Track every obligation. Never miss a deadline.
One register for legal obligations, licenses, permits, certifications and insurance — with automated reminders, a delivery audit trail, and a portfolio dashboard built for compliance teams who answer to auditors.
The problem
Regulated organizations track dozens to hundreds of licenses, permits, certifications and legal obligations across departments and jurisdictions — today in spreadsheets and shared calendars with no automated reminders, no audit trail, and no defensible proof that anything was actively managed. One missed renewal means a fine, a failed audit, or a shutdown.
The solution
Compliance Obligations & Documents Register unifies obligation governance with document expiry automation in one Odoo app: configurable reminder schedules, a reminder delivery audit trail, guided renewals with version history, and a live KPI dashboard — so nothing lapses unnoticed and every action is defensible to an auditor.
Everything a compliance register needs
Every capability below is implemented in the module.
Unified Obligations & Documents Register
Track licenses, permits, certifications, insurance policies, contracts and internal requirements in one register, each carrying scope, jurisdiction, category, reference number and department.
Multi-Scope Tracking
Attach obligations and documents to companies, external partners, or employees, with visibility scoped to the record holder — one system for every compliance surface.
Ownership & My Compliance
Every record has a named responsible party, and each person opens My Compliance to see only the obligations they personally own, filtered with the same tools as the full register.
Auto Expiry & Risk-Coded Status
A daily background job recalculates status against configurable expiry thresholds, so every record shows Valid, Expiring Soon or Expired — color-coded by state and by risk level — without manual upkeep.
Configurable Reminder Schedules
Set default reminder intervals per category and override them on individual records, then let Odoo activities and notifications fire automatically ahead of every review and renewal deadline.
Reminder Delivery Audit Trail
Every reminder is logged with its deadline, days-before interval, and delivery state — sent, pending or failed — so nothing fails silently and every send is evidence for an audit.
Evaluations & Gap Analysis
Record every compliance evaluation with its result, identified gaps and remediation actions, each timestamped with the user and rationale — a documented history ready for inspection.
Guided Renewal Wizard
Renew an obligation through a guided flow that captures the new expiry date and evidence, keeps the prior version linked, and bumps the version number automatically.
Portfolio Dashboard & Deadline Calendar
See a compliance score, overdue count, expiring-this-month total and top risks on one KPI dashboard, then switch to the calendar to spot clustered renewal deadlines before they collide.
How it works
Set up categories
Define document/obligation categories with their own validity period, review cadence, and default reminder intervals.
Register obligations
Add or bulk-import obligations and documents, assign scope, jurisdiction, risk level and a responsible party to each.
Let reminders run
Daily status recalculation and category-driven reminders keep every record current and notify owners before deadlines hit.
Renew and review
Evaluate, document gaps, and renew through the guided wizard — then track compliance health on the dashboard.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Compliance Obligations & Documents Register is fully standalone on Odoo Community — it does not depend on any EHS, audit or HIRA foundation module.
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.
Compliance Obligations & Documents Register
Every license, permit, certification and legal obligation in one register with auto expiry, risk-coded status and configurable reminders — plus a delivery audit trail and a guided renewal wizard.
Buy on Odoo App Store