1. Description
The Auditor is a specialist in the quality control department, whose task is:
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Required permissions for the Auditor:
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1.1. Create a Scorecard
Scorecard - a monitoring form for evaluating a conversation.
Go to the Scorecard page and click the Add button to create a new Scorecard.
Fig. 1. Storecards Scorecards page
The General tab opens (Fig.2).
Fig. 2. General tab
Enter the required data and go to the Criteria tab (Fig.3).
Fig. 3. Criterias tab
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Open the Call visualization page (Fig. 4) by clicking the call info tool ( ).
Fig. 4. Call visualization page
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After listening, you can proceed to the assessment. Open the Evaluation tab (Fig.5).
Fig. 5. There is no evaluation
You must click the Rate the call button to rate the call. The Select the scorecard modal window opens (Fig.6).
Fig. 6. Select the scorecard modal window
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The modal window closes, and the selected Scorecard is displayed on the Evaluation tab (Fig.7).
Fig. 7. Displaying the Scorecard
The display of the Scorecard depends on its settings. It consists of the criteria specified in the Scorecard, a field for writing a comment, and buttons for saving or canceling the entered data.
- is a required question.
The evaluation result is displayed after clicking the Save button (Fig.8).
Fig. 8. The result of the evaluation
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