Compliance Management
Detailed Module Description
Create compliance templates with multiple frequencies - Monthly, Quarterly, Half Yearly, Annual, One Time and Custom.
Auto-generate compliance records for each period based on due date rules (e.g., due on 20th of every month).
Track compliance status through stages - Draft, In Progress, Blocked, Done and Cancelled.
Automatic email and notification reminders to responsible and alternate users before the due date.
Customizable reminder days (30, 15, 7, 3, 1 days before due date) per compliance template.
Attach compliance documents to records and view them in Kanban, List and Form views grouped by template.
Compliance - Kanban View
Compliance Templates - List View
Compliance Template - Form View
Compliance - Form View
Configuration & Customization
Designed for Odoo ease-of-use, this module requires zero technical knowledge to deploy. Simply install and start managing your legal and regulatory compliances. Our dedicated technical team is available for advanced customization to match your organization's specific compliance protocols.