Odoo Planning Applications
Odoo Planning is a scheduling and rostering solution suitable for use in most industries including health and social care, manufacturing and so forth. Whether you are looking to manage your employees’ schedule or forecast your projects, Odoo Planning is the app which includes field services.
Features
- Forecast and plan your daily tasks
- Create shifts to manage your tasks
- Advanced Gantt Chart, list or calendar view
- Reporting and Data Analytics- tasks analysis, Pivot table & graphs
- Automated timesheets and secure clock in and out with mobile
- Delegate, plan and organise rota to members of your team.
- Self-service access for employees to plan available shifts
- Integrated with field services for location planning (GPS) and routing
- Time off and working time integration
- Integrate with google calendar and outlook
Benefits
- Employees can claim shifts and arrange swaps
- Easily Manage multiple records.
- Secure static terminals and GPS-restricted mobile clocking
- Employees access their schedules through their personal portal.
- Employees can also take open shifts or unassign themselves
- Create shifts on a calendar, Gantt chart or list view
- Display your shifts in Gantt and Calendar views
- Copy all the shifts from the previous week and reorganise
- Warning if multiple shifts are scheduled at the same time
- Create reports, based on the measures, filters and time
Pricing
£125.00 a user a month
Service documents
Request an accessible format
Framework
G-Cloud 13
Service ID
5 6 8 8 0 8 6 9 9 3 6 2 2 8 3
Contact
Synergistic Resources Ltd
Patrick Matambanadzo
Telephone: 01908867551
Email: info@synergisticresources.co.uk
Service scope
- Software add-on or extension
- No
- Cloud deployment model
-
- Public cloud
- Private cloud
- Community cloud
- Hybrid cloud
- Service constraints
- No known constraints
- System requirements
- Odoo complies with the latest EU and Public Contracts Regulations.
User support
- Email or online ticketing support
- Yes, at extra cost
- Support response times
-
This depends on SLAs and the agreed requirements with our customers.
Our standard response time is within 2 hours for 'critical' issues, within 5
hours for 'high priority' issues, and within 1 business day for all other
issues. Response times are the same at weekends. - User can manage status and priority of support tickets
- Yes
- Online ticketing support accessibility
- WCAG 2.1 A
- Phone support
- Yes
- Phone support availability
- 24 hours, 7 days a week
- Web chat support
- Web chat
- Web chat support availability
- 24 hours, 7 days a week
- Web chat support accessibility standard
- None or don’t know
- How the web chat support is accessible
-
Web chat is available via an app called live chat. This is a standard feature
which is designed to meet customers requirements as part of the ERP
suite. - Web chat accessibility testing
-
We haven't tested the live chat app as partners but we expect the
software supplier Odoo to have done tests on it. - Onsite support
- Yes, at extra cost
- Support levels
-
P1: Critical - Response Time: 1hr P2: Major - Response Time: 5hr P3:
Important - Response Time: 1 business day P4: Minor - Response Time:
Varies on request - Support available to third parties
- Yes
Onboarding and offboarding
- Getting started
- Odoo makes available comprehensive documentation, video tutorials, webinars, training and troubleshooting materials as part of the User documentation. As a partner we provide additional tutorials and training for the user to hit the ground running.
- Service documentation
- Yes
- Documentation formats
-
- HTML
- ODF
- End-of-contract data extraction
- Users can export their data using csv or excel format. A database export can also be generated.
- End-of-contract process
-
No more than 4 months after expiration or termination of Customer’s
use of an Online Service, Odoo will disable the account and delete
Customer Data from the account (see
https://www.odoo.com/privacy#part_11).
Using the service
- Web browser interface
- Yes
- Supported browsers
-
- Internet Explorer 11
- Microsoft Edge
- Firefox
- Chrome
- Safari
- Application to install
- No
- Designed for use on mobile devices
- Yes
- Differences between the mobile and desktop service
- Same functionalities on Android and IoS as on desktop and Interface on Android and iOS, anyone that is using a Odoo Apps will have the same experience on a mobile device as on a web browser on the computer.
- Service interface
- Yes
- User support accessibility
- None or don’t know
- Description of service interface
- The API provides a development experience that can be used across a wide variety of programming languages, platforms, and devices. It is customised for each Client.
- Accessibility standards
- None or don’t know
- Description of accessibility
- The API Server is a lightweight software application that allows users to create and expose data APIs for Odoo ERP, without the need for custom development. Through simple point-and-click configuration, user can create and configure remote access to Odoo from popular OData clients.
- Accessibility testing
- We haven't done any testing but we expect the software supplier Odoo to have done so.
- API
- Yes
- What users can and can't do using the API
- You connect external tools with the Odoo API using a few lines of code and access all functions i.e. you can access every object and every public method (CRUD = create, read, update and delete). All what you can see with your Odoo web client you can see through the script. So you can reproduce every functionality in the web client through the API. Record rules and access control lists are respected so you can access what you are allowed to access only. Access is through libraries (standard or external), create dedicated user, use secure protocol. There are no limitations.
- API documentation
- Yes
- API documentation formats
-
- HTML
- Other
- API sandbox or test environment
- Yes
- Customisation available
- Yes
- Description of customisation
- As an open-source based solution, customisations are available and github access is provided. Customisation is through odoo coding, and user interface. Odoo customisation requires appropriate access rights.
Scaling
- Independence of resources
- Systems are designed according to the client's requirements at the beginning of the service. We will work with the client to monitor performance, which will be reported at an agreed frequency. Future scope changes can be assessed and a performance analysis will determine the scaling required of the solutions.
Analytics
- Service usage metrics
- Yes
- Metrics types
- The client can setup any metrics they need for any application.
- Reporting types
- Reports on request
Resellers
- Supplier type
- Reseller providing extra support
- Organisation whose services are being resold
- Odoo S.A. (www.odoo.com)
Staff security
- Staff security clearance
- Other security clearance
- Government security clearance
- Up to Security Clearance (SC)
Asset protection
- Knowledge of data storage and processing locations
- Yes
- Data storage and processing locations
-
- United Kingdom
- European Economic Area (EEA)
- User control over data storage and processing locations
- Yes
- Datacentre security standards
- Complies with a recognised standard (for example CSA CCM version 3.0)
- Penetration testing frequency
- At least every 6 months
- Penetration testing approach
- ‘IT Health Check’ performed by a Tigerscheme qualified provider or a CREST-approved service provider
- Protecting data at rest
- Encryption of all physical media
- Data sanitisation process
- Yes
- Data sanitisation type
- Deleted data can’t be directly accessed
- Equipment disposal approach
- A third-party destruction service
Data importing and exporting
- Data export approach
- There is an export wizard for all selected fields of an Odoo application into csv or excel. This applies for every record in the system, they can be exported in this way.
- Data export formats
-
- CSV
- Other
- Other data export formats
- Excel (.xslx)
- Data import formats
-
- CSV
- Other
- Other data import formats
- Excel (.xlsx)
Data-in-transit protection
- Data protection between buyer and supplier networks
-
- Private network or public sector network
- TLS (version 1.2 or above)
- IPsec or TLS VPN gateway
- Other
- Other protection between networks
- We will implement the most appropriate and secure access from the buyers network e.g. VPNconnectivity over a private circuit.
- Data protection within supplier network
-
- TLS (version 1.2 or above)
- IPsec or TLS VPN gateway
Availability and resilience
- Guaranteed availability
- https://www.odoo.com/cloud-sla.
- Approach to resilience
- https://www.odoo.com/cloud-sla.
- Outage reporting
- Automatic notification via the service status portal, Email, Alerts or Mobile Application.
Identity and authentication
- User authentication needed
- Yes
- User authentication
-
- Public key authentication (including by TLS client certificate)
- Identity federation with existing provider (for example Google Apps)
- Limited access network (for example PSN)
- Dedicated link (for example VPN)
- Access restrictions in management interfaces and support channels
- Odoo uses a managed list of authorised users, see password security and staff access at https://www.odoo.com/security#part_17.
- Access restriction testing frequency
- At least once a year
- Management access authentication
-
- Public key authentication (including by TLS client certificate)
- Identity federation with existing provider (for example Google Apps)
- Limited access network (for example PSN)
- Dedicated link (for example VPN)
- Username or password
Audit information for users
- Access to user activity audit information
- Users have access to real-time audit information
- How long user audit data is stored for
- User-defined
- Access to supplier activity audit information
- Users have access to real-time audit information
- How long supplier audit data is stored for
- User-defined
- How long system logs are stored for
- User-defined
Standards and certifications
- ISO/IEC 27001 certification
- No
- ISO 28000:2007 certification
- No
- CSA STAR certification
- No
- PCI certification
- No
- Cyber essentials
- No
- Cyber essentials plus
- No
- Other security certifications
- No
Security governance
- Named board-level person responsible for service security
- Yes
- Security governance certified
- No
- Security governance approach
-
I would run the processes Management System - Nonconformity module
within Odoo https://apps.odoo.com/apps/modules/12.0/mgmtsystem_nonconformity/. - Information security policies and processes
-
Reporting comprises of automated notifications to our dedicated security
team for any incident which suffers an outage, or require administrative
access or an update. Reporting structure is from Staff Member through
Team Lead to Account Manager. All incidents and breaches in security will
be immediately reported to the client and resolution agreed. We ensure
that policies are followed through regular external audits, as well as
frequent internal reviews.
Operational security
- Configuration and change management standard
- Supplier-defined controls
- Configuration and change management approach
-
The operational change control procedure considers the following
actions: • The identification and documentation of the planned change. •
An assessment process of possible change impact. • Change testing in an
approved non-production environment. • Change communication plan. •
Change management approval process. - Vulnerability management type
- Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
- Vulnerability management approach
-
We comply to the Odoo policies on vulnerability management as
documented on https://www.odoo.com/fr_FR/security-report. As a result
we have a dedicated team to implement this. - Protective monitoring type
- Conforms to a recognised standard, for example CSA CCM v3.0 or SSAE-16 / ISAE 3402
- Protective monitoring approach
-
We try to detect compromises and vulnerabilities as early as possible
using intrusion detection tools. We then assess the severity together with
the client and agree on an appropriate course of action. - Incident management type
- Conforms to a recognised standard, for example, CSA CCM v3.0 or ISO/IEC 27035:2011 or SSAE-16 / ISAE 3402
- Incident management approach
-
Incidents are reported as per Odoo policies on incident reporting as
documented on https://www.odoo.com/fr_FR/security-report.
Secure development
- Approach to secure software development best practice
- Conforms to a recognised standard, but self-assessed
Public sector networks
- Connection to public sector networks
- Yes
- Connected networks
- Public Services Network (PSN)
Social Value
- Tackling economic inequality
-
Tackling economic inequality
Synergistic Resources Ltd will actively recruit locally and ensure that we match the demographics of our workforce to meet the needs, expectations and wishes of the contract. Our recruitment strategy will consider how we support the local employment economy to reflect the diversity of our external clients and internal staff profiles. As part of this contract, we will be supporting training opportunities through skills development and delivery of the apprenticeship commitment in Procurement Policy Note 14/15– Supporting Apprenticeships and Skills Through Public Procurement. - Equal opportunity
-
Equal opportunity
At Synergistic Resources Ltd we value diversity and accept each person for who they are in our provision of a non-discriminatory service. We will employ staff from different ethnic and cultural backgrounds. We have an Equality and Diversity Policy which we will use together with the Recruitment Policy in sourcing for suitable employees for this Contract. Equal opportunities will be considered in staff recruitment. Staff will be recruited regardless of their protected characteristics such as race, gender, religious beliefs, disability, or sexual orientation. We act sensitively towards the diverse needs of individuals and communities and take positive action where appropriate.
Pricing
- Price
- £125.00 a user a month
- Discount for educational organisations
- No
- Free trial available
- Yes
- Description of free trial
-
All the standard apps are available
on the trial version. - Link to free trial
- https://www.odoo.com/trial