Know your compliance status before an auditor asks
Track every certificate for employees, equipment, products and partners in one live dashboard — with guided renewals, tiered escalation and a self-service portal so nothing lapses unnoticed.
The problem
Certifications expire quietly across spreadsheets, shared drives and managers' memories. When one lapses unnoticed the consequences are concrete: a technician barred from a job site, a failed audit, a voided insurance claim, or a lost contract that required proof of accreditation — and nobody sees it coming until it is too late.
The solution
A live compliance dashboard inside Odoo shows exactly what is valid, expiring or expired, for whom. Certificates attach to employees, equipment, products or partners; automated reminders escalate from holder to manager to compliance officer; and a guided renewal wizard replaces the old record with a verified new one while keeping full history.
Everything compliance teams need
Every capability below is implemented in the module.
Multi-entity certificate records
Attach a certificate to an employee, a piece of equipment, a product or a partner — not just people — so HR, HSE and quality teams share one tool.
Live compliance dashboard
A kanban board grouped by compliance status — valid, expiring soon or expired — answers "are we compliant right now?" at a glance.
Guided lifecycle workflow
Every certificate moves through draft, submit, verify and approve before becoming active, so nothing goes live without a documented check.
Tiered escalation on expiry
A daily cron notifies the certificate holder first, then the manager, then the compliance officer if the previous reminder was ignored — so a missed reminder never means a silent lapse.
Guided renewal with history
One "Renew" action uploads the new document, marks the old certificate superseded and keeps both records linked — a full audit trail instead of an overwritten date field.
Ready-to-use certificate types
Pre-built presets — safety training, equipment inspection, professional license, ISO accreditation, supplier conformity — with configurable validity and reminder lead times, so setup is not required before first use.
Self-service holder portal
Certificate holders view their own certificates and upload renewal documents from the customer portal, cutting the compliance team's manual data entry.
Compliance reporting
Graph and pivot views break certificates down by type and status for audits and management reviews, backed by a full chatter change history on every record.
Document verification step
Certificate types can require a supporting document before approval, so an active certificate always has proof attached.
How it works
Create the certificate
Pick a type, attach it to an employee, asset, product or partner, and set the issue date — expiry is suggested automatically.
Submit and verify
The document is submitted, checked by a verifier, then approved by the compliance officer before it goes active.
Track and escalate
As expiry approaches, the dashboard flags the certificate and the daily cron escalates from holder to manager to compliance officer.
Renew with one click
The holder or compliance team runs Renew: the new certificate supersedes the old one, and both stay linked in history.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. Each certificate can be attached to an employee, a piece of equipment, a product or a partner, so HR, HSE and quality teams all use the same tool without customization.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Certificate Management System
Tracks certificates for employees, equipment, products and partners on a live compliance dashboard, with tiered escalation before they lapse and a self-service renewal portal — instead of expiring quietly in a spreadsheet.
Buy on Odoo App Store