SME Record's Responsibles

For organizations where managerial oversight is key to workload tracking and performance analysis, it is essential to quickly identify who is supervising assigned staff across Helpdesk Tickets and eLearning Courses.

This feature extends Odoo’s standard functionality by displaying and enabling filters for the manager of the responsible user—allowing managers to track work or courses assigned under their direct reports, without extra customization or cross-referencing HR data.

Key Features & Benefits:

Assignee's Manager on Helpdesk Tickets

• Adds a new "Assignee’s Manager" field (assignees_manager_id) to the Helpdesk Ticket form and tree views
• Pulls the employee manager of the ticket’s assigned user
• Adds to the search view as a filter and group-by option
• Widget: many2one_avatar_user for visual user experience

Responsible Manager on eLearning Courses

• Adds a new "Responsible’s Manager" field (responsible_manager_id) on the Course form and tree views
• Linked to the user_id's manager
• Enables filtering and grouping courses by manager in the search view
• Provides quick overview of managerial ownership over training content

Enhanced Search and Reporting

• Users can group tickets or courses by manager
• Enables quick managerial reporting on workloads, assignments, and responsibility zones
• Supports use cases like:
  • “Show me all helpdesk tickets under Manager X”
  • “List all courses managed by the reports of Manager Y”

Seamless Integration

• Built using related fields with store=True for performance
• Inherits standard views using clean XML overrides — no disruption to core Odoo logic
• Fully compatible with Odoo’s Helpdesk and eLearning (Slides) modules

Example Use Case:

A support team lead wants to audit all active helpdesk tickets managed by their team. Instead of filtering manually by users, they now use the “Assignee’s Manager” filter and group the view to instantly see ticket distribution by manager.

Similarly, a training director reviewing course content responsibilities can quickly group eLearning courses by the manager of the content owners, ensuring proper accountability.

Summary:

The Assignee & Responsible Manager Visibility enhancement provides a manager-level reporting layer across Helpdesk and eLearning workflows in Odoo. It enables smarter filtering, clearer accountability, and faster access to HR-aligned reporting — without additional customization or data digging.