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Evaluation Retention

  • 1.  Evaluation Retention

    Posted 10-12-2022 16:34
    Can anyone tell me how long Evaluations are retained?  I know you can only view them for 90 days, but what happens after that? Where do they go, how long do they stay there?
    #QualityManagement

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    Shelby Cronk
    ConvergeOne, Inc.
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  • 2.  RE: Evaluation Retention

    Posted 10-17-2022 13:24
    From what I read, you are correct on the 90 days, but I actually found that the time might be 60 days like the participant data.  I believe that the conversation detail in the analytics batch query would contain that information longer than the UI period.

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    Robert Wakefield-Carl
    Avtex Solutions, LLC
    Contact Center Innovation Architect
    https://www.Avtex.com
    https://RobertWC.Blogspot.com
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  • 3.  RE: Evaluation Retention

    Posted 02-09-2024 13:52

    @Tracy Vickers I had this come up again today. 

    If recordings are set to be deleted at 120 days, will the evaluation information also be deleted at 120 days or is it the 90 days I found previously ? Will there any data retained (e.g. total/critical scores available in Evaluation Views)? 



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    Shelby Cronk
    C1
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  • 4.  RE: Evaluation Retention

    GENESYS
    Posted 02-09-2024 14:27

    Hi Shelby,

    We actually retain the evaluations even after the recordings are deleted.



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    Herrick Mai
    Genesys - Employees
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  • 5.  RE: Evaluation Retention

    Posted 02-14-2024 03:03

    We need to delete all agent evaluations after 12 months. Is there a feature on the roadmap for introducing this option for QM?

    Regards

    Klaas Huizenga

    Rabobank Netherlands



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    Klaas Huizenga
    Cooperatieve Rabobank U.A.
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  • 6.  RE: Evaluation Retention

    GENESYS
    Posted 02-14-2024 13:57

    Hi Klaas,

    We don't currently have a feature option to systematically delete all evaluations after a specific duration. We do have one idea around auto deletion of incomplete evaluations. But it seems like your use case is different, do you want all evaluations that are older than 12 months deleted regardless of state? And does this differ per business line or other instances? Please feel free to submit an idea in our Aha portal to outline your use cases. 

    Thanks!



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    Herrick Mai
    Genesys - Employees
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  • 7.  RE: Evaluation Retention

    Posted 02-21-2024 15:18

    Hi Team. 

    We retain recordings for 10 years. What information from evaluations after the 90 days in what format and in this case, is that evaluation information kept indefinitely? 

    If our recordings dont delete until 10 years, which the evaluation information still be available? 



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    Imelda Lopez
    MOLINA HEALTHCARE INC.
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  • 8.  RE: Evaluation Retention

    Posted 03-06-2024 13:44

    Herrick, does this apply to Speech & Text Analytics data such as transcripts, acoustic data, topic detection, and sentiment data as well? 



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    Shelby Cronk
    C1
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  • 9.  RE: Evaluation Retention

    GENESYS
    Posted 03-07-2024 09:15

    Hey @Shelby Cronk, I checked with my coworker that works in the Speech & Text team and he confirmed that "If all recordings for an interaction is deleted then STA data is also deleted along with the transcripts"



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    Herrick Mai
    Genesys - Employees
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  • 10.  RE: Evaluation Retention

    Posted 03-20-2024 16:40

    Herrick,

    Can you tell me the retention period (how long it is retained, because I'm sure it isn't forever) for:

    • Evaluation Summary Information
    • Evaluation Detail Information
    • Coaching Summary Information
    • Coaching Details including notes and attachments


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    Shelby Cronk
    C1
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  • 11.  RE: Evaluation Retention

    Posted 03-20-2024 16:53

    These are all part of the stats and metrics in the platform and kept as long as your data retention is set, even if you delete recordings, this information is kept. 



    ------------------------------
    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
    ------------------------------



  • 12.  RE: Evaluation Retention

    GENESYS
    Posted 03-21-2024 10:15

    Thanks Robert!



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    Herrick Mai
    Genesys - Employees
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