
To create the evaluation after specifying the criteria for determining agent calls for evaluation:
- Click Create Evaluation at the top of the Evaluation Planner page to create the evaluation. If any parameters or options are not correct during creation, a validation error dialog box helps the user identify the cause of the issue; otherwise a confirmation dialog box confirms that the evaluation has been created.
- Click OK to close the dialog box. A confirmation message is sent to the evaluator.
- Click Evaluation List from the menu on the left to view the updated list of evaluations.