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 searchable 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 Calls gradesheets or Locations gradesheets.
- (D) Search - You can search for a specific gradesheet by 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 to select all gradesheets or multiple checkboxes to select multiple 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 enter a gradesheet title. Once saved, this title is searchable in the gradesheet list.
- Section-level Edits
- (L) Section Points - Section points are automatically calculated based on the grade criteria points and cannot be edited.
- (M) Adjust Order - Click and drag to adjust the order.
- (N) Delete Section - Click to remove a section. Deleting a section will remove its points and associated criteria from the gradesheet.
- (O) Add New Section - When clicked, the system automatically adds a new section with 1 criteria worth 10 points.
- Grade Criterion Edits
- (P) Grade criteria title - Click to edit the specific grading criteria.
- (Q) Delete criteria - Click to remove a specific criteria. Section and gradesheet points automatically adjust when criteria is deleted.
- (R) Add grade criteria - Click to add additional criteria that will appear directly underneath.
- (S) Minimum scale - Click to edit the term used to describe the minimum score.
- (T) Maximum scale - Click to edit the term used to describe the maximum score.
- (U) Adjust maximum score - Click to adjust the 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 - 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 edits to the new gradesheet, make it available for use in the system and return to the gradesheet list.
- (X)Cancel - Click to discard the new gradesheet and return to the gradesheet list.
