Certificates & Licenses Management in Odoo | Expiry Tracking & Automated Reminder Notifications
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 112.75
Certificates & Licenses Management in Odoo | Expiry Tracking & Automated Reminder Notifications
Certificate & License Renewal Management | Expiry Monitoring & Renewal History
Certificates & Licenses for Customers, Vendors, Contacts, Employees & Users | Centralized Document Management
This application provides a centralized solution for managing Certificates and Licenses of Customers, Vendors, Contacts, Employees, and Users directly within Odoo. It allows users to maintain certificate and license records, related documents, validity periods, issuing authorities, responsible users, and other relevant information. The application also provides Expiry Date Management with automated reminders for certificates and licenses that are approaching expiry or have already expired, helping users take timely action.
The application also includes a dedicated Renewal workflow for expired or expiring Certificates and Licenses. By clicking the Renewal button, users can open the Renewal Wizard and enter the new Start Date and End Date. A new record is then generated with the same existing details, while the validity dates are updated according to the wizard. Dedicated Smart Buttons provide easy navigation between previous and renewed records, allowing users to maintain and track the complete renewal history and record relationships.
Overall Purpose
The purpose of the Certificate and License Management module is to provide a centralized solution in Odoo for managing Certificates and Licenses associated with Customers, Vendors, Contacts, Employees, and Users, including their validity periods, expiry dates, issuing authorities, responsible users, and related documents. The module provides automated expiry monitoring through daily scheduled cron jobs, reminder notifications, and automatic status/stage updates for expiring and expired records. It also supports a complete Renewal Workflow through a dedicated Renewal Wizard, allowing users to enter new Start and End Dates and generate a new record with the existing certificate or license details while updating its validity dates. Previous and renewed records are linked through dedicated Smart Buttons, providing clear renewal history and traceability throughout the document lifecycle.
Scope of Module
The Certificate and License Management module covers the complete lifecycle management of Certificates and Licenses within Odoo, including certificate and license type configuration, record creation, expiry date tracking, document attachments, automated daily expiry checks, reminder notifications, status/stage updates, PDF reporting, and access management for Employees, Customers, Vendors, Contacts, and Users. The module also includes a dedicated Renewal Wizard for generating renewed records with updated validity dates while retaining the existing record information, along with Previous and Renewal Smart Buttons to establish relationships between original and renewed records and maintain a complete renewal history. It further supports backend access for internal users and portal access for authorized Customers, Vendors, Contacts, and Users.
Industries Using Certificate and License Management
The Certificate and License Management module is designed for organizations across industries that require centralized management, expiry monitoring, automated notifications, document storage, and renewal tracking for Certificates and Licenses associated with employees, customers, vendors, contacts, and users.
Supported Industries
- Manufacturing Companies
- Pharmaceutical and Healthcare Industries
- Construction and Infrastructure Companies
- Engineering and Industrial Companies
- Automotive and Automobile Industries
- Food and Beverage Industries
- Chemical and Process Industries
- Logistics and Transportation Companies
- Import and Export Businesses
- Trading and Retail Companies
- IT and Software Companies
- Telecommunication Companies
- Energy and Power Industries
- Oil and Gas Industries
- Renewable Energy Companies
- Facility Management Companies
- Security and Safety Service Providers
- Electrical and Mechanical Service Companies
- HVAC and Technical Service Companies
- Inspection and Certification Service Providers
- Consulting and Professional Service Organizations
- Educational and Training Organizations
- Hospitality and Hotel Businesses
- Healthcare and Diagnostic Centers
- Laboratories and Testing Organizations
- Government Contractors and Compliance Driven Organizations
- Organizations Managing Employee Certifications and Licenses
- Organizations Managing Vendor and Supplier Compliance Documents
- Organizations Requiring Customer and Contact Compliance Tracking
- And Many More Industries...
Main Features:
- Manage Licenses and their validity periods, expiry dates, and expiry reminder notifications for Employees, Customers, Vendors, Contacts, and Users.
- Manage Certificates and their validity periods, expiry dates, and expiry reminder notifications for Employees, Customers, Vendors, Contacts, and Users.
- A scheduled Daily Cron Job automatically checks Certificate and License expiry dates and sends reminder notifications for documents approaching expiry or already expired.
- Attach and manage Documents directly from Certificate and License records for centralized document management.
- Internal Employees can securely access and view their own Certificates and Licenses from the Odoo backend.
- Customers, Vendors, Contacts, and Users can access and view their own Certificates and Licenses through the My Account Portal using their portal login credentials.
- Automated Certificate and License Status/Stage Management based on validity and expiry dates.
- Provides a dedicated Renewal Workflow for Certificates and Licenses, allowing users to renew records through a Renewal Wizard.
- The Renewal Wizard allows users to specify a new Start Date and End Date. Upon confirmation, a new record is generated with the same existing details while updating the validity dates according to the renewal information.
- Dedicated Smart Buttons provide quick access to Previous and Renewed Certificates or Licenses, allowing users to easily navigate and track the complete renewal history.
- Manage and track Certificate and License Workflows directly from the respective forms, as demonstrated in the screenshots below.
- Generate and print professional PDF Reports for Certificates and Licenses using predefined report formats.
- A dedicated Certificates and Licenses Manager security group provides authorized users with full access to manage Certificates, Licenses, and related configurations.
- Authorized Managers can create, configure, and manage Certificate Types and License Types.
- Provides an integrated solution for managing certificate and license records, expiry monitoring, automated notifications, document attachments, renewal history, and user access control within Odoo.
- For more details, please watch the demonstration video and refer to the screenshots provided below.
Menu Navigation:
- Certificates
- Certificates
- Configuration
- Certificates Type
- My Certificates
- Licences
- Licences
- Configuration
- Licence Type
- My Licences
- Certificate/Licences Manager : Mitchell Admin
- Portal User : Abigail Peterson
- Employee : Anita Oliver
- Internal User : MR. James
Edition Compatibility:
Enterprise Odoo.sh Community
Certificate Workflow
Certificate Menu
Certificate Type Configuration Menu With : List View
Certificate Tags Configuration Menu With : List View
Certificate List View
Certificates Form View
Certificate Form View Active Button, Smart Button and Other Information
Certificate Form View â Achievements Tab
Certificates Form View in Active Stage.
Automated Certificate Expiry Reminder : Daily Cron Execution
Automatic Certificate Stage Update Based on Expiry Date After Scheduled Cron Execution
Certificate Details Automatically Sent via Email After Cron Execution
Certificates Form View in Expired Stage.
Certificate Details Automatically Sent via Email After Cron Execution
Certificates Form View : With Document and Show on Preview field
Certificates Form View : With Renewal Button
Certificates Renewal Wizard Form View : Blank
Certificates Renewal Wizard Form View : With Filled Data
A New Certificate Generated Form View : With Previous Certificate smart button and Renewal/Previous Certificate Tab
A new certificate is generated through the Certificate Renewal Wizard. The new certificate retains the same information as the previous certificate, while the Start Date and End Date are updated according to the dates entered in the renewal wizard.
An Old Certificate Form View : With Renewal Certificate smart button and Renewal/Previous Certificate Tab
Certificate Form View : With Document smart button
Documents List View Opened via the Documents Smart Button
Certificates Kanban View.
Certificates Calander View.
Certificates Pdf Report Print Menu
Sample PDF Report of Certificate
License Workflow
License Menu.
Licences List View
Licences Form View.
Licences Form View : Active Button, Smart Button and Other Information
Licences Form View with Achievements Tab.
Licences Form View in Active Stage.
Automated Certificate Expiry Reminder : Daily Cron Execution
Automatic Certificate Stage Update Based on Expiry Date After Scheduled Cron Execution
License Details Automatically Sent via Email After Cron Execution
Licences Form View in Expired Stage.
License Details Automatically Sent via Email After Cron Execution
License Form View : With Renewal Button
License Renewal Wizard Form View : Blank
License Renewal Wizard Form View : With Filled Data
A New License Generated Form View : With Previous License smart button and Renewal/Previous License Tab
A new License is generated through the License Renewal Wizard. The new License retains the same information as the previous License, while the Start Date and End Date are updated according to the dates entered in the renewal wizard.
An Old License Form View : With Renewal License smart button and Renewal/Previous License Tab
License Form View : With Document smart button
Documents List View Opened via the Documents Smart Button
License Kanban view.
License Calender view.
License Pdf Report Print Menu.
Sample PDF Report of License
Portal Workflow
Certificates Menu on Website My Account Portal
Certificate Portal : List View
Certificate Portal : Search in Certificate Name
Search Result For Certificate Name
Certificate Portal : Sort By Newest
Certificate Portal : Sort By Expire Date
Certificate Portal : Sort By Name
Certificate Portal : Form View With Download Certificate Button
Licenses Menu on Website My Account Portal.
Licenses Portal : list View
License Portal : Search in License Name
Search Result For License Name
License Portal : Sort By Newest
License Portal : Sort By Expire Date
License Portal : Sort By Name
License Portal : Form View With Download License Certificate Button
Log In by Employee
Employee : My Certificates Menu With List View
Form View of Certificate of Employee(Logged In)
Employee : My License Menu With List View
Form View of License of Employee(Logged In)
Group of Licences Certificate Manager on User Settings (Odoo Standard)
Certificate and License Smart Button on Employee Form View (Odoo Standard)
License and Certificate Smart Buttons on Customer Form View (Odoo Standard) for Related Records
Smart Button to View Licenses and Certificates on User Form (Odoo Standard)
NEED INSTALLATION, CUSTOMIZATION, MIGRATION, OR SUPPORT?
Probuse provides professional Odoo services to help you get the most from your Odoo investment.
Trusted by Businesses Worldwide with 1500+ Odoo Apps & Solutions
- Odoo Implementation
- Odoo Migration & Upgrades
- Industry Specific Solutions
- Odoo.sh Deployment
- Odoo Customization
- Odoo Integrations
- Mobile Application Development
- AI Solutions & Automation
contact@probuse.com
Website:
https://probuse.com/
+91 96011 19434
+91 78745 43092
Apps & Solutions:
https://probuseappdemo.com/
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Project (project) • Discuss (mail) • Invoicing (account) |
| Lines of code | 2378 |
| Technical Name |
odoo_licences_certificates |
| License | See License tab |
| Website | http://www.probuse.com |
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.
Please log in to comment on this module