Create an evaluation or group of evaluations that is fairly complex and re-use that evaluation with only a change of the dates. This will enable a CC manager or quality manager to create evaluations for the whole contact center at the beginning of the month, and next month, only spend 2 or 3 minutes updating the dates for the following month before they have created the evaluations for the next month.

 

  1. Click  Save As Template to save the evaluation settings for re-use.
  2. Enter a unique name for this template.
  3. Specify if the template is for private use only by selecting Private, or shared with other evaluation creators by selecting Shared.
  4. Click Save to save the changes.