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Automation solution

Document Expiry & Compliance Tracking

Track passports, visas, trade licences, insurances and contracts on any record, with reminders, renewals and compliance views.

The problem

What organisations struggle with

Expired visas, licences and insurances create legal and operational risk, yet expiry dates are often kept in spreadsheets that nobody checks in time.

The solution

How we solve it in Odoo

Configurable document types attached to any Odoo record such as employees, contacts, vehicles or projects, with reminder rules, renewal history, responsible users and compliance status.

Workflow

How the process flows

A simplified representation of the end-to-end workflow.

  1. 1 Define type
  2. 2 Upload document
  3. 3 Reminder
  4. 4 Renew
  5. 5 Compliant

Key features

What the solution includes

  • Document types defined by administrators in minutes
  • Attach documents to employees, contacts, assets or any model
  • Reminder rules with advance warning periods
  • Renewal wizard preserving document history
  • Responsible user assignment
  • Compliance overview per record and document type
  • Employee document expiry notifications

Odoo applications

  • Employees
  • Contacts
  • Discuss

Integrations

  • Email reminders

Built on MRM modules

  • Document Expiry Manager
  • Employee Documents
  • Document Management System

Business benefits

The value for your organisation

Avoid penalties

Renewals start before deadlines.

Central register

All expiring documents in one place.

Clear ownership

Responsible users receive reminders.

Audit readiness

History of every renewal.

Related services

Services that deliver it

See also

Case studies and related solutions

Client delivery

HR, Payroll & Final Settlement for a GCC Employer

Organisation in Oman (name withheld)

Leave policies, advances, loans, provisions, gratuity and automated final settlement, with an employee self-service portal.

  • Odoo 17 to 19
  • Python
  • QWeb PDF
Read case study
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AI Odoo Agent

A secure AI copilot for Odoo: natural-language and voice commands that search, create and update records through allow-listed tools.

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Let's talk

Need an Odoo solution tailored to your business?

Let's discuss your requirements, your current systems and what you want to achieve.