8722ea902e
Since odoo/documentation#903, the guideline for the location of new resource (images, downloadable files, RST includes...) files is to place those inside the directory of the RST page that references them. For example, if `doc1.rst` has a reference to `image.png` and to `download.zip`, the file structure should look like this: ├── parent_doc/ │ └── doc1/ │ │ └── image.png │ │ └── download.zip │ └── doc1.rst │ └── doc2.rst ├── parent_doc.rst Before this commit, most of the resource files were still located inside 'media' directories holding all the resource files referenced by RST pages located at the same level as these directories. In the example above, a single 'media' directory would hold all the resource files referenced by both `doc1.rst` and `doc2.rst`. Doing so prevented us from figuring out easily which resource file was referenced by which RST page and, thus, lead to unused resource files piling up in the repository. It also made it more complicated to define codeowners regex rules because a team could not simply be assigned to `/some_page.*` but needed to be assigned to both `/some_page\.rst` and to the location of 'media'. In order to help new content writers figure out the guideline when taking examples from other RST pages, this commit retroactively applies the guideline to existing resource files and 'media' directories. The left-over resource files that are not referenced by any RST page are removed. task-2497965 Part-of: odoo/documentation#2068
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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:: gamification/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:: gamification/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:: gamification/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:: gamification/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:: gamification/badges.png
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:align: center
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:alt: View of the badges page in Odoo
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