e3fee2cf46
Prior to this commit, the Odoo documentation was mainly split between
two repositories: odoo/odoo/doc and odoo/documentation-user. Some bits
of documentation were also hosted elsewhere (e.g., wiki, upgrade, ...).
This was causing several problems among which:
- The theme, config, Makefile, and similar technical resources had to
be duplicated. This resulted in inconsistent layout, features, and
build environments from one documentation to another.
- Some pages did not fit either documentation as they were relevant
for both users and developers. Some were relevant to neither of the
two (e.g., DB management).
- Cross-doc references had to be absolute links and they broke often.
- Merging large image files in the developer documentation would bloat
the odoo/odoo repository. Some contributions had to be lightened to
avoid merging too many images (e.g., Odoo development tutorials).
- Long-time contributors to the user documentation were chilly about
going through the merging process of the developer documentation
because of the runbot, mergebot, `odoo-dev` repository, etc.
- Some contributors would look for the developer documentation in the
`odoo/documentation-user` repository.
- Community issues about the user documentation were submitted on the
`odoo/odoo` repository and vice-versa.
Merging all documentations in one repository will allow us to have one
place, one theme, one work process, and one set of tools (build
environment, ...) for all of the Odoo docs.
As this is a good opportunity to revamp the layout of the documentation,
a brand new theme replaces the old one. It features a new way to
navigate the documentation, centered on the idea of always letting the
reader know what is the context (enclosing section, child pages, page
structure ...) of the page they are reading. The previous theme would
quickly confuse readers as they navigated the documentation and followed
cross-application links.
The chance is also taken to get rid of all the technical dangling parts,
performance issues, and left-overs. Except for some page-specific JS
scripts, the Odoo theme Sphinx extension is re-written from scratch
based on the latest Sphinx release to benefit from the improvements and
ease future contributions.
task-2351938
task-2352371
task-2205684
task-2352544
Closes #945
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==========================================
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How to motivate and reward my salespeople?
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==========================================
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Challenging your employees to reach specific targets with goals and rewards is an excellent way to
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reinforce good habits and improve your salespeople productivity. The Gamification module gives you
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simple and creative ways to motivate and evaluate your employees with real-time recognition and
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badges inspired by game mechanics.
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Configuration
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=============
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Install the *Gamification* module, or the *CRM gamification* one, which adds some useful data
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(goals and challenges) that can be used on *CRM/Sale*.
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.. image:: media/gamification_module_install.png
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:align: center
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:alt: View of the gamification module being installed in Odoo
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Create a challenge
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==================
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Now, create your first challenge by going to :menuselection:`Settings --> Gamification Tools
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--> Challenges`.
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.. note::
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As the gamification tool is a one-time technical setup, you need to activate the technical
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features in order to access the configuration. To do so, go to *Settings* and *Activate the
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developer mode*.
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.. image:: media/gamification_tools_menu.png
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:align: center
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:alt: View if the gamification tools menu in Odoo Settings
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A challenge is a mission that you send to your sales team. It can include one or several goals, set
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for a specific period of time. Configure your challenge as follows:
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#. Assign the salespeople to be challenged;
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#. Assign a responsible;
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#. Set up the periodicity along with the start and the end date;
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#. Select your goals;
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#. Set up your rewards (badges).
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.. note::
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Badges are granted when a challenge is finished. This is either at the end of a running period
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(eg: end of the month for a monthly challenge), at the end date of a challenge (if no periodicity
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is set), or when the challenge is manually closed.
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In the example below, 2 employees are being challenged with a *Monthly Sales Target*. The challenge
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is based on 2 goals: the total amount invoiced and number of new leads generated. At the end of the
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month, the winner will be granted with a badge.
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.. image:: media/challenges.png
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:align: center
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:alt: View of the challenge form and a challenge being created for Odoo Sales
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Set up goals
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------------
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| The users can be evaluated using goals and numerical objectives to reach.
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| **Goals** are assigned through *challenges* that evaluate (see image above) and compare members of
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a team throughout time.
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| You can create a new goal on the fly from a *Challenge* by clicking on *Add new item*, under
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*Goals*. Select the business object according to your company's needs. Examples: number of new
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leads, time to qualify a lead, total amount invoiced in a specific week, month or any other time
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frame based on your management preferences, etc.
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.. image:: media/goal_definitions.png
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:align: center
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:alt: View of the goal definition form and a goal definition being created for Odoo Sales
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.. note::
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Goals may include your database setup as well (e.g. set your company data and a timezone,
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create new users, etc.).
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Set up rewards
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--------------
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For non-numerical achievements, **Badges** can be granted to users. From a simple thank you to an
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exceptional achievement, a badge is an easy way to express gratitude to a user for their good work.
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To create and grant badges to your employees based on their performance, go to
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:menuselection:`Settings --> Gamification Tools --> Badges`.
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.. image:: media/badges.png
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:align: center
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:alt: View of the badges page in Odoo
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