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Administrators, Managers, & Evaluators can create the gradesheet which Employees use to grade phone calls and locations. The purpose of this guide is to explain how to create 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 editing existing gradesheets.
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 create a new one.
(C) New Gradesheet - Click to open a blank gradesheet.
Create a Gradesheet
(D) Gradesheet Title - Click to enter a gradesheet title. Once saved, this title will be searchable in the gradesheet list.
(E) Use as Default - Check this box to automatically assign this gradesheet to any new location added in the future. If a different gradesheet is currently identified as default, it will be replaced by the new selection.
(F) Add Section - A new gradesheet will initially come with no sections. You will need to click this to add your first one. When clicked, the system automatically adds a new section with 1 question worth 10 points. Refer to step (M) to learn more about assigning points to questions.
(G) Section Title - Click to update the section's name. This can help provide organization and focus for the questions inside.
(H) Add Question - Click to add an additional question. New questions will appear below existing ones.
(I) Delete Question - Click to remove a question, its points and associated criteria from the gradesheet.
(J) Adjust section order - Once 2 or more sections have been created, click and drag to adjust the order.
(K) Edit Question - Click to edit the specific question.
(L) Adjust question order - Once 2 or more questions have been created, click and drag to adjust the order in which they appear. Note: It is possible to move questions to another section.
(M) Question points - The system defaults all new questions to 10 points. Click to adjust. Section points automatically update based on adjusted question points.
(N) Minimum scale - Click to edit the term used to describe the minimum score.
(O) Maximum scale - Click to edit the term used to describe the maximum score.
Save the Gradesheet
(P) Save - Click to save the new gradesheet. This will make it available for use in the system and return you to the gradesheet list.
(Q) Cancel - Click to discard the new gradesheet and return you to the gradesheet list.
