Quality forms

Before being able to evaluate real-time calls, or their recorded version, you must define quality forms. 

To create a form

1. Go to Quality > Quality form.
2. Click Add.
3. Enter the name for the form.
4. Leave Disabled unchecked.
5. Click Save.

At any time you can disable a form by checking Disabled. This will make the form and questions within unavailable to be linked with call records.

To create a category

• Go to Quality > Quality forms.
• Click Edit button beside the form where you want the category to be created.

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• Click Add button.
• Select Category for the drop-down menu.

• Introduce the category name as you like to be refered.

• Chose parent for the new category. It can be a form category or a subcategory.

• Click Ok.

You can change the parent for a category by clicking on Edit button.

To create a question:

Go to Quality > Quality forms.

Select the category where you want the question to be

Click Add button.

Select Question for the drop-down menu.

Click Ok.