Evaluation History

The evaluation history tab displays all COMPLETED evaluations. Both General and Recording evaluations. 

Parameters

To find an evaluation, select the time range the evaluation took place. Example: This Week, This Month, This Year. Alternatively, you may select a custom date range in the provided fields.

All Employees/Agents/Recordings that were graded for this time period will be listed.  

Typically, lists of Employee name will be shown, and next to their name a numerical value will be displayed. This numerical value represents the number of Evaluations attached to that employee during the selected time period. 

View Evaluation History

1. Click on the employee/agents name
2. All Forms that were evaluated will be shown.
3. Select the evaluation form you would like to see
1. The evaluation form details will be displayed on the right hand side. 
2. The questions will be listed along with point value
3. The point value received for each questions will also be shown if available. 
4. At the top of the grid, the Date the evaluation was conducted will be shown. Clicking this DATE will open up the individual QC form in a new tab. (Note: If the evaluation has a history of being REVIEWED, another tab will also be displayed)

Individual Evaluation

Once you click on a particular evaluation you can review the completed form. You may not change or edit any values of the form. 

Send For Review

You may send the individual form for review to another manager or agent. 

By clicking the SEND FOR REVIEW button, a window will pop up. 

1. Select the person you would like to send it to. 
2. Optionally, add any notes the recipient will see when opening up the evaluation form. 
3. Requested training will be available if the Form has Training material attached. This is setup under FORMS tab when creating the form.  
4. Once SUBMITTED. The review will be displayed in the recipients REVIEW TAB. The Review will also be in your REVIEW TAB to keep track of any comments or questions during the review process. Please see REVIEW TAB help section for more details. 

Re-Open 

You may re-open an evaluation if there are corrections to be made. Please note, only those with proper permission can re-open a completed evaluation.  Evaluations that are re-opened will be removed from the Evaluation History tab and transferred to the Evaluate tab under Incomplete Evaluations.