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  • 1.  Call Evaluation Forms

    Top 25 Contributor
    Posted 14 days ago

    Hi there!

    Is there a way to change the time remaining for an evaluation to be complete from the set 90 days to another time frame?


    #Implementation

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    Caitlyn Petrousek
    eFinancial, LLC
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  • 2.  RE: Call Evaluation Forms

    Posted 9 days ago

    Not quite following you.  A QM person would start the evaluation and can set the date for submission in the future.  There is no way to specify how long they have to complete the evaluation once they start.  Are you talking about submission of the evaluation or maybe training/coaching requests?



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    Robert Wakefield-Carl
    ttec Digital
    Sr. Director - Innovation Architects
    Robert.WC@ttecdigital.com
    https://www.ttecDigital.com
    https://RobertWC.Blogspot.com
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  • 3.  RE: Call Evaluation Forms

    Top 25 Contributor
    Posted 8 days ago

    Hey Robert! Once we submit the evaluation it says the evaluator has 90 days to complete, review or delete the form. I was hoping there was a way to put a deadline on it, maybe one or two weeks rather than 90 days, but I believe you answered my question since there is no way to specify how long they have to complete the evaluation once they start. I've attached a photo for reference.

     



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    Caitlyn Petrousek
    eFinancial, LLC
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  • 4.  RE: Call Evaluation Forms

    Posted 8 days ago

    Interesting.  I was told that was 45 days and I never saw that "feature" before.  Let me check with the PM.  I don't recall seeing an idea for this.



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



  • 5.  RE: Call Evaluation Forms

    Top 25 Contributor
    Posted 8 days ago

    Thank you for checking!



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    Caitlyn Petrousek
    eFinancial, LLC
    ------------------------------



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