QC Forms

QC Forms Management allows for creation and organization of all Quality Control forms. 

• Create new forms
• Change Forms from Draft to Finalized
• Change Forms from Finalized to Obsolete
• FINALIZED forms are active forms and will be available for selection on the front end.
• Please Note: You may make a form go from Draft to Finalized, and from Obsolete to Finalized. However, you may not move a form from Finalized back to Draft. Please ensure you are 100% satisfied with your form before finalizing it. If you do make a mistake, you can always COPY the finalized/obsolete form and create a  new DRAFT version to edit. 

Options:

 This button creates a new evaluation form.

 This button edits the properties of the currently selected form

 This button creates a DRAFT duplicate copy of the selected form

 This button deletes the form. Please Note: This is different than making a form Obsolete. Deleting a form removes the form as well as all evaluations and data associated with the form. If you need to retain evaluations and data, choose to make a form Obsolete. 

 This button launches the form in a test view, to see how the form will appear to managers on the Front end.

Note: You can only edit or add sections and criteria to forms that are in DRAFT mode. Finalized forms only allow you to edit the section and criteria name (not the value)  as well as change the order of the sections and criteria. 

Form Types

 This is a form that does not require a playlist to be attached to it. Usually for a general evaluation form. 

 This form requires a playlist. One or multiple call recordings must be attached to this form to be evaluated. 

Form Status

 Green means the form is active.

 Brownish Orange represents forms that are in draft mode and can be edited.

 Gray are forms that are now obsolete and no longer visible on the front end. However, reports and data will still be available for the form. 

Creating and Editing A Form

Forms are broken into two parts. 

• Sections
• Criteria

Each Section contains criteria. Sections can be worth different percentage value. When completed, all sections must add up to 100%. 

Within each section, Criteria may also have different weights. The more points awarded to a specific criteria, the greater weight it is used in calculating the SECTIONS overall percentage. 

Training Material

Training Material may be assigned to each Section and to Each Criteria. When sending a completed QC form out for review, the option to include Training material will appear. Training material may be an internal or external link to your preferred training program. 

Preview

The Preview section shows how your Evaluation Form will appear on the front end. 

Templates

You may save criteria that you use often as a template. After creating the basic structure of the criteria, select the checkbox near the bottom of the Criteria Form. Here you may name your template and select it from the drop down (Top of Criteria Form) in the future.