User Manual

Start Date

Click to display the calender on screen. Choose a date, click on close option on the calender or hit the Esc key to close.

End Date

Click to display the calender on screen. Choose a date, click on close option on the calender or hit the Esc key to close.

Client Name

Select the Client Name from dropdown list.

Program Name

Program Names are displayed as per the client name selected.

Select the Program name from the dropdown list.

Evaluation Form Name

Evaluation Forms are displayed as per the client name and program name selected.

Select the Evaluation Form from the dropdown list.

Sub Program Name

Sub Program names are displayed as per the client name and program name selected.

Select the Sub Program from the dropdown list. A user can also select multiple option from dropdown box using shift key. This is as shown below-

Location

Select the  location name.

Agent

Enter the initial characters of the agent’s name and select the name from the dropdown list displayed.

Note: If the agent name is not selected, it displays the reports for all the agents.

Supervisor Name

Enter the initial characters of the supervisor’s name and select the name from the dropdown list displayed.

Partner

Select the partner.

Date Type

Evaluation Date:

Select the radio button to search on basis of Evaluation date.

Call/Chat Date:

Select the radio button to search on basis of call/chat date.

Modified Date:

Select the radio button to search on basis of evaluation form modified date.

Evaluator Role

Click  to select and enter all the roles in the selection box.

To select a role, click .