Author, assign, and prove every SOP was followed.
SOP Management & Acknowledgement closes the compliance loop inside Odoo — versioned procedures, automatic role-based assignment, enforced acknowledgement with an immutable audit trail, and step-by-step checklist execution, all in one app.
The problem
Standard operating procedures live scattered across shared drives, email threads, and binders where no one can find the current version. There is no proof the right employee actually read it, and when an auditor asks for evidence, most companies cannot produce a defensible, timestamped trail.
The solution
One Odoo-native app carries a procedure from authoring through role-based assignment, enforced acknowledgement, and step-level checklist execution to an audit-ready compliance report — closing the loop that document stores, LMS platforms, and single-purpose acknowledgement apps leave open.
Everything a compliance program needs
Every capability below is implemented in the module.
Versioned SOP Lifecycle
Author procedures with auto-sequenced codes and a controlled Draft, To Approve, Published, Archived lifecycle, so there is always exactly one defensible current revision to acknowledge and audit.
Role & Department Assignment
Map each procedure to job positions and departments, or bulk-assign it to selected employees. Acknowledgements generate automatically as new hires join or roles change, with zero manual upkeep.
Enforced Acknowledgement Portal
A three-step Pending, Viewed, Accepted flow proves employees actually read the current version, backed by an immutable audit trail of user, timestamp, IP address, and version acknowledged.
Configurable Login-Gate Reminder
Turn on a friendly portal banner that guides employees through their outstanding mandatory SOPs, without the abrupt hard login block competing apps use.
Executable Step Checklists
Build reusable checklist templates with ordered, sequence-enforced steps and per-step criticality flags, then launch them against any procedure with evidence attachment per step.
Critical-Step Enforcement & Sign-off
A checklist cannot be marked done while a critical step is incomplete, and a supervisor records sign-off before execution closes — the second-signature control regulated teams need.
Automated Reminders & Escalation
Scheduled actions email employees on assignment, remind them before the deadline, and escalate an overdue acknowledgement to their manager automatically.
Expiry & Re-training Tracking
Review-due and expiry dates flag procedures approaching their periodic re-acknowledgement window, so retraining never lapses unnoticed.
Compliance Dashboard & Audit Report
KPI cards surface overdue and expiring items first, and a one-click PDF compliance report lists every acknowledgement and version for the auditor.
How it works
Author & Publish
Draft a procedure, attach documents, and route it through approval to a Published, versioned state.
Assign Automatically
Map procedures to job positions and departments; new hires and role changes pick up the right SOPs without manual work.
Acknowledge & Execute
Employees read and accept in the portal, then complete any linked checklist with per-step evidence.
Monitor & Audit
The dashboard surfaces overdue and expiring items first, and the compliance report exports the full audit trail on demand.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Yes. The module carries a procedure through authoring, approval, role and department assignment, enforced acknowledgement with an immutable audit trail, optional step-level checklist execution, and an exportable compliance report — one data model, not four disconnected apps.
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.
SOP Management & Acknowledgement
Versioned SOPs assigned by role and department with enforced acknowledgement and executable step checklists — backed by reminders, re-training tracking and an audit report.
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