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Management System - Survey

mgmtsystem_survey folder_open OCA/management-system open_in_new
Management Systems License: AGPL-3

This module enables you to manage your customer satisfaction surveys and their answers.

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

Adds a ready-made Customer Satisfaction Survey to Odoo and a Surveys menu inside the Management System configuration, so quality managers can run and review satisfaction surveys.

This module links the Management System area with Odoo's Survey app. It installs a pre-built questionnaire called "Customer Satisfaction Survey" that is public (anyone with the link can answer), lets respondents go back to previous questions, shows one section per page and uses no scoring.

The survey is organised in five pages: - About You: how long the customer has been with you and how they interacted with you (phone, email, in person, online). - Product and Service Quality: a 1-10 satisfaction scale plus a matrix rating delivery on time, conformity to specifications, clarity of documentation and fair pricing. - Customer Service: responsiveness scale, staff knowledge, and how quickly the last issue was resolved. - Overall Experience: likelihood to recommend (0-10), comparison with expectations, and intention to keep doing business. - Comments and Suggestions: three free-text boxes.

Several questions are marked as mandatory, so respondents cannot skip them.

A new "Surveys" menu is added under the Management System configuration menu, visible only to the Management System manager group. It opens the standard survey list and form, where managers can edit the questionnaire, publish it and review the answers collected through the Survey app.

Depends on

mgmtsystemsurvey

Menus it adds

menu_open_survey

Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 8 confirmed, 1 with no information of 9 versions.

Sources · Odoo 19.0

Confirmed on 2026-11-03 in branch 19.0 of OCA/management-system.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

To configure this module, you need to:

  • Go to Management System \> Configuration \> Surveys
  • Click on Create to create your customer satisfaction survey
  • Add pages and questions

Usage

Source · Odoo 19.0

To use this module, you need to:

  • Publish the survey on the web (using the website module) or
  • Print the survey and send it by email or
  • Call your customer and go through the list of questions over the phone

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.