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Audit & Certification — A made-to-order Odoo package for audit and certification bodies that turns audit planning, on-site fi — 1/1مثالی پیش منظر

A made-to-order Odoo package for audit and certification bodies that turns audit planning,

on-site findings, non-conformity handling, and certificate lifecycle into one governed workflow.

ECOSIRE scopes, builds, installs, and supports it on your Odoo 17, 18, or 19.

Audit & Certification کیا ہے؟

A made-to-order Odoo package for audit and certification bodies that turns audit planning, on-site findings, non-conformity handling, and certificate lifecycle into one governed workflow. ECOSIRE scopes, builds, installs, and supports it on your Odoo 17, 18, or 19. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

اہم خصوصیات

Dedicated `certification.scheme` model holding standard references, scope codes, audit-day rules, and surveillance intervals per scheme
`audit.programme` and `audit.visit` models linking a client, scheme, assigned auditors, and planned dates into a single traceable cycle
`audit.finding` records with severity (`major`/`minor`/`observation`), evidence attachments, and corrective-action deadlines
Certificate state machine (`draft` → `issued` → `surveillance` → `suspended`/`withdrawn`/`expired`) enforced in the ORM, not by convention
`compute`/`@api.depends` eligibility fields that roll up open non-conformities and block certificate issuance until all majors are closed
Auditor competence matrix and impartiality/conflict-of-interest flags used to validate audit-team assignment
Scheduled crons for surveillance-due and corrective-action-overdue detection with automatic escalation and certificate suspension
Automated actions (`base.automation`) that open activities, notify lead auditors, and log status changes to the chatter
Record rules via `ir.model.access.csv` separating auditor, technical reviewer, decision-maker, and client roles for accreditation impartiality
QWeb PDF reports for the audit report, non-conformity notice, and the certificate itself with configurable numbering and accreditation marks
Sequenced, gap-checked certificate and audit numbers via `ir.sequence` for a defensible audit trail
OWL/XML kanban and calendar views for the audit programme plus a certificate-decision readiness dashboard
XML-RPC/JSON-RPC endpoints to feed a public certificate register, accreditation portal, or external scheduler
Full mail.thread chatter and audit logging on findings and certificates so every state change is timestamped and attributable

آرڈر پر تیار، مکمل طور پر آپ کے لیے

خود سیٹ اپ کی ضرورت نہیں — ایک کام کرنے والی ایپ جو ECOSIRE بناتا، انسٹال اور سپورٹ کرتا ہے۔

  1. 1

    آپ آرڈر دیتے ہیں

    ایک بار کی تعمیر کی قیمت سے آغاز کریں۔ آغاز پر ہم آپ کے ساتھ مل کر دائرہ کار طے کرتے ہیں۔

  2. 2

    ہم بناتے اور انسٹال کرتے ہیں

    ECOSIRE اسے آپ کے Odoo پر بناتا، ترتیب دیتا اور انسٹال کرتا ہے۔

  3. 3

    لائیو + معاونت

    آپ تقریباً ایک کاروباری ہفتے میں لائیو ہو جاتے ہیں، گو لائیو کے بعد دو ہفتوں کی معاونت کے ساتھ۔ ہمارے فراہم کردہ کوڈ کی خرابیاں مفت درست کی جاتی ہیں۔

تکنیکی تفصیلات

Odoo ہم آہنگی
Odoo 17, Odoo 18, Odoo 19
ایڈیشنز
Enterprise اور Community
لائسنس
لائسنس کی تصدیق درکار ہے
Python کی ضرورت
Python 3.10+
ڈیٹابیس
PostgreSQL 12+

اس مصنوع کے بارے میں

Audit and certification organizations run on a chain of events that generic ERP was never shaped for: an accreditation scope drives an audit programme, each audit produces findings and non-conformities, corrective actions must close before a certificate can be issued, and every certificate carries a validity window with surveillance visits and eventual recertification. In stock Odoo you can approximate pieces of this with crm, project, calendar, and documents, but the domain vocabulary is missing — there is no certification.scheme, no audit.finding with a severity and a closure deadline, no certificate state machine that suspends or withdraws on an overdue corrective action. Teams end up tracking auditor competence, impartiality declarations, certificate numbers, and surveillance due-dates in spreadsheets that live outside the ERP, which is exactly where audit trails go to die.

We build a dedicated set of Odoo models for this lifecycle. New models.Model records — for example certification.scheme, audit.programme, audit.visit, audit.finding, and certificate — carry the fields your process actually needs: scope codes, standard references, auditor assignments with competence matrices, finding severity (major/minor/observation), corrective-action deadlines, and certificate validity dates. Certificate status is a real state machine (draft → issued → surveillance → suspended/withdrawn/expired), with compute/@api.depends fields that roll up open non-conformities and derive whether a certificate is eligible to issue or must be held. Automated actions and scheduled crons watch surveillance-due and corrective-action-overdue dates and escalate — flipping a certificate to suspended, notifying the lead auditor, or opening a follow-up activity — so nothing slips silently past its deadline.

Access is governed the way an accredited body requires. ir.model.access.csv plus record rules separate auditors, technical reviewers, certification decision-makers, and clients so an auditor cannot approve their own audit and a client sees only their own certificates — supporting the impartiality separation that accreditation standards demand. Backoffice views are OWL/XML with kanban pipelines for the audit programme and readiness dashboards for certificate decisions; QWeb templates produce the audit report, non-conformity notice, and the certificate PDF itself with your numbering scheme, logo, and accreditation marks. Where you need to feed a public register, an accreditation portal, or a scheduling tool, we expose the data over Odoo's XML-RPC/JSON-RPC API rather than bolting on brittle exports.

Because this is build-to-order, we do not hand you a pre-existing download. After a short scoping call we confirm the exact schemes, finding taxonomy, certificate template, and Odoo edition, then build against your target — Odoo 17.0, 18.0, or 19.0, Community or Enterprise (we flag where a capability leans on an Enterprise app such as documents or sign and offer a Community-friendly path where one exists). Typical delivery is one working week from confirmed scope, on a staging environment first, then production. Pricing starts from $999 (indicative, single-company base scope); additional certification schemes, multi-company or multi-accreditation setups, deeper localization, and migration of historical certificate and audit data increase the quoted scope.

What you get

  • Installable Odoo source module built for your target version (17.0/18.0/19.0), with a clean `__manifest__.py` and declared dependencies
  • Installation and configuration on your environment, including schemes, sequences, roles, and certificate templates
  • Technical documentation: data model, record-rule matrix, cron/automation reference, and extension notes
  • End-user guide plus a live training session for auditors, reviewers, and decision-makers
  • Post-go-live support window for defect fixes and configuration adjustments
  • UAT on a staging environment with a documented rollback plan before production cutover
  • Git repository handover with full commit history and tagged release
  • QWeb report templates (audit report, non-conformity notice, certificate PDF) matched to your branding and numbering

Who this is for

Certification Body Operations Lead

Runs the audit programme end to end and needs surveillance dates, corrective-action closures, and certificate states tracked in one governed system instead of scattered spreadsheets.

Technical Reviewer / Certification Decision-Maker

Approves or holds certificates and needs enforced separation from the audit team plus a clear readiness view of open non-conformities before any issuance decision.

Lead Auditor

Plans visits, records findings on site, and assigns competent, impartial team members, wanting the competence matrix and conflict flags enforced by the system rather than remembered.

Quality / Accreditation Manager

Owns compliance with the accreditation standard and needs a defensible, timestamped audit trail of every finding, decision, and certificate change for their own accreditation assessments.

How Audit & Certification Compares

CriterionECOSIRECustom BuildCompetitorOdoo نیٹو
Domain fitPurpose-built audit/finding/certificate modelsWhatever you specify and can maintainGeneric checklist or project add-onNo certification concepts at all
Certificate lifecycleEnforced state machine with suspend/withdrawPossible but you design and test itUsually just a status fieldManual status in a spreadsheet
Impartiality / role separationRecord rules per role out of the boxMust be specified and builtRarely modeledBasic groups, no domain rules
Deadline escalationCrons auto-suspend and escalate overdue itemsYou build the automationManual reminders at bestCalendar reminders only
Certificate & audit documentsBranded QWeb PDFs with sequenced numbersBuilt to your specGeneric or absent templatesNo certificate output
Delivery modelScoped, built, installed, supported in one working weekDepends on your team's capacityInstant install, fit-it-yourselfImmediate but nothing to fit
OwnershipFull git repo handover, yours to extendYou own it entirelyVendor-controlled, closed roadmapCore, no bespoke logic
SupportPost-go-live window plus quotable upgradesSelf-supported or separate contractGeneric vendor support tiersCommunity/Enterprise support only

Frequently Asked Questions about Audit & Certification

Is this an existing app I can download and install today?

No. This is a build-to-order package: we build, install, and support it specifically for your certification schemes, finding taxonomy, and certificate templates on your Odoo instance. There is no instant download — you receive a version tailored to your process.

How long does delivery take?

Typical delivery is one working week from confirmed scope. After the scoping call we agree the schemes, roles, reports, and Odoo edition, build against your target version on staging, run UAT, and then move to production.

Which Odoo versions and editions do you support?

We build for Odoo 17.0, 18.0, and 19.0, on Community or Enterprise. Where a capability leans on an Enterprise app (for example `documents` or `sign`), we flag it up front and offer a Community-friendly path where one exists.

How does pricing and scoping work?

Pricing starts from $999 as an indicative single-company base scope. After a short scoping call we issue a fixed written quote. Additional schemes, multi-company or multi-accreditation setups, deeper localization, and historical data migration increase the quoted scope.

How are support and updates handled?

Every build includes a post-go-live support window for defect fixes and configuration tweaks. Because you receive the full git repository, your team or ours can maintain and extend it, and we can quote version upgrades (for example 18.0 to 19.0) or new schemes separately.

Can you enforce auditor impartiality and role separation?

Yes. Access is governed through `ir.model.access.csv` and record rules that separate auditors, technical reviewers, decision-makers, and clients, so an auditor cannot approve their own audit and clients see only their own certificates — supporting the impartiality requirements accreditation standards impose.

Can it connect to a public register or external scheduling tool?

Yes. We expose the relevant data over Odoo's XML-RPC/JSON-RPC API so a public certificate register, accreditation portal, or scheduling system can read certificate status and validity without brittle spreadsheet exports.

آرڈر پر تیار
Architecture Firm
قیمت کا تخمینہ طلب کریں

Audit & Certification

A made-to-order Odoo package for audit and certification bodies that turns audit planning, on-site findings, non-conformity handling, and certificate lifecycle into one governed workflow. ECOSIRE scopes, builds, installs, and supports it on your Odoo 17, 18, or 19.

  • Dedicated `certification.scheme` model holding standard references, scope codes, audit-day rules, and surveillance intervals per scheme
  • `audit.programme` and `audit.visit` models linking a client, scheme, assigned auditors, and planned dates into a single traceable cycle
  • `audit.finding` records with severity (`major`/`minor`/`observation`), evidence attachments, and corrective-action deadlines
  • Certificate state machine (`draft` → `issued` → `surveillance` → `suspended`/`withdrawn`/`expired`) enforced in the ORM, not by convention

قیمت کا تخمینہ طلب کریں

ہمیں Audit & Certification کے لیے اپنی ضروریات بتائیں اور ہم آپ کو قیمتیں، لائسنس کے اختیارات اور ایک مخصوص تجویز بھیجیں گے — عام طور پر ایک کاروباری دن میں۔

ابھی کوئی ادائیگی نہیں۔ یہ ہماری ٹیم کو قیمت کی درخواست بھیجتا ہے — ہم قیمت اور اگلے اقدامات کے ساتھ ای میل کے ذریعے رابطہ کریں گے۔