Comprehensive Private Security Guard Agency Management System

Armed Security Guard Operations Management Odoo App

Security Guard Request Management with CRM Integration App

This application enables seamless management of your private security guard agency and armed security guard operations. It streamlines various business processes, including deployment, scheduling, and tracking, all in alignment with the workflow demonstrated in the screenshots below.

Main Features:

User Roles Configuration:

• Security Officer and Security Manager are the two primary user roles in the system.
• Define security service products by selecting the appropriate security product option.
• Security Managers can create and assign security guards, ensuring proper assignments are tracked.
• Security Managers have the ability to create and manage different types of security guards (e.g., armed, unarmed, etc.).
• Security Officers can define and manage general security guard related questions and training modules.

Operational Workflow:

• Security Guard Request Creation: Customers can create security guard requests through the website.
• The system automatically generates a CRM lead from these customer requests.
• Sales Managers can convert the CRM lead into a quotation, adding security guard services as a product in the pipeline.
• Sales Managers can confirm sales orders and add security guard services to the order lines.
• Security Managers can schedule and assign shifts for security guards based on confirmed sales orders.

Security Officer Tasks:

• Security Officers can add detailed information about each assigned security guard (e.g., personal details, guard type, recruitment info).
• Security Officers can update training and survey details for each security guard.
• Guards handover/arms details, incident reports, and working hours can be tracked by Security Officers.
• Security Officers have the ability to set and manage guard working schedules and timings.

Recruitment Officer Tasks:

• Recruitment Officers can create and manage security guard profiles directly from recruitment applications.
• For more details, please refer to the screenshots below and watch the video tutorial.

Reports and Documentation:

Incident Reporting:

• Generate incident reports for each security guard based on incidents reported at client locations.

Security Guard Identity Cards and Reports:

• Security Officers can print PDF reports for security guard identity cards.
• Incident reports related to specific guards can also be printed.

Menus Available:

• Security
  • Security Guard
    • Security Guards
  • Security Incident
    • Incident Reports
  • Working Timings
    • Working Times
  • Schedule
    • Security Guard Schedules
  • Configuration
    • Security Guard Types
    • Questionnaires
    • Trainings

Process Flow for Managing Private Security Guard and Armed Security Guard Operations

Responsibilities of Private Security Guard Agency by Roles

• Security Manager
• The Security Manager is responsible for defining security services as products, ensuring the "Security Service" checkbox is selected for relevant products.
• The Security Manager can create and manage different types of security guards (armed, unarmed, etc.).
• The Security Manager is able to design and manage security guard questionnaires to assess various criteria.
• The Security Manager can configure and manage security guard training programs, ensuring guards are properly trained.
• Customer
• Customers can submit requests for security guard services via the platform.
• Upon submitting a security request, a CRM lead is automatically generated in the backend, creating a pipeline for further processing.
• Sales Manager
• The Sales Manager can generate a sales quotation from the CRM lead/pipeline.
• After customer approval, the Sales Manager can confirm the quotation and proceed to create an invoice following the standard Odoo flow.
• The Sales Manager can create and manage guard shifts based on the sales order and client requirements.
• Security Officer
• Security Officers can enter and manage detailed information related to each guard, including guard type, recruitment status, and other personal details.
• Security Officers can manage security guard surveys, record training details, track arms/handovers, and document incident reports.
• Security Officers are responsible for creating and managing the working schedules of security guards.
• Security Officers can generate and print identity cards for security guards.
• Security Officers can print incident reports.

Security Service Product Creation and Configuration

Enable "Is Security Service" Option for Product Assignment

Enter Private Security Guard Information

In this menu, you can add all security guards within your company and manage the details for each individual guard.

Display Security Guard Meeting Schedule

Security Related Incident Documentation

Incident Reports Filed by Security Guards at Client Locations

Security Guard Duty Hours

Duty Hours

Security Guard Shift Schedules

Security Guard Shift Plans

Configure Security Guard Types

Security Guard Categories

Security Guard General Questionnaires

Security Guard Certification and Training

Request for Security Services by Customer

Lead Generated from Customer Request via Website

Generate Quotation from CRM Lead

Confirm Sales Order

Generate Invoice and Add Security Guard to Order Line

Generate Shift for Security Guard

Confirm and Process Order

Generate Invoice and Add Security Guard to Order Line

Security Guard Reports

Generated Security Guard ID Card Report

Generated Incident Report

Security Group for Users

Recruitment Menu in Odoo (Standard Configuration)

Kanban View for All Applications Menu (Odoo Standard)

Application Form View

• First, fill in the survey information
• Click the "Create Security Guard" button to generate a security guard record.

Security Guard Creation Wizard

• Clicking the "Create Security" button will generate a new Security Guard record

Application Form View

• When a Security Guard is created, the Security Guards name will automatically populate in the Security Guard tab

Security Guard Details Form View

Contact / Support
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