Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
You must be signed into the Web Client as an Administrator to access the Settings icon and edit a gradesheet(s).
Access
- (A) Settings icon - Click to access all available administrative settings.
- (B)Gradesheets - Click to access the full list of Calls and Locations gradesheetssearchable gradesheets and the option to create a new gradesheet.
Select Gradesheet to Edit - Note: Editing Calls and Locations gradesheets work the same way.
- (C) Filter by type - To click to see an exclusive list of either Calls gradesheets or Locations gradesheets.
- (D) Search - Enter to You can search for a specific gradesheet name. The list will dynamically updated as you type the gradesheet nameby entering the Customer, Lead or Call ID.
Archive/Unarchive Gradesheet(s) - Note: These instructions apply when (E) Active is selected. If (F) Archived is selected, this process will unarchive or make gradesheets available for use. You may click more than 1 gradesheet at a time.
- (E) Active - The list will initially default to Active gradesheets. Click (F) Archived to view only archived gradesheets. Click (G) All to view all gradesheets, both Active and Archived.
- (H) Archive checkbox - Once clicked, the (I) Archive icon becomes enabled and the selected gradesheet can be archived. Note: You may click the master Archive checkbox which will select all gradesheets.
- (I) Archive icon - Click to archive the selected gradesheet(s).
Edit Gradesheet - Note: To make edits within a specific gradesheet, click the Edit icon next to the item you wish to edit.
(J) Edit icon - Click the icon associated with the gradesheet you wish to edit.
- (K) Gradesheet title - Click to edit the enter a gradesheet name. This name will appear title. Once saved, this title is searchable in the gradesheet list of gradesheets.
- Section-level Edits
- (L) Section Points - Click to edit the section title Section points are automatically calculated based on the grade criteria points and cannot be edited.
- (M) Adjust Order - Click Click and drag to move the section to a different spot within the gradesheetadjust the order.
- (N) Delete Section - Click to permanently remove the a section. Once deleted, all section numbers will automatically update. You will be prompted to confirm the delete actionDeleting a section will remove its points and associated criteria from the gradesheet.
- (O) Add New Section - Scroll to the bottom of the gradesheet and click click to add a new section in which you can add specific criteria. The new section will automatically display as the next sectionsystem will default each section to 10 points.
- Grade Criterion Edits
- (P) Grade criteria title - Click to edit the grade criterion titlespecific grading criteria.
- (Q) Delete criterioncriteria - Click to permanently remove the grade a specific criteria. Once deleted, section points will updateSection and gradesheet points automatically adjust when criteria is deleted.
- (R) Add grade criteriacriteria - Click to add a new grade criterion within the section. The new grade criterion will automatically display as the next numberadditional criteria that will appear directly underneath.
- (S) Minimum scale (optional) - Enter the term used for the minimum range. Examples include Not Satisfactory or Poor.
- (T) Maximum scale (optional) - Enter - Click to edit the term used for to describe the maximum range. Examples include Satisfactory or Excellent.score.
- (U) Adjust maximum score - Click to adjust how many points each grade criterion is worth. Once adjusted, section points will update to reflect the changethe highest score possible for the criteria. The grading scale, section and gradesheet points automatically adjust based on the new maximum score.
- (V) N/A checkbox - Check to deactivate the question. If checked, section points will not include the grade criterion points If checked, the question will be marked as “N/A” by default when a user grades a call. They will need to deselect the checkbox in order to “activate” the question.
- (W) Save - Click to save changes made edits to the new gradesheet, make it available for use in the system and return to the gradesheet list.
- (X)Cancel - Click to discard any changes made to the new gradesheet and return to the gradesheet list.
