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SECURITY GUARD MANAGEMENT - Dolibarr

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1. Overview

Security Guard Management is a complete Dolibarr module that turns Dolibarr into a full operational-management system for a private or public security company....

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1. Overview

Security Guard Management is a complete Dolibarr module that turns Dolibarr into a full operational-management system for a private or public security company. It centralizes every aspect of a security operation — security agents and teams, protected client sites, surveillance contracts, missions and shifts, planned and emergency interventions, security patrols with checkpoint rounds, incidents, access control, security equipment, attendance and timesheets — around a real-time security control-room dashboard, an incident map and an advanced reporting hub.

The module is built natively on top of Dolibarr and does NOT duplicate existing Dolibarr functionality. It reuses and enriches the native modules: Third Parties (customers, secured sites, suppliers), Products & Services (security equipment), Projects, Contracts, Agenda, Users/HR, Quotes/Orders/Invoices, Stock, Document Management (ECM/GED), Bank/Accounting, the REST API and Notifications.

Key characteristics

·       Module identity: technical name securitycompany, database table prefix llx_security_company_.

·       Compatibility: Dolibarr 16 to 23+, PHP 7.1 to 8.x.

·       Languages: French, English, Italian, German and Spanish.

·       Scope: 17 business objects, 10 permission groups, a cron automation engine, and a first-activation demonstration dataset generator.

·       Design: a "security control room" identity — deep night, electric blue, alert red, metal grey and validation green.

 

2. Native Dolibarr integration

Every feature is wired into the standard Dolibarr data model so the security business layer stays consistent with the rest of the ERP:

Native module

How the module uses it

Third Parties (Societe)

Customers, secured client sites and equipment suppliers.

Products & Services

Security equipment and billable service items (guarding hour, alarm response...).

Quotes / Orders / Invoices

Native billing of surveillance contracts and interventions.

Projects

Optional project linkage on missions and interventions.

Users & HR

Security agents can be linked to Dolibarr users; supervisors validate interventions.

Agenda

Planning of missions, shifts and patrol rounds.

Stock

Tracking of the security-equipment fleet.

Document Management (ECM)

Storage of reports, evidence and contract documents.

Bank / Accounting

Downstream of native invoicing.

REST API & Notifications

All objects are standard CommonObject records, exposed to the API; alerts feed notifications.

 

3. Business objects (17)

The module manages seventeen fully-featured business objects. Each provides a filterable list with a column selector, a detail card with a contextual KPI cockpit and linked-record panels, plus create, edit and delete actions gated by permissions.

Object

Role

Security agent

Agent file: staff number, role, team, qualifications, CNAPS professional card & expiry, availability, hourly rate.

Team / brigade

Static, mobile, intervention, event or control-room teams with a leader, shift and zone.

Protected site

Client site with security level, sensitive points, GPS, access information.

Surveillance contract

Guarding / patrol / remote / event / protection / reception contract with service level and monthly amount.

Mission (central hub)

Assignment/shift with a Kanban workflow (planned, in progress, done, closed, cancelled).

Intervention

Planned or emergency action with response time, on-site report and customer signature.

Intervention line

Labor / equipment / travel lines that value an intervention.

Patrol round

Interior / exterior / perimeter / mixed round with checkpoint completion tracking.

Checkpoint

QR/NFC scan point of a round, with planned vs scan time and status.

Incident

Intrusion, theft, fire, assault, vandalism, technical, medical, suspicious with severity & damage.

Access badge

RFID badge/ID with holder type, allowed zones, validity and status.

Access event

Entry/exit log entry with zone, direction, timestamp and grant/deny result.

Security equipment

Uniform, radio, camera, vehicle, protection, detector, K9 assigned to an agent.

Timesheet

Attendance: planned/worked/overtime hours, present/late/absent/leave, check-in/out.

Alert

Operational alert with type and severity.

Activity log (day book)

Main courante: calls, reports, rounds, incidents, access, notes.

Automation rule

IF/THEN rule executed by the automation engine.

 

4. Functional features in detail

4.1 Security agent management

·       Complete agent files: staff number (matricule), role (security agent, patrol officer, monitoring operator, supervisor, site chief, K9 handler), qualifications (CQP APS, SSIAP, A3P...) and certifications.

·       Tracking of the CNAPS professional card number and its expiry date, with automatic alerting before expiry.

·       Availability status (available, on mission, rest, on leave, unavailable), sector/zone and hourly rate.

·       Assignment to a team/brigade and optional link to a Dolibarr user account.

·       History of missions, rounds and incidents surfaced on the agent card KPI cockpit.

4.2 Teams, sites and clients

·       Teams/brigades: static guarding, mobile, intervention, event or control-room, each with a leader, shift (day, night, 24/7, weekend), zone and headcount.

·       Protected sites (offices, industrial, warehouse, retail, residential, event, construction, public building) tied to the native customer, with required security level (low, standard, high, critical), sensitive points, GPS coordinates and access instructions.

·       Clients are standard Dolibarr third parties — no duplication.

4.3 Surveillance contracts & billing

·       Contract types: guarding, patrols, remote monitoring, event security, close protection, reception/screening.

·       Service levels (Bronze, Silver, Gold, Premium), number of assigned agents, hours per week, hourly rate and computed monthly amount, renewal type and salesperson.

·       Native billing: quotes, orders and invoices are created directly on the customer from the invoicing hub.

4.4 Mission planning & shifts

·       Missions are the central hub: guarding, patrol, intervention, event, escort or remote monitoring.

·       Assignment of an agent and a team, shift management (day, night, 24/7, weekend), planned vs actual times.

·       A drag-and-drop Kanban board organizes missions by workflow status (planned, in progress, done, closed) — dragging a card updates the status instantly.

·       A weekly planning grid distributes missions across the seven days, with an unplanned backlog.

4.5 Interventions, on-site reports & signature

·       Planned or emergency interventions (alarm response / lift of doubt, assistance, patrol).

·       Response-time tracking (call, arrival, end), actions taken, outcome and supervisor validation.

·       On-site signature capture on a touch/mouse canvas; saving the signature validates the intervention and moves it to the "Done" status.

·       Interventions are valued through labor / equipment / travel lines for billing.

4.6 Patrol rounds & checkpoints (QR/NFC)

·       Interior, exterior, perimeter or mixed rounds along a named route, assigned to an agent and team.

·       Each round declares its checkpoints; the number of validated checkpoints, duration and anomalies are tracked.

·       Checkpoints are scanned by QR/NFC (badge code) with a timestamped passage history and per-point status (pending, OK, missed, incident).

·       Missed checkpoints raise automatic alerts.

4.7 Incident management

·       Full typology: intrusion, theft, fire, assault, vandalism, technical, medical, suspicious activity, other.

·       Severity (low, medium, high, critical), detection channel, location, description and actions taken.

·       Damage estimate, police-report flag, evidence/photos and a processing status (open, investigating, resolved, closed).

·       Open critical/high incidents feed the control-room dashboard and the automatic alert engine in real time.

4.8 Access control (badges & entry/exit log)

·       Badge/ID management: code, holder type (employee, visitor, contractor, VIP, agent), allowed zones, validity window and status (active, suspended, lost/stolen, expired).

·       Entry/exit event log: badge, site, zone, direction (in/out), timestamp and result (granted/denied) with the reason for denials and the recording agent.

·       Badges nearing expiry are flagged automatically.

4.9 Security equipment fleet

·       Equipment categories: uniforms, radios, cameras, vehicles, protective gear, detectors, K9, other.

·       Brand, model, serial number, optional link to a native product, purchase date and warranty.

·       Assignment to an agent and site, with a status (available, assigned, in maintenance, retired).

4.10 Attendance & timesheets

·       Agent time tracking per shift: planned hours, worked hours and overtime.

·       Attendance status (present, late, absent, on leave) with check-in and check-out times.

·       Aggregated into the "hours & attendance" report and the dashboard worked-hours KPI.

 

5. Security control-room dashboard

A brand-new real-time dashboard (not the standard Dolibarr home) presented as a security control room, with a dark theme and electric-blue / alert-red accents. It is organized into four zones:

Zone 1 — Alerts & priorities (10 live tiles)

·       Active agents, agents on mission, sites under guard, open incidents, critical alerts, today’s missions, ongoing missions, overdue missions, rounds today, access events today. Each tile links to the filtered list.

Zone 2 — Performance & coverage (KPIs)

·       Average response time, missions done this month, coverage rate, patrol hours, checkpoint-scan rate.

Zone 3 — Graphical analysis (4 charts)

·       Incidents per month, incidents by type, missions by status, incidents by site.

Zone 4 — Resources & contracts (KPIs)

·       Active contracts, sites, tracked equipment, worked hours this month, monthly revenue.

An in-page tab bar gives one-click access to every module screen from any page.

 

6. Incident cartography

An incident map plots guarded sites and their incidents on a GPS-scaled control-room canvas, with no external map dependency. Sites with open incidents appear in red with the number of open incidents; a click opens the site file, and a companion table recaps incidents per site and security level.

 

7. Advanced reporting

A dedicated reporting hub provides fourteen ready-made reports, each with KPI cards and CSV, Excel and PDF exports plus direct printing:

Report

Content

Incidents by period

Monthly incident volume and resolved count.

Incidents by type

Breakdown across the nine incident types.

Incidents by severity

Low / medium / high / critical distribution.

Incidents by site

Ranking of sites by incident count.

Missions by status

Workflow distribution of missions.

Interventions & response time

Monthly interventions with average response time.

Patrol rounds & checkpoints

Rounds per month and checkpoint-scan rate.

Agent activity

Missions, rounds and incidents per agent.

Hours & attendance

Worked hours, overtime and absences per agent.

Access log

Granted vs denied access per site.

Contract portfolio

Contracts and monthly amount by type.

Equipment fleet

Equipment count by category.

Revenue

Monthly intervention revenue.

Activity by customer

Missions and incidents per client.

 

8. Automation & alert engine

A cron-driven automation engine runs daily (and on demand) and regenerates the operational alert centre from the current state of the operation. It raises alerts for:

·       open critical / high incidents;

·       overdue missions (planned end passed, not done);

·       patrol rounds with missed checkpoints;

·       surveillance contracts to renew within 30 days;

·       agent professional cards expiring within 30 days;

·       access badges expiring within 30 days.

Configurable IF/THEN automation rules (create alert, send notification, send email...) are shipped and can be extended by the administrator.

 

9. Configuration & demonstration data

·       An administration page sets default currency, default weekly hours and default hourly rate.

·       Two one-click buttons generate or purge a realistic first-activation demonstration dataset covering every object (agents, sites, contracts, missions, interventions, rounds & checkpoints, incidents, badges, access events, equipment, timesheets, alerts, day-book entries and automation rules).

·       The demo generator also creates and cleanly removes native Dolibarr customers, suppliers, products and — when those modules are enabled — quotes and invoices, all tagged for safe purging.

 

10. Security, architecture & permissions

The module follows the standard Dolibarr architecture (core/modules, class, sql, admin, lib, css, js, img, langs, core/triggers) and applies strict security:

·       Granular Dolibarr permissions on every page and action.

·       CSRF token protection and systematic XSS escaping of output.

·       Parameterized / escaped SQL and filtered request parameters.

·       Multi-company (multi-entity) support on every object.

·       Action logging and an integrated activity day book.

Permission groups (10)

Group

Scope

Rights

agents

Agents & teams

read / write / delete

sites

Sites, badges & access control

read / write / delete

missions

Missions, interventions & timesheets

read / write / delete

rounds

Patrol rounds & checkpoints

read / write / delete

incidents

Incidents

read / write / delete

contracts

Surveillance contracts

read / write / delete

equipment

Security equipment

read / write / delete

automation

Alerts, day book & automations

read / write / delete

reporting

Reporting

read

admin

Module administration

administer

 

11. Packaging & delivery

·       Module: Delivered as module_security_company-1.0.zip, ready to install from the Dolibarr module manager or by unzipping into htdocs/custom/.

·       Documentation: Illustrated French training manual, French installation & technical guide, and this English feature description.

·       Publisher: DoliResources — www.doliresources.com — © 2026 DoliResources, all rights reserved, GNU GPL v3+.