Create an evaluation or group of evaluations that is fairly complex and re-use that evaluation with only a change of the dates. This will enable a CC manager or quality manager to create evaluations for the whole contact center at the beginning of the month, and next month, only spend 2 or 3 minutes updating the dates for the following month before they have created the evaluations for the next month.

- Click
Save As Template to save the evaluation settings for re-use. - Enter a unique name for this template.
- Specify if the template is for private use only by selecting Private, or shared with other evaluation creators by selecting Shared.
- Click Save to save the changes.