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.

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.

Location

As soon as the Client name is entered in the field, the Location field shows the list of Location.

Select the required Location from dropdown box

Partner

Select the Partner name from the dropdown list provided in Partner field. The list will include the names once an entry is made for Client field.

Agent

Enter the name of agent

Supervisor Name

Enter the name of Supervisor for the corresponding entry made for Agent field

Duration Level

The dropdown list displays the type of time duration which includes-

• Daily
• Weekly
• Monthly

Criteria

Select the type of criteria from dropdown list

Trend Level

The list displays the type of user to be selected. This includes

• Agent
• Supervisor
• Evaluator

Evaluator Role

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

To select a role, click .