diff --git a/content/applications/marketing/survey.rst b/content/applications/marketing/survey.rst index 5fe8be69e..676242019 100644 --- a/content/applications/marketing/survey.rst +++ b/content/applications/marketing/survey.rst @@ -1,8 +1,263 @@ -====== -Survey -====== +======= +Surveys +======= -.. toctree:: - :titlesonly: +**Odoo Surveys** helps users create surveys, appraisals, quizzes, and questionnaires to gather +valuable information from their customers or employees. - survey/overview \ No newline at end of file +.. seealso:: + - `Odoo Surveys: product page `_ + - `Odoo Tutorials: Surveys `_ + +Question configuration +====================== + +Add a question +-------------- + +When you click *Add a question* in the *Questions* tab on the survey template page, a pop-up +appears, in which you create your question. + +After writing your question in the *Question* field, select a *Question Type.* A preview of the +question type is displayed on the right side of the pop-up window. + +.. image:: survey/preview-question-type.png + :align: center + :alt: Selecting a question type in Odoo Surveys + +.. _survey/question-types: + +Question types +-------------- + +The following is a list of the available *Question Types*: + +* **Multiple Lines Text Box** - open-text field suitable for long answers where any type of text + is allowed + +* **Single Line Text Box** - open-text field suitable for short answers where any type of text is + allowed + +* **Numerical Value** - open-text field that only accepts a number as an answer + +* **Date** - date selection on a calendar + +* **Datetime** - date and time selection on a calendar + +* **Multiple choice: only one answer** - closed question where only one answer can be selected + +* **Multiple choice: multiple answers allowed** - closed question where multiple answers can be + selected + +* **Matrix** - table of multiple choice questions that share the same possible answers + +Answers and Options tab +----------------------- + +Features change in the *Answers* and *Options* tab. It all depends on the *Question Type*. Below are +presented options that are common to several *Question Types*, such as *Validate entry*, *Mandatory +Answer*, *Question Time Limit* (for *Live Sessions*), and *Conditional Display*. + +.. _survey/validate-entry: + +Validate entry +~~~~~~~~~~~~~~ + +Entry validation lets you define requirements for single line text length, dates, and numerical +values. To do so, go to the *Answers* tab, tick *Validate entry*, and set a *Minimum* and a +*Maximum* value. + +You can also customize the *Validation Error message* that appears beneath the field on the survey +if an invalid answer is entered. + +.. note:: + Available for: *Single Line Text Box*, *Numerical Value*, *Date*, and *Datetime* + +.. _survey/conditional-display: + +Conditional Display +~~~~~~~~~~~~~~~~~~~ + +*Conditional Display* means a question is only displayed if the specified conditional answer has +been selected in a previous question. + +To use that feature, go to a question's *Options* tab, activate *Conditional Display*, choose a +*Triggering Question* and select the *Triggering Answer* linked to that question. Remember, +*Triggering Questions* can only be multiple choice. + +.. image:: survey/conditional-triggering-answers.png + :align: center + :alt: Conditional triggering answer fields + +.. tip:: + Save the entire survey first before selecting a triggering question to update the selection of + triggering questions. + +.. note:: + Available for **all** *Question Types* + +.. _survey/question-time-limit: + +Question Time Limit (for *Live Sessions*) +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +Timed questions are only available during :ref:`survey/live-session` surveys. + +To put a time limit on a question, open a question's *Options* tab, tick *Question Time Limit*, and +specify a limit in seconds. + +.. image:: survey/question-time-limit.png + :align: center + :alt: Survey Question Time Limit + +.. note:: + Available for **all** *Question Types* + +Survey options +============== + +Questions +--------- + +This section primarily focuses on the overall presentation and layout of your survey. There are +also options featuring timed and randomized surveys. + +First, you select the layout. You can choose from: + +* *One page with all the questions* +* *One page per section* +* *One page per question* + +You can also choose how you want to display the participant's progress during the survey. It can +either be shown as a *Percentage* or a *Number* (i.e. 1 of 20 answered). + +Below that, you can decide if you'd like to present your participants with a *Back Button* during +the survey. You can also decide to modify the question selection to include all answers or have +them randomized by section. You can even add a time limit, as well. + +.. image:: survey/questions-setting-section.png + :align: center + :alt: Questions section of survey settings + +.. _survey/timed-surveys: + +Timed surveys +~~~~~~~~~~~~~ + +With timed surveys, participants must complete the survey within a predetermined amount of time. +You can apply the same time limit feature to individual questions, as well. + +Timed surveys and questions ensure that all participants get the same amount of time to answer and +complete the survey. They also discourage participants from looking up answers with external +sources. + +To set a time limit on a survey, select *Survey Time Limit* under the *Options* tab of your +survey, and enter the desired time limit (in minutes). + +.. image:: survey/options-tab-time-limit.png + :align: center + :alt: View of a survey form emphasizing the time limit feature in Odoo Surveys + +Before participants begin, they see how much allotted time they have to complete the survey. During +the survey, a timer is shown on the pages so the user can keep track of the remaining time. + +.. image:: survey/time-limit-survey-clock.png + :align: center + :alt: Survey time limit clock display front-end + +.. important:: + Surveys that are not submitted in time **do not** have their answers saved. + +.. _survey/randomized-surveys: + +Randomized surveys +~~~~~~~~~~~~~~~~~~ + +When a survey is randomized, the questions are shuffled in a random order every time a participant +opens the survey. Random surveys are a great way to eliminate the possibility of participants +copying off one another. + +Once you've enabled that feature, go to the *Questions* tab of the survey, where a *Random questions +count* column is now present. + +Here you can decide how many of the questions should be taken into account during the shuffling, by +simply selecting the number and changing it. That number corresponds to how many questions in that +section should be randomly selected. + +.. image:: survey/random-questions-count.png + :align: center + :alt: Survey random questions count + +.. _survey/scoring: + +Scoring +------- + +Surveys are a great way to measure a person's performance, knowledge of a subject, or overall +satisfaction. + +Odoo allows you to attach points to certain answers of survey questions. These points are then +summed up to give your participant a final score. + +You can choose between: *Scoring with answers at the end* **or** *Scoring without answers at the +end*. + +You can set the *Success %* here, as well. The *Success %* is the percentage the user needs to earn +in order to have successfully taken the survey. If *Is a Certification* is selected, you can choose +its template. The certification is automatically emailed to users who have completed the survey. + +.. image:: survey/survey-success-percentage.png + :align: center + :alt: Survey success percentage setting + +By activating *Give Badge,* you can select a *Certification Badge* to give to your participants. + +.. important:: + The *Give Badge* feature is **only** available if you enable *Login required* in your survey's + options. + +Following those configurations, you can choose a survey question that you want to assign a point +value to, and mark which answer is "correct" on the question pop-up. You can also apply negative +point results for "incorrect" answers, as well. + +.. image:: survey/answers-questions-points.png + :align: center + :alt: Scoring example of a question + +.. _survey/candidates: + +Candidates +---------- + +In this section, you can decide who can access this survey. + +The *Access Mode* allows you to choose between *Anyone with the link* and *Invited people only*. +You can also decide if you want to grant access to *Appraisal Managers Only*. This person is the +one who manages the various appraisals/surveys. + +You can also require participants to log in to access the survey by ticking *Login Required*. + +You can limit the number of login attempts by ticking *Attempts Limit* and entering a number. + +.. image:: survey/candidates-section.png + :align: center + :alt: Candidates section of survey settings + +.. _survey/live-session: + +Live Session +------------ + +This section is dedicated to users who are conducting Live Session surveys, wherein they directly +engage with an audience at the same time - much like a live event. + +Here, you can choose to reward participants with more points for quick answers. So, if more than +one participant were to choose the correct answer, the quickest (correct) response would be more +valuable, and thus given more points. + +You can also customize the specific *Session Code* that participants would need in order to access +the Live Session survey here, as well. + +.. image:: survey/live-session-setting.png + :align: center + :alt: Live session section of survey features diff --git a/content/applications/marketing/survey/answers-questions-points.png b/content/applications/marketing/survey/answers-questions-points.png new file mode 100644 index 000000000..154560677 Binary files /dev/null and b/content/applications/marketing/survey/answers-questions-points.png differ diff --git a/content/applications/marketing/survey/blue-banner-test.png b/content/applications/marketing/survey/blue-banner-test.png new file mode 100644 index 000000000..11916eb9c Binary files /dev/null and b/content/applications/marketing/survey/blue-banner-test.png differ diff --git a/content/applications/marketing/survey/candidates-section.png b/content/applications/marketing/survey/candidates-section.png new file mode 100644 index 000000000..054d67385 Binary files /dev/null and b/content/applications/marketing/survey/candidates-section.png differ diff --git a/content/applications/marketing/survey/conditional-triggering-answers.png b/content/applications/marketing/survey/conditional-triggering-answers.png new file mode 100644 index 000000000..2868fdcb1 Binary files /dev/null and b/content/applications/marketing/survey/conditional-triggering-answers.png differ diff --git a/content/applications/marketing/survey/conditional-triggering-fields.png b/content/applications/marketing/survey/conditional-triggering-fields.png new file mode 100644 index 000000000..96eac07ae Binary files /dev/null and b/content/applications/marketing/survey/conditional-triggering-fields.png differ diff --git a/content/applications/marketing/survey/create-button-surveys.png b/content/applications/marketing/survey/create-button-surveys.png new file mode 100644 index 000000000..4545a5123 Binary files /dev/null and b/content/applications/marketing/survey/create-button-surveys.png differ diff --git a/content/applications/marketing/survey/front-end-description.png b/content/applications/marketing/survey/front-end-description.png new file mode 100644 index 000000000..51cf97327 Binary files /dev/null and b/content/applications/marketing/survey/front-end-description.png differ diff --git a/content/applications/marketing/survey/live-session-setting.png b/content/applications/marketing/survey/live-session-setting.png new file mode 100644 index 000000000..e057447c6 Binary files /dev/null and b/content/applications/marketing/survey/live-session-setting.png differ diff --git a/content/applications/marketing/survey/new-survey-button-options.png b/content/applications/marketing/survey/new-survey-button-options.png new file mode 100644 index 000000000..868060326 Binary files /dev/null and b/content/applications/marketing/survey/new-survey-button-options.png differ diff --git a/content/applications/marketing/survey/options-tab-time-limit.png b/content/applications/marketing/survey/options-tab-time-limit.png new file mode 100644 index 000000000..388656001 Binary files /dev/null and b/content/applications/marketing/survey/options-tab-time-limit.png differ diff --git a/content/applications/marketing/survey/overview.rst b/content/applications/marketing/survey/overview.rst deleted file mode 100644 index e7856a2ab..000000000 --- a/content/applications/marketing/survey/overview.rst +++ /dev/null @@ -1,10 +0,0 @@ -======== -Overview -======== - -.. toctree:: - :titlesonly: - - overview/create - overview/scoring - overview/time_random \ No newline at end of file diff --git a/content/applications/marketing/survey/overview/create.rst b/content/applications/marketing/survey/overview/create.rst deleted file mode 100644 index e74b12d0e..000000000 --- a/content/applications/marketing/survey/overview/create.rst +++ /dev/null @@ -1,88 +0,0 @@ -======================== -Get Started with Surveys -======================== - -Surveys can be used for a range of purposes that can go from collecting customer feedback, evaluate -the success of an event, measure how pleased customers are with your products/services, gauge -whether employees are happy and satisfied with their work environment, and even to find out what -your market is thinking. - -Get started -=========== - -When creating your survey, choose a *Title* and *Category*. The *Category* field is used to know in -which context the survey is being conducted, as different applications might use it for different -purposes such as recruitment, certification, or employee appraisal. - -.. image:: media/new_survey.png - :align: center - :alt: Form view of a survey with a title and category being chosen in Odoo Surveys - -Tab: Questions --------------- - -| Add sections and questions by clicking on the respective links. -| On the *Sections and Questions* form, once the question type is chosen and the answer added, - under the tab *Options*, enable *Mandatory Answer*, and set an *Error message* to be shown - when the user tries to submit the survey without answering the respective question. -| Depending on the *Question Type*, the tab *Options* aggregates extra and different - possibilities. Examples: - -- *Single Line Text Box* - can choose a minimum and maximum text length (number of characters - - spaces do not count), and its error message. -- *Multiple choice: multiple answers allowed*: choose between radio buttons or a dropdown menu - list, and if you would like to have a comment field. If the user select an answer and type a - comment, the values are separately recorded. Or, enable the comment field to be - displayed as an answer choice, with which a text type field is displayed. -- *Matrix Type*: choose if you would like to have one or multiple choices per row. - -.. image:: media/sections_questions.png - :align: center - :alt: Sections and questions view of a survey in Odoo Surveys - -Tab: Description ----------------- - -Write a *Description* to be displayed under the title of the survey's homepage. - -.. image:: media/frontend_description.png - :align: center - :alt: Frontend of a survey showing the title and description of a survey for Odoo Surveys - -.. tip:: - Click on *Edit* to personalize your pages with the website builder. - -Tab: Options ------------- - -Under the tab *Options*, choose the *Layout* of your questions. If choosing *One page per section* or -*One page per question*, an option *Back Button* becomes available, which allows the user to go back -pages. - -.. image:: media/tab_options_layout.png - :align: center - :alt: Form view of a survey emphasizing the layout feature under options in Odoo Surveys - -Test and share the survey -========================= - -| Once your Survey is ready, *Test* it to avoid *Sharing* it with potential errors. As answers get - collected, click on *Answers* to access all the details of the respondent and his answers. -| By default, a filter *Except Test Entries* is applied to keep the list of entries clean with only - real participants. - -.. image:: media/user_feedback.png - :align: center - :alt: View list of the participations of a survey in Odoo Surveys - -| Another way to access detailed answers is by going to :menuselection:`Participations --> - Participations`. -| Click on *See results* to be redirected to an analytical page. - -.. image:: media/analytical_page.png - :align: center - :alt: View of an analytical page for Odoo Surveys - -.. seealso:: - - :doc:`scoring` - - :doc:`time_random` diff --git a/content/applications/marketing/survey/overview/media/analytical_page.png b/content/applications/marketing/survey/overview/media/analytical_page.png deleted file mode 100644 index e811646b5..000000000 Binary files a/content/applications/marketing/survey/overview/media/analytical_page.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/answers_form.png b/content/applications/marketing/survey/overview/media/answers_form.png deleted file mode 100644 index 51877dfd2..000000000 Binary files a/content/applications/marketing/survey/overview/media/answers_form.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/frontend_bagdes.png b/content/applications/marketing/survey/overview/media/frontend_bagdes.png deleted file mode 100644 index 7e025b03c..000000000 Binary files a/content/applications/marketing/survey/overview/media/frontend_bagdes.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/frontend_description.png b/content/applications/marketing/survey/overview/media/frontend_description.png deleted file mode 100644 index 92ec9b321..000000000 Binary files a/content/applications/marketing/survey/overview/media/frontend_description.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/new_survey.png b/content/applications/marketing/survey/overview/media/new_survey.png deleted file mode 100644 index 7274c2cf6..000000000 Binary files a/content/applications/marketing/survey/overview/media/new_survey.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/random_question.png b/content/applications/marketing/survey/overview/media/random_question.png deleted file mode 100644 index 64e67d4ad..000000000 Binary files a/content/applications/marketing/survey/overview/media/random_question.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/scoring_candidates.png b/content/applications/marketing/survey/overview/media/scoring_candidates.png deleted file mode 100644 index 90fbde307..000000000 Binary files a/content/applications/marketing/survey/overview/media/scoring_candidates.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/sections_questions.png b/content/applications/marketing/survey/overview/media/sections_questions.png deleted file mode 100644 index 388367c0a..000000000 Binary files a/content/applications/marketing/survey/overview/media/sections_questions.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/tab_options_layout.png b/content/applications/marketing/survey/overview/media/tab_options_layout.png deleted file mode 100644 index d53ad8534..000000000 Binary files a/content/applications/marketing/survey/overview/media/tab_options_layout.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/tab_options_timelimit.png b/content/applications/marketing/survey/overview/media/tab_options_timelimit.png deleted file mode 100644 index c9b33623e..000000000 Binary files a/content/applications/marketing/survey/overview/media/tab_options_timelimit.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/media/user_feedback.png b/content/applications/marketing/survey/overview/media/user_feedback.png deleted file mode 100644 index 97c076388..000000000 Binary files a/content/applications/marketing/survey/overview/media/user_feedback.png and /dev/null differ diff --git a/content/applications/marketing/survey/overview/scoring.rst b/content/applications/marketing/survey/overview/scoring.rst deleted file mode 100644 index f04a59e6e..000000000 --- a/content/applications/marketing/survey/overview/scoring.rst +++ /dev/null @@ -1,36 +0,0 @@ -=============== -Scoring Surveys -=============== - -To measure your respondent’s performance, knowledge of a subject, or overall satisfaction, attach -points to the answers of specific questions. The points are summed up to give your respondent a -final score. - -On your survey’s form, click on *Add a question* and, under the tab *Options*, choose between -*Scoring with answers at the end* or *Scoring without answers at the end*. Now, on your question’s -form, set the right answer and score. - -.. image:: media/answers_form.png - :align: center - :alt: Form view of a survey showing a list of answers in Odoo Surveys - -Set the percentage score the user needs to achieve to have successfully taken the survey. If -enabling *Certificate*, choose its template. The certification is automatically sent by email to the -users who successfully finish it. - -.. image:: media/scoring_candidates.png - :align: center - :alt: Form view of a survey emphasizing the scoring and candidates section in Odoo Surveys - -Enable *Login required* to be able to *Give Badges*. Badges are related to the eLearning section of -your website. Besides the logged-in user, visitors of the website that access the page *Courses* -can also see the granted badges. - -.. image:: media/frontend_bagdes.png - :align: center - :alt: View of the courses tab emphasizing the latest achievements section on the website for - Odoo Surveys - -.. seealso:: - - :doc:`time_random` - diff --git a/content/applications/marketing/survey/overview/time_random.rst b/content/applications/marketing/survey/overview/time_random.rst deleted file mode 100644 index 1cda964ee..000000000 --- a/content/applications/marketing/survey/overview/time_random.rst +++ /dev/null @@ -1,34 +0,0 @@ -============================ -Time and Randomize Questions -============================ - -Time Limit -========== - -| On timed surveys, respondents need to complete the survey within a certain period of time. It can - be used to ensure that all respondents get the same amount of time to find the answers, or to - decrease the chance of having them looking at external resources. -| Set the *Time limit* under the tab *Options*. - -.. image:: media/tab_options_timelimit.png - :align: center - :alt: View of a survey form emphasizing the time limit feature in Odoo Surveys - -A timer is shown on the pages so the user can keep track of the remaining time. Surveys not \ -submitted by the *Time limit* do not have their answers saved. - -Selection -========= - -| When you randomize a survey, you allow for the questions to be shuffled in a random order every - time someone opens the questionnaire. This can be useful to avoid having respondents looking at - each others' answers. -| To do so, under the tab *Options*, enable *Randomized per section*. 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b/redirects.txt index edce657c3..a3f9f5840 100644 --- a/redirects.txt +++ b/redirects.txt @@ -203,3 +203,7 @@ purchase/replenishment/flows/compute_date.rst applications/inventory_and_mrp/inv purchase/replenishment/flows/purchase_triggering.rst applications/inventory_and_mrp/purchase/products/reordering.rst # (#814) purchase/replenishment/flows/setup_stock_rule.rst applications/inventory_and_mrp/purchase/products/reordering.rst # (#814) purchase/replenishment/multicompany/setup.rst applications/general/multi_companies/manage_multi_companies.rst # (#814) + +content/applications/marketing/survey/overview/create.rst content/applications/marketing/survey.rst # (#928) +content/applications/marketing/survey/overview/scoring.rst content/applications/marketing/survey.rst # (#928) +content/applications/marketing/survey/overview/time_random.rst content/applications/marketing/survey.rst # (#928)