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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 searchable gradesheets and the option to
create a new gradesheetedit 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
Calls gradesheetsCall or
LocationsLocation gradesheets.
(D) Search -
YouYou can search for a specific gradesheet by entering
the Customer, Lead or Call IDpart 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 at 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 -
Click to enter a gradesheetClick 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 editedTitle - 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.
(O) Add New Section - When clicked, the system automatically adds a new section with a placeholder for 1
criteriaquestion worth 10 points.
- Grade Criterion Edits
(P) Grade
criteria title - Click Question Title - Click to edit the specific
grading criteriaquestion.
(Q) Delete
criteriaQuestion -
Click Click to remove a
specific criteria. Section and gradesheet points automatically adjust when criteria is deletedquestion, its points and associated criteria from the gradesheet.
(R) Add
grade criteria Question -
Click Click to add
additional criteria that will appear directly underneathan additional question. New questions will appear below existing ones.
(S) Minimum
scaleScale -
Click Click to edit the term used to describe the minimum score.
(T) Maximum
scaleScale -
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.
Save Your Updates
(W) Save -
ClickClick to save
edits to the new gradesheet, make it available for use in the systemthe edits you made and return to the gradesheet list.
(X) Cancel -
ClickClick to discard
the new gradesheetany edits you made and return to the gradesheet list.
