https://wiki.dolibarr.org/api.php?action=feedcontributions&feedformat=atom&user=Mikrosha2000Dolibarr ERP CRM Wiki - User contributions [en]2026-10-23T12:39:24ZUser contributionsMediaWiki 1.39.17https://wiki.dolibarr.org/index.php?title=Module_LabQC_Pro_EN&diff=68227Module LabQC Pro EN2026-10-19T20:52:39Z<p>Mikrosha2000: Updated LabQC Pro documentation for v1.1.0: redesigned interface, QC workflows, CAPA/BatchSafe integrations, CoA/OOS reports, security improvements and new screenshots.</p>
<hr />
<div><br />
'''LabQC Pro''' is a laboratory quality-control module for Dolibarr that manages analytical specifications, QC testing, automatic PASS / FAIL evaluation, controlled approval, result locking, audit history and laboratory reporting.<br />
<br />
It is intended for laboratories, manufacturers, pharmaceutical and food businesses, and other organizations that require traceable quality decisions for products and batches/lots.<br />
<br />
The module can be used independently or with optional '''BatchSafe Pro''' and '''CAPA & Deviation Manager''' integrations.<br />
<br />
[[File:00_Cover_LabQC_Pro.png|600px|center|LabQC Pro – Laboratory Quality Control Management for Dolibarr]]<br />
<br />
==Overview==<br />
<br />
LabQC Pro provides a structured workflow within Dolibarr:<br />
<br />
'''QC Specification → QC Test → Analytical Results → Automatic PASS / FAIL → QC Manager Finalization → CoA / OOS Report'''<br />
<br />
If optional integrations are enabled, finalized QC outcomes can also support batch-status management and CAPA/deviation follow-up.<br />
<br />
===Key features===<br />
<br />
*Product-specific QC specifications and version references<br />
*Analytical parameters, methods, units and acceptance criteria<br />
*Numeric ranges and text-based acceptance criteria<br />
*Mandatory analytical parameters<br />
*QC tests linked to products and existing Dolibarr batches/lots<br />
*Automatic individual and overall PASS / FAIL evaluations<br />
*Separation of Laboratory Analyst and QC Manager duties<br />
*Finalization and locking of analytical results<br />
*Audit history with user, time, previous values and new values<br />
*Certificate of Analysis (CoA) PDF reports for finalized PASS tests<br />
*OOS / QC Test Report PDFs for finalized FAIL tests<br />
*Optional links to CAPA & Deviation Manager and BatchSafe Pro<br />
*Responsive desktop and mobile interface<br />
*English and Romanian translations<br />
<br />
==What's new in LabQC Pro 1.1.0==<br />
<br />
Version '''1.1.0''' is a major interface, workflow and reliability update.<br />
<br />
*Redesigned Dashboard with QC statistics and workflow shortcuts<br />
*Modernized QC Specifications, QC Tests, Certificates/OOS and Audit Trail screens<br />
*Improved desktop and smartphone layouts for forms, lists and analytical results<br />
*Refreshed CoA and OOS PDF layouts with approval traceability<br />
*Better CAPA/deviation linking from finalized FAIL / OOS QC tests<br />
*Additional safeguards to preserve existing BatchSafe manual holds and rejected statuses<br />
*Strengthened server-side permission and entity checks on key QC operations<br />
*Improved validation of analytical limits and result-saving integrity<br />
*Continued use of the existing module identifier and permission identifiers for upgrades<br />
<br />
===Dashboard===<br />
<br />
The Dashboard displays the number of QC specifications and tests, including PASS, FAIL/OOS and in-progress results. It also provides direct links to the principal QC workflow steps.<br />
<br />
[[File:01_Dashboard.png|600px|center|LabQC Pro 1.1.0 Dashboard]]<br />
<br />
==QC Specifications==<br />
<br />
QC Specifications define the quality requirements for a Dolibarr product. Each specification includes a reference, label, version and status, and may contain several analytical parameters.<br />
<br />
[[File:02_QC_Specifications.png|600px|center|QC specifications overview and creation]]<br />
<br />
===Specification details===<br />
<br />
A specification stores its associated product and version, along with a description and status. These details identify the acceptance criteria selected for testing.<br />
<br />
[[File:03_Specification_Details.png|600px|center|LabQC Pro specification details]]<br />
<br />
===Analytical parameters===<br />
<br />
Analytical parameters define the method, criterion type, minimum and maximum limits or required text, measurement unit and mandatory/optional status.<br />
<br />
[[File:04_Analytical_Parameters.png|600px|center|Analytical parameter definitions and acceptance criteria]]<br />
<br />
Example:<br />
<br />
{| class="wikitable"<br />
!Parameter<br />
!Method<br />
!Acceptance criterion<br />
!Mandatory<br />
|-<br />
|Assay<br />
|HPLC<br />
|98–102 %<br />
|Yes<br />
|-<br />
|Appearance<br />
|Visual<br />
|White tablets<br />
|Yes<br />
|-<br />
|pH<br />
|Potentiometric<br />
|5–7 pH<br />
|Yes<br />
|}<br />
<br />
''The values above are examples only; each organization must define and approve its own analytical methods and specifications.''<br />
<br />
==QC Tests==<br />
<br />
Each QC Test is associated with a Dolibarr product, an applicable QC specification and a batch/lot. Users can enter a test date, reference and notes.<br />
<br />
[[File:05_QC_Tests.png|600px|center|QC Test creation and PASS / FAIL overview]]<br />
<br />
A QC test can hold multiple analytical results. Each result is evaluated against its applicable acceptance criterion.<br />
<br />
===Automatic evaluation===<br />
<br />
*'''PASS:''' the required analytical results satisfy the selected criteria.<br />
*'''FAIL / OOS:''' at least one required analytical result does not satisfy the selected criteria.<br />
*'''Incomplete:''' mandatory results have not all been provided; the test is not ready for finalization.<br />
<br />
Users with analytical-result permissions can save results and recalculate the verdict while the QC test remains open.<br />
<br />
===Finalization, locking and deviation follow-up===<br />
<br />
An authorized QC Manager can finalize a complete QC test. The operation records the final verdict, responsible user and timestamp, and locks the results against ordinary editing.<br />
<br />
For finalized FAIL / OOS tests, the interface can show a link to a related CAPA/deviation record or an action to create one when the optional CAPA module is installed.<br />
<br />
[[File:06_QC_Finalization_CAPA.png|600px|center|Finalized QC test and linked CAPA deviation]]<br />
<br />
===Analytical results and traceability===<br />
<br />
The detailed QC test screen presents each analytical parameter, method, specification, measured result and PASS / FAIL verdict. Finalized records are displayed as read-only.<br />
<br />
[[File:07_Analytical_Results.png|600px|center|QC analytical results and locked finalized record]]<br />
<br />
==Certificates of Analysis and OOS Reports==<br />
<br />
Reports are available for finalized QC tests:<br />
<br />
*'''Certificate of Analysis (CoA):''' generated for a finalized PASS test.<br />
*'''OOS / QC Test Report:''' generated for a finalized FAIL test.<br />
<br />
The reports identify the product, batch/lot, QC specification, results and acceptance criteria, final decision and recorded approval information.<br />
<br />
[[File:08_Certificates_OOS.png|600px|center|Certificate of Analysis and OOS report list]]<br />
<br />
===Sample PDF layouts===<br />
<br />
The following image illustrates the two PDF report types generated by LabQC Pro.<br />
<br />
[[File:10_CoA_OOS_PDF_Examples.png|600px|center|LabQC Pro CoA and OOS PDF examples]]<br />
<br />
''Recorded approval details are not represented as a certified cryptographic electronic signature.''<br />
<br />
==Audit Trail==<br />
<br />
LabQC Pro records important actions associated with QC tests, including:<br />
<br />
*Creation of a QC test<br />
*Entry or modification of analytical results<br />
*Recalculation of the QC test status<br />
*Finalization and locking<br />
<br />
The audit history displays event time, QC test, action, related object, user, previous value, new value and a note where applicable.<br />
<br />
[[File:09_Audit_Trail.png|600px|center|LabQC Pro Audit Trail showing QC history and user actions]]<br />
<br />
The application audit history supports traceability. Organizations remain responsible for database access controls, backups, retention and any applicable compliance validation.<br />
<br />
==User permissions and recommended roles==<br />
<br />
LabQC Pro provides separate permissions for reading QC information, managing specifications, creating tests, entering results, finalization, reporting and Audit Trail access.<br />
<br />
{| class="wikitable"<br />
!Permission<br />
!Laboratory Analyst (example)<br />
!QC Manager (example)<br />
|-<br />
|Read LabQC Pro quality control data<br />
|Yes<br />
|Yes<br />
|-<br />
|Create or modify QC specifications and analytical parameters<br />
|No<br />
|No<br />
|-<br />
|Create QC tests<br />
|Yes<br />
|No<br />
|-<br />
|Enter or modify analytical results<br />
|Yes<br />
|No<br />
|-<br />
|Finalize and approve QC tests<br />
|No<br />
|Yes<br />
|-<br />
|Generate Certificate of Analysis or OOS reports<br />
|No<br />
|Yes<br />
|-<br />
|View LabQC Pro audit trail<br />
|Yes<br />
|Yes<br />
|}<br />
<br />
These are suggested role settings. Adjust actual Dolibarr permissions to match organizational responsibilities and review group-inherited rights.<br />
<br />
==Optional integrations==<br />
<br />
===BatchSafe Pro===<br />
<br />
When BatchSafe Pro is installed and enabled, QC events can influence the batch/lot quality status, subject to the configured workflow and safeguards.<br />
<br />
{| class="wikitable"<br />
!LabQC event<br />
!Typical BatchSafe outcome<br />
|-<br />
|New QC test opened<br />
|Under inspection<br />
|-<br />
|Finalized PASS<br />
|Released, where no higher-priority hold or restriction prevents release<br />
|-<br />
|Finalized FAIL / OOS<br />
|Rejected<br />
|}<br />
<br />
'''Important:''' an existing manual hold, recall or rejection is not automatically cancelled by a later PASS result. The current lot status may therefore reflect another QC test or a manually imposed restriction.<br />
<br />
===CAPA & Deviation Manager===<br />
<br />
A finalized FAIL / OOS result can initiate a linked deviation. The prefilled deviation can include the QC test reference, product, batch/lot and specification details. After a deviation is created, the QC test provides a link to the existing record.<br />
<br />
Both integrations are optional; LabQC Pro can run independently.<br />
<br />
==Installation and configuration==<br />
<br />
===Requirements===<br />
<br />
*Dolibarr V18–V24 (range declared on the DoliStore listing)<br />
*PHP 7.4 or later (minimum declared on the DoliStore listing)<br />
*Dolibarr Products and Stock modules<br />
*Lot/Serial management for batch-based QC workflows<br />
<br />
''The main functional validation of version 1.1.0 was performed on Dolibarr 24. Earlier supported versions and all hosting combinations were not comprehensively retested during this release.''<br />
<br />
===New installation===<br />
<br />
#Download the LabQC Pro ZIP package from DoliStore.<br />
#In Dolibarr, open the setup area for modules/applications and external module installation.<br />
#Upload the ZIP archive and enable LabQC Pro.<br />
#Configure user permissions.<br />
#Enable and configure product lot/serial management if batch-based QC is required.<br />
#Create or select a product and define its QC specification and analytical parameters.<br />
#Create a QC test, enter results, review PASS / FAIL and finalize using an authorized account.<br />
#Generate the corresponding CoA or OOS PDF report.<br />
<br />
===Updating an existing installation===<br />
<br />
Version 1.1.0 retains module identifier '''207603''' and the established permission identifiers. Its declared database table definitions do not require a dedicated schema migration from the compared 1.0.43 package.<br />
<br />
Before updating, back up the Dolibarr database and the existing module files, then deploy the new files following standard Dolibarr external-module procedures. Verify that existing specifications, tests, results, approvals, audit records and documents remain accessible.<br />
<br />
''A direct end-to-end upgrade from the previously distributed 1.0.43 package to 1.1.0 on a populated installation was not performed as part of the final release checks. Test the upgrade on a backup or staging copy if your organization requires validated change control.''<br />
<br />
==Language support==<br />
<br />
*English<br />
*Romanian<br />
<br />
==Regulatory and quality notice==<br />
<br />
LabQC Pro provides software functionality for laboratory quality-control workflows. It has not been independently certified as compliant with GMP, GLP, GxP, FDA 21 CFR Part 11 or other regulatory standards. Validation, qualification, procedural controls, electronic-signature requirements and regulatory compliance remain the responsibility of the organization implementing the module.<br />
<br />
==Support and license==<br />
<br />
'''Developer:''' PanciucSoft<br />
<br />
'''Support:''' [mailto:support@panciucsoft.com support@panciucsoft.com]<br />
<br />
'''License:''' GNU GPL v3 or later.<br />
<br />
'''Version documented:''' LabQC Pro 1.1.0</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:10_CoA_OOS_PDF_Examples.png&diff=68226File:10 CoA OOS PDF Examples.png2026-10-19T20:34:16Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:09_Audit_Trail.png&diff=68225File:09 Audit Trail.png2026-10-19T20:33:47Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:08_Certificates_OOS.png&diff=68224File:08 Certificates OOS.png2026-10-19T20:33:22Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:07_Analytical_Results.png&diff=68223File:07 Analytical Results.png2026-10-19T20:32:50Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:06_QC_Finalization_CAPA.png&diff=68222File:06 QC Finalization CAPA.png2026-10-19T20:32:27Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:05_QC_Tests.png&diff=68221File:05 QC Tests.png2026-10-19T20:31:50Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:04_Analytical_Parameters.png&diff=68220File:04 Analytical Parameters.png2026-10-19T20:31:11Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:03_Specification_Details.png&diff=68219File:03 Specification Details.png2026-10-19T20:30:30Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:02_QC_Specifications.png&diff=68216File:02 QC Specifications.png2026-10-19T20:29:48Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:01_Dashboard.png&diff=68215File:01 Dashboard.png2026-10-19T20:29:11Z<p>Mikrosha2000: </p>
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== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:00_Cover_LabQC_Pro.png&diff=68214File:00 Cover LabQC Pro.png2026-10-19T20:28:24Z<p>Mikrosha2000: </p>
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== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=SOP_%26_Document_Control_Pro&diff=68150SOP & Document Control Pro2026-10-18T16:53:29Z<p>Mikrosha2000: Updated SOP & Document Control Pro documentation for v1.1.0: workflow, permissions, training, reports, configuration, responsive UI, screenshots and upgrade instructions.</p>
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<div>'''SOP & Document Control Pro''' is a Dolibarr module for controlled SOP and document lifecycle management.<br />
<br />
It provides structured document creation, review, approval, controlled revisions, employee training acknowledgements, notifications, workflow history, QR access to the current effective revision and PDF reporting.<br />
<br />
The module is designed for laboratories, pharmaceutical, cosmetic, food, manufacturing and other quality-controlled organizations that require traceable document management and separation of responsibilities.<br />
<br />
[[File:01_dashboard_overview.png|thumb|center|700px|SOP & Document Control Pro dashboard]]<br />
<br />
== Main features ==<br />
<br />
* Controlled SOP and document lifecycle management<br />
* Automatic document references<br />
* Configurable document reference pattern<br />
* Draft, Review, Approval, Effective and Obsolete document states<br />
* Role-based Author, Reviewer and Approver permissions<br />
* Controlled document revisions<br />
* Revision reason and change summary<br />
* Workflow history and traceability<br />
* Controlled Effective Version management<br />
* QR access to the current Effective revision<br />
* Review due-date monitoring<br />
* Review overdue alerts<br />
* Employee training assignments<br />
* Read & Understood acknowledgement<br />
* Training due dates and completion tracking<br />
* Pending, Overdue, Completed and Superseded training statuses<br />
* Internal notifications<br />
* Optional e-mail notifications<br />
* Master Document List<br />
* Training Status Report<br />
* Individual document PDF export<br />
* PDF report generation<br />
* Dedicated module configuration<br />
* Responsive desktop and mobile interface<br />
<br />
== Document lifecycle ==<br />
<br />
The module implements the following controlled workflow:<br />
<br />
'''Draft → Pending Review → Pending Approval → Approved → Effective → Obsolete'''<br />
<br />
Each stage is protected by dedicated permissions.<br />
<br />
A document can be returned to Draft during Review or Approval when corrections are required.<br />
<br />
Only authorized users can perform workflow actions corresponding to their role.<br />
<br />
[[File:02_documents_list.png|thumb|center|700px|Controlled document list and document statuses]]<br />
<br />
== Controlled Effective Version ==<br />
<br />
When a document becomes Effective, the module creates a controlled Effective revision.<br />
<br />
The Effective revision includes:<br />
<br />
* document reference;<br />
* version;<br />
* effective date;<br />
* next review date;<br />
* controlled revision information;<br />
* QR access to the current Effective document.<br />
<br />
The QR code allows authorized users to access the current controlled revision without relying on obsolete printed copies or outdated document links.<br />
<br />
[[File:03_document_card_effective_qr.png|thumb|center|700px|Controlled Effective Version with QR access]]<br />
<br />
== Workflow history and traceability ==<br />
<br />
Each important document lifecycle action is recorded in the workflow history.<br />
<br />
The history can show:<br />
<br />
* document creation;<br />
* submission for review;<br />
* review approval;<br />
* rejection to Draft;<br />
* approval;<br />
* transition to Effective;<br />
* transition to Obsolete;<br />
* responsible user;<br />
* date and time;<br />
* status transition.<br />
<br />
Historical actor display information can also be preserved when old Dolibarr user accounts have been deleted or recreated.<br />
<br />
[[File:04_workflow_history.png|thumb|center|700px|Document workflow history and status transitions]]<br />
<br />
== Training management ==<br />
<br />
Effective document revisions can be assigned to Dolibarr users for training and acknowledgement.<br />
<br />
Training records include:<br />
<br />
* controlled revision;<br />
* assigned user;<br />
* assignment date;<br />
* due date;<br />
* training status;<br />
* acknowledgement date;<br />
* e-mail delivery status.<br />
<br />
Users can acknowledge training using the '''I HAVE READ AND UNDERSTOOD''' action.<br />
<br />
Training assignments remain linked to the controlled document revision against which they were issued.<br />
<br />
[[File:05_training_management.png|thumb|center|700px|Training assignments and acknowledgement management]]<br />
<br />
=== Training statuses ===<br />
<br />
The module tracks the following training states:<br />
<br />
* '''Pending'''<br />
* '''Overdue'''<br />
* '''Completed'''<br />
* '''Superseded'''<br />
<br />
When a controlled document revision is replaced, historical training records can remain visible for traceability.<br />
<br />
== Notifications ==<br />
<br />
The module provides internal notifications for document and training events.<br />
<br />
Optional e-mail copies can also be enabled through module configuration.<br />
<br />
Notification information includes delivery status so administrators can identify cases where:<br />
<br />
* an e-mail was sent;<br />
* delivery failed;<br />
* no e-mail address was available;<br />
* no e-mail was sent.<br />
<br />
[[File:06_notifications.png|thumb|center|700px|Internal notifications and e-mail delivery status]]<br />
<br />
== Reports ==<br />
<br />
=== Master Document List ===<br />
<br />
The Master Document List provides a centralized overview of controlled documents.<br />
<br />
Typical information includes:<br />
<br />
* document reference;<br />
* title;<br />
* document type;<br />
* current version;<br />
* current status;<br />
* effective date;<br />
* next review date.<br />
<br />
The report can also be exported to PDF.<br />
<br />
[[File:07_master_document_list.png|thumb|center|700px|Master Document List]]<br />
<br />
=== Training Status Report ===<br />
<br />
The Training Status Report provides an overview of current and historical document training assignments.<br />
<br />
The report includes KPI indicators for:<br />
<br />
* Pending;<br />
* Overdue;<br />
* Completed;<br />
* Superseded.<br />
<br />
It also provides detailed assignment information for each user and document revision.<br />
<br />
[[File:08_training_status_report.png|thumb|center|700px|Training Status Report]]<br />
<br />
A PDF version of the Training Status Report is also available.<br />
<br />
[[File:09_training_status_report_pdf.png|thumb|center|700px|Training Status Report PDF]]<br />
<br />
== Role-based permissions ==<br />
<br />
SOP & Document Control Pro provides separate permissions for different responsibilities.<br />
<br />
Available permissions are:<br />
<br />
* '''Read SOP documents'''<br />
* '''Create and modify Draft documents'''<br />
* '''Review documents'''<br />
* '''Approve documents'''<br />
* '''Manage training acknowledgements'''<br />
* '''View reports'''<br />
* '''Administer SOP Document Control Pro'''<br />
<br />
This permission model allows organizations to separate responsibilities between Authors, Reviewers, Approvers, Training Managers, Report users and Module Administrators.<br />
<br />
A user with module administration permission can access the module configuration without requiring global Dolibarr administrator rights.<br />
<br />
== Configuration ==<br />
<br />
The module Configuration page allows authorized administrators to define settings including:<br />
<br />
* document reference pattern;<br />
* default review interval;<br />
* default training due interval;<br />
* review due warning window;<br />
* training due warning window;<br />
* internal notifications;<br />
* e-mail notification copies;<br />
* historical workflow actor display mapping.<br />
<br />
[[File:10_configuration.png|thumb|center|700px|SOP & Document Control Pro configuration]]<br />
<br />
== Responsive interface ==<br />
<br />
The module is designed for use on desktop computers, tablets and mobile devices.<br />
<br />
Document information, controlled revisions, QR access, notifications and workflow information adapt to smaller screens.<br />
<br />
<gallery mode="packed" heights="420"><br />
File:11_mobile_effective_version_qr.jpg|Controlled Effective Version and QR access on mobile<br />
File:12_mobile_notifications.jpg|Notifications on mobile<br />
</gallery><br />
<br />
== Installation ==<br />
<br />
# Download the SOP & Document Control Pro package.<br />
# Back up the Dolibarr database before upgrading an existing installation.<br />
# Install or extract the module into the Dolibarr custom modules directory.<br />
# Open '''Home → Setup → Modules/Applications'''.<br />
# Enable '''SOP & Document Control Pro'''.<br />
# Open the module Configuration page.<br />
# Configure the required module parameters.<br />
# Assign the required permissions to users or user groups.<br />
<br />
== Upgrade from previous versions ==<br />
<br />
=== Upgrade from 1.0.71 ===<br />
<br />
Replace the existing module files with version 1.1.0.<br />
<br />
No module deactivate/reactivate cycle is required when upgrading directly from 1.0.71.<br />
<br />
=== Upgrade from an earlier 1.0.x version ===<br />
<br />
When upgrading from a version earlier than 1.0.71:<br />
<br />
# Back up the Dolibarr database and the existing module directory.<br />
# Replace the module files with version 1.1.0.<br />
# Disable and re-enable the module once so Dolibarr refreshes menus and permission definitions.<br />
# Review user and group permissions.<br />
# Verify the document workflow and Training functions before returning the module to normal production use.<br />
<br />
=== Upgrade from 1.0.36 or earlier ===<br />
<br />
Version 1.0.37 migrated the module to the reserved Dolibarr module ID:<br />
<br />
'''210133'''<br />
<br />
Current permission IDs are:<br />
<br />
* 21013301 – Read SOP documents<br />
* 21013302 – Create and modify Draft documents<br />
* 21013303 – Review documents<br />
* 21013304 – Approve documents<br />
* 21013305 – Manage training acknowledgements<br />
* 21013306 – View reports<br />
* 21013307 – Administer SOP Document Control Pro<br />
<br />
Existing installations from version 1.0.36 or earlier should follow the module-ID migration instructions included in the module package.<br />
<br />
The document, revision, training, notification and audit tables are preserved during the migration.<br />
<br />
== Requirements ==<br />
<br />
* '''Dolibarr:''' 24.x<br />
* '''PHP:''' 7.4 or later<br />
* A configured Dolibarr e-mail service is required only when e-mail notification copies are enabled.<br />
<br />
== What's new in version 1.1.0 ==<br />
<br />
Version 1.1.0 is a major workflow, permissions, interface and reporting update.<br />
<br />
Main improvements include:<br />
<br />
* validation of the complete controlled document workflow;<br />
* validated Author, Reviewer and Approver permission profiles;<br />
* improved role-based menu and action visibility;<br />
* dedicated Configuration access for module administrators;<br />
* improved desktop and mobile layouts;<br />
* improved Workflow History presentation;<br />
* improved Training assignment and acknowledgement workflow;<br />
* improved handling of users without e-mail addresses;<br />
* preservation of historical training identities;<br />
* synchronized Training Status Report KPIs, web results and PDF output;<br />
* improved Master Document List report;<br />
* improved document and training PDF exports;<br />
* improved notification status presentation;<br />
* Controlled Effective Version and QR access improvements.<br />
<br />
== Current version ==<br />
<br />
'''1.1.0'''<br />
<br />
Release date: '''18 October 2026'''<br />
<br />
== Support ==<br />
<br />
For technical support:<br />
<br />
'''E-mail: support@panciucsoft.com'''<br />
<br />
The module is commercially available on DoliStore.<br />
<br />
DoliStore product ID: '''3519'''<br />
<br />
== Compliance note ==<br />
<br />
SOP & Document Control Pro provides workflow controls, permissions, traceability, document revision management and training records that can support a regulated quality-management environment.<br />
<br />
Use of the module does not by itself constitute certification or formal compliance with a specific regulatory framework such as FDA 21 CFR Part 11.<br />
<br />
Organizations remain responsible for system configuration, validation, procedures, user management, infrastructure and applicable regulatory requirements.</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:12_mobile_notifications.jpg&diff=68149File:12 mobile notifications.jpg2026-10-18T16:52:17Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:11_mobile_effective_version_qr.jpg&diff=68148File:11 mobile effective version qr.jpg2026-10-18T16:51:47Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:10_configuration.png&diff=68147File:10 configuration.png2026-10-18T16:51:25Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:09_training_status_report_pdf.png&diff=68146File:09 training status report pdf.png2026-10-18T16:50:57Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:08_training_status_report.png&diff=68145File:08 training status report.png2026-10-18T16:50:12Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:07_master_document_list.png&diff=68144File:07 master document list.png2026-10-18T16:48:58Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:06_notifications.png&diff=68143File:06 notifications.png2026-10-18T16:48:32Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:05_training_management.png&diff=68142File:05 training management.png2026-10-18T16:48:10Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:04_workflow_history.png&diff=68141File:04 workflow history.png2026-10-18T16:46:27Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:03_document_card_effective_qr.png&diff=68140File:03 document card effective qr.png2026-10-18T16:45:53Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:02_documents_list.png&diff=68139File:02 documents list.png2026-10-18T16:45:19Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:01_dashboard_overview.png&diff=68138File:01 dashboard overview.png2026-10-18T16:44:37Z<p>Mikrosha2000: </p>
<hr />
<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=Training_%26_Competency_Manager&diff=68137Training & Competency Manager2026-10-18T16:34:22Z<p>Mikrosha2000: Updated to v1.1.0 with new module ID, UI refresh and new screenshots.</p>
<hr />
<div>'''Training & Competency Manager''' is a professional Dolibarr module designed to manage employee training, competencies, qualification status, requalification, controlled evidence and retraining activities directly inside Dolibarr.<br />
<br />
The module provides a centralized and traceable environment for organizations that need structured employee training and competency records.<br />
<br />
It is especially suitable for pharmaceutical companies, laboratories, manufacturing organizations, Quality Assurance teams and other controlled environments.<br />
<br />
[[File:01-cover.png|center|1000px]]<br />
<br />
== Module information ==<br />
<br />
{| class="wikitable"<br />
! Information<br />
! Value<br />
|-<br />
| '''Module name'''<br />
| Training & Competency Manager<br />
|-<br />
| '''Version'''<br />
| 1.1.0<br />
|-<br />
| '''Module ID'''<br />
| 210136<br />
|-<br />
| '''Publisher'''<br />
| PanciucSoft<br />
|-<br />
| '''License'''<br />
| GPL-3.0-or-later<br />
|-<br />
| '''Dolibarr compatibility'''<br />
| 23.x – 24.x<br />
|-<br />
| '''PHP'''<br />
| 7.4+<br />
|-<br />
| '''Database'''<br />
| MySQL / MariaDB<br />
|-<br />
| '''Languages'''<br />
| English, Romanian<br />
|-<br />
| '''Optional integration'''<br />
| SOP Document Control Pro<br />
|}<br />
<br />
== Main features ==<br />
<br />
Training & Competency Manager provides the following functionality:<br />
<br />
* Employee training record management<br />
* Training workflow: '''Planned → Assigned → Completed'''<br />
* Automatic overdue training detection<br />
* Competency definition and management<br />
* Employee competency assignment<br />
* Required and current competency levels<br />
* Automatic qualification status calculation<br />
* Qualification and requalification dates<br />
* Automatic competency expiry detection<br />
* Competency Matrix<br />
* Supporting evidence documents<br />
* SHA-256 checksum for uploaded evidence<br />
* Immutable Audit Trail<br />
* Training Record PDF reports<br />
* Automatic email reminders<br />
* Reminder history<br />
* Duplicate reminder protection<br />
* Optional SOP retraining integration<br />
* Responsive interface for desktop and mobile devices<br />
<br />
== Dashboard ==<br />
<br />
The dashboard provides a quick overview of the current training and competency status.<br />
<br />
It displays key indicators such as:<br />
<br />
* Total training records<br />
* Completed training<br />
* Overdue training<br />
* Qualified employees<br />
* Training workflow status<br />
* Competency status<br />
<br />
Quick actions provide direct access to the most frequently used module pages.<br />
<br />
[[File:02-dashboard.png|center|1000px]]<br />
<br />
== Training management ==<br />
<br />
Training records can be created and assigned directly from Dolibarr.<br />
<br />
Each training record can include:<br />
<br />
* Training title<br />
* Training type<br />
* Employee<br />
* Training provider<br />
* Due date<br />
* Completion date<br />
* Workflow status<br />
* Notes<br />
* Linked SOP version<br />
* Evidence documents<br />
* Audit history<br />
<br />
The supported workflow is:<br />
<br />
'''Planned → Assigned → Completed'''<br />
<br />
Training records that pass their due date without being completed are automatically displayed as '''Overdue'''.<br />
<br />
[[File:03-trainings.png|center|1000px]]<br />
<br />
== Training record ==<br />
<br />
Each training record provides a consolidated view of the employee training activity.<br />
<br />
The record displays:<br />
<br />
* Training reference<br />
* Training type<br />
* Employee<br />
* Provider<br />
* Due date<br />
* Completion date<br />
* Training status<br />
* Notes<br />
* Linked SOP document<br />
* SOP version<br />
<br />
Available actions can include:<br />
<br />
* Generate Training Record PDF<br />
* Open the linked SOP<br />
* Manage evidence documents<br />
* View Audit Trail<br />
* Modify the training record<br />
<br />
[[File:04-training-record.png|center|1000px]]<br />
<br />
== Competency management ==<br />
<br />
Competencies can be created independently from training records.<br />
<br />
A competency definition can contain:<br />
<br />
* Competency code<br />
* Competency name<br />
* Description<br />
* Active / inactive status<br />
<br />
Competencies can then be assigned to employees and used to evaluate qualification status.<br />
<br />
== Competency levels ==<br />
<br />
For each competency assignment, the module supports a '''Required level''' and a '''Current level'''.<br />
<br />
The module automatically determines whether the employee is qualified.<br />
<br />
If:<br />
<br />
'''Current level ≥ Required level'''<br />
<br />
the competency is displayed as '''Qualified'''.<br />
<br />
Otherwise, it is displayed as '''Not qualified'''.<br />
<br />
The module can also detect expired competency qualifications based on the configured requalification date.<br />
<br />
== Competency Matrix ==<br />
<br />
The Competency Matrix provides a consolidated view of employee competency status.<br />
<br />
It can display:<br />
<br />
* Employee<br />
* Competency<br />
* Required level<br />
* Current level<br />
* Qualification status<br />
* Requalification date<br />
* Linked training record<br />
<br />
This allows managers and Quality teams to quickly identify qualified, unqualified and expired competencies.<br />
<br />
[[File:05-competency-matrix.png|center|1000px]]<br />
<br />
== SOP Retraining ==<br />
<br />
Training & Competency Manager can optionally integrate with '''SOP Document Control Pro'''.<br />
<br />
Training records can be linked to a controlled SOP document and to the exact SOP version on which the employee was trained.<br />
<br />
When a newer SOP revision becomes '''Effective''', the module can identify employees trained on an older SOP version and generate the required retraining records.<br />
<br />
Only an '''Effective''' revision triggers automatic retraining.<br />
<br />
Draft, Review or Approved revisions do not trigger retraining until the new revision becomes Effective.<br />
<br />
The SOP Retraining page shows:<br />
<br />
* SOP reference<br />
* Tracked SOP version<br />
* Effective SOP version<br />
* Latest revision<br />
* Retraining required status<br />
* Number of affected trainings<br />
* Number of affected employees<br />
<br />
It also provides the history of automatically generated retraining records.<br />
<br />
[[File:06-sop-retraining.png|center|1000px]]<br />
<br />
== Automatic retraining traceability ==<br />
<br />
When retraining is generated automatically, the module records the relationship between:<br />
<br />
* Previous SOP version<br />
* New effective SOP version<br />
* Employee<br />
* Original training<br />
* Generated retraining record<br />
* Date and time<br />
* Audit Trail event<br />
<br />
Duplicate retraining for the same employee and SOP revision is automatically prevented.<br />
<br />
== Email reminders ==<br />
<br />
The module includes configurable automatic reminders for training and competency activities.<br />
<br />
Supported reminder types include:<br />
<br />
* Training due soon<br />
* Overdue training<br />
* Requalification due soon<br />
* Expired competency<br />
<br />
Reminder windows can be configured from the module Settings page.<br />
<br />
Automatic delivery is performed through '''Dolibarr Scheduled Jobs'''.<br />
<br />
The reminder system includes duplicate-send protection so the same notification is not repeatedly sent for the same record, state and relevant date.<br />
<br />
The Email Reminders page displays:<br />
<br />
* Pending reminders<br />
* Reminder type<br />
* Employee<br />
* Record reference<br />
* Due date<br />
* Recipient<br />
* Recent reminder history<br />
* Delivery status<br />
<br />
[[File:07-email-reminders.png|center|1000px]]<br />
<br />
== Audit Trail ==<br />
<br />
Training & Competency Manager includes an immutable Audit Trail designed to provide historical traceability of important module actions.<br />
<br />
Audit entries can include:<br />
<br />
* Date and time<br />
* User<br />
* Object type<br />
* Record reference<br />
* Event<br />
* Modified field<br />
* Old value<br />
* New value<br />
<br />
Examples of recorded events include:<br />
<br />
* Record creation<br />
* Record updates<br />
* Training workflow changes<br />
* Competency assessments<br />
* Qualification changes<br />
* Requalification changes<br />
* SOP revision retraining<br />
* Evidence uploads<br />
* Evidence removals<br />
* Email reminder events<br />
<br />
Audit Trail entries can be filtered by object type and event.<br />
<br />
[[File:08-audit-trail.png|center|1000px]]<br />
<br />
== Evidence documents ==<br />
<br />
Supporting evidence can be attached to training and competency records.<br />
<br />
Typical evidence may include:<br />
<br />
* Signed training records<br />
* Assessment sheets<br />
* Controlled documents<br />
* Supporting PDF files<br />
* Images<br />
* Word documents<br />
* Excel files<br />
* CSV or text files<br />
<br />
Supported file types include:<br />
<br />
'''PDF, PNG, JPG, WEBP, DOC, DOCX, XLS, XLSX, CSV and TXT'''<br />
<br />
The default maximum file size is '''10 MB per file'''.<br />
<br />
For each uploaded file, the module can record:<br />
<br />
* Original file name<br />
* Description<br />
* File size<br />
* Uploaded by<br />
* Upload date<br />
* SHA-256 checksum<br />
<br />
The SHA-256 checksum provides an additional mechanism for verifying file integrity.<br />
<br />
[[File:09-evidence-documents.png|center|1000px]]<br />
<br />
== Competency assignment ==<br />
<br />
A competency can be assigned to a specific employee.<br />
<br />
Each assignment can include:<br />
<br />
* Employee<br />
* Competency<br />
* Required level<br />
* Current level<br />
* Qualification status<br />
* Qualification date<br />
* Requalification date<br />
* Linked training<br />
* Notes<br />
* Evidence documents<br />
* Audit history<br />
<br />
Qualification status is calculated automatically according to the required and current competency levels.<br />
<br />
[[File:10-competency-assignment.png|center|1000px]]<br />
<br />
== Training Record PDF ==<br />
<br />
The module can generate a professional '''Training Record PDF''' for individual training records.<br />
<br />
The PDF provides a printable representation of the training information stored in Dolibarr.<br />
<br />
This functionality is intended for training documentation and recordkeeping.<br />
<br />
== Settings ==<br />
<br />
The module Settings page provides an overview of the enabled functionality and allows administrators to configure the reminder system.<br />
<br />
Available settings include:<br />
<br />
* Automatic email reminders<br />
* Training due-soon reminder window<br />
* Requalification reminder window<br />
* Email sender<br />
* Scheduled reminder processing<br />
* Test email recipient<br />
<br />
The Settings page also indicates whether SOP Document Control Pro integration is available.<br />
<br />
== Scheduled Jobs ==<br />
<br />
Automatic email reminder processing uses the standard Dolibarr Scheduled Jobs system.<br />
<br />
The reminder job is designed to run once daily.<br />
<br />
The Dolibarr cron service must therefore be correctly configured on the server.<br />
<br />
The module includes protection against sending the same reminder repeatedly for the same object and reminder condition.<br />
<br />
== Installation ==<br />
<br />
The module is installed using the standard Dolibarr external module procedure.<br />
<br />
=== Installation steps ===<br />
<br />
# Download the module archive.<br />
# Copy or extract the '''trainingcompetency''' directory into the Dolibarr custom modules directory.<br />
# Open Dolibarr.<br />
# Go to '''Home → Setup → Modules/Applications'''.<br />
# Find '''Training & Competency Manager'''.<br />
# Activate the module.<br />
# Configure the module from its Settings page.<br />
# Configure Dolibarr Scheduled Jobs if automatic email reminders will be used.<br />
<br />
Typical custom module location:<br />
<br />
<pre><br />
htdocs/custom/trainingcompetency/<br />
</pre><br />
<br />
or according to the custom module directory configured on the Dolibarr installation.<br />
<br />
== Upgrade to version 1.1.0 ==<br />
<br />
Version 1.1.0 introduces a regularized Dolibarr module ID.<br />
<br />
The module ID is now:<br />
<br />
<pre><br />
210136<br />
</pre><br />
<br />
Permission IDs are:<br />
<br />
<pre><br />
21013601<br />
21013602<br />
21013603<br />
</pre><br />
<br />
When upgrading from version 1.0.0 to 1.1.0, it is recommended to:<br />
<br />
# Replace the previous module files with version 1.1.0.<br />
# Disable the module.<br />
# Reactivate the module once so Dolibarr registers the new module and permission IDs.<br />
# Verify permissions for users who use the module.<br />
<br />
Existing training and competency data are preserved.<br />
<br />
== What's new in version 1.1.0 ==<br />
<br />
Version '''1.1.0''' introduces a major interface refresh and regularizes the Dolibarr module identifiers.<br />
<br />
Main changes include:<br />
<br />
* Module ID changed to '''210136'''<br />
* Permission IDs regularized to '''21013601–21013603'''<br />
* Completely refreshed responsive user interface<br />
* Modernized Dashboard<br />
* Redesigned Trainings list<br />
* Redesigned New Training form<br />
* Modernized Competencies pages<br />
* Improved Competency Matrix<br />
* Redesigned SOP Retraining interface<br />
* Redesigned Email Reminders page<br />
* Improved Audit Trail readability<br />
* Redesigned Settings page<br />
* Modern Training Record interface<br />
* Improved Evidence Documents management<br />
* Redesigned SOP Link interface<br />
* Redesigned Competency Assignment interface<br />
* Clearer status badges<br />
* More consistent action buttons<br />
* Improved desktop spacing<br />
* Improved mobile layouts<br />
<br />
The existing training, competency, SOP retraining, evidence and reminder workflows remain available.<br />
<br />
== Standalone operation ==<br />
<br />
'''SOP Document Control Pro is optional.'''<br />
<br />
Training & Competency Manager can operate as a standalone module for:<br />
<br />
* Training management<br />
* Competency management<br />
* Qualification tracking<br />
* Requalification tracking<br />
* Evidence management<br />
* Audit Trail<br />
* Training Record PDF reports<br />
* Automatic email reminders<br />
<br />
SOP-specific retraining functionality becomes available when SOP Document Control Pro is installed and detected.<br />
<br />
== Recommended use cases ==<br />
<br />
Training & Competency Manager can be useful for:<br />
<br />
* Pharmaceutical companies<br />
* Quality Control laboratories<br />
* Research laboratories<br />
* Manufacturing organizations<br />
* Quality Assurance departments<br />
* Training departments<br />
* ISO environments<br />
* GMP environments<br />
* Organizations that require controlled employee competency records<br />
<br />
== Support ==<br />
<br />
For module support:<br />
<br />
'''PanciucSoft'''<br />
<br />
Email:<br />
<br />
<pre><br />
support@panciucsoft.com<br />
</pre><br />
<br />
Website:<br />
<br />
<pre><br />
https://panciucsoft.com<br />
</pre><br />
<br />
== Version ==<br />
<br />
Current stable version:<br />
<br />
'''1.1.0'''<br />
<br />
Module ID:<br />
<br />
'''210136'''<br />
<br />
Compatible with:<br />
<br />
'''Dolibarr 23.x – 24.x'''<br />
<br />
PHP:<br />
<br />
'''7.4+'''</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:10-competency-assignment.png&diff=68136File:10-competency-assignment.png2026-10-18T16:32:31Z<p>Mikrosha2000: </p>
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== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:09-evidence-documents.png&diff=68135File:09-evidence-documents.png2026-10-18T16:31:47Z<p>Mikrosha2000: </p>
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== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:08-audit-trail.png&diff=68134File:08-audit-trail.png2026-10-18T16:30:15Z<p>Mikrosha2000: Mikrosha2000 uploaded a new version of File:08-audit-trail.png</p>
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<div></div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:07-email-reminders.png&diff=68133File:07-email-reminders.png2026-10-18T16:29:02Z<p>Mikrosha2000: Mikrosha2000 uploaded a new version of File:07-email-reminders.png</p>
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== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:06-sop-retraining.png&diff=68132File:06-sop-retraining.png2026-10-18T16:28:23Z<p>Mikrosha2000: Mikrosha2000 uploaded a new version of File:06-sop-retraining.png</p>
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<div></div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:05-competency-matrix.png&diff=68131File:05-competency-matrix.png2026-10-18T16:27:32Z<p>Mikrosha2000: Mikrosha2000 uploaded a new version of File:05-competency-matrix.png</p>
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== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:04-training-record.png&diff=68130File:04-training-record.png2026-10-18T15:55:12Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:03-trainings.png&diff=68129File:03-trainings.png2026-10-18T15:54:49Z<p>Mikrosha2000: Mikrosha2000 uploaded a new version of File:03-trainings.png</p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:02-dashboard.png&diff=68125File:02-dashboard.png2026-10-18T15:53:29Z<p>Mikrosha2000: Mikrosha2000 uploaded a new version of File:02-dashboard.png</p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:01-cover.png&diff=68124File:01-cover.png2026-10-18T15:52:04Z<p>Mikrosha2000: Mikrosha2000 uploaded a new version of File:01-cover.png</p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=Change_Control_Pro&diff=68116Change Control Pro2026-10-18T09:59:28Z<p>Mikrosha2000: Updated Change Control Pro documentation for version 1.1.3, including the new module ID, redesigned interface, upgrade instructions and updated screenshots.</p>
<hr />
<div><br />
[[File:01_change_control_pro_cover.png|center|900px|Change Control Pro]]<br />
<br />
'''Change Control Pro''' is a professional Change Control module for Dolibarr designed to manage the complete lifecycle of controlled changes.<br />
<br />
The module provides a structured workflow covering change request creation, impact assessment, risk assessment, approval, implementation, effectiveness verification and controlled closure.<br />
<br />
It is particularly suitable for organizations that need structured quality processes, traceability and accountability within Dolibarr.<br />
<br />
==Main Features==<br />
<br />
*Automatic Change Request references in the format '''CHG-YYYY-####'''<br />
*Change Request creation and tracking<br />
*Priority, owner and target date management<br />
*Impact Assessment<br />
*Multiple affected items per Change Request<br />
*Risk Assessment<br />
*Automatic risk score calculation<br />
*Approval and rejection workflow<br />
*Approval history<br />
*Implementation / Action Plan<br />
*Responsible users and due dates<br />
*Implementation progress tracking<br />
*Effectiveness Check<br />
*Controlled closure<br />
*Automatic Audit Trail<br />
*Previous and new values recorded for important modifications<br />
*PDF Change Control report<br />
*Responsive desktop and mobile interface<br />
*English and Romanian translations<br />
<br />
==What's new in version 1.1.3==<br />
<br />
Version 1.1.3 introduces a redesigned and more responsive Change Control interface while preserving the complete workflow and auditability of previous releases.<br />
<br />
[[File:02_dashboard_and_change_register.png|center|900px|Change Control Pro Dashboard]]<br />
<br />
Main improvements:<br />
<br />
*Module ID updated to the reserved PanciucSoft ID '''210135'''<br />
*Redesigned dashboard with KPI cards and workflow overview<br />
*Improved Change Register with responsive filters and status indicators<br />
*Modernized Change Request creation and detail pages<br />
*Improved Impact Assessment and Risk Assessment presentation<br />
*Modernized Approval Workflow and Implementation / Action Plan<br />
*Improved Effectiveness Check presentation<br />
*Redesigned read-only Audit Trail<br />
*Consistent priority, risk and status badges<br />
*Improved desktop and mobile responsiveness<br />
*Complete regression testing of the workflow from Draft to Closed<br />
*PDF Change Control report verified with the complete Audit Trail<br />
<br />
===Upgrade from version 1.0.0===<br />
<br />
Because the module ID was changed to '''210135''', users upgrading from version 1.0.0 should:<br />
<br />
#Deactivate the previous Change Control Pro module.<br />
#Replace the module files with version 1.1.3.<br />
#Reactivate Change Control Pro.<br />
#Review permissions for non-administrator users if necessary.<br />
<br />
Existing Change Control records remain stored in the same database tables.<br />
<br />
==Workflow==<br />
<br />
The standard workflow is:<br />
<br />
'''Draft → Impact Assessment → Risk Assessment → Pending Approval → Approved → Implementation → Effectiveness Check → Closed'''<br />
<br />
Each stage must be completed before the Change Request can proceed to the next stage.<br />
<br />
A closed Change Request becomes read-only.<br />
<br />
==Creating and Tracking Change Requests==<br />
<br />
[[File:03_responsive_change_request.png|center|900px|Responsive Change Request]]<br />
<br />
A new Change Request can be created directly from the Change Control Pro menu.<br />
<br />
Each Change Request includes:<br />
<br />
*Automatic reference<br />
*Title<br />
*Change type<br />
*Priority<br />
*Owner<br />
*Target date<br />
*Description<br />
*Reason for change<br />
*Current status<br />
*Risk level<br />
<br />
The reference is generated automatically using the format:<br />
<br />
'''CHG-YYYY-####'''<br />
<br />
The Change Request list provides search and filtering capabilities and gives users a quick overview of all active and completed changes.<br />
<br />
==Impact Assessment==<br />
<br />
[[File:04_impact_and_risk_assessment.png|center|900px|Impact and Risk Assessment]]<br />
<br />
The Impact Assessment stage identifies the elements that may be affected by the proposed change.<br />
<br />
Supported impact types include:<br />
<br />
*Document / SOP<br />
*Product<br />
*Specification<br />
*Equipment<br />
*Supplier<br />
*Training<br />
*CAPA / Deviation<br />
*Software<br />
*Other<br />
<br />
Each Impact Item can contain:<br />
<br />
*Impact type<br />
*Affected item<br />
*Assessment<br />
*Responsible user<br />
*Due date<br />
*Status<br />
*Comment / justification<br />
<br />
Multiple Impact Items may be added to the same Change Request.<br />
<br />
All required Impact Items must be completed before the workflow can proceed to the Risk Assessment stage.<br />
<br />
==Risk Assessment==<br />
<br />
The Risk Assessment stage evaluates the risk associated with the proposed change.<br />
<br />
The module records:<br />
<br />
*Risk description<br />
*Severity<br />
*Probability<br />
*Detectability<br />
*Risk score<br />
*Risk level<br />
*Mitigation / controls<br />
*Responsible user<br />
*Due date<br />
*Status<br />
<br />
The calculated risk score is based on:<br />
<br />
'''Severity × Probability'''<br />
<br />
Risk levels are classified automatically.<br />
<br />
Typical ranges are:<br />
<br />
*Low: 1–4<br />
*Medium: 5–9<br />
*High: 10–16<br />
*Critical: 17–25<br />
<br />
Detectability is recorded separately and is available as additional risk information.<br />
<br />
The Risk Assessment must be completed before the Change Request can be submitted for approval.<br />
<br />
==Approval Workflow==<br />
<br />
[[File:05_approval_implementation_effectiveness.png|center|900px|Approval Implementation and Effectiveness]]<br />
<br />
After the Risk Assessment has been completed, the Change Request can be submitted for approval.<br />
<br />
The approver can:<br />
<br />
*Approve the change<br />
*Reject the change<br />
*Add an approval comment or justification<br />
<br />
A rejection requires a justification.<br />
<br />
Every decision is recorded in the Approval History with:<br />
<br />
*Decision<br />
*Approver<br />
*Decision date<br />
*Approval comment / justification<br />
<br />
Approved Change Requests move to the Implementation stage.<br />
<br />
==Implementation / Action Plan==<br />
<br />
The Implementation / Action Plan allows users to define and track all activities required to implement the approved change.<br />
<br />
Each implementation action includes:<br />
<br />
*Action / task<br />
*Responsible user<br />
*Due date<br />
*Status<br />
*Completion date<br />
*Evidence / result<br />
*Comment<br />
<br />
The module displays implementation progress automatically, for example:<br />
<br />
'''0 / 1 actions completed – 0%'''<br />
<br />
or:<br />
<br />
'''1 / 1 actions completed – 100%'''<br />
<br />
All implementation actions must be completed before the Effectiveness Check can begin.<br />
<br />
==Effectiveness Check==<br />
<br />
The Effectiveness Check verifies that the implemented change achieved the intended result.<br />
<br />
The following information can be recorded:<br />
<br />
*Effectiveness criteria<br />
*Verification method<br />
*Reviewer<br />
*Planned review date<br />
*Actual review date<br />
*Result<br />
*Evidence / observation<br />
*Comment / conclusion<br />
<br />
A typical result is:<br />
<br />
'''Effective'''<br />
<br />
A Change Request can only be closed after an Effective Effectiveness Check.<br />
<br />
Once closed, the Change Request becomes read-only.<br />
<br />
==Audit Trail==<br />
<br />
[[File:06_audit_trail_desktop_mobile.png|center|900px|Audit Trail]]<br />
<br />
Change Control Pro includes an automatic read-only Audit Trail.<br />
<br />
Important activities are recorded automatically, including:<br />
<br />
*Change Request creation<br />
*Change Request update<br />
*Impact Item creation<br />
*Impact Item update<br />
*Risk Assessment actions<br />
*Approval decisions<br />
*Implementation actions<br />
*Effectiveness Check actions<br />
*Workflow transitions<br />
*Change Request closure<br />
*Deleted records<br />
<br />
Audit entries may contain:<br />
<br />
*Change Request reference<br />
*Event<br />
*User<br />
*Date / time<br />
*Object<br />
*Details<br />
*Previous value<br />
*New value<br />
<br />
For important modifications, the module records both the previous and the new values to improve traceability.<br />
<br />
The Audit Trail is read-only.<br />
<br />
==PDF Report==<br />
<br />
Change Control Pro can generate a complete PDF report for a Change Request.<br />
<br />
[[File:07_complete_pdf_report.png|center|900px|Complete PDF Change Control Report]]<br />
<br />
The PDF report may contain:<br />
<br />
*General information<br />
*Impact Assessment<br />
*Risk Assessment<br />
*Approval History<br />
*Implementation / Action Plan<br />
*Effectiveness Check<br />
*Audit Trail<br />
<br />
The PDF can be used as part of the change documentation or quality records.<br />
<br />
==Permissions==<br />
<br />
Permissions can be assigned through the standard Dolibarr user and group permission system.<br />
<br />
Depending on the assigned permissions, users may be allowed to:<br />
<br />
*Read Change Requests<br />
*Create or modify Change Requests<br />
*Delete Change Requests<br />
*Participate in workflow actions<br />
*Approve or reject Change Requests<br />
*View Audit Trail information<br />
<br />
Administrators receive permissions automatically when the module is activated.<br />
<br />
Permissions for other users or groups must be assigned manually when required.<br />
<br />
==Installation==<br />
<br />
1. Download the Change Control Pro ZIP package.<br />
2. In Dolibarr, open:<br />
<br />
'''Home → Setup → Modules / Applications → Deploy / Install external app/module'''<br />
<br />
3. Upload the ZIP package.<br />
4. Activate '''Change Control Pro'''.<br />
5. Review the module permissions.<br />
6. Grant permissions to the required users or groups.<br />
<br />
No additional external service is required.<br />
<br />
==Configuration==<br />
<br />
After activation, the module is available from the Dolibarr menu.<br />
<br />
Recommended configuration steps:<br />
<br />
#Activate Change Control Pro.<br />
#Review user and group permissions.<br />
#Confirm that the required users can access the module.<br />
#Create a test Change Request.<br />
#Verify the complete workflow before using the module in production.<br />
<br />
==Mobile and Responsive Interface==<br />
<br />
Change Control Pro has been designed for use on both desktop and mobile devices.<br />
<br />
The interface adapts to smaller screens and provides mobile-friendly cards for:<br />
<br />
*Change Requests<br />
*Impact Assessment<br />
*Risk Assessment<br />
*Implementation actions<br />
*Effectiveness Checks<br />
*Audit Trail records<br />
<br />
This allows users to review and manage Change Control activities from mobile devices as well as desktop systems.<br />
<br />
==Compatibility==<br />
<br />
'''Module version:''' 1.1.3<br />
<br />
'''Module ID:''' 210135<br />
<br />
'''Dolibarr compatibility:'''<br />
<br />
*Dolibarr 23.x<br />
*Dolibarr 24.x<br />
<br />
'''PHP:'''<br />
<br />
*PHP 7.4 or later<br />
<br />
==Typical Use Cases==<br />
<br />
Change Control Pro can be used for:<br />
<br />
*SOP revisions<br />
*Quality system changes<br />
*Process changes<br />
*Equipment changes<br />
*Supplier changes<br />
*Software changes<br />
*Training-related changes<br />
*Product or specification changes<br />
*CAPA-related changes<br />
*Laboratory procedure changes<br />
*Other controlled organizational changes<br />
<br />
==Benefits==<br />
<br />
Change Control Pro helps organizations:<br />
<br />
*Standardize Change Control activities<br />
*Assign clear responsibilities<br />
*Improve traceability<br />
*Evaluate risks before implementation<br />
*Record approval decisions<br />
*Track implementation progress<br />
*Verify effectiveness<br />
*Maintain a complete audit history<br />
*Generate structured PDF documentation<br />
*Prevent uncontrolled modification after closure<br />
<br />
==Support==<br />
<br />
For support, questions or feedback:<br />
<br />
'''Email:''' support@panciucsoft.com<br />
<br />
'''Website:''' https://panciucsoft.com/<br />
<br />
==License==<br />
<br />
Change Control Pro is distributed according to the license included in the module package.<br />
<br />
==See Also==<br />
<br />
*[[Complementary_modules|Complementary modules]]<br />
*[https://www.dolistore.com/ DoliStore]<br />
*[https://panciucsoft.com/ PanciucSoft]</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:07_complete_pdf_report.png&diff=68115File:07 complete pdf report.png2026-10-18T09:51:29Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:06_audit_trail_desktop_mobile.png&diff=68114File:06 audit trail desktop mobile.png2026-10-18T09:51:02Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:05_approval_implementation_effectiveness.png&diff=68113File:05 approval implementation effectiveness.png2026-10-18T09:50:38Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:04_impact_and_risk_assessment.png&diff=68112File:04 impact and risk assessment.png2026-10-18T09:50:14Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:03_responsive_change_request.png&diff=68111File:03 responsive change request.png2026-10-18T09:49:50Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:02_dashboard_and_change_register.png&diff=68110File:02 dashboard and change register.png2026-10-18T09:49:17Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:01_change_control_pro_cover.png&diff=68109File:01 change control pro cover.png2026-10-18T09:48:22Z<p>Mikrosha2000: Mikrosha2000 uploaded a new version of File:01 change control pro cover.png</p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=Training_%26_Competency_Manager&diff=67979Training & Competency Manager2026-10-09T12:34:42Z<p>Mikrosha2000: </p>
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<div>[[File:01-cover.png|center|600px|Training & Competency Manager]]<br />
<br />
'''Training & Competency Manager''' is a Dolibarr module designed to manage employee training, competencies, qualification and requalification, SOP-based retraining, supporting evidence, audit trail and automatic email reminders.<br />
<br />
The module provides a centralized and traceable solution for organizations that need to maintain structured employee training and competency records directly inside Dolibarr.<br />
<br />
==Features==<br />
<br />
*Employee training management<br />
*Training workflow: Planned → Assigned → Completed<br />
*Automatic overdue training detection<br />
*Competency definitions and assignments<br />
*Required and current competency levels<br />
*Qualification and requalification tracking<br />
*Automatic competency expiry detection<br />
*Competency Matrix<br />
*Supporting evidence documents<br />
*SHA-256 checksum for uploaded evidence<br />
*Complete Audit Trail<br />
*Training Record PDF<br />
*Automatic email reminders<br />
*SOP revision retraining<br />
*Optional integration with SOP Document Control Pro<br />
*Responsive desktop and mobile interface<br />
*English and Romanian languages<br />
<br />
==Dashboard==<br />
<br />
The dashboard provides a centralized overview of training activities and employee competency status.<br />
<br />
[[File:02-dashboard.png|center|600px|Training Dashboard]]<br />
<br />
It provides quick access to training records, competencies, qualification status, SOP retraining, email reminders and audit information.<br />
<br />
==Training Management==<br />
<br />
Training records can be created and managed directly from Dolibarr.<br />
<br />
[[File:03-trainings.png|center|600px|Trainings]]<br />
<br />
Each training record can contain information such as:<br />
<br />
*Employee<br />
*Training title<br />
*Planned date<br />
*Due date<br />
*Completion date<br />
*Training status<br />
*Related competency<br />
*Related SOP document and revision<br />
*Supporting evidence<br />
*Notes<br />
<br />
The standard workflow is:<br />
<br />
'''Planned → Assigned → Completed'''<br />
<br />
Training records that pass their due date can automatically be identified as overdue.<br />
<br />
==Competency Management==<br />
<br />
Competencies can be defined and maintained directly inside the module.<br />
<br />
[[File:04-competencies.png|center|600px|Competencies]]<br />
<br />
Each competency can be used to define the qualification requirements associated with employees and training activities.<br />
<br />
The module supports qualification, requalification and competency expiry management.<br />
<br />
==Competency Matrix==<br />
<br />
The Competency Matrix provides a consolidated view of employee competency status.<br />
<br />
[[File:05-competency-matrix.png|center|600px|Competency Matrix]]<br />
<br />
It can display:<br />
<br />
*Employee<br />
*Competency<br />
*Required level<br />
*Current level<br />
*Qualification status<br />
*Requalification date<br />
*Linked training record<br />
<br />
This provides a quick overview of qualified, not qualified and expired competencies.<br />
<br />
==SOP Retraining==<br />
<br />
Training & Competency Manager can optionally integrate with '''SOP Document Control Pro'''.<br />
<br />
[[File:06-sop-retraining.png|center|600px|SOP Retraining]]<br />
<br />
Training records can be linked to a specific SOP revision.<br />
<br />
When a newer SOP revision becomes '''Effective''', the module can identify employees trained on the previous revision and automatically generate the required retraining records.<br />
<br />
Draft, Review or Approved revisions do not trigger retraining until the revision becomes Effective.<br />
<br />
The retraining history provides traceability between:<br />
<br />
*Previous SOP version<br />
*New effective SOP version<br />
*Employee<br />
*Generated training record<br />
*Date and time<br />
<br />
Duplicate retraining for the same employee and SOP revision is prevented.<br />
<br />
==Evidence Documents==<br />
<br />
Supporting evidence can be attached to training records.<br />
<br />
Examples include:<br />
<br />
*Signed training records<br />
*Assessment sheets<br />
*Controlled documents<br />
*Other supporting files<br />
<br />
Uploaded evidence includes a '''SHA-256 checksum''' to support document traceability and integrity.<br />
<br />
Evidence upload and removal actions are also recorded in the Audit Trail.<br />
<br />
==Email Reminders==<br />
<br />
The module provides automatic email reminders for upcoming or overdue activities.<br />
<br />
[[File:07-email-reminders.png|center|600px|Email Reminders]]<br />
<br />
Reminders can be used for:<br />
<br />
*Training due soon<br />
*Overdue training<br />
*Requalification due soon<br />
*Expired competencies<br />
<br />
Automatic processing uses Dolibarr Scheduled Jobs.<br />
<br />
The module also maintains reminder history and includes protection against duplicate notifications.<br />
<br />
==Audit Trail==<br />
<br />
Important module actions are recorded in an immutable Audit Trail.<br />
<br />
[[File:08-audit-trail.png|center|600px|Audit Trail]]<br />
<br />
The Audit Trail can include:<br />
<br />
*Date and time<br />
*User<br />
*Object type<br />
*Reference<br />
*Event<br />
*Field<br />
*Old value<br />
*New value<br />
<br />
This provides traceability for training, competency, evidence, SOP retraining and reminder activities.<br />
<br />
==Settings==<br />
<br />
Module functions can be reviewed from the Dolibarr administration interface.<br />
<br />
[[File:09-settings.png|center|600px|Training & Competency Manager Settings]]<br />
<br />
Available module functions include:<br />
<br />
*Training workflow<br />
*Competency Matrix<br />
*Requalification and expiry management<br />
*Audit Trail<br />
*Evidence documents<br />
*Automatic retraining from SOP revisions<br />
*SOP Document Control Pro integration<br />
*Email reminders<br />
*Training Record PDF<br />
<br />
==Scheduled Jobs==<br />
<br />
Automatic email reminders are processed through Dolibarr Scheduled Jobs.<br />
<br />
The Dolibarr cron service must therefore be configured on the server.<br />
<br />
The reminder job is designed to run once daily.<br />
<br />
==Requirements==<br />
<br />
*Dolibarr 23.0 or later<br />
*PHP 7.4 or later<br />
*MySQL / MariaDB<br />
<br />
==Compatibility==<br />
<br />
The module is compatible with:<br />
<br />
*Dolibarr 23.x<br />
*Dolibarr 24.x<br />
<br />
==Languages==<br />
<br />
*English<br />
*Romanian<br />
<br />
==Optional Integration==<br />
<br />
'''SOP Document Control Pro''' integration is optional.<br />
<br />
Training & Competency Manager can operate independently when SOP retraining functionality is not required.<br />
<br />
==Use Cases==<br />
<br />
The module can be useful for:<br />
<br />
*Pharmaceutical companies<br />
*Quality Control laboratories<br />
*Research laboratories<br />
*Manufacturing organizations<br />
*Quality Assurance departments<br />
*GMP environments<br />
*ISO-based organizations<br />
*Organizations requiring controlled employee training and competency records<br />
<br />
==Support==<br />
<br />
For support and additional information:<br />
<br />
'''Email:''' support@panciucsoft.com</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=Training_%26_Competency_Manager&diff=67978Training & Competency Manager2026-10-09T12:34:19Z<p>Mikrosha2000: Created Training & Competency Manager documentation page.</p>
<hr />
<div>=Training & Competency Manager=<br />
<br />
[[File:01-cover.png|center|600px|Training & Competency Manager]]<br />
<br />
'''Training & Competency Manager''' is a Dolibarr module designed to manage employee training, competencies, qualification and requalification, SOP-based retraining, supporting evidence, audit trail and automatic email reminders.<br />
<br />
The module provides a centralized and traceable solution for organizations that need to maintain structured employee training and competency records directly inside Dolibarr.<br />
<br />
==Features==<br />
<br />
*Employee training management<br />
*Training workflow: Planned → Assigned → Completed<br />
*Automatic overdue training detection<br />
*Competency definitions and assignments<br />
*Required and current competency levels<br />
*Qualification and requalification tracking<br />
*Automatic competency expiry detection<br />
*Competency Matrix<br />
*Supporting evidence documents<br />
*SHA-256 checksum for uploaded evidence<br />
*Complete Audit Trail<br />
*Training Record PDF<br />
*Automatic email reminders<br />
*SOP revision retraining<br />
*Optional integration with SOP Document Control Pro<br />
*Responsive desktop and mobile interface<br />
*English and Romanian languages<br />
<br />
==Dashboard==<br />
<br />
The dashboard provides a centralized overview of training activities and employee competency status.<br />
<br />
[[File:02-dashboard.png|center|600px|Training Dashboard]]<br />
<br />
It provides quick access to training records, competencies, qualification status, SOP retraining, email reminders and audit information.<br />
<br />
==Training Management==<br />
<br />
Training records can be created and managed directly from Dolibarr.<br />
<br />
[[File:03-trainings.png|center|600px|Trainings]]<br />
<br />
Each training record can contain information such as:<br />
<br />
*Employee<br />
*Training title<br />
*Planned date<br />
*Due date<br />
*Completion date<br />
*Training status<br />
*Related competency<br />
*Related SOP document and revision<br />
*Supporting evidence<br />
*Notes<br />
<br />
The standard workflow is:<br />
<br />
'''Planned → Assigned → Completed'''<br />
<br />
Training records that pass their due date can automatically be identified as overdue.<br />
<br />
==Competency Management==<br />
<br />
Competencies can be defined and maintained directly inside the module.<br />
<br />
[[File:04-competencies.png|center|600px|Competencies]]<br />
<br />
Each competency can be used to define the qualification requirements associated with employees and training activities.<br />
<br />
The module supports qualification, requalification and competency expiry management.<br />
<br />
==Competency Matrix==<br />
<br />
The Competency Matrix provides a consolidated view of employee competency status.<br />
<br />
[[File:05-competency-matrix.png|center|600px|Competency Matrix]]<br />
<br />
It can display:<br />
<br />
*Employee<br />
*Competency<br />
*Required level<br />
*Current level<br />
*Qualification status<br />
*Requalification date<br />
*Linked training record<br />
<br />
This provides a quick overview of qualified, not qualified and expired competencies.<br />
<br />
==SOP Retraining==<br />
<br />
Training & Competency Manager can optionally integrate with '''SOP Document Control Pro'''.<br />
<br />
[[File:06-sop-retraining.png|center|600px|SOP Retraining]]<br />
<br />
Training records can be linked to a specific SOP revision.<br />
<br />
When a newer SOP revision becomes '''Effective''', the module can identify employees trained on the previous revision and automatically generate the required retraining records.<br />
<br />
Draft, Review or Approved revisions do not trigger retraining until the revision becomes Effective.<br />
<br />
The retraining history provides traceability between:<br />
<br />
*Previous SOP version<br />
*New effective SOP version<br />
*Employee<br />
*Generated training record<br />
*Date and time<br />
<br />
Duplicate retraining for the same employee and SOP revision is prevented.<br />
<br />
==Evidence Documents==<br />
<br />
Supporting evidence can be attached to training records.<br />
<br />
Examples include:<br />
<br />
*Signed training records<br />
*Assessment sheets<br />
*Controlled documents<br />
*Other supporting files<br />
<br />
Uploaded evidence includes a '''SHA-256 checksum''' to support document traceability and integrity.<br />
<br />
Evidence upload and removal actions are also recorded in the Audit Trail.<br />
<br />
==Email Reminders==<br />
<br />
The module provides automatic email reminders for upcoming or overdue activities.<br />
<br />
[[File:07-email-reminders.png|center|600px|Email Reminders]]<br />
<br />
Reminders can be used for:<br />
<br />
*Training due soon<br />
*Overdue training<br />
*Requalification due soon<br />
*Expired competencies<br />
<br />
Automatic processing uses Dolibarr Scheduled Jobs.<br />
<br />
The module also maintains reminder history and includes protection against duplicate notifications.<br />
<br />
==Audit Trail==<br />
<br />
Important module actions are recorded in an immutable Audit Trail.<br />
<br />
[[File:08-audit-trail.png|center|600px|Audit Trail]]<br />
<br />
The Audit Trail can include:<br />
<br />
*Date and time<br />
*User<br />
*Object type<br />
*Reference<br />
*Event<br />
*Field<br />
*Old value<br />
*New value<br />
<br />
This provides traceability for training, competency, evidence, SOP retraining and reminder activities.<br />
<br />
==Settings==<br />
<br />
Module functions can be reviewed from the Dolibarr administration interface.<br />
<br />
[[File:09-settings.png|center|600px|Training & Competency Manager Settings]]<br />
<br />
Available module functions include:<br />
<br />
*Training workflow<br />
*Competency Matrix<br />
*Requalification and expiry management<br />
*Audit Trail<br />
*Evidence documents<br />
*Automatic retraining from SOP revisions<br />
*SOP Document Control Pro integration<br />
*Email reminders<br />
*Training Record PDF<br />
<br />
==Scheduled Jobs==<br />
<br />
Automatic email reminders are processed through Dolibarr Scheduled Jobs.<br />
<br />
The Dolibarr cron service must therefore be configured on the server.<br />
<br />
The reminder job is designed to run once daily.<br />
<br />
==Requirements==<br />
<br />
*Dolibarr 23.0 or later<br />
*PHP 7.4 or later<br />
*MySQL / MariaDB<br />
<br />
==Compatibility==<br />
<br />
The module is compatible with:<br />
<br />
*Dolibarr 23.x<br />
*Dolibarr 24.x<br />
<br />
==Languages==<br />
<br />
*English<br />
*Romanian<br />
<br />
==Optional Integration==<br />
<br />
'''SOP Document Control Pro''' integration is optional.<br />
<br />
Training & Competency Manager can operate independently when SOP retraining functionality is not required.<br />
<br />
==Use Cases==<br />
<br />
The module can be useful for:<br />
<br />
*Pharmaceutical companies<br />
*Quality Control laboratories<br />
*Research laboratories<br />
*Manufacturing organizations<br />
*Quality Assurance departments<br />
*GMP environments<br />
*ISO-based organizations<br />
*Organizations requiring controlled employee training and competency records<br />
<br />
==Support==<br />
<br />
For support and additional information:<br />
<br />
'''Email:''' support@panciucsoft.com</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:09-settings.png&diff=67977File:09-settings.png2026-10-09T12:28:21Z<p>Mikrosha2000: </p>
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<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:08-audit-trail.png&diff=67976File:08-audit-trail.png2026-10-09T12:28:07Z<p>Mikrosha2000: </p>
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<div></div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:07-email-reminders.png&diff=67975File:07-email-reminders.png2026-10-09T12:27:56Z<p>Mikrosha2000: </p>
<hr />
<div><br />
== Licensing ==<br />
{{CC-BY-SA}}</div>Mikrosha2000https://wiki.dolibarr.org/index.php?title=File:06-sop-retraining.png&diff=67974File:06-sop-retraining.png2026-10-09T12:26:49Z<p>Mikrosha2000: </p>
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<div></div>Mikrosha2000