Managers & Supervisors¶
Last Updated: February 2026
Your hub for monitoring team performance, configuring alerts, managing training, and overseeing operations.
Get Started¶
- Getting Started with Odoo — Login and navigation basics
- KPI Manager Guide — Team monitoring, templates, WIP management
- Alert Rules Configuration — Set up automated alerts
Your Daily Apps¶
| App | What You'll Do There | Guide |
|---|---|---|
| SR Operations | Monitor KPIs, WIP levels, alerts | KPI Overview |
| Scott Recycling | Review call queues, escalations, prospect manager queue, pickup scheduling | Call Queues · Prospects · Scheduling Pickups |
| Inventory Processing | Monitor processing volumes | Inventory Guide |
| Shipping | Track outbound shipments | Shipping Guide |
| Email Marketing | Review outreach campaigns | Email Guide |
| Helpdesk | Monitor tickets, team issues, IT requests, and maintenance needs | Helpdesk Guide |
| Attendance | Approve time off requests, review attendance records, handle attendance issues | Attendance Guide |
| Reports | Run sales reports, export KPI data, generate operational summaries | Reports Guide |
| Evaluations | Conduct performance reviews, rate criteria | Evaluations Guide |
| Onboarding | Track team training progress, manage playbooks | Onboarding Guide |
| Position Profiles | View role requirements, linked systems | Job Architecture Guide |
| Social Media | Approve social media posts, review analytics | Social Media Guide |
| Prospect Automation | Monitor automated prospect scraping | Prospect Automation Guide |
| Documents (DMS) | Manage team documents, set directory permissions | Document Management Guide |
| Website | Review website content, store listings, SEO pages | Website Overview · Storefront |
| Recruitment | Post job positions, review applications, schedule interviews | Recruitment Guide |
| Time Off | Approve time off requests, check team balances | Time Off Guide |
| Truck Schedule | Interactive route calendar, TSP optimization, Samsara integration | Truck Schedule Guide |
| Course Management | Create and manage training courses, track attendee results | Course Management Guide |
| Medical Examinations | Schedule and track employee medical exams (DOT physicals) | Medical Exams Guide |
| PPE Management | Track PPE issuance, expiry dates, compliance | PPE Guide |
| Equipment Requests | Approve personal equipment requests from employees | Equipment Requests Guide |
| Skills & Resume | Track employee skills, proficiency levels, generate CVs | Skills & Resume Guide |
| Gamification | Set up goals, badges, and challenges for team motivation | Gamification Guide |
| Dashboards | Business intelligence and analytics | Dashboards Overview |
Daily Routine¶
Morning (8:00 AM):
- Open SR Operations → Operations Dashboard — check Active Alerts (orange badge)
- Review the Inventory/WIP tab for backlog levels
- Check Helpdesk for open tickets — prioritize anything blocking a team member
- Review Attendance — check for unexcused absences, late arrivals, pending time-off requests
- Note any critical situations for standup
Midday (12:00 PM):
- Check Team Performance Today for who's on track vs. behind
- Review Queue B escalations and Prospect Manager Queue
- Review Helpdesk tickets — are open items progressing?
- Reallocate resources if needed
- Run a quick Reports check — are sales and processing volumes on track for the week?
End of Day (4:30 PM):
- Final KPI review
- Acknowledge resolved alerts
- Check schedule fill for upcoming days
- Review any pending time-off requests in Attendance
- Approve or provide feedback on pending social media posts
How Do I...?¶
| Task | Where to Go | Guide |
|---|---|---|
| Monitor team KPIs | SR Operations → Team Performance Today | Manager Guide |
| Check WIP levels | SR Operations → Dashboard → Inventory/WIP tab | Using Dashboard |
| Configure an alert rule | SR Operations → + → Alert Rules | Alert Rules |
| Assign KPI templates | SR Operations → + → KPI Templates | Manager Guide |
| Assign training | SR Operations → + → Training Modules | Manager Guide |
| Create an evaluation | Evaluations → New Evaluation | Evaluations Guide |
| Check team onboarding progress | Onboarding → Team Progress | Onboarding Guide |
| View position profiles | Position Profiles → Browse Roles | Job Architecture Guide |
| Approve a social media post | Social Media → Pending Approval | Social Media Guide |
| Review prospect scraping logs | Prospect Automation → Scraping Logs | Prospect Automation Guide |
| Send a pickup email blast | Email Marketing → Mass Email from Filter | Email Guide |
| Review pickup scheduling | Scott Recycling → Customers & Sales → Customer | Scheduling Guide |
| Review service visit call scripts | Confirmation and verification procedures | Service Visit Calls |
| Review Queue B escalations | Scott Recycling → Customers & Sales → Queue B | Call Queues Guide |
| Review Prospect Manager Queue | Scott Recycling → Customers & Sales → Manager Review | Prospect Guide |
| Export KPI data | SR Operations → Dashboard → Action → Export | Manager Guide |
| Monitor helpdesk tickets | Helpdesk → All Tickets | Helpdesk Guide |
| Approve time off requests | Attendance → Time Off → Approve | Attendance Guide |
| Run a sales report | Reports → Sales Reports | Reports Guide |
Key Metrics to Watch¶
| Metric | Good | Concerning | Action Needed |
|---|---|---|---|
| Team Avg Performance | > 90% | 80-90% | < 80% |
| Active Critical Alerts | 0 | 1-2 | 3+ |
| WIP Days (any area) | < 2 | 2-4 | 5+ |
| Schedule Fill | > 80% | 60-80% | < 60% |
| Training Completion | > 95% | 80-95% | < 80% |
All Manager Resources¶
| Resource | Duration | Topics |
|---|---|---|
| KPI Manager Guide | 45 min | Team monitoring, templates, WIP, SMS |
| Alert Rules Configuration | 30 min | Alert architecture, rule design, troubleshooting |
| Using the Dashboard | 20 min | Navigation, filters, WIP snapshots |
| Email Pickup Response | 20 min | Sending email blasts, monitoring responses |
| Customer Call Queues | -- | A/B/C/D queues, escalations, call logging |
| Scheduling Pickups | -- | Add a Note wizard, pickup scheduling, route details |
| Service Visit Calls | -- | Confirmation and verification call scripts |
| Prospect Queue | -- | Prospect stages, manager review, conversion |
| Helpdesk Guide | -- | Ticket management, team issues, maintenance requests |
| Attendance Guide | -- | Time off approval, attendance tracking |
| Reports Guide | -- | Sales reports, KPI exports, operational summaries |
Training Courses¶
| Course | What You'll Learn |
|---|---|
| Manager Operations Training | Team oversight, KPI management, alert configuration, operational decision-making |
| Evaluations Guide | Conducting performance reviews, rating criteria, evaluation workflows |
| Onboarding Guide | Managing playbooks, tracking team training progress |
| Employee Handbook | Safety rules, PPE requirements, timekeeping, company policies |
Questions? Ask the operations manager or general manager.