Audit: forms
1. Description
This report contains information about Scorecards for call evaluation made by Auditors.
Consists of:
Dropdown list with multi-select "Time";
Dropdown list with multi-select "Team";
Dropdown list with multi-select "Scorecard";
Dropdown list with multi-select "Rated by";
Dropdown list with multi-select "User";
"Information" table;
"Form" table.
Fig. 1. "Audit: Forms" dashboard
1.1. Dropdown list with multi-select "Time"
It is designed to filter dashboards by call creation time or the time of its evaluation.
1.2. Dropdown list with multi-select "Team"
It is designed for filtering reports by the Agent's Team.
1.3. Dropdown list with multi-select "Scorecard"
It is designed for selecting Scorecards for which information needs to be viewed.
1.4. Dropdown list with multi-select "Rated by"
It is designed to filter all ratings given by an individual User.
1.5. Dropdown list with multi-select "User"
It is designed to filter all evaluations made by a particular User.
1.6. "Information" table
Fig. 2. "Information" table
The table displays general information about active and archived call assessment Scorecards.
It consists of the following columns:
Active - current status of the Scorecard. "+" – active, "-" – inactive;
Archive - current status of the Scorecard. "+" – archived, "-" – not archived;
Creation Date – the date when the call assessment Scorecard was created;
Title – the title of the call assessment Scorecard;
Number of evaluations – count of assessments conducted for a specific Scorecard;
Description – the description of the Scorecard (added during the creation or editing of the Scorecard).
1.7. "Form" table
Fig. 3. "Form" table
This table displays general information about a specific Scorecard.
It consists of the following columns:
Criterion No. – the question number in the Scorecard;
Criterion – the question from the Scorecard;
Type – the question type (available types: mandatory, optional);
Answer type – the type of answer that can be given by the User who rated the call
(available types: multiple choice, rating);Min score – the minimum score that can be given by the User who rated the call
for a specific question;Max score – the maximum score that can be given by the User who rated the call
for a specific question;Avg result – the average value of all evaluations for a specific question in the Scorecard
(calculated based on all calls evaluated using this Scorecard);Min result – the minimum evaluation value given for a specific question;
Max result – the maximum evaluation value given for a specific question.