NHS TRUST OPERATIONS

NHS Trust Management on Odoo 19
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16 integrated modules covering trust structure, governance, risk, estates and workforce — board-level visibility built around ODS codes, the CQC Well-Led domain and the annual ERIC return, with no patient data anywhere in the model.

Trust Structure · 5 modules

Core trust record, operations, reports, UK regions and ODS sync.

Governance & Risk · 3 modules

Board governance, corporate risk register, incident management.

Estates & Assets · 4 modules

Site register, statutory compliance, medical devices, ERIC returns.

Workforce & Training · 2 modules

Funded-post establishment and mandatory training compliance.

TRUST STRUCTURE · 5 MODULES

One trust record, every extension in sync

The core trust record, its operations and compliance data, board-ready reports, UK-wide regional coverage and a live sync back to the NHS Digital ODS portal.

NHS Trust Management

Core foundation for the NHS Trust Management System in Odoo 19.

NHS Trust Management — Operations & Compliance

Sites, departments, CQC compliance, financials and workforce for NHS Trusts.

NHS Trust Management — Reports & Documents

Trust profile PDF, Excel directory export and document attachments.

NHS Trust Management — UK Regions Extension

Extends trust management to cover Wales and Northern Ireland.

NHS Trust Management — ODS Sync

Syncs trust records directly from the NHS Digital ODS portal.

NHS Trusts kanban board with real trust names across Draft, Active, Special Measures and Merging stages, spanning NHS England and NHS Scotland records
GOVERNANCE & RISK · 3 MODULES

Board Assurance, wired to the risk register

Committee papers and actions, the corporate risk register and every incident, all pointed at the sites, departments and inspections they actually concern.

NHS Governance Management

Board and committee management — terms of reference, meeting cycles, agendas, papers, minutes, actions, declarations of interest and the Board Assurance Framework, linked to the risk register.

NHS Incident & Risk Management

Incident, investigation, compliance and corporate risk management for NHS back-office operations.

NHS Incident Trust Bridge

Links incidents and risk straight to sites, departments and CQC inspections.

Trust Board Meeting record with a Populate Agenda From Cycle Of Business action, next to the Governance module's Committees, Meetings, Declarations and Assurance (BAF) menus
ESTATES & ASSETS · 4 MODULES

Every site, certificate and device on one register

Buildings and condition data, statutory compliance scheduling, medical device safety alerts, and the annual ERIC return generated from all of it automatically.

NHS Estate Register

Master register of the physical estate — sites, buildings, floors and spaces, with tenure and Six Facet condition survey data.

NHS Estates Compliance

Statutory compliance scheduling — water, fire, electrical, ventilation, asbestos, LOLER and medical gas, with HTM references and accountable persons.

NHS Medical Devices and Equipment Management

Device and equipment register with PPM/calibration scheduling, lifecycle planning and MHRA/CAS safety-alert handling.

NHS ERIC Returns

Generates the mandatory annual Estates Returns Information Collection automatically from the estate register and compliance data.

Estates Compliance dashboard showing overall compliance rate, active requirements, overdue and failed items, plus compliance-by-discipline and compliance-by-site charts
WORKFORCE & TRAINING · 2 MODULES

Establishment and compliance, side by side

Funded-post workforce planning by Agenda for Change band, alongside CSTF-aligned mandatory training compliance tracked to expiry.

NHS Establishment Register

The funded-post register — funded vs in-post vs vacant FTE by team, Agenda for Change band and cost centre.

NHS Mandatory Training Register

CSTF-aligned statutory training compliance, role-based requirements, expiry tracking and professional registration.

Funded establishment post for a Staff Nurse role, Band 5, marked Fully Vacant, showing funded, in-post and vacant FTE and a change-request history
COMPLIANCE & COMPLAINTS · 2 MODULES

DSPT and complaints, always audit-ready

The annual Data Security and Protection Toolkit self-assessment, and every complaint or PALS concern tracked through to resolution.

NHS DSPT Compliance

The annual Data Security and Protection Toolkit self-assessment — assertions, evidence, gaps, improvement plans and submission.

NHS Complaints & PALS Management

Complaints and PALS concerns logged, tracked and reported through to resolution.

DSPT 2025/26 edition record listing all 10 Data Security and Protection Toolkit standards, with assertion and evidence-item counts against each
CQCODSDSPTERICCSTFBAFHTM · LOLERMHRA/CAS
BOARD-LEVEL VISIBILITY

Operational metrics, without patient data

Governance, risk, estates and training data roll up into board-ready trust metrics — visible at trust level with no access to any underlying patient record. What a live trust command view surfaces:

92%
Training Compliance
4
Open CQC Actions
6
Active BAF Risks
128
Estates Backlog Items
Standards Met
DSPT Status
NHS Estates Board Assurance Report PDF showing overall compliance rate, performance by discipline and by site, and key compliance risks and overdue items
An estates compliance certificate lapsing or a risk breaching its tolerance escalates straight to the Board Assurance Framework — not just a standalone log entry.
WHY THIS PLATFORM

Built to be owned, not rented

Open source, no lock-in

Own the source. Adjust the risk scoring model, estates compliance schedules or training requirements directly, without a vendor change request.

One data backbone

Governance, risk, estates and workforce share the same trust record, instead of a spreadsheet per committee and per return.

Roll out at your pace

Adopt by domain — start with governance and risk, then bring in estates compliance or training later, without re-platforming.

FAQ

NHS Trust Management, answered.

What is actually installed in this demo?
All 16 odoo_nhs_* modules shown above, on Odoo 19 — trust structure, governance, risk, estates, workforce and compliance are all live in the same database.
Does this include clinical or patient data?
No. This is a back-office trust management suite — governance, risk, estates, workforce and compliance — with no patient administration system, EPR or clinical record involved.
Is the ODS sync a real integration?
Yes — the ODS Sync module pulls trust reference data directly from the NHS Digital ODS portal, rather than requiring it to be typed in by hand.
Can I adopt just estates compliance, or just governance, without the rest?
The suite is modular by domain — a real deployment can start with just one area, such as estates or governance and risk, and add the others later.
Can I deploy my own instance based on this?
Yes. Once you have explored the demo, you can deploy your own managed Odoo instance preconfigured the same way in under 60 seconds.
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