
To create all of the required evaluations for a period as a batch:
- Open the Evaluation Planner.
- Select a Period and the Questionnaire to be used to evaluate the calls from the drop-down lists. Type the Interaction Count. See Creating a New Evaluation
- On the Basic tab select Group Evaluation.
- The Evaluator list appears and by default every evaluator is selected. The select Evaluator: All/None checkbox selects all or none of the evaluators. Select or de-select checkboxes to choose which evaluators are included.
- To select the groups that are assigned to an evaluator, without actually selecting the evaluator, click on the evaluator’s name without selecting the checkbox. The groups that the evaluator is responsible for appear in the evaluator’s box on the right hand side.

- Click Create Evaluations. The evaluations are created and a message box states how many evaluations were created. Click OK to close the message box.
- Select Evaluation List to view the created evaluations.