Julie,
Adding to Vaun's comments, the only type of questions that support critical and/or fatal are the boolean-type ("yes/no") questions. Some examples of using critical/fatal in the evaluation form:
- [Healthcare] If the agent does not properly verify member details before releasing HIPAA-based information, then fail the evaluation
- [Financial services] If the agent does not read back transaction-related elements that they are going to execute for the customer, then trigger the failure
- [Generic use case] If the agent does not greet the customer with the corporate branded script and ask an initial probing question, then trigger the failure
A good practice might be to place the critical/fatal questions in their own question group in the evaluation form so that the "yes" response to the question doesn't impact the overall score. This can be done by setting the scaling factor (or weight) for the question group to 0. Another good practice might be to only conditionally display the fata question, based on previous responses in the evaluation. I've attached a couple of screenshots to help visualize how this can be done.
Lastly, when configuring the fatal question, although the default "yes/no" question and point values will suffice, the fatality behavior will be triggered against the lowest point value and not the order of the answers. Therefore, it depends on the wording that one uses for the fatal question(s).
e.g. "Did the agent not release sensitive customer information?" No = 5 points, Yes = 0 points. Choosing "Yes" will cause an overall failure to the evaluation.
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Robert Bruno
Senior Principal PS Consultant (WEM)
Genesys
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Original Message:
Sent: 11-02-2023 14:24
From: Julie Kleedorfer
Subject: Critical vs Fatal question
If I'm understanding it correctly, if an Evaluator gives a "no" answer to a fatal question that automatically gives the agents a 0% on that evaluation.
If a question is set to critical and the Evaluators gives a "no" answer what happens? I'm not understanding what a critical question is if it's not fatal.
Thank you!
#QualityManagement
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Julie Kleedorfer
Inspiritec, Inc.
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