This is an optional feature of the questionnaire, and is only necessary if the user wants to filter specific calls to be available for evaluation.

Specify a filter for the calls that can be selected for evaluation with this questionnaire. This might be necessary if the questionnaire is only relevant for one specific agent, team, or individual.

  1. Select the Questionnaires and click Questionnaire Manager to display the current list of questionnaires in Quality Manager.
  2. Select a Questionnaire from the list.
  3. To edit the call selection rules click Call Selection Rules on the main questionnaire toolbar to open the Call Selection Rules dialog box.
  4. The Call Selection Options are:
  • Exact Number: Use this checkbox to select calls to or from phone numbers that exactly match the agent's number, for example, 1234. Otherwise any number that contains the agent's number in a position specified by Matching Part is recognized for example, 1234 is matched in 22331234.
  • SIP Number: Use this checkbox to use the SIP number. The agent number must contain the character '@' for recognition of SIP formatted numbers. For example, 1234@example.com.
  • Agent Extension Length: Use this field to set the length of the Agent extension. Quality Manageridentifies whether callingnr or originalcallednr is the external call because, the external call number is longer than the extension length.

Important: Note that if SIP is being used and the SIP Number is enabled,then this number must be the complete length of the agent's extension. For example, the SIP number 1234@example.com requires an Agent Extension Length of 16, that is one for each character including periods and @signs.

  • Allow Internal Call Scoring: Use this checkbox to allow the selection of calls between agents that are defined in the Quality Manager users list.
  • Matching Part: If Exact Number is not enabled, this drop-down shows the part of a call's phone number to search for a known agent extension. Options are: Starts With, extension at beginning of phone number, Ends With, at end of phone number, or Contains , extension can be anywhere within the phone number.

     5.  The Record Criteria Panel enables the timing of the calls to be specified. Options are:

  • Week Days: Select one or more days of the week that are valid.
  • Time From/To : Select a time period within which the call must have occurred. Where Call Recording and the client PC are in a different time zones, then the Time intervals displays different values than those originally saved in the Questionnaire.
  • Min-Max Recording: Select the minimum or maximum length of the call recording in seconds.

     6.  These settings are optional, and apply only to the current questionnaire. Click OK to save any changes, or Cancel to exit the dialog.