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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

the Web Client

CallPotential's web version as an Administrator, Manager or Evaluator to access

 the

the Settings icon and

edit

subscribe to CallPotential's Performance Manager to create a gradesheet

(s)

.

Access

  • (A) Settings

    icon

     - Click to access all your available administrative settings.

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  • (B) Gradesheets -

     Click

     Click to access the full list of searchable gradesheets and the option to

    create a new gradesheet

    edit one.

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Select Gradesheet to Edit - Note: Editing Calls and Locations gradesheets work the same way.

  • (C) Filter by

    type

    Type - To help narrow your search and find the gradesheet you want to edit, click to see an exclusive list of

    either Calls gradesheets

    Call or

    Locations

    Location gradesheets. 

  • (D) Search -

     You

     You can search for a specific gradesheet by entering

    the Customer, Lead or Call ID

    part or all of its name.

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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.

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  • (H) Archive

    checkbox

     Selector - Once clicked,

    the

    (I) 

    Archive icon 

    Archive becomes enabled and the selected gradesheet can be archived. Note: You may click the master Archive checkbox

    which will

    at the top of the column to select all gradesheets or multiple checkboxes to select multiple gradesheets.

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  • (I) Archive

    icon

     - Click to archive the selected gradesheet(s).

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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.

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  • (K) Gradesheet

    title

    Title -

     Click to enter a gradesheet

     Click to update the gradesheet's 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
  • Title - Click to update the section's name. This can help provide organization and focus for the questions inside.

  • (M) Adjust Section Order -

  • Click
  • Click and drag to adjust the order.

  • (N) Delete Section -

  •  Click
  •  Click to remove a section. Deleting a section will remove its points and associated criteria from the gradesheet.

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  • (O) Add New Section -

    Scroll to the bottom and click to add a new section in which you can add specific criteria. The system will default each section to

    When clicked, the system automatically adds a new section with a placeholder for 1 question worth 10 points.

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Grade Criterion Edits
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  • (P) Grade

  • criteria title - Click
  • Question Title - Click to edit the specific

  • grading criteria
  • question.

  • (Q) Delete

  • criteria
  • Question -

  •  Click
  •  Click to remove a

  • specific criteria. Section and gradesheet points automatically adjust when criteria is deleted
  • question, its points and associated criteria from the gradesheet.

  • (R) Add

  • grade criteria 
  • Question -

  •  Click
  •  Click to add

  • additional criteria that will appear directly underneath
  • an additional question. New questions will appear below existing ones.

  • (S) Minimum

  • scale
  • Scale -

  • Enter
  •  Click to edit the term used

  • for
  • to describe the minimum

  • range. Examples include Not Satisfactory or Poor
  • score.

  • (T) Maximum

  • scale
  • Scale -

  •  Click
  •  Click to edit the term used to describe the maximum score.

  • (U) Adjust

  • maximum score - Click
  • 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
  •  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.

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Save Your Updates

  • (W) Save -

     Click

     Click to save

    edits to the new gradesheet, make it available for use in the system

    the  edits you made and return to the gradesheet list.

  • (X) Cancel -

     Click

     Click to discard

    the new gradesheet

    any edits you made and return to the gradesheet list.

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