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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 - Click to access all your available administrative settings.
(B) Gradesheets - Click to access the full list of searchable gradesheets and the option to edit one.
Select Gradesheet to Edit - Note: Editing Calls and Locations gradesheets work the same way.
(C) Filter by Type - To help narrow your search and find the gradesheet you want to edit, click to see an exclusive list of Call or Location gradesheets.
(D) Search - You can search for a specific gradesheet by 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 Selector - Once clicked, (I) Archive 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 - 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 - Click the icon associated with the gradesheet you wish to edit.
(K) Gradesheet Title - Click to update the gradesheet's title. Once saved, this title is searchable in the gradesheet list.
(L) Section Title - Click to update the section's name. This can help provide organization and focus for the questions inside.
(M) Adjust Section 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 a placeholder for 1 question worth 10 points.
(P) Grade Question Title - Click to edit the specific question.
(Q) Delete Question - Click to remove a question, its points and associated criteria from the gradesheet.
(R) Add Question - Click to add an additional question. New questions will appear below existing ones.
(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.
Save Your Updates
(W) Save - Click to save the edits you made and return to the gradesheet list.
(X) Cancel - Click to discard any edits you made and return to the gradesheet list.
