1. Overview

ISO Certification Management transforms Dolibarr ERP/CRM into a complete Quality Management System (QMS) and Integrated Management System (IMS/SMI) platform. It allows any company, public administration, industry, association or consulting firm to steer its entire quality, safety and environmental system and its ISO certifications directly from Dolibarr — without any additional software.

The module covers the full quality lifecycle: standards and certifications, process mapping, controlled documentation, internal and external audits, non-conformities, corrective and preventive actions (CAPA), risk and opportunity management, quality objectives and KPIs, customer satisfaction and complaints, supplier evaluation, competencies and training, measuring equipment and calibration, management reviews and continuous improvement (PDCA). Every record is natively linked to standard Dolibarr objects.

It is designed to be flexible enough to fit any ISO standard or custom regulatory framework, and is built entirely on the standard Dolibarr development architecture to guarantee compatibility with future ERP versions.

2. Supported ISO Standards

The module ships with a standards catalogue covering the main ISO reference frameworks, and can be extended to any additional standard or internal framework:

·       ISO 9001 — Quality Management

·       ISO 14001 — Environmental Management

·       ISO 45001 — Occupational Health & Safety

·       ISO 22000 — Food Safety

·       ISO 27001 — Information Security

·       ISO 50001 — Energy Management

·       ISO 13485 — Medical Devices

·       ISO 17025 — Testing & Calibration Laboratories

·       ISO 22301 — Business Continuity

·       ISO 31000 — Risk Management

·       ISO 26000 — Social Responsibility

·       Integrated Management System (IMS/SMI) and any custom or regulatory standard

3. Native Dolibarr Integration

The module reuses existing Dolibarr features instead of recreating them, and builds bidirectional links to native objects so all quality data is connected to your operational data:

·       Third parties & contacts — certified entities, audited sites, suppliers, complainants and survey respondents.

·       Users — quality managers, process owners, auditors, action owners and evaluators.

·       Projects & tasks — improvement projects and audit programmes.

·       Products & services — scope of certification and controlled items.

·       Sales & purchasing — quotes, customer and supplier orders, invoices (audit/certification services billed natively).

·       Documents / ECM (GED) — controlled documentation with versioning through the native document management system.

·       Agenda — consolidated calendar of audits, action deadlines, reviews and equipment calibrations.

·       Categories, REST API, notifications, workflow, multi-company / multi-entity and e-mail.

All ISO data therefore remains coherent with the native Dolibarr object graph and benefits from its permissions, multi-entity isolation and API.

 

4. Functional Modules (22 business objects)

The solution is organised into 22 fully-featured business objects, grouped by domain. Each object provides elegant multi-criteria list views (with per-column search and a column show/hide selector), rich detail cards with cross-linked records, and status workflows.

4.1 Certifications & Standards

4.2 Documentation System

4.3 Audits & Compliance

4.4 Risks, Objectives & Improvement

4.5 Customers, Suppliers & Resources

 

5. Premium QMS Dashboard

An entirely bespoke, professional QMS dashboard — inspired by dedicated quality-management software — replaces the standard Dolibarr home page. It uses a distinctive ISO graphic charter (ISO blue, petrol, conformity green, vigilance orange) with interactive KPI cards, modern widgets, discreet animations and a responsive layout.

Six KPI zones give an immediate 360° view of the management system:

·       Certifications & compliance — active certifications, certifications to renew, managed standards, conformity rate, mapped processes, controlled and expired documents.

·       Audits & non-conformities — audits planned and completed, open and closed non-conformities.

·       Action plan (CAPA) — open actions, overdue actions, corrective and preventive actions, plus a board preview.

·       Risks & objectives — critical risks, opportunities and objectives achieved.

·       Satisfaction & complaints — average satisfaction, open complaints and evaluated suppliers.

·       Skills & equipment — trainings completed, equipment to calibrate and expiring competencies.

Dynamic charts (rendered with the native DolGraph engine) complete the dashboard:

·       Evolution of audits over time and evolution of non-conformities over time.

·       Non-conformities by severity (pie) and certifications by standard (pie).

·       CAPA board preview by workflow stage.

6. CAPA Action Board (Kanban)

An interactive corrective/preventive action board lets quality teams manage the CAPA workflow visually. Actions are organised in five columns — To plan, In progress, Effectiveness check, Closed and Cancelled — and can be moved by drag-and-drop, instantly updating status. Overdue actions are highlighted, and each card links back to its full detail sheet.

7. Reporting & Exports

A comprehensive reporting hub provides 13 ready-to-use reports, each with summary KPIs and a data table:

·       Certifications & deadlines, Audits & results, Non-conformities, CAPA action plan.

·       Processes & maturity, Risk map, Quality objectives, KPI indicators.

·       Document breakdown, Customer satisfaction, Supplier evaluation, Trainings, Equipment & calibration.

Every report can be printed and exported to PDF, Excel and CSV.

 

8. Configuration & Demonstration Data

A dedicated administration page centralises configuration: default currency, audit reminder delay and certification-expiry alert threshold. It also offers two one-click buttons:

·       Generate demonstration data — instantly creates a realistic, fully coherent dataset (standards, certifications, processes, procedures, documents, audits, findings, non-conformities, CAPA actions, risks, objectives, indicators, complaints, surveys, supplier evaluations, competencies, trainings, equipment, reviews and improvements — plus native third parties and invoices) so dashboards, KPIs, charts and reports are immediately meaningful for demonstrations, screenshots and evaluation.

·       Remove demonstration data — safely deletes only the records generated by the module.

The demonstration dataset is also generated automatically on first activation.

9. Permissions & Security

Access is controlled through 12 granular permission groups (certifications, processes, documents, audits, non-conformities & CAPA, risks, objectives, customers, suppliers, HR, equipment and reviews) plus reporting and administration rights, with read/write granted by default so the module is usable immediately after activation. The module follows Dolibarr security best practices: SQL injection protection, CSRF protection, XSS escaping, per-object permission checks and multi-entity isolation.

10. Multilingual

The entire interface is available in five languages, all following Dolibarr translation standards:

·       French (FR)

·       English (EN)

·       Spanish (ES)

·       Italian (IT)

·       German (DE)

11. Technical Architecture & Code Quality

The module strictly respects the Dolibarr development standards to ensure forward compatibility:

·       Dolibarr MVC architecture with CommonObject-based business classes.

·       PHP 8+ compatible, MariaDB / MySQL, with a self-healing schema mechanism on upgrade.

·       Hooks, triggers and REST API ready; module CSS/JS injected through module_parts.

·       Clean, documented and maintainable code; module-unique table prefix (llx_iso_cert_) and language keys.

·       Easily extensible to integrate new ISO standards or regulatory frameworks.

12. Installation & Requirements

Installation is straightforward:

1.     Copy the isocertificationmanagement folder into htdocs/custom/.

2.     Log in as an administrator and open Home → Setup → Modules/Applications.

3.     Enable ISO Certification Management — tables, menus and permissions are created automatically and a demonstration dataset is generated on first activation.

4.     Assign permissions per user or group, then start using the module from the top menu (shield icon).

13. Deliverables

·       The complete, installable Dolibarr module.

·       SQL install / upgrade / uninstall scripts.

·       Business classes, permissions and object registry.

·       Language files (FR, EN, IT, DE, ES).

·       PDF exports for reports (audits, non-conformities, action plans, management reviews).

·       Interactive dashboards, reporting and exports (PDF / Excel / CSV).

·       Demonstration dataset generator and secure purge.

·       Technical documentation, installation guide and user guide.

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