A typical example of role modification is to enable agents to plan and perform evaluations of their own performance (self-evaluations). By default, this is disabled, so this Self-evaluation permission must be added to the agent roles in Quality Manager as shown. Agents will now see the Evaluations menu item, but only be allowed to plan and perform evaluations for themselves. See the Quality Manager Agent User Guide for more information.
If some but not all agents are allowed to perform self-evaluations, it will be necessary to create a second custom Agent role that includes this permission.

To add self-evaluations to the agent roles, navigate to Administration > Role Manager.
- Select Agent from the Roles available
- Click
Edit. - Select Self-evaluation.
- Click >.
- Click OK.
By default, Quality Manager does not include the results of self-evaluations in reports and graphs. However, if self-evaluations are to be reported (for example if Quality Manager is configured to only run self-evaluations), this setting can be changed in the Application Options.