Odoo 14 Community Edition

Surveys Management

Concerning a business, conducting surveys to seek answers to specific questions is very important. The feedback and comments from the customer are a very important factor for running the business in a good manner. We can achieve it by conducting surveys. Odoo ERP provides you a better platform to conduct surveys with its exclusive Survey module. Using this module, you can ask various questions, can include a variety of topics, and the questions can be asked in different formats. Moreover, this module will help you to keep in touch with your customers and make a good impression on them.

Let us discuss how to create a survey in the Odoo platform,

Initially, you can install the Survey module from the Odoo Apps. After the installation process is complete, you can enter the module. On entering this module, you will be depicted with the Surveys window as depicted below.

Odoo Community Edition Book

In this window, you can view different stages for allocating surveys such as Draft, In Progress, Closed. Each of these stages includes the Quick add menu and Settings menu. On selecting the Settings menu, you can view various options such as Fold, Archive All, Unarchive All as shown in the below image.

Odoo Community Edition Book

The Quick add (+) option will allow you to create new surveys. You can provide the name of the Survey in the allotted space.

Odoo Community Edition Book

When you select the Create button available on the top left corner of the window, you will be depicted with a creation form, and using this form, you can create new Surveys. The creation form can be viewed below.

Odoo Community Edition Book

In this Survey creation form, you can provide a Survey Title. You also have the provision to add a background image. Under the Questions tab, you have the options to ‘Add a Section’ and ‘ Add a question. By selecting the Add a Section, you are able to create a new section. You can create questions for your survey by selecting the Add a Question button available. On selecting the button, you will be depicted with a pop-up window as shown in the image where you can define the Question and you can choose the question type from the options given. Then you can select the Save & Close button to save the details.

Odoo Community Edition Book

The Save & New button will allow you to create more questions.

Back in the Survey creation window, under the Description tab, you can add a description. This description will be displayed on the home page of the survey. You can use this to give the purpose and guidelines to your audience to your candidates before they start it.

Under the Options tab of the Survey creation window, you can mention the Layout, Progression Mode, Selection, and the Survey Time Limit of the question. In addition, you can select the scoring rule from the options described under the Scoring menu. Similarly, the Access Mode can be defined under the Candidates menu. Also, you can enable or disable the option Login Required. If you enable this option, the users need to log in before answering and with a valid token. Finally, there are also some options for the Live Session. You can enable the option Reward quick answers then the attendees get more points if they answer quickly. Also, you can include Session Code. This code will be used by your attendees to reach your session.

Odoo Community Edition Book

After providing all the required information in the survey creation window, you can click on the Save button to save the details. Now your Survey is created. On selecting the Save button, you will be depicted with some menus such as Start Survey, Test, and Print as shown in the below image.

Odoo Community Edition Book

Now let us click on the Test button for having a test of the survey. On selecting this button, you will be directed to the website where you can perform the test.

Odoo Community Edition Book

In this website window, you are able to view a Start Survey button, on selecting this button, you can start the survey. It is also possible to press the Enter button to start the survey. In this window, you can view the time limit for this survey that we set at the time of creating the survey.

Odoo Community Edition Book

In this test survey window, you can view the information that we provided for the survey. Here the users can answer the questions in the survey and then click on the Submit survey button to submit the survey. Then the Odoo platform also provides the facility to review the answers. This can be done by selecting the Review your answers menu available as shown in the below image.

Odoo Community Edition Book

Back to the Survey creation window, After trying the Test survey, you can start the original survey by clicking on the Start Survey button available in the window.

Odoo Community Edition Book

If you click on the Start Survey button, you will be able to view that the status of the survey will be changed from Draft to In Progress. This can be visible on the right top side of the window.

Odoo Community Edition Book

The window also provides you the Share, Create Live Session, Print, and Close button. Moreover, you can also access the smart button ‘Answers’ on the right side of the window. On selecting this smart button, you can view the window, where you can view the participant’s answers if they answered the survey.

Odoo Community Edition Book

Now let us come to the Share button, on selecting this button, you will be depicted with a pop-up window as depicted below where you can add the recipients of the mail and also you can get the link to share.

Odoo Community Edition Book

Additionally, the Create Live Session button can be used for creating a live session with your attendees.

Odoo Community Edition Book

After the survey is completed, you can close the survey using the Close button available. When we close the survey, the status of the survey also will show Closed.

Odoo Community Edition Book

The Odoo Survey management module provides an insight to manage customer feedback. This will make your customer more comfortable and satisfied with your services and products and also it will help to fall them as your regular customers.

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Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

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Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

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Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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