Maintenance Manual

Recordings
Quality Management Workflows
122
Creating a Quality Management Workflow
PREREQUISITE
You must assign a team or group before you can assign that team to a quality
management workflow. If you did not assign that team to a group, the team does not
appear in the Teams Assigned to Groups section.
NOTE: A team can belong to one archive workflow and one quality
management workflow.
Use this task to create a new quality management workflow.
TASK
1. In the navigation tree, select Recordings > Quality Management > Workflows.
S
TEP RESULT: The Workflow Administration window appears.
2. Next to the Workflows section, click New.
S
TEP RESULT: The Workflow Name dialog box appears.
3. Enter a unique name for the new quality management workflow, and then click OK.
S
TEP RESULT: The quality management workflow now appears in the Workflows
section.
4. Select the quality management workflow from the Workflows list.
5. Enter the time for the end of the work day in 24-hour format.
A
DDITIONAL INFORMATION: If the options are changed during the day, they do not go
into effect until the quality management workflow is reloaded just before the End
of Day.
6. Select the Allow Evaluators to Change Form check box if you want to allow
evaluators to choose the evaluation form they want to use.
7. Set the length of time you want the various types of recordings to be retained.
A
DDITIONAL INFORMATION: If you want recordings to be retained indefinitely, select
the Unlimited check box associated with the recording type. The minimum amount
of time a recording can be retained is one day for Scored and Unscored recordings
and 1 month for Tagged, HR, and Training recordings.