WiseNxt Kitchen Workflow Implementation in Odoo
Last updated
by
Mira Kudrevatyh
1. Core Modules Required
- Project Management
- Discussions
- Documents
- Timesheets
- Approvals
- Accounting
- Employees
- Surveys (for feedback collection)
- Recruitment
2. Project Workflow Implementation
2.1 Project Proposal Stage
Using Odoo Projects + Documents
- To create a custom project template with standardized fields:
- Project Title
- Objectives
- Budget
- Timeline
- Milestones
- Deliverables
- Resource Requirements
Using Odoo Approvals
- Configure multi-step approval workflow:
- Initial submission
- 5-day review period
- Board approval
- Final authorization
Using Odoo Discussions
- Set up dedicated channels for:
- Project proposals
- Feedback collection
- Board discussions
2.2 Community Board Approval Process
Using Odoo Approvals + Surveys
- Create approval category for "Project Proposals"
- Configure a voting system
- Set up automated notifications for:
- New proposals
- Voting deadlines
- Meeting reminders
- Implement voting form with options:
- Approve
- Reject
- Request More Information
2.3 Project Assignment and Tracking
Using Odoo Projects + HR
- Set up project stages matching Focal Board columns
- Configure task automation for:
- Team member assignment
- Milestone tracking
- Status updates
Custom Dashboard Development
- Project status overview
- Resource allocation
- Timeline tracking
- Budget monitoring
2.4 Deliverables and Completion
Using Odoo Projects + Documents
- Create custom checklists for:
- Deliverable verification
- Quality assessment
- Acceptance criteria
- Set up review workflows
- Configure automated notifications for:
- Review assignments
- Feedback deadlines
- Completion status
2.5 Payment Processing
Using Odoo Accounting + Approvals
- Configure payment request workflow:
- Custom payment request form
- Dual approval system
- Budget verification
- Payment processing
- Automated notifications
3. Role-Based Access Configuration
3.1 Board Members
- Full access to:
- Project approval
- Document management
- Payment authorization
- Portfolio overview
3.2 Non-Board Members
- Limited access to:
- Project review
- Voting system
- Discussion forums
- Project documentation
3.3 Project Managers
- Specific access to:
- Project creation
- Team management
- Status updates
- Payment requests
4. Custom Reports and Dashboards
4.1 Project Portfolio Dashboard
- Active projects overview
- Budget utilization
- Timeline tracking
- Resource allocation
- Risk indicators
4.2 Weekly Status Reports
- Automated report generation
- Progress tracking
- Budget monitoring
- Issue logging
4.3 Community Board Analytics
- Approval metrics
- Project success rates
- Timeline adherence
- Budget performance