Approvals
| Lines of Code | 2388 |
| Technical name | to_approvals |
| License | OPL-1 |
| Website | https://viindoo.com/apps/app/17.0/to_approvals |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 |
| Required Apps | Discuss (mail) Employees (hr) |
| Included Dependencies | Employees Customization |
| Extensions | Estimate Approval Employee Advance Management Recruitment Requests/Approvals HR Timesheet Approval Overtime Approval Employee Coach Approvals |
Demo video: Approvals
Optimize your business operations with the Approval module. This powerful tool automates and simplifies the approval process, enabling teams to collaborate efficiently while ensuring compliance with organizational policies.
Key Features
- Customizable Approval Types: Create approval processes tailored to your organization with multiple levels of review and sequential workflows.
- Sequential Approvals: Manage complex approvals with ease, enabling sequential decision-making and individual accountability.
- Real-Time Notifications: Keep stakeholders informed at every stage with automated email updates and scheduled activities.
- Overview Dashboard: Quickly view how many requests are pending, approved, or in total for better operational control.
Business Value
- Streamline complex approval workflows, reducing bottlenecks and improving turnaround times.
- Enhance visibility and accountability in approval processes across teams and departments.
- Ensure compliance with standardized procedures, minimizing errors and risks.
- Empower managers to make faster, data-driven decisions with actionable insights.
- Enable future-proof integration with other approval modules for expanding operational capabilities.
Who Should Use This Module?
This module is ideal for HR teams, procurement managers, and any organization looking to improve operational efficiency through structured approval workflows. From SMEs to large enterprises, Approval simplifies collaboration and ensures transparency at every level.
Known Issues
Warning: To avoid conflicts in the process of using this Approval Module , you must uninstall Odoo's Approval if you are using it.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword to_approvals.
- Press Install.
How to use
Instruction video: Approvals
Access rights
Navigate to Settings > Users & Companies Users to grant the Approval access right to users.
Set up Approval types and Approval levels
Navigate to Approval > Configuration > Approval Request Types to create Approval type and approval levels.
Manage Approval requests
Create a request
Go to the Approval module, on the Approval main view, select the approval type you want to create the request, and press Create Request to create an approval request.
Press Save to save the draft request, and press Submit to change its status to To Approval.
Approval the requests
After the approval requester press Submit, the system will send a notification to all approvers at the same time or level by level (depending on the setting on the Approval type).
On the approval request, the Approve Schedule activities will be auto-scheduled for the approver.
Now the approver can approve or refuse the request:
- If refused: The request will immediately be moved to the Refused stage without needing the next approval levels.
- If Approved: The request will be pushed to the next approver or moved to the Approved stage if this is the last approval level.
This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).
You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).
It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.