Can anyone point me in the right direction here... We are trying to set up policies for automatically assigning interactions for quality evaluations. When I go to select the agents that I want in the policy, even though they are set up in the system and they have interactions created, many of them are not showing up in the dropdown to be selected. The same is happening for selecting the evaluator - I have people set up with the permissions to be quality evaluators, and most of them are not showing up in the dropdown to select for assigning the interactions to. Help please!
#Ask Me Anything (AMA)
#PlatformAdministration
#QualityManagement
#SystemAdministration
#Unsure/Other

------------------------------
Amber Krueger
Ultimus Fund Solutions
------------------------------

Hi @Amber Krueger​​

I can't say I know what the criteria is for people appearing in the dropdown (would be great if someone could expand) but if you try typing the name in the box it should find the person, even if they're not in the dropdown list

------------------------------
Craig Farley
IP Integration
------------------------------

Original Message:
Sent: 11-03-2020 15:11
From: Amber Krueger
Subject: Creating Policies for Quality Evaluations

Can anyone point me in the right direction here... We are trying to set up policies for automatically assigning interactions for quality evaluations. When I go to select the agents that I want in the policy, even though they are set up in the system and they have interactions created, many of them are not showing up in the dropdown to be selected. The same is happening for selecting the evaluator - I have people set up with the permissions to be quality evaluators, and most of them are not showing up in the dropdown to select for assigning the interactions to. Help please!
#Ask Me Anything (AMA)
#PlatformAdministration
#QualityManagement
#SystemAdministration
#Unsure/Other

------------------------------
Amber Krueger
Ultimus Fund Solutions
------------------------------

Thank you! I did figure that out, but still don't know why people aren't appearing in the dropdown. Weird.

------------------------------
Amber Krueger
Ultimus Fund Solutions
------------------------------

Original Message:
Sent: 11-12-2020 05:15
From: Craig Farley
Subject: Creating Policies for Quality Evaluations

Hi @Amber Krueger​​

I can't say I know what the criteria is for people appearing in the dropdown (would be great if someone could expand) but if you try typing the name in the box it should find the person, even if they're not in the dropdown list

------------------------------
Craig Farley
IP Integration

Original Message:
Sent: 11-03-2020 15:11
From: Amber Krueger
Subject: Creating Policies for Quality Evaluations

Can anyone point me in the right direction here... We are trying to set up policies for automatically assigning interactions for quality evaluations. When I go to select the agents that I want in the policy, even though they are set up in the system and they have interactions created, many of them are not showing up in the dropdown to be selected. The same is happening for selecting the evaluator - I have people set up with the permissions to be quality evaluators, and most of them are not showing up in the dropdown to select for assigning the interactions to. Help please!
#Ask Me Anything (AMA)
#PlatformAdministration
#QualityManagement
#SystemAdministration
#Unsure/Other

------------------------------
Amber Krueger
Ultimus Fund Solutions
------------------------------

Are you using multiple Divisions (in addition to Home)?



------------------------------
George Ganahl GCP (Genesys Cloud), ICCE
Principal PS Consultant
Genesys
------------------------------

Original Message:
Sent: 11-12-2020 09:11
From: Amber Krueger
Subject: Creating Policies for Quality Evaluations

Thank you! I did figure that out, but still don't know why people aren't appearing in the dropdown. Weird.

------------------------------
Amber Krueger
Ultimus Fund Solutions

Original Message:
Sent: 11-12-2020 05:15
From: Craig Farley
Subject: Creating Policies for Quality Evaluations

Hi @Amber Krueger​​

I can't say I know what the criteria is for people appearing in the dropdown (would be great if someone could expand) but if you try typing the name in the box it should find the person, even if they're not in the dropdown list

------------------------------
Craig Farley
IP Integration

Original Message:
Sent: 11-03-2020 15:11
From: Amber Krueger
Subject: Creating Policies for Quality Evaluations

Can anyone point me in the right direction here... We are trying to set up policies for automatically assigning interactions for quality evaluations. When I go to select the agents that I want in the policy, even though they are set up in the system and they have interactions created, many of them are not showing up in the dropdown to be selected. The same is happening for selecting the evaluator - I have people set up with the permissions to be quality evaluators, and most of them are not showing up in the dropdown to select for assigning the interactions to. Help please!
#Ask Me Anything (AMA)
#PlatformAdministration
#QualityManagement
#SystemAdministration
#Unsure/Other

------------------------------
Amber Krueger
Ultimus Fund Solutions
------------------------------