Approval Reminder & Escalation Bot logo

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Approval Reminder & Escalation Bot main screenshot
Odoo Module Productivity / Automation

Approval Reminder & Escalation Bot

Eliminate approval bottlenecks across Purchase Orders, Expenses, and Time Off With automated, working-calendar-aware reminders, tiered escalations, and dedicated manager dashboards.

Feature overview

Automated approval monitoring that honors working calendars, notifies managers, escalates overdue items, and gives teams clear visibility.

Smart Working-Day Reminders

  • Calendar-aware pending duration calculated via company resource calendar
  • Configurable reminder thresholds per approval type (Purchase, Expense, Leave)
  • Automatic daily scheduled cron job to evaluate pending records
  • Next-activity reminder scheduling assigned directly to responsible approvers
  • Automated daily email digest summaries sent to approvers
  • Interactive Snooze Wizard to temporarily pause reminders for 1–14 days

Multi-Tiered Escalation

  • Configurable second threshold to escalate unresponsive approval requests
  • Tiered fallback hierarchy: configured backup, employee manager, fallback admin
  • Never-drop guarantee ensuring all requests reach active administrators
  • High-priority escalation activities created automatically for the backup approver
  • Daily action guard ensuring approvers receive at most one reminder per day
  • Full audit trail logging every reminder, snooze, and escalation With timestamps

Interactive Dashboard & Tracking

  • OWL Pending Approvals Dashboard kjfdhkfh real-time KPI stat cards
  • Unified pending list across Purchase Orders, Expenses, and Time Off
  • Color-coded status badges indicating pending, reminded, or escalated states
  • Dedicated "My Reminders" personal view With Overdue, Today, and Future filters
  • Escalation Audit Log view With approval type and date range filter chips
  • Inline editable settings list view for seamless multi-type rule configuration

What's included

Working-calendar business-day pending calculation engine

Configurable reminder threshold days per approval type

Configurable escalation threshold days With backup approver routing

Comprehensive coverage for Purchase Orders, Expenses, and Time Off

Automated scheduled daily evaluation cron job

Multi-tier backup approver fallback hierarchy (never drops requests)

Approver snooze wizard allowing 1 to 14 days delay

Interactive OWL Pending Approvals KPI Dashboard

Comprehensive Escalation Audit Log With date and type filters

Dedicated "My Reminders" personal activity tracking view

Automated daily email digest notifications via mail.mail

Non-intrusive form view snooze action buttons

Dependencies

base mail resource purchase hr_expense hr_holidays

Screenshots

Pending Approvals Dashboard - Real-Time KPI Stat Cards & Request Tracking
Pending Approvals Dashboard showing summary KPI stat cards and interactive list of pending requests With status badges
Approval Rules Configuration - Business-Day Thresholds & Backup Approver Settings
Approval rules settings table configuring reminder days, escalation thresholds, and backup approvers
Escalation Audit Log - Search, Filters, and Automated Activity History
Escalation audit log tracking automated bot actions, approver escalations, and status badges
Initial Configuration Setup - Clean Threshold and Approver Administration
Initial configuration setup view for defining reminder and escalation policies

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