How to grade location calls

Table of Contents

1. Login to the WebAPP

First, in order to access your Location gradesheet and grade a location, you will need to log in to the WebAPP. In order to do this, you can navigate to http://app.callpotential.com and login with your Administrator credentials. If you have forgotten your login credentials, please reach out to support at 877-552-2557.

2. Evaluation tab, Location Grades sub-tab

After logging into the WebAPP, you will want to click the "Evaluator" tab, and then the "Location Grades" sub-tab. This will take you to the Location Grades page.

3. Grade a Location

Once into the Location Grades page, click the "Grade a Location" button.

NOTE: If you are here to just review previous grades, you can use the search criteria to find a previously graded location. Once you find the grade you wish to view, just click the "edit" link next to the location name and score.

4. Select Location to Grade

After clicking the Grade Location button, you will be brought to a new page with a Location dropdown list. Simply select the location you wish to grade from the dropdown list, and the Location Gradesheet will automatically load up.

5. Location Gradesheet

Once you have selected the Location to grade, you will be brought to the Location Gradesheet. From here, you are going to grade the location based on certain criterion that you have set up in the gradesheet editor (See Creating Location Gradesheet guide). Simply cycle through each tab and score the location based upon their performance. You will have to click the Section headers in order to move to the next Section. The buttons here are as follows:

1. Grade bar - This is how to you score each criterion on the location gradesheet. Simply click and hold the little light blue box, and drag it to the appropriate position
2. N/A checkbox - By checking this box, you will exclude this criterion from the total score
3. Notes button - By clicking this button, a little text box will pop down where you can take notes on each criterion
4. Section header - By clicking the section header, you will be brought to that section

6. Save

After you have finished grading each section, you can then view the Location's total score in the "Category (Possible Points)" table at the bottom left. This table will give you what score the Location received in each section, as well as a total-tallied score, and a letter grade. Once you are satisfied, simply click the "Save" button, and the score will be posted!

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