[ADD] survey: add documentation (#717)
- improved: create.rst - added: scoring.rst + time_random.rst
@ -5,4 +5,6 @@ Overview
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.. toctree::
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:titlesonly:
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overview/create
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overview/create
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overview/scoring
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overview/time_random
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@ -1,6 +1,6 @@
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================
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Create a Survey
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================
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========================
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Get Started with Surveys
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========================
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Surveys can be used for a range of purposes that can go from collecting customer feedback, evaluate
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the success of an event, measure how pleased customers are with your products/services, gauge
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@ -10,33 +10,79 @@ your market is thinking.
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Get started
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===========
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Choose the type of answer you would like your question to have, and under *Options* find the
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feature *Mandatory Answer*.
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When creating your survey, choose a *Title* and *Category*. The *Category* field is used to know in
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which context the survey is being conducted, as different applications might use it for different
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purposes such as recruitment, certification, or employee appraisal.
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.. image:: media/sur1.png
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.. image:: media/new_survey.png
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:align: center
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:alt: Create surveys with Odoo Survey application
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:alt: Form view of a survey with a title and category being chosen in Odoo Surveys
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| Write a *Description* to be displayed on the homepage of the survey, and under *Options*, find
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features such as *Time Limit* and *Scoring*.
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| *Test* to go through the survey before sharing it, avoiding errors.
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| Once done, click on *Start Survey* to be able to *Share* it with your recipients (respondents).
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Tab: Questions
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--------------
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Getting responses and analysing results
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=======================================
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| Add sections and questions by clicking on the respective links.
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| On the *Sections and Questions* form, once the question type is chosen and the answer added,
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under the tab *Options*, enable *Mandatory Answer*, and set an *Error message* to be shown
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when the user tries to submit the survey without answering the respective question.
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| Depending on the *Question Type*, the tab *Options* aggregates extra and different
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possibilities. Examples:
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| As your recipients respond to it, the answers can be seen under the status button *Answers*, or
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under :menuselection:`Survey --> Participations --> Participations`.
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| If checking the answers under *Participations*, more details such as the number of attempts and
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skipped answers a respondent took are shown.
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- *Single Line Text Box* - can choose a minimum and maximum text length (number of characters -
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spaces do not count), and its error message.
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- *Multiple choice: multiple answers allowed*: choose between radio buttons or a dropdown menu
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list, and if you would like to have a comment field. If the user select an answer and type a
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comment, the values are separately recorded. Or, enable the comment field to be
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displayed as an answer choice, with which a text type field is displayed.
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- *Matrix Type*: choose if you would like to have one or multiple choices per row.
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.. image:: media/sur2.png
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.. image:: media/sections_questions.png
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:align: center
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:alt: Create surveys with Odoo Survey application
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:alt: Sections and questions view of a survey in Odoo Surveys
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Click on *See results* to see an analysis of the responses, and if you chose to have a scoring
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system and certificate available, a *Certified* status menu becomes available.
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Tab: Description
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----------------
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.. image:: media/sur3.png
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Write a *Description* to be displayed under the title of the survey's homepage.
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.. image:: media/frontend_description.png
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:align: center
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:alt: Create surveys with Odoo Survey application
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:alt: Frontend of a survey showing the title and description of a survey for Odoo Surveys
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.. tip::
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Click on *Edit* to personalize your pages with the website builder.
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Tab: Options
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------------
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Under the tab *Options*, choose the *Layout* of your questions. If choosing *One page per section* or
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*One page per question*, an option *Back Button* becomes available, which allows the user to go back
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pages.
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.. image:: media/tab_options_layout.png
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:align: center
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:alt: Form view of a survey emphasizing the layout feature under options in Odoo Surveys
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Test and share the survey
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=========================
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| Once your Survey is ready, *Test* it to avoid *Sharing* it with potential errors. As answers get
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collected, click on *Answers* to access all the details of the respondent and his answers.
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| By default, a filter *Except Test Entries* is applied to keep the list of entries clean with only
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real participants.
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.. image:: media/user_feedback.png
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:align: center
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:alt: View list of the participations of a survey in Odoo Surveys
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| Another way to access detailed answers is by going to :menuselection:`Participations -->
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Participations`.
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| Click on *See results* to be redirected to an analytical page.
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.. image:: media/analytical_page.png
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:align: center
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:alt: View of an analytical page for Odoo Surveys
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.. seealso::
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- :doc:`scoring`
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- :doc:`time_random`
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36
survey/overview/scoring.rst
Normal file
@ -0,0 +1,36 @@
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===============
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Scoring Surveys
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===============
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To measure your respondent’s performance, knowledge of a subject, or overall satisfaction, attach
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points to the answers of specific questions. The points are summed up to give your respondent a
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final score.
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On your survey’s form, click on *Add a question* and, under the tab *Options*, choose between
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*Scoring with answers at the end* or *Scoring without answers at the end*. Now, on your question’s
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form, set the right answer and score.
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.. image:: media/answers_form.png
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:align: center
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:alt: Form view of a survey showing a list of answers in Odoo Surveys
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Set the percentage score the user needs to achieve to have successfully taken the survey. If
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enabling *Certificate*, choose its template. The certification is automatically sent by email to the
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users who successfully finish it.
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.. image:: media/scoring_candidates.png
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:align: center
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:alt: Form view of a survey emphasizing the scoring and candidates section in Odoo Surveys
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Enable *Login required* to be able to *Give Badges*. Badges are related to the eLearning section of
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your website. Besides the logged-in user, visitors of the website that access the page *Courses*
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can also see the granted badges.
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.. image:: media/frontend_bagdes.png
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:align: center
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:alt: View of the courses tab emphasizing the latest achievements section on the website for
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Odoo Surveys
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.. seealso::
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- :doc:`time_random`
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|
34
survey/overview/time_random.rst
Normal file
@ -0,0 +1,34 @@
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============================
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Time and Randomize Questions
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============================
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Time Limit
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==========
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| On timed surveys, respondents need to complete the survey within a certain period of time. It can
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be used to ensure that all respondents get the same amount of time to find the answers, or to
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decrease the chance of having them looking at external resources.
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| Set the *Time limit* under the tab *Options*.
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.. image:: media/tab_options_timelimit.png
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:align: center
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:alt: View of a survey form emphasizing the time limit feature in Odoo Surveys
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A timer is shown on the pages so the user can keep track of the remaining time. Surveys not \
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submitted by the *Time limit* do not have their answers saved.
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Selection
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=========
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| When you randomize a survey, you allow for the questions to be shuffled in a random order every
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time someone opens the questionnaire. This can be useful to avoid having respondents looking at
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each others' answers.
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| To do so, under the tab *Options*, enable *Randomized per section*. Now, on the tab *Options*, set
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how many of the questions in that section should be taken into account during the shuffling.
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.. image:: media/random_question.png
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:align: center
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:alt: View of a survey form emphasizing the random questions count column in Odoo Surveys
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.. seealso::
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- :doc:`scoring`
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