Service Checklist / Inspe
Build inspection/checklist forms, complete them in the field, export PDF reports
Paper inspection checklists get lost, filled in illegibly and skip mandatory questions, leaving teams without defensible records when an auditor or customer asks. Re-keying forms and chasing corrective actions wastes hours and exposes the business to compliance risk. This app lets field-service, facilities, maintenance and quality teams design reusable typed templates and run scored inspections on any device. Weighted scoring, critical-failure logic, mandatory-question enforcement and a QWeb PDF certificate replace the paper entirely, with corrective actions tracked as follow-up activities.
Key Features
Reusable inspection templates
Build gb.inspection.template records from ordered gb.inspection.section and gb.inspection.question rows, categorised as Health & Safety, Equipment, Site Audit, Service or Quality. Each question carries a typed answer (yes/no, pass/fail, rating 1-5, number, text or multiple choice), a weight and expected/pass value.
Mandatory and critical question rules
Flag questions as mandatory or critical per question. action_submit blocks submission while any mandatory answer is unanswered, and a single failed critical answer forces the whole inspection result to fail regardless of the weighted score.
Guided inspection workflow
gb.inspection runs through draft, progress, submitted and approved/rejected states with mail.thread tracking. action_start builds the answer rows from the template, and answers can be captured on any device with comments, a photo binary and a signature.
Weighted automatic scoring
_compute_score sums the weight of passed answers over answered weight to produce a stored score percentage, plus failed_count and a critical_failed flag. The result field returns pass or fail by comparing the score against the template pass_threshold (default 80%).
Type-aware pass evaluation
Each answer's _evaluate method judges pass/fail by type: rating compares against a threshold, number checks min_number/max_number bounds, choice matches the expected value and yes/no honours the expected polarity. is_answered and is_pass are stored for fast reporting.
Corrective actions and follow-ups
Record a corrective_action against any failed answer. action_copy_corrective_to_activity schedules a mail todo activity for every failed item that has a corrective action, so remediation is tracked rather than forgotten.
PDF certificate and re-runs
action_print_report renders a QWeb PDF certificate of inspection for the customer or compliance file. action_duplicate_as_new spins up a fresh draft from the same template and partner, and get_summary returns a compact result dict for dashboards.
Template QA and analysis view
validate_design warns about empty sections, missing questions or no critical questions before a template goes live. A gb.inspection.analysis SQL view exposes scores, results and failed counts for pivot and graph reporting across inspections.
Use Cases
Screenshots
Inspections
Inspection Analysis
Templates
Why Choose This Module
Design reusable inspection templates — H&S walkrounds, equipment checks, site audits, service visits — from typed questions, then run them as inspections that field staff complete on any device. Each inspection scores itself, flags failed and critical items, and produces a clean PDF report for the customer or compliance file. No more lost forms, illegible notes or missed mandatory questions.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: English
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
Update date: 2026-07-02