Maintenance Manual

Recordings
Evaluation Forms
139
Configuring an Evaluation Form’s Details
Use this task to configure an evaluation form’s details.
TASK
1. Select the form in the list of forms at the top of the Evaluation Form Administration
window.
2. Select the Details tab, and complete the fields as desired.
S
TEP RESULT: The form’s properties appear in the tabbed section at the bottom of
the window.
3. When done, click Save.
Exceeds
Expected
Percentage
The evaluation score range that indicates the agent’s performance
exceeds expectations. Default is 90–100%. This field is not editable. The
value in it depends on the values set in the lower two score range fields.
Status The default status is Editable. Do not change the status of an evaluation
form to Active until you finished modifying the evaluation form. You can
only change the status for an evaluation form listed in the Evaluation Form
Administration window. You cannot change the status for an evaluation
form template in the Evaluation Form Templates window. See “Form
Status” on page 140 for more information about statuses.
Field Description