Odoo Approvals - Centralize all the requests that need to be approved by managers. Olivier Van Helden, Business Analyst, Odoo

1. Odoo Approvals
Olivier VAN HELDEN • Business Analyst
Centralize all the requests that need to be
approved by managers
2019
EXPERIENCE

2. Introduction1
Currently in a lot of companies
Odoo makes your processes faster & easier
Demo
Conclusion
2
3
4
5

3. Introduction1

4. Approvals

5. Approvals for ...
● A business trip
● Submitting a parental leave
● Borrowing an item (book, tool, …)
● Ordering a service
● A contract approval
● A job referral award
● Renting a car
● … any general approval

6. Approvals pattern
1 approval
(ex : manager)
X approvals
(ex : N+1, N+2, HR)
X approvals
amongst Y people
( X ≤ Y)
(ex : HR team)

7. Key users
● All employees: to ease their requests
● All managers: to centralize all the requests to approve
● An entire service like HR, purchase, ...

8. Currently in a lot of
companies2

9. Feedback #1
● Sending an email

11. Feedback #1
● Sending an email
○ One email amongst a lot
○ No reminder
○ X approvals : should forward it to the next one

12. Feedback #2
● Ask orally

14. Feedback #2
Aline
(N+1) Pascal Patricia (accountant)
(N+2) Rachel Oscar
✅
✅
✅ ✅10.000€
material

15. Feedback #2
● Ask orally
○ No reminder
○ No tracking
○ Not efficient especially with x approvers

16. Feedback #3
● Fill in a paper form

18. Feedback #3
● Fill in a paper form
○ Time consuming
○ Risk of loss
○ Waste of paper
○ X approvals
■ Transfer from one hand to another hand
■ Blocked if someone is out of office

19. Odoo makes your
processes
faster & easier3

22. Employee
● All requests at the same place
● Submit to the right approvers in
one click
● Notify when a request is
validated
● Fast and easy

23. Manager
● New activity to approve
a request
● Kanban view of all
submitted requests
● Approve/refuse in one click

24. Demo4

25. Conclusion5

26. Approvals
● Centralize all the requests that need an approval
● Create your own processes of validation
● Fast and easy for employees
● Time efficient for managers
● Paperless

27. Thank you.
#odooexperience
2018
2019
EXPERIENCE