Odoo Survey Module Guide

Create Effective Surveys

Welcome to your ultimate Odoo Survey Module Guide! If you aim to gather valuable feedback, conduct insightful exams, or streamline your recruitment process, then mastering Odoo’s Survey module is essential. This comprehensive guide will walk you through every step, from initial setup to advanced configurations, ensuring you can leverage this powerful tool to its full potential. Furthermore, we will explore how to design engaging questionnaires and analyze the collected data effectively within Odoo.

Understanding the Odoo Survey Module

Before we dive into the practical steps, it’s important to first grasp what the Odoo Survey module offers and why it’s a valuable asset for any organization. Subsequently, we will explore its core functionalities and benefits.

What is the Odoo Survey App?

The Odoo Survey module, often referred to as the Odoo Survey app, is a versatile tool within the Odoo ecosystem designed for creating, distributing, and analyzing various types of online questionnaires. As highlighted in the “Odoo Exam course v.18 Session 3 ｜ Survey” transcript, this module isn’t just for simple feedback forms; it’s robust enough to handle everything from customer satisfaction surveys and product research questionnaires (like the example of the “Pendolin” cosmetics company testing new products) to internal assessments, comprehensive exams, and even initial screening for recruitment. Essentially, it allows you to build custom forms with various question types, manage how they are presented, and then collect and interpret the responses directly within Odoo.

Key Benefits of Using Odoo Surveys

Utilizing the Odoo Survey module brings several advantages. Firstly, it centralizes your data collection efforts. Instead of using disparate third-party tools, you can manage all your survey activities within your Odoo environment, which integrates seamlessly with other Odoo applications like CRM, HR, and e-learning. Secondly, it offers a high degree of customization. You can tailor the look and feel of your surveys, define complex question logic, and set specific participation rules. Thirdly, the module provides built-in analytics, allowing you to quickly understand response patterns, generate reports, and make data-driven decisions. For instance, the transcript mentions tracking completion percentages and scoring for exams, which are crucial for educational and assessment purposes. Moreover, its ability to handle diverse needs, from simple feedback to structured exams, makes it incredibly flexible.

Getting Started: Your First Odoo Survey

Now that you have a foundational understanding, let’s proceed with the practical aspects of using the Odoo Survey module. This section will guide you through accessing the module and creating your very first survey.

Accessing the Survey Module in Odoo

To begin using this Odoo Survey Module Guide, you first need to locate and open the Survey module within your Odoo instance.

1. Log into your Odoo instance: Initially, open your web browser and navigate to your Odoo dashboard. Enter your credentials (username and password) to log in.
2. Navigate to the Apps Dashboard: Once logged in, you will typically land on the main Odoo Apps dashboard, where icons for all installed modules are displayed.
3. Find the Survey Module: Look for the “Surveys” icon. If you have many modules installed, you can use the search bar at the top of the Apps dashboard and type “Survey” to quickly find it.
4. Open the Module: Finally, click on the “Surveys” icon. This action will take you to the main dashboard of the Odoo Survey module, where you can see existing surveys or create new ones.

If the Survey module is not installed, you will need to install it from the Odoo Apps list first.

Creating a New Survey: Step-by-Step

Once you are in the Survey module, creating a new survey is a straightforward process. Follow these steps carefully:

1. Click the “Create” Button: On the Survey module’s main dashboard, you will prominently see a “Create” button. Click on this button to start building a new survey.
2. Enter a Survey Title: The first piece of information you’ll need to provide is the title of your survey. Make it clear and descriptive. For example, if it’s a customer feedback survey, you might title it “Customer Satisfaction Survey Q3 2025.” If it’s an exam, as discussed in the transcript, it could be “Odoo Functional Consultant Certification – Practice Exam.”
3. Add a Description (Optional but Recommended): Below the title, there’s often a field for a description. This is particularly useful for exams or more complex surveys. The transcript mentions providing a welcome message or instructions: “Dia memberi tahu Anda deskripsi yang jelas tentang pembicaraan ini. Sebuah pesan, Pasha, lebih baik…” (He tells you a clear description of this talk. A message, Pasha, is better…). Use this space to:
   • Welcome participants.
   • Explain the purpose of the survey or exam.
   • Provide instructions on how to answer questions.
   • Mention any time limits or scoring rules (e.g., “You will have 90 minutes to complete 50 questions. Each correct answer is worth 2 points. There is no negative marking for incorrect answers.”).
   • Add a thank you message for participation.

Continue Creating a New Survey

1. Configure Initial Settings (More on this later): There will be various tabs and options available even at this initial stage, such as “Options” and “Questions.” For now, focus on getting the title and description right. We will delve into detailed configurations in subsequent sections of this Odoo Survey Module Guide.
2. Save Your Survey: After entering the title and description, click the “Save” button. This action creates the survey shell, and you can now proceed to add questions and configure its behavior.

Designing Your Odoo Survey: Questions and Layout

With your survey shell created, the next crucial step is to design its content and structure. This involves adding various types of questions and organizing them logically. This part of our Odoo Survey Module Guide focuses on making your survey engaging and effective.

Adding Questions to Your Odoo Form

Odoo makes it easy to add questions to your survey form.

1. Navigate to the “Questions” Tab: Open the survey you created. You should see a “Questions” tab or a similar section. Click on it.
2. Add a New Question: Typically, you’ll find an “Add a Question” or “Create” button within this tab. Clicking this will open a form or a dialog box to define your new question.
3. Write Your Question Text: In the provided field, type the question you want to ask. Ensure your questions are clear, concise, and unambiguous.
4. Select Question Type: Odoo offers a variety of question types. Choose the one that best suits the information you want to gather. We’ll explore these types in the next section.
5. Configure Question-Specific Options: Depending on the question type selected, you will have different options to configure (e.g., answer choices for multiple-choice questions, validation for text input).
6. Save the Question: Once you’ve configured your question, save it. You can then repeat this process to add more questions to your survey.

Exploring Odoo Survey Question Types

The Odoo Survey module supports a range of question types, allowing for flexibility in how you gather information. While the transcript doesn’t list all types, it implies the existence of options and choices (“Pertanyaan atau jawaban dan masukkan opsi, itu saja” – Question or answer and enter the options, that’s all). Common types you might find include:

• Multiple Choice (Single Answer): Participants select one option from a predefined list.
• Multiple Choice (Multiple Answers): Participants can select several options from a list.
• Single Line Text Box: For short, open-ended answers.
• Multi-Line Text Box: For longer, more detailed open-ended responses.
• Numerical Value: For answers that must be numbers.
• Date/Datetime: For selecting a specific date or time.
• Matrix/Grid: Useful for rating multiple items on the same scale (e.g., a Likert scale).
• Dropdown/Selection: Participants choose one option from a dropdown list.

For each question, you can usually specify if an answer is mandatory. For exam-type surveys, you can also assign scores to correct answers, as mentioned in the transcript (“Pertanyaan yang benar, Anda akan mendapat nilai…” – Correct questions, you will get a score…).

Structuring Your Survey: Pages and Sections

For longer surveys or exams, it’s good practice to organize questions into pages or sections. This improves readability and user experience. The transcript touches upon this: “Pertanyaan: Setiap pertanyaan muncul pada satu halaman, tidak semuanya.” (Question: Each question appears on one page, not all of them.) or “Setiap bagian di halaman adalah bagian yang besar…” (Each section on the page is a large section…).

• Adding Pages: Look for an option like “Add a Page Break” or “Add Section” when designing your survey. This allows you to group related questions.
• Benefits of Paging:
  • Reduces Clutter: Prevents overwhelming participants with too many questions at once.
  • Logical Flow: Helps group questions by topic.
  • Progress Indication: Odoo often shows progress (e.g., “Page 1 of 5”), which can motivate users to complete the survey. The transcript mentions this: “Ini akan muncul kepada Anda sebagai persentase atau angka.” (It will appear to you as a percentage or number).

Customizing Survey Appearance

While not heavily detailed in the transcript, Odoo generally allows for some level of customization to align the survey’s appearance with your branding. This might include:

• Adding a logo.
• Choosing a background image or color.
• Basic theme adjustments.

Explore the “Options” or “Settings” tab of your survey for any available appearance customization features.

Advanced Odoo Survey Features and Options

Beyond basic question creation, the Odoo Survey module offers advanced features that enhance its utility, especially for specific use cases like exams or detailed feedback collection. This section of the Odoo Survey Module Guide delves into these powerful options.

Setting Up Survey Options: A Deep Dive

The “Options” tab within your survey configuration is where you’ll find many powerful settings. Let’s explore some key ones, drawing insights from the transcript:

• Survey Access Mode: Define who can access the survey (e.g., anyone with the link, specific users).
• Progression Mode: As mentioned, “Pertanyaan: Setiap pertanyaan muncul pada satu halaman…” (Each question appears on one page…). You can choose if users see one question per page, all questions on one page, or questions section by section.
• Show Progress Bar/Percentage: The transcript notes, “Ini akan muncul kepada Anda sebagai persentase atau angka… Saya memecahkan 17%…” (It will appear to you as a percentage or number… I solved 17%…). Enabling this helps participants understand how much of the survey they have completed.
• Selection of Questions (Randomization): For exams, randomization is crucial. The transcript states, “Dalam pilihan itu, saya katakan padanya secara acak. Apa arti acak?” (In that option, I tell him randomly. What does random mean?). This feature ensures that each participant might see questions in a different order, or a random subset of questions from a larger pool, preventing cheating and ensuring fairness. You might be able to specify the number of questions to be picked randomly from different categories or sections.

A Deep Dive

• Time Limit: For exams or time-sensitive surveys, you can set a duration. The transcript mentions, “Sebuah pertanyaan dalam satu setengah jam.” (A question in one and a half hours). Once the time is up, the survey might auto-submit or prevent further changes.
• Scoring: This is vital for exams and quizzes.
  • Score per Question: Assign points for correct answers.
  • Negative Marking (or lack thereof): The transcript discusses scoring: “Anda tidak akan mendapat nilai apa pun jika menjawab pertanyaan dengan salah. Ini akan berkurang setengahnya…” (You will not get any score if you answer the question incorrectly. It will be reduced by half…). This implies you can configure penalties for wrong answers or no penalties. You can also set scores for partially correct answers if the question type supports it.
  • Success Percentage: Define a passing score for exams.
• Attempts Allowed: Specify if users can take the survey multiple times.
• Start and End Messages: Customize the message shown at the beginning (welcome message/instructions) and end of the survey (thank you message, display of score if applicable).

Using Odoo Surveys for Different Purposes

The versatility of the Odoo Survey module allows it to be adapted for various organizational needs.

Crafting Product Feedback Surveys with Odoo

As exemplified by the “Pendolin” cosmetics company in the transcript (“Maksudku, mereka melakukan survei untuk produk apa pun, misalnya. Baru, ada produk baru yang keluar…”), Odoo Surveys are excellent for gathering customer opinions on new or existing products.

• Steps:
  1. Define Objectives: Clearly state what you want to learn (e.g., satisfaction with features, pricing, packaging).
  2. Target Audience: Identify who should receive the survey.
  3. Question Design: Use a mix of rating scales (e.g., “How satisfied are you with X on a scale of 1-5?”), multiple-choice questions about specific attributes, and open-ended questions for detailed feedback.
  4. Distribution: Share via email lists from your CRM, or embed on your website.
  5. Analysis: Use Odoo’s reporting to identify trends and areas for improvement.

Building Exams and Quizzes in Odoo’s Survey App

A significant portion of the transcript focuses on using the Survey module for exams (“Ujian kita misalnya…” – Our exam for example…).

• Steps:
  1. Define Exam Structure: Determine the number of questions, topics covered, and question types. The transcript mentions, “Serve2keywords kami akan bekerja pada dua kunci. Kunci pertama bagiku jika dia membesarkanmu Pertanyaan atau jawaban…” This likely refers to structuring questions and their corresponding answer options/keys.
  2. Create Question Bank: Develop a comprehensive set of questions. You can categorize them for easier management and randomization. The transcript mentions handling up to “700 pertanyaan” (700 questions).
  3. Configure Exam Settings:
     • Set a strict time limit.
     • Enable question randomization (“Acak, kenapa tidak…” – Random, why not…).
     • Define scoring rules (points for correct, penalty for incorrect, no score for unanswered).
     • Set a passing score.
     • Limit the number of attempts.
  4. Provide Clear Instructions: Use the survey description to explain rules, time limits, and scoring.
  5. Secure Distribution: Ensure only authorized candidates can access the exam.
  6. Review Results: Analyze scores and identify areas where participants struggled.

Streamlining Recruitment with Odoo Surveys

The transcript also mentions using surveys for recruitment (“Mungkin aku harus mengikatnya untuk perekrutan. Rekrutmen, buat survei dengan pertanyaan yang sudah disiapkan…” – Maybe I should tie it to recruitment. Recruitment, create a survey with prepared questions…).

• Steps:
  1. Initial Screening: Create a survey with basic questions about qualifications, experience, and availability.
  2. Skills Assessment: Design short quizzes to test specific skills relevant to the job role.
  3. Situational Judgement Tests: Present hypothetical work scenarios and ask candidates how they would respond.
  4. Automate Feedback: Use Odoo’s features to manage responses and quickly filter candidates.
  5. Integration with HR Module: Link survey results to candidate profiles in the Odoo HR module.

Sharing and Distributing Your Odoo Survey

Once your survey is designed and configured, the next step in this Odoo Survey Module Guide is to share it with your target audience. Odoo provides several ways to distribute your surveys.

How to Share Your Odoo Survey

1. Generate a Shareable Link:
   • After saving your survey, Odoo typically provides a unique URL for it.
   • You can find this link in the survey’s main form or under a “Share” or “Publish” option.
   • Copy this link and distribute it through various channels:
     • Email: Send it directly to your contact lists.
     • Website: Embed the link on your website or blog.
     • Social Media: Post the link on your social media platforms.
     • Internal Communication: Share via company intranet or messaging apps for internal surveys.
2. Send by Email directly from Odoo:
   • Odoo often has functionality to send survey invitations directly from the platform, especially if integrated with its Email Marketing or CRM modules.
   • This allows you to track who has received, opened, and responded to the survey.
3. QR Code: Some Odoo versions or customizations might allow generating a QR code that links directly to the survey, useful for physical locations or printed materials.

Managing Survey Access and Permissions

It’s crucial to control who can take your survey, especially for exams or confidential feedback.

• Public Access: Anyone with the link can take the survey.
• Login Required: Participants might need to log into your Odoo portal to access the survey. This is useful for internal surveys or exams for registered users.
• Specific User Groups: You might be able to restrict access to certain user groups defined in Odoo.
• One-Time Submission: Prevent users from submitting multiple responses, which is important for most survey types to ensure data integrity.

Check the “Options” tab of your survey for these access control settings.

Analyzing Odoo Survey Results

Collecting responses is only half the battle; the real value comes from analyzing the data. The Odoo Survey module provides tools to help you understand the feedback you’ve gathered. This part of the Odoo Survey Module Guide will show you how.

Viewing Survey Responses in Odoo

1. Navigate to Your Survey: Open the specific survey for which you want to see the results.
2. Access Responses/Answers: Look for a tab or button labeled “Answers,” “Responses,” or “Results.”
3. List View: You’ll typically see a list of all individual responses. You can often click on a specific response to see the full set of answers provided by that participant.
4. Filtering and Grouping: Odoo’s list views usually allow for filtering (e.g., by date, by specific answers) and grouping (e.g., by country, by department if you collected that data).

Understanding Odoo’s Survey Reporting Tools

Odoo usually provides a visual overview of the survey results.

• Aggregated Data: For each question, Odoo will show a summary of the answers.
  • Multiple Choice Questions: Displayed as bar charts or pie charts showing the percentage and number of respondents who chose each option.
  • Numerical/Rating Questions: May show averages, distributions, or scores.
  • Open-Ended Questions: Responses are listed, and you might need to manually review and categorize them, although some advanced analytics might offer text analysis features in newer Odoo versions or through third-party integrations.
• Score Analysis (for Exams): For surveys with scoring, Odoo will show individual scores, average scores, and possibly a distribution of scores. The transcript mentions, “Betul sekali, selama hal itu belum ada, maka selesailah sudah.” (That’s right, as long as it’s not there, then it’s over.) which, in the context of exams, could relate to final scores being calculated and displayed.
• Exporting Data: You can usually export survey responses (e.g., to CSV or Excel) for further analysis in other tools if needed.

For more in-depth analysis, consider exploring Odoo’s Business Intelligence (BI) tools if your Odoo instance has them integrated.

Tips for an Effective Odoo Survey Module Guide Application

To maximize the effectiveness of your surveys created using this Odoo Survey Module Guide, consider these best practices:

Writing Clear Survey Questions

• Be Specific: Avoid vague or ambiguous language.
• Use Simple Words: As advised, “try to use shorter and more familiar words to improve readability.”
• Avoid Double-Barreled Questions: Ask about one thing at a time. (e.g., Instead of “Was the instructor knowledgeable and engaging?”, split it into two questions).
• Be Neutral: Don’t lead respondents towards a particular answer.

Keeping Your Odoo Survey Concise

• Respect Participants’ Time: Only ask questions that are essential to your objectives.
• Shorter is Often Better: Long surveys can lead to fatigue and lower completion rates.
• Logical Flow: Arrange questions in a logical order, using transition words to guide the participant smoothly from one topic to the next.

Testing Your Survey Before Launch

• Pilot Test: Before sending your survey to a large audience, test it with a small group.
• Check for Clarity: Ensure questions are understood as intended.
• Verify Logic and Flow: Make sure any conditional logic or page breaks work correctly.
• Test on Different Devices: Ensure the survey displays well on desktops, tablets, and mobile phones.
• Check Time Estimates: For timed exams, ensure the allotted time is reasonable.

Conclusion

The Odoo Survey module is an exceptionally powerful and flexible tool that, when used effectively, can provide invaluable insights for your business. By following this Odoo Survey Module Guide, you are now equipped to create diverse types of surveys, from simple feedback forms and detailed product research questionnaires to comprehensive exams and efficient recruitment screeners. Remember to clearly define your objectives, design your questions thoughtfully, leverage the advanced configuration options, and carefully analyze the results. With practice, you’ll find the Odoo Survey module an indispensable part of your Odoo toolkit.

For further official information and updates, you may want to visit the Odoo Official Documentation.

This guide aims to help you harness the full capabilities of Odoo Surveys. Happy surveying!