How do I track progress and prepare for a calibration session?
Required Feature Flags
The following feature flags and permissions are required to use this feature:
Feature Flag | Technical Name | Description |
Calibration |
| Enables calibration sessions |
Required Permissions:
Calibrate (
quality.evaluations.calibrate) — to access the calibration dashboard, track participant progress and prepare session notes
Go to Evaluate > click Calibration.
This opens the calibration dashboard.
The Calibration Dashboard
The dashboard displays four tabs to help you manage sessions:
Tab | Description |
Pending | Sessions that are scheduled but not yet started |
In Progress | Active calibration sessions currently underway |
Closed | Completed calibration sessions |
Recurring | Scheduled recurring calibration sessions |
Finding Your Session
You can search for your calibration session using:
Date range — Filter sessions by their scheduled date
Status — Filter by session status
Facilitator — Filter by who is running the session
Calibration type — Filter by session type (QA Calibration, Check the Checker, Team Lead Calibration, or Combined TL & QA Calibration)
Contact reference — Search by the contact being calibrated
Tracking Participant Progress
Click the percentage complete number on any session row to see a pop-up showing _who has_ and _who hasn't_ completed their blind evaluation in preparation for the session.
Participants move through these statuses:
Status | Description |
Awaiting | Participant has been invited but hasn't started their evaluation |
Evaluated | Participant has completed their blind evaluation |
Preparing for the Session
At any point before the session is scheduled to start, you can access the session by clicking the Open link on the relevant row. From there, you can:
View any evaluation results that have been completed so far
Add session notes in preparation for the session
Add feedback for participants
The platform allows you to Save any pre-session information at any time.