RETURN TO THE MAIN SUPPORT PAGE
Administrators, Managers, & Evaluators can edit gradesheets used by Employees to grade phone calls and locations. The purpose of this guide is to explain how to locate and edit one.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Click here to learn more about creating a new Gradesheet.
You must be signed into
CallPotential's web version as an Administrator, Manager or Evaluator to access
the Settings icon and
subscribe to CallPotential's Performance Manager to create a gradesheet
.
Access
(A) Settings
icon- Click to access all your available administrative settings.
(B) Gradesheets -
ClickClick to access the full list of
Calls and Locations gradesheetssearchable gradesheets and the option to edit one.
Select Gradesheet to Edit - Note: Editing Calls and Locations gradesheets work the same way.
(C) Filter by
typeType - To help narrow your search and find the gradesheet you want to edit, click to see an exclusive list of
either Calls gradesheetsCall or
LocationsLocation gradesheets.
(D) Search -
Enter toYou can search for a specific gradesheet
name. The list will dynamically updated as you type the gradesheetby entering part or all of its name.
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 show Active gradesheets. Click (F) Archived to view only archived gradesheets. Click (G) All to view all gradesheets, both Active and Archived.
(H) Archive
checkboxSelector - Once clicked,
the(I)
Archive iconArchive becomes enabled and the selected gradesheet can be archived. Note: You may click the master Archive checkbox
which willat the top of the column 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 Edit - Click the icon associated with the gradesheet you wish to edit.
(K) Gradesheet
titleTitle -
ClickClick to
editupdate the gradesheet
name. This name will appear's title. Once saved, this title is searchable in the gradesheet list
of gradesheets.
- Section-level Edits
(L) Section
PointsTitle - Click to
edit update the section
title's name. This can help provide organization and focus for the questions inside.
(M) Adjust Section Order - Click and drag to
move the section to a different spot within the gradesheetadjust the order.
(N) Delete Section -
Click Click to
permanently remove
the a section.
Once deleted, all section numbers will automatically update. You will be prompted to confirm the delete action.
Deleting 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 to addWhen clicked, the system automatically adds a new section
. The new section will automatically display as the next section.
- Grade Criterion Edits
with a placeholder for 1 question worth 10 points.
(P) Grade
criteria titleQuestion Title -
Click Click to edit the
grade criterion titlespecific question.
(Q) Delete
criterionQuestion -
Click Click to
permanently remove the grade criteria. Once deleted, section points will updateremove a question, its points and associated criteria from the gradesheet.
(R) Add
grade criteriaQuestion -
Click Click to add
a new grade criterion within the section. The new grade criterion will automatically display as the next numberan additional question. New questions will appear below existing ones.
(S) Minimum
scaleScale
(optional) - Enter - Click to edit the term used
for to describe the minimum
range. Examples include Not Satisfactory or Poorscore.
(T) Maximum
scaleScale
(optional) - Enter - Click to edit the term used
for to describe the maximum
range. Examples include Satisfactory or Excellentscore.
(U) Adjust
maximum scoreMaximum Score -
Click to adjust how many points each grade criterion is worth. Once adjusted, section points will update to reflect the changeClick 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 -
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.
Save Your Updates
(W) Save -
ClickClick to save
changes made to the gradesheetthe edits you made and return to the gradesheet list.
(X) Cancel -
ClickClick to discard any
changesedits you made
to the gradesheetand return to the gradesheet list.
