General (Scorecards)

Owned by Olesya Tantsyura
Last updated: Apr 08, 2024
2 min read

1. Description

Here you enter information about a Scorecard.

Consists of fields (Fig.1):

  1. Name;

  2. Description;

  3. Team;

  4. State.

Fig. 1. General tab

1.1. Name

Required field. Here the name of the Scorecard is entered.

1.2. Description

Here the description of the Scorecard is entered.

1.3. Team

A field for selecting a Team for which this Scorecard can be applied.

You can select multiple Teams.

1.4. State

The switch is responsible for the possibility of using this Scorecard:

- the Scorecard is displayed in the drop-down list for assessment on the Call visualization tab in the Evaluation tab;

- the  Scorecard is not displayed in the drop-down list for evaluation.

2. Opportunities

2.1. Changes in the Scorecard for which no calls have yet been evaluated.

Goal

Change the description of the Scorecard

Goal

Change the description of the Scorecard

Preconditions

  1. Access to the Audit application;

  2. Access to the Scorecards section in the Admin application;

  3. Permission to create in the Scorecards section.

Steps

 

  1. Click on the Description field.

  2. Make the necessary changes.

  3. Click the Save button.

Result

Data saved.

2.2. Creating a copy of the Scorecard, according to which at least one call was evaluated

Goal

Create a copy of the Scorecard, according to which at least one call was evaluated

Goal

Create a copy of the Scorecard, according to which at least one call was evaluated

Preconditions

  1. Access to the Audit application;

  2. Access to the Scorecards section in the Admin application;

  3. Permission to create in the Scorecards section.

  4. The presence of a Scorecard, according to which at least one call was evaluated.

Steps

 

  1. Click on the Name field.

  2. Make the necessary changes. The name change is required.

  3. If necessary, change this or another tab of the Scorecard.

  4. Click the SAVEAS button.

Result

Data saved.