[ADD] Appraisals: 360 Feedback

closes #13373

Signed-off-by: Samuel Lieber (sali) <[email protected]>

Author: larm-odoo

content/applications/hr/appraisals.rst

@@ -78,62 +78,11 @@ of a rating, and drag the rating to the desired position on the list.
    :align: center
    :alt: The evaluation scale, with the new button and click and drag icons highlighted.
 
-360 feedback
-============
-
-The :guilabel:`360 Feedback` section displays information for all the surveys currently configured
-in the *Appraisals* application. To view the surveys, and their statistics, navigate to
-:menuselection:`Appraisals application --> Configuration --> 360 Feedback`.
-
-.. image:: appraisals/survey-list.png
-   :align: center
-   :alt: A list view of all available surveys in the Appraisals application.
-
-Each appraisal (or survey) is presented in its own line on the :guilabel:`360 Feedback` page, along
-with various information related to that particular appraisal.
-
-Each appraisal includes the following information:
-
-- :guilabel:`Survey Name`: the name of the specific survey.
-- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year
-  they were given that designation.
-- :guilabel:`Questions`: the number of questions in that particular survey.
-- :guilabel:`Average Duration`: the average time a user spends completing the survey.
-- :guilabel:`Registered`: the number of people who have been sent the survey.
-- :guilabel:`Completed`: the number of people who have completed the survey.
-
-Each appraisal also has two buttons at the end of each line: a :guilabel:`Test` button and a
-:guilabel:`See Results` button.
-
-To see what an appraisal looks like for the end user (i.e. an employee), click the :guilabel:`Test`
-button, and the appraisal loads in a new browser tab. The entire appraisal loads, and can be clicked
-through without having to enter any answers.
-
-To exit, close the tab. Or, click :guilabel:`This is a Test Survey. → Edit Survey` at the top of the
-page to be taken to the detail form for that particular survey.
-
-To view the results from everyone who completed an appraisal, click the :guilabel:`See Results`
-button. This presents all the answers for the survey in a new tab. Each question provides
-information on how many people responded to a question, and how many people skipped it. All answers
-for each question are visible.
-
-To exit, close the tab. Or, click :guilabel:`→ Edit Survey` at the top of the page to be taken to
-the detail form for that particular survey.
-
-In addition to viewing the responses from past appraisals and surveys, new surveys can also be
-created from the :guilabel:`360 Feedback` page. Simply click the :guilabel:`New` button in the
-top-left of the page to create a new survey.
-
-For more information on how to create a survey, refer to the :doc:`../marketing/surveys/create`
-document.
-
-.. note::
-   In previous versions of Odoo, this section was referred to as :guilabel:`Surveys`.
-
 .. seealso::
    - :doc:`appraisals/schedule_appraisals`
    - :doc:`appraisals/new_appraisals`
    - :doc:`appraisals/appraisal_templates`
+   - :doc:`appraisals/360`
    - :doc:`appraisals/goals`
    - :doc:`appraisals/appraisal_analysis`
    - :doc:`appraisals/skills_evolution`
@@ -144,6 +93,7 @@ document.
    appraisals/schedule_appraisals
    appraisals/new_appraisals
    appraisals/appraisal_templates
+   appraisals/360
    appraisals/goals
    appraisals/appraisal_analysis
    appraisals/skills_evolution

content/applications/hr/appraisals/360.rst

@@ -0,0 +1,85 @@
+============
+360 Feedback
+============
+
+Odoo's **Appraisals** app lets managers gather feedback on their direct reports from anyone in the
+company. Input from colleagues gives managers a fuller view of each employee's strengths, growth
+areas, and collaboration skills.
+
+.. _appraisals/360-dashboard:
+
+360 feedback dashboard
+======================
+
+The :guilabel:`360 Feedback` section displays information for all the surveys configured for the
+**Appraisals** app. To view the surveys and their statistics, navigate to :menuselection:`Appraisals
+app --> Configuration --> 360 Feedback`.
+
+.. image:: 360/survey-list.png
+   :alt: A list view of all available surveys in the Appraisals application.
+
+Each appraisal, or survey, is presented on its own line on the :guilabel:`360 Feedback` dashboard,
+along with various information related to that particular appraisal.
+
+Each appraisal includes the following information:
+
+- :guilabel:`Survey Name`: the name of the specific survey.
+- :guilabel:`Responsible`: the employee responsible for the survey, including the month and year
+  they were given that designation.
+- :guilabel:`Questions`: the number of questions in that particular survey.
+- :guilabel:`Average Duration`: the average time a user spends completing the survey.
+- :guilabel:`Registered`: the number of people who have been sent the survey.
+- :guilabel:`Completed`: the number of people who have completed the survey.
+- :guilabel:`Certified`: if the survey is for a certification, the percentage of users who have
+  passed the certification.
+
+Each appraisal row offers two actions:
+
+- :guilabel:`Test`: Opens the appraisal in a new tab to preview the questions without submitting
+  answers. Close the tab to return to the list, or click :icon:`oi-arrow-right` :guilabel:`Go to
+  Survey`/:guilabel:`Go to Appraisal` for the full form.
+- :guilabel:`See Results`: :ref:`View response analytics <appraisals/360-view-results>`.
+
+.. _appraisals/360-request-feedback:
+
+Request feedback
+================
+
+To request feedback from a colleague, navigate to the **Appraisals** app, and click on the appraisal
+card to open it.
+
+Click the :guilabel:`Ask Feedback` button, and an :guilabel:`Ask Feedback` email pop-up window
+appears, using the :guilabel:`Appraisal: Ask Feedback` email template.
+
+First, using the drop-down menu, select the employees being asked to provide feedback in the
+:guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to
+the default message, and attach any relevant documents.
+
+The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal
+Date` on the appraisal form. Using the calendar selector, modify the date, if desired.
+
+Click :guilabel:`Send`, and the feedback requests are sent to the specified employees.
+
+.. image:: 360/ask-feedback.png
+   :alt: The email pop-up when requesting feedback from other employees.
+
+.. _appraisals/360-view-results:
+
+View results
+============
+
+To view the results from everyone who has completed a survey, click the :guilabel:`See Results`
+button at the end of the corresponding survey line in the :ref:`360 Feedback dashboard
+<appraisals/360-dashboard>`. This presents all the answers for the survey in a new tab. Each
+question provides information on how many people responded to a question, and how many people
+skipped it. All answers for each question are visible.
+
+To save a PDF version of the survey results, click the :icon:`fa-print` :guilabel:`(Print)` icon at
+the top of the page. To exit, close the tab.
+
+In addition to viewing the responses from past appraisals and surveys, new surveys can also be
+created from the :guilabel:`360 Feedback` page. Click the :guilabel:`New` button in the top-left of
+the page to create a new survey.
+
+For more information on how to create a survey, refer to the :doc:`../../marketing/surveys/create`
+document.

content/applications/hr/appraisals/new_appraisals/ask-feedback.png renamed to content/applications/hr/appraisals/360/ask-feedback.png

@@ -109,8 +109,9 @@ and their responses are then visible to the employee.
 Ask for feedback
 ----------------
 
-As part of the appraisal process, the manager can request feedback for an employee from anyone in
-the company about an employee. In Odoo, this is referred to as *360 Feedback*.
+As part of the appraisal process, the manager can :ref:`request feedback for an employee
+<appraisals/360-request-feedback>`  from anyone in the company about an employee. In Odoo, this is
+referred to as *360 Feedback*.
 
 Feedback is requested from coworkers and anyone else who works with the employee. This is to get a
 more well-rounded view of the employee, and aid in the manager's overall assessment.
@@ -119,25 +120,6 @@ more well-rounded view of the employee, and aid in the manager's overall assessm
    To request feedback, the appraisal **must** be confirmed. Once confirmed, an :guilabel:`Ask
    Feedback` button appears in the upper-left corner of the form.
 
-To request feedback from a colleague, click the :guilabel:`Ask Feedback` button, and an
-:guilabel:`Ask Feedback` email pop-up window appears, using the :guilabel:`Appraisal: Ask Feedback`
-email template.
-
-First, using the drop-down menu, select the employees being asked to provide feedback in the
-:guilabel:`Recipients` field. Multiple employees may be selected. Next, make any desired changes to
-the default message, and attach any relevant documents. To attach a document, click the
-:icon:`fa-paperclip` :guilabel:`Attachments` button, and a file explorer window appears. Navigate to
-the files, select them, then click :guilabel:`Open`.
-
-The :guilabel:`Answer Deadline` date is automatically set to the day after the :guilabel:`Appraisal
-Date` on the appraisal form. Using the calendar selector, modify the date, if desired.
-
-When the email is ready to send, click :guilabel:`Send`, and the feedback requests are sent to the
-specified employees.
-
-.. image:: new_appraisals/ask-feedback.png
-   :alt: The email pop-up when requesting feedback from other employees.
-
 .. _appraisals/review:
 
 Appraisal review