The options available while choosing to create a blank evaluation form can also be availed while editing a form.
Click the Edit link on the Design Form page to edit a particular form and the following screen appears.
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Edit Form screen
Screen Elements |
Description |
Evaluation Form Title |
One can edit the title of the evaluation form created to some other name. |
Allow Call Upload? (Voice Type Form) |
Select to restrict the uploading of call. If yes is selected, record can be added on the form. |
Category weight based? |
Allows changing the category settings. |
Auto Failure Effect? |
One can edit the effect of auto failure in form as per requirement. |
Upload Audit Guideline |
Allows uploading the audit guideline by clicking Note: The maximum upload file size is 5 MB. |
Report Legend Customization |
One can change the values of the start and end fields of the report legends as per requirement. |
Once the changes are done, click or click
to cancel the process. If Save button is clicked the following confirmatory message is displayed.
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Message Box screen
Click OK and the form gets updated.
Video