293 lines
10 KiB
Markdown
293 lines
10 KiB
Markdown
---
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show-content: true
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---
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# Surveys
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Companies gather valuable insights from customers and employees through surveys, aiding informed
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decision-making.
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With Odoo *Surveys*, users create various surveys, questionnaires, certifications, assessments, and
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so much more. These can be used to collect feedback, evaluate the success of a recent event, and
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measure the satisfaction of customers and/or employees. This process yields valuable insights into
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shifting market trends.
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:::{seealso}
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[Odoo Tutorials: Surveys](https://www.odoo.com/slides/surveys-62)
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:::
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```{eval-rst}
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.. cards::
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.. card:: Create surveys
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:target: surveys/create
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Discover how to create surveys with Odoo.
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.. card:: Scoring surveys
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:target: surveys/scoring
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Learn how to create and analyze survey scores with Odoo.
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.. card:: Create questions
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:target: surveys/questions
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See how to create, configure, and customize all types of survey questions with Odoo.
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.. card:: Live Session surveys
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:target: surveys/live_session
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Find out everything there is to know about Odoo's unique Live Session surveys.
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.. card:: Survey analysis
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:target: surveys/analysis
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Explore the various ways to analyze surveys using Odoo's in-depth reporting pages.
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```
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## Dashboard
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Upon opening the *Surveys* application, Odoo presents the main dashboard of the *Surveys*
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application, otherwise known as the {guilabel}`Surveys` page.
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```{image} surveys/surveys-dashboard.png
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:align: center
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:alt: The Odoo Surveys application dashboard in the default Kanban view.
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```
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:::{tip}
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The *Surveys* dashboard can be accessed at any time throughout the application by clicking
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{menuselection}`Surveys` from the header menu.
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:::
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In the upper-left corner, there is a {guilabel}`New` button. When clicked, Odoo presents a blank
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survey form that can be used to create a survey.
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On the dashboard, all the surveys that have been created in the database are displayed in a default
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Kanban view.
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From left-to-right, after the survey name, the user who is responsible for it, and the month it was
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created, each line on the *Surveys* dashboard shows the following:
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- Number of {guilabel}`Questions` in that particular survey
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- {guilabel}`Average Duration` of the survey (how long it typically takes a participant to complete)
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- Number of {guilabel}`Registered` participants for the survey
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- Number of times that particular survey has been {guilabel}`Completed`
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- Percentage and data bar showcasing how many people have {guilabel}`Passed` or become
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{guilabel}`Certified`
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:::{note}
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The {guilabel}`Passed` percentage and bar **only** appears when a *Required Score* has been
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configured for that particular survey.
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The {guilabel}`Certified` percentage and bar **only** appears if that particular survey has the
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*Is a Certification* option enabled on the survey form.
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If neither {guilabel}`Passed` nor {guilabel}`Certified` appear on the line, that indicates the
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survey is without a *Required Score* and was not enabled with the *Is a Certification* option.
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:::
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- Number of {guilabel}`Courses` related to that survey, which **only** appears if more than one
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course has been created and attached to a single survey
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:::{note}
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A half-trophy background image behind the survey name indicates that the survey is a
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*Certification*.
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:::
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To the far-right of those data points on the survey lines, located on the *Surveys* application
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dashboard, are a collection of buttons.
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Those buttons are as follows:
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- {guilabel}`Share`: click to reveal a {guilabel}`Share a Survey` pop-up form that can be used to
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invite potential participants to the survey - complete with a {guilabel}`Survey Link` that can be
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copied and sent to potential participants, and a {guilabel}`Send by Email` toggle switch.
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When the {guilabel}`Send by Email` toggle is active (green switch), additional fields appear, in
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which {guilabel}`Recipients`, {guilabel}`Additional Emails`, and a {guilabel}`Subject` can be
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added to the email.
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Below that, a dynamic email template, complete with a {guilabel}`Start Certification` button
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appears, which can be modified, as well, if needed.
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{guilabel}`Attachments` can be added to the email, as well as an {guilabel}`Answer deadline` can
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be set, if needed.
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Once modifications are complete, click {guilabel}`Send` to send that email invite to all the email
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addresses/contacts listed in the {guilabel}`Recipients` field.
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```{image} surveys/share-survey-popup-email-toggle.png
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:align: center
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:alt: The 'Share a Survey' pop-up window in Odoo Surveys with the Send by Email toggled
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: on.
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```
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:::{tip}
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The default {guilabel}`Mail Template` for survey invites can be edited by navigating to
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{menuselection}`Settings --> Technical --> Email Templates` and searching for `Survey: Invite`.
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:::
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:::{note}
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The {guilabel}`Send by Email` toggle switch is **not** present when the survey line has zero
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questions.
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The {guilabel}`Survey Link` only appears when the survey's *Access Mode* is set to *Anyone with
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the link*.
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The {guilabel}`Additional Emails` field only appears when the survey's *Require Login* field is
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**not** active.
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:::
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- {guilabel}`Test`: click to take a test version of the survey in a new tab, from the point-of-view
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of a survey participant, in order to check for any errors or inconsistencies.
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- {guilabel}`See results`: click to reveal a new tab showcasing detailed metrics and graphical
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representations of all survey participants, questions, and responses for deeper analysis.
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- {guilabel}`Start Live Session`: click to initiate a *Live session* survey, and reveal a session
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manager window in a new tab. This button is **not** present for surveys that have enabled the *Is
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a Certification* option on the survey form.
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- {guilabel}`End Live Session`: click to end a *Live session* survey that has been officially
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started. This button option **only** appears on survey lines that have previously initiated a live
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session.
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Above the buttons that are located to the far-right of the survey lines, a {guilabel}`⋮ (three
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dots)` icon appears when the cursor hovers over that particular line. When the {guilabel}`⋮ (three
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dots)` icon is clicked, a drop-down menu with some configuration-related options appear:
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The options are:
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- {guilabel}`Edit Survey`: when clicked, Odoo reveals the survey form for that particular survey,
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which can then be modified in a number of different ways.
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- {guilabel}`Share`: when clicked, Odoo reveals the {guilabel}`Share a Survey` pop-up form that can
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be used to invite potential participants to the survey.
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- {guilabel}`Delete`: when clicked, Odoo presents a pop-up window, wherein the user **must** confirm
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they want to delete the survey entirely, which they can do by clicking the {guilabel}`Delete`
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button at the bottom of the pop-up window.
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- {guilabel}`Color`: users can opt to choose a color to add to the survey line on the dashboard for
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added organizational purposes, if needed.
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```{image} surveys/three-dot-dropdown.png
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:align: center
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:alt: The three-dot drop-down menu of options that appears on the Odoo Surveys dashboard.
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```
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Beneath the buttons that are located to the far-right of the survey lines, there is an *Activities*
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button, represented by a {guilabel}`🕘 (clock)` icon. When clicked, a mini pop-up window appears,
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from which activities related to that particular survey can be scheduled and customized.
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```{image} surveys/schedule-activities-dropdown.png
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:align: center
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:alt: The Schedule Activities drop-down menu that appears on the Odoo Surveys dashboard.
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```
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### List view
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The *Surveys* dashboard is shown in the Kanban view, by default, but there is also a list view
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option available in the upper-right corner, represented by a {guilabel}`≣ (bars)` icon.
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When the {guilabel}`≣ (bars)` icon is clicked, the survey related data is displayed in a list view.
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```{image} surveys/list-view.png
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:align: center
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:alt: The list view option located on the Odoo Surveys application dashboard.
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```
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The columns shown on the *Surveys* app dashboard, while in list view, are as follows:
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- {guilabel}`Survey Title`
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- {guilabel}`Responsible`
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- {guilabel}`Average Duration`
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- {guilabel}`Registered`
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- {guilabel}`Success Ratio (%)`
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- {guilabel}`Avg Score (%)`
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:::{tip}
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Additional columns can be added to the *Surveys* application dashboard, while in list view, by
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clicking the *additional options* drop-down menu, located to the far-right of the column titles,
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represented by a {guilabel}`(slider with two dots)` icon.
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:::
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### Activities view
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To have the *Surveys* application dashboard display nothing but the activities associated to the
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surveys in the database, click the {guilabel}`🕘 (clock)` icon to the far-right of the other view
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options, located in the upper-right corner.
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```{image} surveys/activities-view.png
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:align: center
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:alt: The activities view option located on the Odoo Surveys dashboard.
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```
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Doing so reveals a table with rows and columns. The rows show the different surveys in the database,
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and the columns depict the various activity types.
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:::{note}
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A new survey cannot be created in this view, as it is solely for the purpose of creating and
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viewing scheduled activities.
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:::
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## Create surveys
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Learn about all the different options and configurations that can be utilized when creating a survey
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in Odoo.
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:::{seealso}
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{doc}`surveys/create`
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:::
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## Scoring surveys
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Discover how to measure a survey participant's performance, or overall satisfaction, with Odoo's
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detailed (and fully customizable) survey scoring options.
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:::{seealso}
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{doc}`surveys/scoring`
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:::
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## Create questions
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With Odoo *Surveys*, there are many question types and options to choose from, providing the ability
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to create any kind of unique survey, questionnarire, and/or certification.
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:::{seealso}
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{doc}`surveys/questions`
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:::
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## Live Session surveys
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The *Live Session* survey option available in Odoo can enhance in-person demonstrations and
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presentations, where participants' real-time responses can be used to dictate where the conversation
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goes next.
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:::{seealso}
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{doc}`surveys/live_session`
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:::
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## Survey analysis
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Once the surveys start to come in, it is time to analyze the responses from your participants.
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Fortuantely, the in-depth reporting pages and options available in Odoo *Surveys* provide countless
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ways to examine everything related to surveys, and their submitted responses.
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:::{seealso}
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{doc}`surveys/analysis`
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:::
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```{toctree}
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:titlesonly: true
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surveys/create
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surveys/scoring
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surveys/questions
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surveys/live_session
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surveys/analysis
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```
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