264 lines
9.0 KiB
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264 lines
9.0 KiB
ReStructuredText
=======
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Surveys
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=======
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**Odoo Surveys** helps users create surveys, appraisals, quizzes, and questionnaires to gather
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valuable information from their customers or employees.
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.. seealso::
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- `Odoo Surveys: product page <https://www.odoo.com/app/surveys>`_
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- `Odoo Tutorials: Surveys <https://www.odoo.com/slides/surveys-62>`_
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Question configuration
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======================
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Add a question
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--------------
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When you click *Add a question* in the *Questions* tab on the survey template page, a pop-up
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appears, in which you create your question.
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After writing your question in the *Question* field, select a *Question Type.* A preview of the
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question type is displayed on the right side of the pop-up window.
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.. image:: survey/preview-question-type.png
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:align: center
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:alt: Selecting a question type in Odoo Surveys
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.. _survey/question-types:
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Question types
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--------------
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The following is a list of the available *Question Types*:
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* **Multiple Lines Text Box** - open-text field suitable for long answers where any type of text
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is allowed
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* **Single Line Text Box** - open-text field suitable for short answers where any type of text is
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allowed
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* **Numerical Value** - open-text field that only accepts a number as an answer
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* **Date** - date selection on a calendar
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* **Datetime** - date and time selection on a calendar
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* **Multiple choice: only one answer** - closed question where only one answer can be selected
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* **Multiple choice: multiple answers allowed** - closed question where multiple answers can be
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selected
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* **Matrix** - table of multiple choice questions that share the same possible answers
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Answers and Options tab
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-----------------------
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Features change in the *Answers* and *Options* tab. It all depends on the *Question Type*. Below are
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presented options that are common to several *Question Types*, such as *Validate entry*, *Mandatory
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Answer*, *Question Time Limit* (for *Live Sessions*), and *Conditional Display*.
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.. _survey/validate-entry:
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Validate entry
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~~~~~~~~~~~~~~
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Entry validation lets you define requirements for single line text length, dates, and numerical
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values. To do so, go to the *Answers* tab, tick *Validate entry*, and set a *Minimum* and a
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*Maximum* value.
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You can also customize the *Validation Error message* that appears beneath the field on the survey
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if an invalid answer is entered.
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.. note::
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Available for: *Single Line Text Box*, *Numerical Value*, *Date*, and *Datetime*
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.. _survey/conditional-display:
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Conditional Display
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~~~~~~~~~~~~~~~~~~~
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*Conditional Display* means a question is only displayed if the specified conditional answer has
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been selected in a previous question.
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To use that feature, go to a question's *Options* tab, activate *Conditional Display*, choose a
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*Triggering Question* and select the *Triggering Answer* linked to that question. Remember,
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*Triggering Questions* can only be multiple choice.
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.. image:: survey/conditional-triggering-answers.png
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:align: center
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:alt: Conditional triggering answer fields
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.. tip::
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Save the entire survey first before selecting a triggering question to update the selection of
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triggering questions.
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.. note::
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Available for **all** *Question Types*
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.. _survey/question-time-limit:
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Question Time Limit (for *Live Sessions*)
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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Timed questions are only available during :ref:`survey/live-session` surveys.
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To put a time limit on a question, open a question's *Options* tab, tick *Question Time Limit*, and
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specify a limit in seconds.
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.. image:: survey/question-time-limit.png
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:align: center
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:alt: Survey Question Time Limit
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.. note::
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Available for **all** *Question Types*
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Survey options
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==============
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Questions
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---------
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This section primarily focuses on the overall presentation and layout of your survey. There are
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also options featuring timed and randomized surveys.
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First, you select the layout. You can choose from:
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* *One page with all the questions*
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* *One page per section*
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* *One page per question*
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You can also choose how you want to display the participant's progress during the survey. It can
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either be shown as a *Percentage* or a *Number* (i.e. 1 of 20 answered).
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Below that, you can decide if you'd like to present your participants with a *Back Button* during
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the survey. You can also decide to modify the question selection to include all answers or have
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them randomized by section. You can even add a time limit, as well.
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.. image:: survey/questions-setting-section.png
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:align: center
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:alt: Questions section of survey settings
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.. _survey/timed-surveys:
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Timed surveys
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~~~~~~~~~~~~~
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With timed surveys, participants must complete the survey within a predetermined amount of time.
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You can apply the same time limit feature to individual questions, as well.
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Timed surveys and questions ensure that all participants get the same amount of time to answer and
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complete the survey. They also discourage participants from looking up answers with external
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sources.
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To set a time limit on a survey, select *Survey Time Limit* under the *Options* tab of your
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survey, and enter the desired time limit (in minutes).
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.. image:: survey/options-tab-time-limit.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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Before participants begin, they see how much allotted time they have to complete the survey. During
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the survey, a timer is shown on the pages so the user can keep track of the remaining time.
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.. image:: survey/time-limit-survey-clock.png
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:align: center
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:alt: Survey time limit clock display front-end
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.. important::
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Surveys that are not submitted in time **do not** have their answers saved.
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.. _survey/randomized-surveys:
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Randomized surveys
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~~~~~~~~~~~~~~~~~~
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When a survey is randomized, the questions are shuffled in a random order every time a participant
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opens the survey. Random surveys are a great way to eliminate the possibility of participants
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copying off one another.
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Once you've enabled that feature, go to the *Questions* tab of the survey, where a *Random questions
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count* column is now present.
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Here you can decide how many of the questions should be taken into account during the shuffling, by
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simply selecting the number and changing it. That number corresponds to how many questions in that
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section should be randomly selected.
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.. image:: survey/random-questions-count.png
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:align: center
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:alt: Survey random questions count
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.. _survey/scoring:
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Scoring
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-------
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Surveys are a great way to measure a person's performance, knowledge of a subject, or overall
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satisfaction.
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Odoo allows you to attach points to certain answers of survey questions. These points are then
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summed up to give your participant a final score.
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You can choose between: *Scoring with answers at the end* **or** *Scoring without answers at the
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end*.
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You can set the *Success %* here, as well. The *Success %* is the percentage the user needs to earn
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in order to have successfully taken the survey. If *Is a Certification* is selected, you can choose
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its template. The certification is automatically emailed to users who have completed the survey.
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.. image:: survey/survey-success-percentage.png
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:align: center
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:alt: Survey success percentage setting
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By activating *Give Badge,* you can select a *Certification Badge* to give to your participants.
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.. important::
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The *Give Badge* feature is **only** available if you enable *Login required* in your survey's
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options.
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Following those configurations, you can choose a survey question that you want to assign a point
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value to, and mark which answer is "correct" on the question pop-up. You can also apply negative
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point results for "incorrect" answers, as well.
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.. image:: survey/answers-questions-points.png
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:align: center
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:alt: Scoring example of a question
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.. _survey/candidates:
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Candidates
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----------
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In this section, you can decide who can access this survey.
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The *Access Mode* allows you to choose between *Anyone with the link* and *Invited people only*.
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You can also decide if you want to grant access to *Appraisal Managers Only*. This person is the
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one who manages the various appraisals/surveys.
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You can also require participants to log in to access the survey by ticking *Login Required*.
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You can limit the number of login attempts by ticking *Attempts Limit* and entering a number.
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.. image:: survey/candidates-section.png
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:align: center
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:alt: Candidates section of survey settings
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.. _survey/live-session:
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Live Session
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------------
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This section is dedicated to users who are conducting Live Session surveys, wherein they directly
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engage with an audience at the same time - much like a live event.
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Here, you can choose to reward participants with more points for quick answers. So, if more than
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one participant were to choose the correct answer, the quickest (correct) response would be more
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valuable, and thus given more points.
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You can also customize the specific *Session Code* that participants would need in order to access
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the Live Session survey here, as well.
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.. image:: survey/live-session-setting.png
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:align: center
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:alt: Live session section of survey features
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