Using evaluation forms
Building and modifying evaluation forms
How to create/build evaluation forms?
How to build an evaluation form in QualityDesk.FeaturedHow to edit forms?
How to edit or modify evaluation forms in QualityDeskFeaturedHow to delete an evaluation form?
|| Roles, that can do this: Admin How to delete an entire evaluation form? Admin user can delete evaluation forms from QualityDesk. If you are sure, you are not going to use a certain form and you don't need the history results, you can delete the form. (If you are looking instructions on, How to delete a saved evaluation, click here). If you are Admin and want to delete the entire evaluation form: First go to Monitoring forms onFew readers
Compliance Forms (Add-on)
Managing Compliance Forms and Rights (Admin User)
|| Roles with Access: Admin users || Add-on Service for organizations that have subscribed to the service Managing compliance forms and rights is currently only available for Admin users. Defining a Compliance Form The compliance form is defined on the Evaluation Forms page by editing a form. In the form's editing settings, select the desired Companies and Units where the form should be used. The form will then be available in all selected Companies and Units. ComplFeaturedAuditor Instructions (Part of Compliance feature)
|| Roles with Access: Compliance rights can be granted to all roles by Admin users. || Add-on Service for organizations that have subscribed to the Compliance feature. The Auditor role is a feature included in the Compliance Feature. A user with Audit rights can perform evaluations using the Compliance forms in multiple teams, units and companies. How Do Audit Rights Work? If a user has Audit rights, they will see an Compliance option in the left-hand navigation menu, which leaFeaturedReporting / Visibility of Compliance Forms
|| Roles with Access: Audit rights can be granted to all roles by Admin users. || Add-on service for organizations that have subscribed to the Compliance feature. Reporting within the Compliance feature follows the same principles as standard reporting without the Compliance feature. More details about visibility can be found here. Who Can Fill Out Compliance Forms? Only users with Auditor rights. How Are Compliance FormsFeatured
Automatic save of the evaluation form
|| Roles, that can do this: All Automatic saving of the evaluation form Evaluation and coaching forms are automatically saved every 10 seconds. This allows you to complete the form at your leisure and if you accidentally leave the evaluation page to elsewhere or the app's timeout (30 min unused) logs you out, you can return to completing the form from the Unfinished forms box on the front page of the app. Below you will see more detailed information listed: How does automatic savinFeaturedHow to delete a saved evaluation?
|| Roles, that can do this: Team leaders, Coaches, Unit superviser, Management and Admin -users To delete a saved evaluation, go to the profile of the agent for whom the evaluation was made and open the desired evaluation form from the date link. After that, just click the "Delete" button in the upper right corner. ||| Please note that the form will also be removed from the history data and will not be returned.  The Evaluation Forms page provides a quick overview of all forms within the company. From this page, you can also easily activate or deactivate forms as needed. Form Page Contents Creation Date: Displays the form’s creation date and time. (A log of modifications can be found within the form itself.) Lock Icon: If a lock icon appears next to a formFew readers