Comprehensive Odoo Workflows
Complete and flexible workflow management !
Natural and simple for Odoo users !
Even for non-experts in workflow management !
Multi-company and already in French and Spanish
Features
Screenshots
Support
Automate all your management procedures in record time!
Configure Global(can be used in many or all procedures) Components!
A simple question of creation as for the workflow job!
Configure the routes taken!
If base, cannot have parent. If activity, cannot be divided. Can be both base and activity.
Configure phases(route division) connections!
For sibling phases, their parent as context.
For non-sibling phases, their parents' connection as context.
Configure the treatment stations along the route!
Job to be done, status to be displayed and division of an activity workflow.
Configure stages connections!
For sibling stages, their parent as context..
For non-sibling stages, their parents' connection as context.
Procedure: a workflowable type(model) taking a workflow(route)
Domain: the records concerned. Trigger type: on record create(automatic) or on click on "Trigger Processes" button(manual).
Configure each procedure stage !
Customize data for cancellation, pause, resume and much more.
Which jobs can be executed(mandatory or optional) at this stage?
How long does the recording take to spend at this stage for processing?
Who can access the record processing at this stage?
Configure transitions between procedure stages !
Customize data for access and action.
Both users and roles(groups) can be authorized to execute transition!
Listed all the granted users
Listed all the granted roles(user groups)
Set up counter-action with "Depends on Actions" tab!
Process: a workflowable(record) taking a workflow(route) defined by a procedure
Processes are generated by the module !
Base Processes are instanciated on record create or on click on base procedures' "Trigger Processes" button !
Sub Processes are potentially instanciated on action on statusbar process buttons !
Divided if the procedure is !
For long or complex procedures, the division (if any) into phases will be respected when generating the process.
One by one, one process stage for each stage of the procedure !
The process gradually goes through each of the steps of the procedure it belongs to.
Record the tasks(if any) performed at this stage. Its important!
Unfold your process from start to finish!
Workflowable statusbar status and buttons depending on current stage and logged USER.
Workflowable statusbar status and buttons dynamic according to the displayed process and logged USER.
Workflowable position statusbar status and buttons depending on current stage and logged USER.
Workflowable position statusbar status and buttons depending also on the state of tasks(if any) execution.
To get full support as soon as possible, Mail questions and even examples data to
TECHNICAL SUPPORT
for fully detailed explanations about the module and its usage
EXPERTISE SUPPORT
for fully detailed explanations about management procedures
QUESTIONS
for fully detailed explanations about other miscellaneous questions
Odoo Workflow Management
Introduction
You no longer need to hard code the procedures that form your management system. This module is the right solution for the digitalisation of management and operational procedures manual.
This document first helps you to understand the basic concepts of procedure management. Then, you will be presented with a detailed and pictorial user guide.
Basic Concepts
Workflowable Type and Workflowable
Management and business operations are represented by documents and contents. Every document or content type (order, invoice, etc) likely to define procedure is a "WORKFLOWABLE TYPE". Each instance of document or content (order XXXXX, invoice YYYYY, etc) belonging to a workflowable type is a "WORKFLOWABLE".
Stage, State and Transition
In practice, management documents(order, invoice, etc) pass through different levels of management. At each level, some work is done before moving on to the next level. For example, an invoice can be initiated and filled in an office then sent to a superior's office for review and finally sent to financial services for accounting.
The presence of the invoice at each of these levels(offices, services, etc) is represented by a "STAGE".
At each level, the completion of work on the invoice is marked by a "STATE" which can be considered as a label placed on the document.
The movement of the invoice from one level to the other is represented by a "TRANSITION".
Therefore, the basis of procedure management consists of defining the different stages of work, the state displayed at the completion of each step and the movements of the document between the different levels.
Route
Roughly, a set of steps with their underlying transitions represents a "ROUTE". Long and complex routes can be broken down into several sub-routes which can also be subdivided. The root route is characterized as "BASE" and the atomic route of the subdivision is qualified as "ACTIVITY" and constitutes the wrapper of the stages. A route which is not subdivided is therefore qualified as both a “BASE” and an “ACTIVITY”.
Procedure
Defining a "PROCEDURE" is simply stipulating that a route(validation, processing, etc.) is assigned to a workflowable type(order, invoice, etc.). In practice, this assignment may be subject to a condition.
For example, it may be defined in a procedures manual that invoices with a total exceeding a defined amount must take another route different to the usual one. In an advanced management logic, a procedure must define a certain number of additional parameters such as the standard duration at each step as well as access control and authorizations.
By inheriting from the taken route, a procedure can be subdivided into sub-procedures.
Process
The life cycle of each document or content (order XXXXX, invoice YYYYY, etc.) whose type defines a procedure, follows the path specified by the route defined in this procedure. This life cycle specific to each document or content represents a “PROCESS” which progressively records events and data.
Cycle
A set of "BASE" procedures can be joined to form a succession (from start to finish) of actions called "CYCLE".
User Guide
Global Configuration
Routes
Procedures
Processes
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