Workforce Engagement Management

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  • 1.  As a QA I want to pass over the evaluation results to a coach

    Posted 02-06-2025 03:41

    Hi! 
    In our company we have quite a straightforward set up for QM: agent's team leader (their direct manager) scores interactions and then in the coaching sessions provides feedback for several evaluation scores. They keep track of agent's performance and career path and support this agent's deveoplment.
    Due to another requirement we also limit our team leaders (evaluators) to see evaluation results and work only with evaluations assigned to them. Team leaders should not see evaluation results for agent's not from their team. We condition the permission like so:

    Quality  Evaluation  Add Add a new evaluation Condition: Evaluation Assignee equals Current user
    Quality  Evaluation  View View an evaluation Condition: Evaluation Evaluator equals Current user

    However, we as many other companies outsource part of the load to big industry players. They work differently - they have two roles responsible to QM operations: a coach and a QA. A QA scores interactions and then a coach conducts a coaching session with an agent. 
    How can we allow a coach to be able to see evaluation scores and completed evaluation done by a QA, without changing the permissions? Will Assign feature help in this case? How does this assign feature works - couldn't find enough information on resource center about it?


    Thanks :) 
    #Evaluations #Qualitymanagement 


    #QualityManagement

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    Ekaterina (Kate) Kononova
    Product Development | Data, Analytics & Quality Management
    Sweden
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  • 2.  RE: As a QA I want to pass over the evaluation results to a coach

    Posted 02-10-2025 10:33

    Hi Kate,

    You can find information about assigning here 'https://help.mypurecloud.com/articles/assign-an-evaluation-to-an-assignee/'. You should be able to assign in that case



    ------------------------------
    Herrick Mai
    Principal Product Manager
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  • 3.  RE: As a QA I want to pass over the evaluation results to a coach

    Posted 29 days ago

    Hi, Herrick! 
    I understand that this feature will enable assign. What I don't undrstand if it solved the user case I described, when one person does evaluation and another provides feedback and needs to see evaluation result. Do you think this feature will help us?



    ------------------------------
    Ekaterina (Kate) Kononova
    Product Development | Data, Analytics & Quality Management
    Sweden
    ------------------------------



  • 4.  RE: As a QA I want to pass over the evaluation results to a coach

    Posted 29 days ago

    Hi Kate,

    Just to confirm , towards the end it says " How can we allow a coach to be able to see evaluation scores and completed evaluation done by a QA" , do we mean any QA or a particular QA .

    If the coach needs permission to see evaluations assigned to a particular evaluator ( QA), then they can have a permission condition on evaluation>view permission, with condition evaluator == <QA user>

    If they want to allow Coach to have access to evaluations from multiple evaluators, then they can add multiple conditions ( use + sign )

    If they want to give coach permission to see evaluations from all evaluators, then they can simply give view permission to them without any permission condition



    ------------------------------
    Herrick Mai
    Principal Product Manager
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