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KC (ksc)
6a6907d87a [REM] survey: removes unnecessary files 2021-03-29 14:39:27 -07:00
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.. toctree::
:titlesonly:
overview/create
overview/scoring
overview/time_random

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========================
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`

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============================
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*. Now, under the tab *Questions*,
set how many of the questions in that section should be taken into account during the shuffling.
.. image:: media/random_question.png
:align: center
:alt: View of a survey form emphasizing the random questions count column in Odoo Surveys
.. seealso::
- :doc:`scoring`