Maintenance Manual

Recordings
Evaluation Forms
141
Once you have changed a status to the next in line, you cannot go back to the previous
status. Also, you cannot skip a status (for example, go from Editable to Inactive).
Changing a Form’s Status
Use this procedure to change the status of a form.
TASK
1. In the navigation tree, select Recordings > Evaluation Forms > Forms.
S
TEP RESULT: The Evaluation Form Administration page appears.
2. Select the form whose status you wish to change from the list of forms at the top
of the page.
3. On the Details tab, in the Status section, select the desired status (in accordance
with the normal form lifecycle), and then click Save.
Settings Tab
The Settings tab displays the settings for evaluation, approval, and alerts. It appears at
the bottom of the Evaluation Form Templates window and the Evaluation Form
Administration window.
Table 41. Settings tab fields
Field Description
All Managers
Evaluate
Select this check box if you want all managers to be able to evaluate
contacts that use this evaluation form and that are made by agents in
their group.
All Supervisors
Evaluate
Select this check box if you want all supervisors to be able to evaluate
contacts that use this evaluation form and that are made by agents in
their team.