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  • 1.  Create Evaluation by Agent question

    Posted 10-29-2024 01:59
    No replies, thread closed.
    We created a policy with the following criteria:
     
    • Matching criteria: 1 work team (32 agents) and 3 specific queues
    • Action: Create 1 evaluation per agent per week
    The policy was enabled last Wednesday, but it did not create any evaluations between Thursday and Saturday, despite having several calls that met the criteria. On Sunday, only one evaluation was created for a single agent at 12:01 am.
     
    Can you help us understand why no evaluations were created from Thursday to Saturday?
     
    According to the resource center article, the prorating rule should apply for this policy, meaning the policy should create more than one evaluation given the number of calls that met the criteria. Why did the system only create one evaluation?
     
    We have some additional questions:
     
    1. Is it expected that weekly interval policies will always start working the following week?
    2. Does the system choose a random day within the week to create evaluations for all agents, or will it distribute evaluations across multiple days of the week?
    3. The resource center article indicates that the system will try to "catch up" by creating the expected number of evaluations before the end of the week. Can you clarify when this happens? Will it always occur on the last day of the week (Sunday)?
    We would appreciate any information anyone can provide. Understanding how the policy creates evaluation will allow us to use the QM features effectively in Production.

    #Reporting/Analytics

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    Rence
    Tykans Group Inc
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  • 2.  RE: Create Evaluation by Agent question
    Best Answer

    Posted 10-30-2024 08:45
    No replies, thread closed.

    Hello Rence, 

    It sounds like the policy isn't working as you expected. I would have your admin open a case with Customer Care Analytics Team as it could be a number of things happening with the policy and the analytics team can take a look to see whats going on under the hood. 

    Cheers, 



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    Cam
    Online Community Manager/Moderator
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