Getting started with Scorecard Builder
- How do I create a new scorecard?
- How do I add a section to a scorecard?
- How do I add a line-item / question to a scorecard?
- Default scoring templates for marking line items / questions
- How do I add root causes to a scorecard?
- How do I add a data-capture (non-scored) question to a scorecard?
- See all 7 articles
Getting started with Quality (Evaluate & Calibrate)
Getting started with Coach Form Builder
Getting started with Coach & Feedback
Manage your Structure/Org Chart
Manage Roles & Permissions
Manage and Edit User Profiles
- How do I edit a user's profile?
- How do I move an agent from one team to another?
- How do I de-activate/re-activate a user?
- How do I select what parts of the structure/org-chart a user can access in reports / tables?
- How do I set up custom reporting groups and then enable users to view them?
- How do I view a user's permissions?
- How do I configure scorecard/reporting labels?
- How do I create prompts to help evaluators select the right types of contacts to evaluate?
- How do I create data-capture (non-scored) questions?
- How do I create my own customised scoring templates for line items / questions?
- How do I edit the words used to describe System Evaluation Outcome?
- How do I configure my own Manual Evaluation Outcomes?
- See all 9 articles
Coach & Feedback Settings
- How do I edit the phrases used to encourage agent-feedback during evaluation?
- How do I edit the phrases used to encourage evaluator-feedback as part of a calibration session?
- How do I edit the phrases used on general feedback?
- How do I configure general feedback topics?
- How do I configure coaching topics?
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