
Create a New Scheduled Action
- Click Create.
- Code field, enter: model._cron_send_insurance_notifications()
- Ensure that the method '_cron_send_insurance_notifications' is properly implemented and available in the model, as it is essential for executing scheduled insurance notifications.
- Complete the form as shown in the screenshot below.
Open Fleet App
Open fleet module and select insurance policies from the menu.
Add New Insurance
Open insurance policies module and click on new button and add the insurance.
List Insurance
Open insurance and show all insurance history.
Summary
The Fleet Insurance Management module is designed to streamline the tracking and renewal process of vehicle insurance policies in Odoo. It allows you to record vital insurance details, track insurance history, and automatically notify responsible users of upcoming or expired policies. With cron-based automation, it ensures timely alerts without any manual follow-up. This module is ideal for companies that manage multiple vehicles and want to stay compliant with insurance regulations efficiently.
Insurance Record Management
- Capture and manage essential insurance details for each fleet vehicle.
- Key fields include:
- Provider: Name of the insurance company.
- Policy Number: Unique identifier of the insurance policy.
- Valid Till: Expiry date of the policy.
- Responsible: Person assigned to manage this insurance.
- Vehicle: Linked fleet vehicle for the insurance record.
Automated Email Notifications
- Sends timely email alerts to the Responsible User to ensure proactive management.
- Notification types include:
- Insurance Expiring Notification: Sent when the policy is about to expire within the next 7 days.
- Insurance Expired Notification: Sent if the insurance is expired and no renewal has occurred for up to 30 days.
- Notifications are triggered automatically using cron jobs for regular checks.
Insurance History Tracking
- Maintains a history of insurance updates and renewals.
- Ensures that all past insurance records are traceable for audit or compliance purposes.
FAQs
Expired Notification: Sent if the policy remains expired for up to 30 days after the expiration date.
Version 18.0
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