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  • 1.  Evaluation Summary Tab

    Posted 09-26-2018 19:42
    No replies, thread closed.
    Hello!  CAn anyone assist me in where I would set someone up to use the Evaluation Summary tab?

    Our team is trying to assign a new evaluation and reporting that they cannot locate this tab...do they need special permissions or are they not looking in the right place?   Thanks in advance!

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    Jeff Kamin
    EnvisionRxOptions
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  • 2.  RE: Evaluation Summary Tab

    Posted 09-27-2018 06:22
    No replies, thread closed.
    Hello Jeff,

    You have to be a quality administrator in order assign the evaluation. You may want to check this link. Let me know if it will help.


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    Marie Grace Delos Santos
    Global Digital Team. Customer Success
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  • 3.  RE: Evaluation Summary Tab

    Posted 09-27-2018 09:15
    No replies, thread closed.
    Thank you!

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    Jeff Kamin
    EnvisionRxOptions
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  • 4.  RE: Evaluation Summary Tab

    Posted 09-27-2018 08:59
    No replies, thread closed.
    Hi Jeff,
    Here's another link with some more information, including specific permissions needed, about the Quality Summary tab (formerly known as the Evaluation Summary tab).
    View an interaction's quality summary - PureCloud Resource Center
    PureCloud Resource Center remove preview
    View an interaction's quality summary - PureCloud Resource Center
    From an interaction's detail page, use the Quality Summary tab to see [More]
    View this on PureCloud Resource Center >


    I am working on including the specific permissions needed for all of the quality management articles, but in the mean time, you can view the quality management permissions in the link below. 
    About quality management roles and permissions - PureCloud Resource Center

    PureCloud Resource Center remove preview
    About quality management roles and permissions - PureCloud Resource Center
    A quality admin is a user with permission and access to manage... After you have configured a report, you can edit any of the... About quality management Learn how to plan for and implement quality management with... Anyone with the appropriate permissions can see evaluations, so it depends on...
    View this on PureCloud Resource Center >

     



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    Jordan Robinson-Rucker
    PureCloud Technical Writer
    Genesys - Employees
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