• SOP Document Master: Create and manage SOP documents with title, code (auto-sequenced), version tracking, effective/expiry dates, and multiple PDF file attachments. Supports Draft → Published → Archived lifecycle with full chatter history.

• Role-Based SOP Mapping: Map published SOP documents to specific Job Positions via a simple editable list. Mark mappings as mandatory with drag-and-drop sequencing. Supports multi-company environments.

• Automatic SOP Assignment: When an employee is created or their Job Position changes, all relevant SOPs are automatically assigned — one line per file. No manual action needed.

• System Access Lock (Login Gate): Employees with pending SOPs are automatically redirected to the SOP acknowledgement portal on every request. They cannot access any Odoo module until all SOPs are reviewed and accepted.

• Dedicated SOP Portal: A full-screen acknowledgement portal with sidebar navigation, in-browser PDF viewer, progress bar, and "I Acknowledge & Accept" button. Documents auto-advance after acceptance.

• 3-Step Acknowledgement Flow: Each SOP file tracks through Pending → Viewed → Accepted states. The system records viewed date, accepted date, SOP version at acceptance time, and the employee's IP address.

• Immutable Audit Trail: Every action (Assigned, Viewed, Accepted, Expired, Re-Assigned) is logged with employee name, document name, version, timestamp, and IP address. Logs cannot be edited or deleted.

• OWL Dashboard: A rich management dashboard with KPI cards (Published SOPs, Employees Tracked, Completed, In Progress, Pending, Expired), compliance donut chart, per-document progress bars, and recent activity feed — all clickable for drill-down.

• Employee Form Integration: A dedicated "SOP Acknowledgement" tab on the employee form shows SOP status, completion counts, progress lines, and a statusbar. Managers can manually re-assign SOPs via a header button.

• Email Notifications: Employees receive automated email when new SOPs are assigned. Managers are notified when an employee completes all mandatory SOPs.

• Role-Based Security: Three-tier access — SOP User (own records only), SOP Manager (all records, CRUD), SOP Administrator (full control including delete). Record rules enforce data isolation.

Step 1: HR/Admin creates SOP Documents, uploads PDF files, and publishes them.

Step 2: Map published SOPs to Job Positions via the Role Mapping configuration.

Step 3: When a new employee is created (or job position changes), SOPs are auto-assigned and an email notification is sent.

Step 4: Employee logs into Odoo and is automatically redirected to the SOP Portal — system access is locked until all SOPs are acknowledged.

Step 5: Employee reads each SOP (PDF viewer), clicks "I Acknowledge & Accept" for each file, and tracks progress via the sidebar.

Step 6: Once all SOPs are accepted, the employee is redirected to normal Odoo and can use the system. Manager is notified via email.

• Manufacturing & Industrial Plants: Ensure every operator reads and accepts safety guidelines and machine operating procedures before accessing production modules.

• Healthcare & Pharmaceuticals: Enforce compliance with hygiene protocols, handling procedures, and regulatory SOPs for all medical and lab staff.

• IT & Software Companies: Mandate acknowledgement of data security policies, code of conduct, and NDA documents for all new joiners.

• Retail & Warehousing: Require warehouse staff to review inventory handling, packaging, and shipping SOPs before processing orders.

• Multi-Branch Organizations: Standardize onboarding compliance across branches with company-specific SOP documents and centralized audit tracking.

• Enforced Compliance: System access is locked until all SOPs are acknowledged — no employee can bypass the process.

• Zero Manual Assignment: SOPs are auto-assigned based on Job Position mapping — no HR intervention needed for each new hire.

• Tamper-Proof Audit Trail: Immutable logs capture every action with timestamps and IP addresses — ready for compliance audits.

• Real-Time Dashboard: KPI cards, compliance gauge, document progress, and activity feed give managers instant visibility.

• No Third-Party Dependencies: Works with standard Odoo modules only (HR, Mail, Web, Portal) — lightweight and App Store friendly.

• Multi-Company Support: SOP documents and role mappings support multi-company environments out of the box.

• Version Tracking: Each acceptance records the SOP version, enabling re-acknowledgement tracking when documents are updated.

Q: How are SOPs assigned to employees?
A: SOPs are automatically assigned based on the employee's Job Position. When you create a Role Mapping (Job Position → SOP Document), every employee with that job position receives the mapped SOPs automatically — both for new hires and when changing job positions.

Q: Can employees access Odoo before completing their SOPs?
A: No. The module intercepts every HTTP request and redirects employees with pending SOPs to the acknowledgement portal. They cannot access any Odoo module until all mandatory SOPs are accepted.

Q: What file formats are supported for SOP documents?
A: The module uses Odoo's standard attachment system. PDF files are recommended as they render directly in the portal's built-in viewer. Other file types can be uploaded but may require download.

Q: Can I disable SOP enforcement for specific employees?
A: Yes. Uncheck the "Require SOP Acknowledgement" checkbox on the employee form. That employee's SOP status will change to "Not Required" and they will not be redirected.

Q: Can audit logs be modified or deleted?
A: No. Audit logs are immutable by design. Any attempt to edit or delete a log record will raise an error — ensuring complete compliance integrity.

Q: What happens when an SOP document is updated with a new version?
A: Managers can use the "Re-assign SOPs" button on the employee form to trigger fresh assignment. New files added to the SOP document will be assigned as new lines.

Q: Does this module support multi-company?
A: Yes. SOP Documents, Role Mappings, and related records support the company field for multi-company isolation.

Q: What Odoo modules does this depend on?
A: This module depends only on standard Odoo modules — Base, HR (hr), Mail (mail), Web (web), and Portal (portal). No third-party modules are required.