Calendar & Survey¶
Overview¶
This page covers two lightweight but useful native Odoo modules:
- Calendar — A shared scheduling system for events, meetings, and appointments with reminders, attendee management, and integration with other Odoo modules.
- Survey — A form builder for questionnaires, quizzes, and feedback collection with scoring, conditional logic, and response analytics.
These modules are combined on one page because Scott Recycling uses each for a focused set of tasks rather than as a primary daily tool.
Last Updated: February 2026 Target Audience: CSRs, HR, Operations, Managers
How We Use It at Scott Recycling¶
Calendar¶
At Scott Recycling, the Calendar module supports two key workflows. First, it's used for pickup scheduling — when a CSR schedules a recycling pickup with a customer, the pickup date and details are tracked through calendar-integrated scheduling in the sr_scheduling module. Second, the AI phone system uses calendar appointments to manage callbacks and scheduled interactions. The native Calendar module provides the underlying event storage, reminder system, and time slot management that these custom systems build on.
Employees can also use Calendar for standard business scheduling — team meetings, one-on-ones, training sessions, and deadlines. Events can be shared with other team members, set to recur on a schedule, and configured with email or notification reminders.
Survey¶
The Survey module is used for structured data collection in two main areas. HR uses surveys as onboarding quizzes — new employees complete questionnaires to verify they've absorbed training material, with scoring to measure comprehension. Operations uses surveys for product category questions — standardized forms that guide warehouse staff through categorization decisions for incoming recycling materials, ensuring consistent classification across the team.
Surveys integrate with the Odoo website for public-facing forms and can also be distributed via email link to specific recipients. Results are collected and analyzed within the Survey module, with individual and aggregate response views.
Learning Resources¶
Official Training — Calendar¶
| Resource | Type | Duration | Link |
|---|---|---|---|
| Odoo 17 Calendar Module Tutorial | Video | ~15 min | YouTube Search |
| Odoo 17 Calendar Scheduling | Video | ~10 min | YouTube Search |
Official Training — Survey¶
| Resource | Type | Duration | Link |
|---|---|---|---|
| Odoo 17 Survey Module Tutorial | Video | ~20 min | YouTube Search |
| Odoo 17 Survey Quiz Scoring | Video | ~10 min | YouTube Search |
Recommended Reading¶
Quick Reference — Calendar¶
| Task | Where to Find It |
|---|---|
| View your calendar | Calendar (app) > default view shows your events |
| Create a new event | Calendar > click a time slot or New button |
| Invite attendees | Open an event > Attendees field > add people |
| Set a reminder | Open an event > Reminder field > select timing |
| Create a recurring event | Open an event > toggle Recurrence > configure frequency |
| View another person's calendar | Calendar > Attendees sidebar > check their name |
| Sync with external calendar | Calendar > Settings (if Google/Outlook sync is configured) |
Quick Reference — Survey¶
| Task | Where to Find It |
|---|---|
| View all surveys | Surveys > Surveys |
| Create a new survey | Surveys > Surveys > New |
| Add questions to a survey | Open a survey > Questions tab > Add a Section / Add a Question |
| Enable quiz scoring | Open a survey > Options tab > Scoring section |
| Share a survey link | Open a survey > Share button or Start Survey |
| View survey responses | Open a survey > Answers (smart button) |
| Analyze response statistics | Open a survey > Answers > view charts and summaries |
| Close a survey | Open a survey > Close (prevents new submissions) |
Tips¶
Calendar: Use reminders for follow-ups
When scheduling a pickup or callback, always set a reminder on the calendar event. Odoo can send you an email or browser notification before the event, so nothing falls through the cracks.
Calendar: Check for conflicts before scheduling
Use the Attendees sidebar in the Calendar view to overlay another team member's schedule before booking a shared event. This prevents double-booking and scheduling conflicts.
Survey: Use sections to organize long surveys
For onboarding quizzes with many questions, break them into sections (e.g., "Safety", "Equipment", "Procedures"). This makes the survey easier to complete and the results easier to review.
Survey: Review scoring before publishing
For quizzes, double-check that every question has the correct answer and point value set before sharing the survey. Incorrect scoring undermines the purpose of the quiz and is confusing for employees.
Need more help? Check the FAQ & Troubleshooting page or contact your supervisor.