Compliance Document Workflow

Licences, permits, insurance records, and certificates needed visible ownership, reliable expiry controls, configurable reminders, renewal traceability, and separated access.

1. 01

   Register the document

   Record the document type, owner, company, issue date, expiry date, responsibility, and supporting attachment.

2. 02

   Apply the policy

   Use the document type to determine reminder thresholds, responsible users, requirements, and access behaviour.

3. 03

   Monitor expiry

   Scheduled processing updates lifecycle states and identifies records that require attention.

4. 04

   Notify responsibly

   Create activities and email notifications at configured thresholds without duplicating reminders.

5. 05

   Renew and retain

   Link the replacement to the previous document while keeping reminder history and evidence protected.

• I designed configurable document types, requirements, responsible parties, issue dates, expiry dates, and lifecycle states.
• I implemented multi-threshold activities and email reminders with duplicate-safe scheduled processing.
• I added controlled renewal links, immutable reminder history, and protected evidence.
• I created Officer, Administrator, and read-only Auditor access levels with multi-company controls.
• I delivered list, kanban, calendar, pivot, graph, and contact-level visibility.

• Contacts
• Companies
• Mail and Activities
• Attachments
• Scheduled Actions
• Compliance Documents
• Access Rights and Record Rules
• Kanban and Calendar
• Pivot and Graph Reporting

• I investigated reminder, scheduled-action, notification, renewal, and access exceptions.
• I corrected access-rule and multi-company behaviour discovered during testing.
• I maintained targeted tests and release fixes for repeatable installation.

• Installable Odoo 19 release
• Automated duplicate-safe reminder processing
• Controlled renewal and protected history
• Multi-company access model
• Demo data and targeted tests