Genesys Quality Management Suite 8.1.520 : Configuring Quality Manager in the Call Recording Web UI

After Call Recording setup is complete and the Call Recording Web User Interface (UI) is available, view and edit the most important Call Recording configuration settings for Quality Manager by logging in to the Call Recording Web UI as an administrator.

Navigate to Settings > Configuration > ScoreCARD Setup.

The tab opens.

Basic Settings

  1. The Basic Setup section contains the following settings:
      • Quality Manager database: the database pool to use for Quality Manager data, that includes saved evaluations, user data, and media location (link) data. Database Pools are defined in Settings > CallREC Core > Database.
      • Quality Manager Authentication Pool: the default database pool to use for Quality Manager authentication. This is usually set to the same value as for Quality Manager database.
      • Wrap up key: the external data key that identifies the agent wrapup data, obtained via a Call Recording integration module. This enables Quality Manager to use this value when searching for evaluations, for example. The value for this key should be JTAPI_CISCO_ID for Cisco or GEN_TEV_CallID for Genesys taken from a custom advanced search Item key, specified in the Advanced Search column setup in the Web GUI: Settings > Web UI > Search > Advanced Search.
      • Agent ID Key: the external data key that identifies the agent ID in the Contact Center, obtained via a Call Recording integration module. This is essential because Quality Manager uses this value to access specific agent's calls in Call Recording, for example when the calls need to be evaluated.
        Important:The Agent ID Key value must be GEN_TEV_ThisDN or GEN_TEV_AgentID for Genesys and must be the same as the Item key value for an Advanced Search column for external integration data, specified in the Web GUI: Settings > Web UI > Search > Advanced Search.
        If these keys are not the same, Quality Manager reports such as the Interaction Volume chart does not function correctly.
        For some integration scenarios, recorded call data is required before external data keys become available for selection in the Web GUI.
      • URL to Call Recording stream: The base URL for access to media files for streaming. Updated only for custom installations and https secure communication.
      • Login for  CallMediaQuality Manager is a virtual user of Call Recording. The user account login for Quality Manager to access Call Recording media files.
      • Password for Call Recording MediaQuality Manager is a virtual user of Call Recording. The user account password for Quality Manager.
        If the Password for Call Recording Media value is changed, users of Quality Manager are not be able to play evaluation media from Call Recording until the web server is restarted, using the following command (run with root user permissions):
        /opt/callrec/bin/rc.callrec_web restart
        It is therefore recommended that the default randomly generated password is not updated often.
  2. The SMTP Server section enables a change of the sending email server, from the server set by default, to any another server.
  3. Excel Reports Setup contains the following settings for exporting reports in spreadsheet format:
      • Excel Template Path: this points to the following location on a default Call Recording server installation:
        /opt/callrec/web/webapps/scorecard-Web UI/cz.zoom.scorecard.Web UI.Scorecard/
        This directory location contains the styles.xlsx template file.
      • Lower Grade is Better checkbox determines which order the grades are sorted in the exported spreadsheet. With the checkbox selected the lower scores are best and are sorted first; the higher numbers are worst and therefore appear last. With the checkbox unselected the reverse is true.

Rounding Strategy

The Rounding Strategy section sets the number of decimal places used for the weight value of answers in Quality Manager questionnaires.

Navigate to Settings > Configuration > ScoreCARD Setup.

It is possible to set separate settings for:

  • Points Scale
  • Percentage Scale
  • Grades Scale