Odoo 18 Approval Module

The approval module is an efficient management tool for seeking permission and managing employees within a company. It provides a systematic approach for managers to approve requests. In Odoo 16, users can view and approve requests without specific access rights and can set approvers in sequential order.

The approval requests in the Odoo platform can be customized to meet specific needs, allowing for effective management and monitoring. Various types of approval requests, such as business trips, general approvals, borrowing items, financial approvals, and more, can be created and customized in the Odoo platform. To create various approval requests, users should first create approval types.

The approval module is accessible through Odoo applications. The dashboard displays the different types of approvals available in the system, as well as the number of requests that need to be reviewed by the appropriate authority.

Dashboard

In the Approval Dashboard, we can view all the existing approval types, which are Business Trips, Borrow Items, Procurement, Creating RFQs, Contract Approval, Payment Applications, Car Rental Applications, Job Referral Awards, etc. 

 

 

Approvals Types

To initiate the creation of approvals, it is necessary to first establish approval types. To generate new approval types, navigate to the "Configuration" tab and proceed to select the "Approval Types" option.

 

 

Creating Approval Type

In Approval Types, we can see all the existing approval types. By clicking the create button we can create new approval types.

Upon selecting to create a new approval type the user will be depicted with the window as shown below. Add the name of the approval type, and description, and enable the option automated sequence.

In the approvers section user can add the approvers and set if it is required or not, also set the number of minimum approvers.

 

Approval Request

To create new approval requests users can select the menu New Request in My Approvals. In New Request, the user can view the dashboard of approvals with all approval types, so the user can create a new request by clicking the button New Request

The user can add the description and attach documents and submit the approval request for approve by clicking the Submit button.

Approving Requests

The Approver can see the requests to be approved by clicking Manger - ->Approvals to Review Button

 

 

The Approver can see the status of all the requests in Manager -- > All Approvals

 

Approvers can approve the request by selecting the request and clicking Approve button. Also, can add attachments if any.

My Approvals

In my approvals, users can see all the approval requests they created and the current status of the requests.