Discover powerful Dolibarr extensions designed to automate your business processes
1. Module Identity
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Trade name |
Doli Audit |
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Technical name |
doliaudit |
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Publisher / Copyright |
Doli Resources |
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Website |
www.doliresources.com |
|
Version |
2.4 |
|
License |
GPL v3+ |
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Compatibility |
Dolibarr v16, v17, v18, v19, v20, v21, v22 and later versions V23+ |
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LANGUAGES |
French, English, Spanish, Arabic |
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Facility |
ZIP module installable in htdocs/custom/ |
2. Module Objective
Doli Audit is a professional platform for managing the entire lifecycle of an audit engagement, from annual planning to decision-making reporting. The module covers engagement preparation, risk analysis, process mapping, questionnaire and program development, conducting field audits, evidence collection, managing findings, non-conformities, observations and recommendations, developing and monitoring action plans, generating reports, document management, and decision-making reporting—all within a secure, market-ready, multi-entity environment.
3. Audit areas covered
· Internal audit — governance, internal control, organization
· Financial audit — accounting, treasury, invoicing, collections, fixed assets
· HR Audit — recruitment, training, payroll, evaluation, attendance
· Purchasing audit — consultation, orders, receiving, suppliers
· Commercial audit — CRM, sales, contracts, clients
· IT audit — security, infrastructure, backups, user access
· Cybersecurity audit — access control, data protection, cyber risks
· Quality audit (ISO 9001) — processes, procedures, records
· Environmental audit (ISO 14001) — waste, consumption
· OHS Audit (ISO 45001) — Occupational Health and Safety
· Project audit — planning, budget, resources, deliverables
· Supplier audit — qualification, evaluation, compliance
4. Main Features
Executive Dashboard
Homepage offering a consolidated, real-time view: Audit KPIs (total, planned, ongoing, closed, overdue), Risk KPIs (identified, critical, high, moderate, low), Non-conformities KPIs (open, critical, major, minor, closed), Recommendations & Actions KPIs (implementation rate, progress), Management KPIs (overall compliance score, internal control, process maturity). Four decision-making charts (audits by area and year, risk and non-conformity breakdown).
Annual Audit Plan
Annual audit planning: year, area, department, manager, planned and actual dates, priority, status. Assignment of auditors, definition of priorities and validation by management.
Audit missions (central cockpit)
Complete record: reference, title, domain, audited entity (third party), department, lead auditor, team, dates, objectives, scope, status (Planned, In progress, Suspended, Closed). The record acts as a cockpit, grouping all related elements with live counters and pre-filled chained creation.
Auditing universe
Reference list of auditable entities: directorates, departments, processes, activities, sites, subsidiaries — each element being qualified as auditable or not.
Process mapping
Management of processes and sub-processes, type (steering, execution, support), responsible parties, activities, associated risks and controls, level of maturity.
Risk mapping
Reference, title, category, probability, impact, responsible party, mitigation plan. Criticality is calculated automatically (Criticality = Probability × Impact) and classified as Low / Medium / High / Critical.
Audit questionnaires
Multi-type questionnaire generator (Yes/No, rating scale, free-text comment, supporting document) with a template library (ISO 9001, ISO 14001, ISO 45001, financial, HR, IT). Rating and scoring per question.
Audit programs
Standardized programs: objectives, scope, criteria, references, auditors, planning.
Observations
Reference, audit, process, description, severity (Observation, Sensitive Point, Minor NC, Major NC, Critical NC), evidence, auditor. Chained generation of nonconformities and recommendations.
Non-conformities
Description, cause, impact, responsible party, deadline, status (Open, In process, Closed), severity (minor, major, critical).
Recommendations
Recommendation linked to a finding, priority (Critical, High, Medium, Low), responsible party, deadline, status (Issued, Applied, Closed).
Action plans & action monitoring
Action, responsible party, dates, budget, progress rate, status (Not started, In progress, Completed, Late, Abandoned). Automatic alerts, reminders and tracking table.
Document management (DMS)
Specialized audit document management system: reports, procedures, policies, manuals, records, evidence, photos, screenshots, with version control.
Audit meetings
Opening, progress and closing meetings: date, location, participants, minutes.
Audit reports
Structured generation of audit reports (introduction, objectives, scope, methodology, findings, non-conformities, recommendations, action plan, conclusion) with audit opinion.
Decision-making reporting
Reporting center (management, compliance, risks, recommendations, non-conformities, action plans) with CSV and Excel exports.
Automatic alerts (cron task)
Automatic alert generation: overdue audits, critical non-conformities, overdue corrective actions, critical risks, unvalidated reports.
5. Technical Architecture
· 16 CommonObject business objects driven by $fields arrays; generic list and card engine.
· Tables llx_audit_* including all: entity, date_creation, tms, fk_user_creat, fk_user_modif, status (multi-entity).
· Lists in native Dolibarr style: filter by column, search, sort, column display selector.
· Integration of native Dolibarr objects (Third Parties, Users, Projects) with automatic links.
· Standalone dashboard (DolGraph charts) and reporting; alert engine connected via scheduled task.
· Configurable dictionaries (audit areas, risk categories, severity of findings).
6. Security & Rights
Granular access rights per business domain (Read, Create/Modify, Delete, Validate/Close) plus administrative permissions. Read and write rights are granted by default upon activation for immediate use. All data is isolated by entity (multi-company support).
7. Demonstration Data
The module automatically generates, upon first activation only (and on demo platforms), a realistic and consistent dataset (missions, plans, risks, findings, non-conformities, recommendations, action plans, etc.) along with related third parties, so that dashboards, KPIs, graphs, and lists are immediately meaningful. The Settings page offers two buttons: "Generate" and "Delete" the demo data.
Copyright
This module and all its components (source code, design, documentation) are the exclusive property of Doli Resources (www.doliresources.com). © 2026 Doli Resources. Distributed under the GPL v3+ license.
