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OpenG2P Program: Assessment

Module name

g2p_program_assessment

Module title

OpenG2P Program: assessment

Technology base

Odoo

Functionality

  • The OpenG2P Program: Assessment module extends the functionality of the OpenG2P platform by introducing features related to program assessments and entitlements. This module enhances the management of program memberships and assessments, allowing for a more comprehensive evaluation of participants within G2P programs.

Key Features

Program Memberships

  1. Membership Assessment Wizard: The module introduces a wizard for assessing program memberships. This wizard facilitates the evaluation of participants' progress and status within the program.
  2. Enhanced Views: Views for program memberships are extended to accommodate additional assessment-related information, providing a holistic view of participants' engagement and progress.

Entitlement Management

  1. Entitlement Creation Wizard: A wizard is available for creating entitlements, streamlining the process of defining the benefits and privileges associated with program participation.
  2. Entitlement Amount Validation: The module includes JavaScript and back-end validation mechanisms to ensure accurate and valid amounts for entitlements, preventing discrepancies in benefit calculations.
  3. Entitlement Assessment Templates: Assessment templates are provided to structure and document the evaluation criteria used for determining entitlement amounts.

Program Assessments

  1. Assessment Logging: The module logs assessments associated with program memberships and entitlements. Assessments capture key information, including assessment date, author, and remarks.
  2. Assessment Copying: The ability to copy assessments from previous entitlements, streamlining the assessment process and maintaining historical records.
  3. Assessment Templates: Assessment templates are utilised to standardise the assessment process and ensure consistency across program participants.

Notifications and Logging

  1. Notification System: The module includes a notification system to inform users about assessment results, membership status changes, and other relevant updates.
  2. Logging Mechanisms: Extensive logging ensures that any changes, rejections, or failures in the assessment and entitlement processes are recorded for auditing and debugging purposes.

Design notes

Relationships with other entities

None

Dependencies

Module Dependencies

  • g2p_program
  • mail

User interface

Configuration

Source code

https://github.com/OpenG2P/openg2p-program/tree/15.0-develop/g2p_program_assessment

Installation

  • Ensure that the required dependencies (g2p_programs and mail) are installed and configured.
  • Install the "OpenG2P Program: Assessment" module using the Odoo Apps interface.
  • Once installed, configure the module settings and access the new features via the Odoo interface.