An employee encounters a question during work. The procedure exists, but where was it again? In Odoo Knowledge, a document, or maybe in an old manual?
Many organizations have well-documented their internal procedures and work instructions, but employees still spend time finding the right information. Especially as the number of knowledge articles grows, it becomes increasingly difficult to find the right procedure at the right moment.
That is why we, as an Odoo partner, have developed a functionality that allows you to link articles from Odoo Knowledge directly to, for example, project tasks and sales orders.
The procedure thus becomes available at the place where the employee performs the tasks.
The right procedure in the right place
With our functionality, an article from Knowledge can be linked to a specific part of Odoo. A button then appears on the relevant task or order, allowing the employee to open the linked article directly.
Instead of searching in Knowledge, the relevant information is therefore offered directly within the workflow.
This makes it easier to follow internal procedures without employees having to memorize all the procedures.
Practical example: project phases
A good example is working with project phases.
Suppose that employees within an organization must follow a fixed procedure when they move a project task to the next phase. What checks need to be performed? What information needs to be filled in? And when can the task actually move to the next phase?
This method can be documented in a Knowledge article, for example "Putting project task into the right phase".
The article is then linked to the relevant project task. On the task, the employee sees a button that allows the article to be opened directly.
This gives the employee access to the internal procedure at the right moment, without having to search for the right information themselves first.
Knowledge becomes part of the process
The great advantage of this approach is that Knowledge does not just become a place where information is stored. The information actually becomes part of the process.
Procedures can for example be linked to:
- Project tasks
- Sales orders
- Other relevant Odoo records
This allows employees to directly refer to the current internal working method during their tasks.
This is especially valuable for organizations with many processes, multiple employees, or frequently changing colleagues. New employees can for example see directly which working method applies within the organization while performing a task.
Internal knowledge directly available in Odoo
An organization can invest a lot of time in documenting knowledge and procedures. The next step is to ensure that employees can easily find and apply this information.
With our extension for Odoo, we make it possible to link Knowledge articles directly to the places where employees work. This brings the right information to the employee, instead of having the employee search for the information.
Curious how this works?
Do you want to see how you can make your internal procedures directly available from, for example, projects or sales? Request a demo and discover how we can implement this functionality within your Odoo environment.