From Bright Pattern Documentation
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| − | = How to Edit a Starter Evaluation Form = | + | = How to Edit a Starter Evaluation Form = |
The Evaluation Form Editor comes with four out-of-the-box forms—one for each main [[Contact-center-administrator-guide/ServicesandCampaigns/ServicesandCampaignsOverview | service]] type (i.e., [[QM/EvaluationForms/DefaultForms#Chat_Form | chat]], [[QM/EvaluationForms/DefaultForms#Email_Form | email]], [[QM/EvaluationForms/DefaultForms#Inbound_Form | inbound]], and [[QM/EvaluationForms/DefaultForms#Outbound_Form | outbound]]). These forms may be connected to a service and used as is or they may be customized. For an overview of the starter forms and the types of areas and questions found in each, see section [[QM/EvaluationForms/DefaultForms | Default Forms]]. | The Evaluation Form Editor comes with four out-of-the-box forms—one for each main [[Contact-center-administrator-guide/ServicesandCampaigns/ServicesandCampaignsOverview | service]] type (i.e., [[QM/EvaluationForms/DefaultForms#Chat_Form | chat]], [[QM/EvaluationForms/DefaultForms#Email_Form | email]], [[QM/EvaluationForms/DefaultForms#Inbound_Form | inbound]], and [[QM/EvaluationForms/DefaultForms#Outbound_Form | outbound]]). These forms may be connected to a service and used as is or they may be customized. For an overview of the starter forms and the types of areas and questions found in each, see section [[QM/EvaluationForms/DefaultForms | Default Forms]]. | ||
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Starter forms provide a great starting point for drafting evaluation forms. In this article, you will learn how to modify a starter form to suit your business needs. | Starter forms provide a great starting point for drafting evaluation forms. In this article, you will learn how to modify a starter form to suit your business needs. | ||
| − | == Procedure == | + | == Procedure == |
# In the Contact Center Administrator application, navigate to section ''Configuration > [[Contact-center-administrator-guide/QualityManagement/EvaluationForms | Quality Management > Evaluation Forms]]''.<br /><br /> | # In the Contact Center Administrator application, navigate to section ''Configuration > [[Contact-center-administrator-guide/QualityManagement/EvaluationForms | Quality Management > Evaluation Forms]]''.<br /><br /> | ||
# Select one of the starter forms shown, and click the '''Edit''' (pencil) button to open the form in the Evaluation Form Editor application.<br /><br />[[File:CCA-QM-Evaluation-Forms-Overview-54.PNG|center|thumb|800px|Section Quality Management > Evaluation Forms]]<br /><br /> | # Select one of the starter forms shown, and click the '''Edit''' (pencil) button to open the form in the Evaluation Form Editor application.<br /><br />[[File:CCA-QM-Evaluation-Forms-Overview-54.PNG|center|thumb|800px|Section Quality Management > Evaluation Forms]]<br /><br /> | ||
# Follow Step 2 to Step 6 of the [[QM/Admins/HowtoCreateandConfigureaNewEvaluationForm | Configuring Evaluation Forms]] procedure, using the edit (pencil) icons to make changes to the form’s evaluation areas, questions, title, and so forth.<br /><br /> | # Follow Step 2 to Step 6 of the [[QM/Admins/HowtoCreateandConfigureaNewEvaluationForm | Configuring Evaluation Forms]] procedure, using the edit (pencil) icons to make changes to the form’s evaluation areas, questions, title, and so forth.<br /><br /> | ||
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Latest revision as of 04:02, 29 May 2024
• 日本語
How to Edit a Starter Evaluation Form
The Evaluation Form Editor comes with four out-of-the-box forms—one for each main service type (i.e., chat, email, inbound, and outbound). These forms may be connected to a service and used as is or they may be customized. For an overview of the starter forms and the types of areas and questions found in each, see section Default Forms.
Starter forms provide a great starting point for drafting evaluation forms. In this article, you will learn how to modify a starter form to suit your business needs.
Procedure
- In the Contact Center Administrator application, navigate to section Configuration > Quality Management > Evaluation Forms.
- Select one of the starter forms shown, and click the Edit (pencil) button to open the form in the Evaluation Form Editor application.
- Follow Step 2 to Step 6 of the Configuring Evaluation Forms procedure, using the edit (pencil) icons to make changes to the form’s evaluation areas, questions, title, and so forth.
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