Modifying a Category
Modifying an existing Category includes the following tasks:
You can modify all parts of the definition of a Category - its name, description, and the logical expression that defines the conditions for assigning a call to a Category. To modify any aspect of a Category, you must open the Category in the right panel. When you have finished making changes to the Category, you must save them in SMART.
To open a Category:
(Open Category). The Category opens in a tab in the right panel.You can change the sharing settings of the Category as necessary.
To change the sharing settings of the Category:
You can change the name and description of the Category as necessary.
To change the name or description of the Category:
For information about adding elements to the expression, see Inserting Elements into an Expression. For information about adding operators, see Inserting Operators into an Expression.
You can change the properties of any of the elements that are already included in the expression. For additional information about logical expressions, see Configuring the Category.
To modify the properties of an existing element:
You can remove any element or operator from the expression.
To remove an element or operator from an expression:
. The selected item is deleted from the expression.Whenever you modify a Category, you must save the changes in order for them to be implemented in SMART. For additional information about saving changes in SMART and implementing them in SpeechMiner, see Saving and Applying Changes.
To save changes to the Category:
(Save). A saved Category can be active or inactive. When an active Category is applied to SpeechMiner, calls can be assigned to it. When an inactive Category is applied, it is saved in SpeechMiner but cannot be assigned to calls.
This feature allows you to temporarily stop using a Category when it is not relevant. When SpeechMiner processes a call, it checks every active Category to see if it should be assigned to the call. Because of this, it is a good idea to deactivate Categories that are not needed because it makes call processing faster and more efficient. For example, if you only use a particular Program during certain sales campaigns, you can deactivate Categories that require the Program when no sales campaigns that use it are underway.
Activating or deactivating a parent Category causes all of its sub-Categories to be activated or deactivated along with it.
When you deactivate a Category that has been applied to SpeechMiner previously, you have to apply it to SpeechMiner in order to deactivate it in SpeechMiner.
To deactivate a Category:
(Deactivate). The Category is deactivated in SMART.After you modify a Category, make sure it is active before you apply it to SpeechMiner. Active Categories appear in the SMART tree list in bold type.
To activate a Category:
(Activate). The Category is activated. The list of Categories appears in SpeechMiner in the same order and with the same structure as it does in SMART. It is therefore a good idea to organize the list in a way that is convenient for SpeechMiner users. You can do this by moving Categories up or down in the tree list.
To move a Category up or down in the tree list:
(Move Up) or
(Move Down) as many times as necessary to move the Category to the desired location in the tree list.You can change any regular Category into a parent Category or a sub-Category, or move a sub-Category from one parent Category to another at any time (see Organizing Items Hierarchically).
To change a regular Category into a parent Category:
To change a regular Category into a sub-Category, or move a sub-Category from one parent Category to another:
See also