:show-content: ======= Surveys ======= Companies gather valuable insights from customers and employees through surveys, aiding informed decision-making. With Odoo *Surveys*, users create various surveys, questionnaires, certifications, assessments, and so much more. These can be used to collect feedback, evaluate the success of a recent event, and measure the satisfaction of customers and/or employees. This process yields valuable insights into shifting market trends. .. seealso:: `Odoo Tutorials: Surveys `_ .. cards:: .. card:: Create surveys :target: surveys/create Discover how to create surveys with Odoo. .. card:: Scoring surveys :target: surveys/scoring Learn how to create and analyze survey scores with Odoo. .. card:: Create questions :target: surveys/questions See how to create, configure, and customize all types of survey questions with Odoo. .. card:: Live Session surveys :target: surveys/live_session Find out everything there is to know about Odoo's unique Live Session surveys. .. card:: Survey analysis :target: surveys/analysis Explore the various ways to analyze surveys using Odoo's in-depth reporting pages. Dashboard ========= Upon opening the *Surveys* application, Odoo presents the main dashboard of the *Surveys* application, otherwise known as the :guilabel:`Surveys` page. .. image:: surveys/surveys-dashboard.png :align: center :alt: The Odoo Surveys application dashboard in the default Kanban view. .. tip:: The *Surveys* dashboard can be accessed at any time throughout the application by clicking :menuselection:`Surveys` from the header menu. In the upper-left corner, there is a :guilabel:`New` button. When clicked, Odoo presents a blank survey form that can be used to create a survey. On the dashboard, all the surveys that have been created in the database are displayed in a default Kanban view. From left-to-right, after the survey name, the user who is responsible for it, and the month it was created, each line on the *Surveys* dashboard shows the following: - Number of :guilabel:`Questions` in that particular survey - :guilabel:`Average Duration` of the survey (how long it typically takes a participant to complete) - Number of :guilabel:`Registered` participants for the survey - Number of times that particular survey has been :guilabel:`Completed` - Percentage and data bar showcasing how many people have :guilabel:`Passed` or become :guilabel:`Certified` .. note:: The :guilabel:`Passed` percentage and bar **only** appears when a *Required Score* has been configured for that particular survey. The :guilabel:`Certified` percentage and bar **only** appears if that particular survey has the *Is a Certification* option enabled on the survey form. If neither :guilabel:`Passed` nor :guilabel:`Certified` appear on the line, that indicates the survey is without a *Required Score* and was not enabled with the *Is a Certification* option. - Number of :guilabel:`Courses` related to that survey, which **only** appears if more than one course has been created and attached to a single survey .. note:: A half-trophy background image behind the survey name indicates that the survey is a *Certification*. To the far-right of those data points on the survey lines, located on the *Surveys* application dashboard, are a collection of buttons. Those buttons are as follows: - :guilabel:`Share`: click to reveal a :guilabel:`Share a Survey` pop-up form that can be used to invite potential participants to the survey - complete with a :guilabel:`Survey Link` that can be copied and sent to potential participants, and a :guilabel:`Send by Email` toggle switch. When the :guilabel:`Send by Email` toggle is active (green switch), additional fields appear, in which :guilabel:`Recipients`, :guilabel:`Additional Emails`, and a :guilabel:`Subject` can be added to the email. Below that, a dynamic email template, complete with a :guilabel:`Start Certification` button appears, which can be modified, as well, if needed. :guilabel:`Attachments` can be added to the email, as well as an :guilabel:`Answer deadline` can be set, if needed. Once modifications are complete, click :guilabel:`Send` to send that email invite to all the email addresses/contacts listed in the :guilabel:`Recipients` field. .. image:: surveys/share-survey-popup-email-toggle.png :align: center :alt: The 'Share a Survey' pop-up window in Odoo Surveys with the Send by Email toggled on. .. tip:: The default :guilabel:`Mail Template` for survey invites can be edited by navigating to :menuselection:`Settings --> Technical --> Email Templates` and searching for `Survey: Invite`. .. note:: The :guilabel:`Send by Email` toggle switch is **not** present when the survey line has zero questions. The :guilabel:`Survey Link` only appears when the survey's *Access Mode* is set to *Anyone with the link*. The :guilabel:`Additional Emails` field only appears when the survey's *Require Login* field is **not** active. - :guilabel:`Test`: click to take a test version of the survey in a new tab, from the point-of-view of a survey participant, in order to check for any errors or inconsistencies. - :guilabel:`See results`: click to reveal a new tab showcasing detailed metrics and graphical representations of all survey participants, questions, and responses for deeper analysis. - :guilabel:`Start Live Session`: click to initiate a *Live session* survey, and reveal a session manager window in a new tab. This button is **not** present for surveys that have enabled the *Is a Certification* option on the survey form. - :guilabel:`End Live Session`: click to end a *Live session* survey that has been officially started. This button option **only** appears on survey lines that have previously initiated a live session. Above the buttons that are located to the far-right of the survey lines, a :guilabel:`⋮ (three dots)` icon appears when the cursor hovers over that particular line. When the :guilabel:`⋮ (three dots)` icon is clicked, a drop-down menu with some configuration-related options appear: The options are: - :guilabel:`Edit Survey`: when clicked, Odoo reveals the survey form for that particular survey, which can then be modified in a number of different ways. - :guilabel:`Share`: when clicked, Odoo reveals the :guilabel:`Share a Survey` pop-up form that can be used to invite potential participants to the survey. - :guilabel:`Delete`: when clicked, Odoo presents a pop-up window, wherein the user **must** confirm they want to delete the survey entirely, which they can do by clicking the :guilabel:`Delete` button at the bottom of the pop-up window. - :guilabel:`Color`: users can opt to choose a color to add to the survey line on the dashboard for added organizational purposes, if needed. .. image:: surveys/three-dot-dropdown.png :align: center :alt: The three-dot drop-down menu of options that appears on the Odoo Surveys dashboard. Beneath the buttons that are located to the far-right of the survey lines, there is an *Activities* button, represented by a :guilabel:`🕘 (clock)` icon. When clicked, a mini pop-up window appears, from which activities related to that particular survey can be scheduled and customized. .. image:: surveys/schedule-activities-dropdown.png :align: center :alt: The Schedule Activities drop-down menu that appears on the Odoo Surveys dashboard. List view --------- The *Surveys* dashboard is shown in the Kanban view, by default, but there is also a list view option available in the upper-right corner, represented by a :guilabel:`≣ (bars)` icon. When the :guilabel:`≣ (bars)` icon is clicked, the survey related data is displayed in a list view. .. image:: surveys/list-view.png :align: center :alt: The list view option located on the Odoo Surveys application dashboard. The columns shown on the *Surveys* app dashboard, while in list view, are as follows: - :guilabel:`Survey Title` - :guilabel:`Responsible` - :guilabel:`Average Duration` - :guilabel:`Registered` - :guilabel:`Success Ratio (%)` - :guilabel:`Avg Score (%)` .. tip:: Additional columns can be added to the *Surveys* application dashboard, while in list view, by clicking the *additional options* drop-down menu, located to the far-right of the column titles, represented by a :guilabel:`(slider with two dots)` icon. Activities view --------------- To have the *Surveys* application dashboard display nothing but the activities associated to the surveys in the database, click the :guilabel:`🕘 (clock)` icon to the far-right of the other view options, located in the upper-right corner. .. image:: surveys/activities-view.png :align: center :alt: The activities view option located on the Odoo Surveys dashboard. Doing so reveals a table with rows and columns. The rows show the different surveys in the database, and the columns depict the various activity types. .. note:: A new survey cannot be created in this view, as it is solely for the purpose of creating and viewing scheduled activities. Create surveys ============== Learn about all the different options and configurations that can be utilized when creating a survey in Odoo. .. seealso:: :doc:`surveys/create` Scoring surveys =============== Discover how to measure a survey participant's performance, or overall satisfaction, with Odoo's detailed (and fully customizable) survey scoring options. .. seealso:: :doc:`surveys/scoring` Create questions ================ With Odoo *Surveys*, there are many question types and options to choose from, providing the ability to create any kind of unique survey, questionnarire, and/or certification. .. seealso:: :doc:`surveys/questions` Live Session surveys ==================== The *Live Session* survey option available in Odoo can enhance in-person demonstrations and presentations, where participants' real-time responses can be used to dictate where the conversation goes next. .. seealso:: :doc:`surveys/live_session` Survey analysis =============== Once the surveys start to come in, it is time to analyze the responses from your participants. Fortuantely, the in-depth reporting pages and options available in Odoo *Surveys* provide countless ways to examine everything related to surveys, and their submitted responses. .. seealso:: :doc:`surveys/analysis` .. toctree:: :titlesonly: surveys/create surveys/scoring surveys/questions surveys/live_session surveys/analysis