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  1. Upon submitting an evaluation review, there should be the capability to make edits to it. Currently, if an error is noticed after submitting the review, the only option is to delete it and resubmit a corrected version. However, this results in the original review having already been transmitted through our API call, and when the corrected review is resubmitted, as it has a new ID, this causes both the original and corrected reviews to be stored in our database, leading to inaccurate data.

    Additionally, there should be the ability for our evaluators to challenge evaluation reviews, similar to how agents…

    4 votes

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    Acknowleged  ·  0 comments  ·  Evaluations  ·  Admin →
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  2. Add the ability to substitute a manually located interaction ID into an existing workload. When workload generated interactions aren't within scoring parameters, the substituted interaction will count as an evaluation in that workload. This would make Workload Reporting display an accurate % of evaluations completed.

    4 votes

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    Acknowleged  ·  1 comment  ·  Workloads  ·  Admin →
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  3. Unlock the toolbar also for the comment fields at individual questions of the scorecard. The toolbar in the summary is really cool. The functions would also be handy in the individual comments to make them more organized. We give most of our feedback on question level and would therefore benefit a lot from the toolbar.

    4 votes

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    Acknowleged  ·  2 comments  ·  Scorecards  ·  Admin →
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  4. We would like to be able to track the time to complete (similar to Evaluations), so that we can track QA productivity as well as compare original auditing time to evaluator review time.

    4 votes

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  5. Currently, workloads that are scheduled to run daily will run everyday. We do not have the ability to restrict workloads from running on certain days. If, for example, all of our QAs are off on weekends, we want to be able for the workload to not run on Saturday or Sunday.

    4 votes

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    Acknowleged  ·  2 comments  ·  Workloads  ·  Admin →
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  6. To help pickup any agent missed as part of the evaluation process (if workloads are used or not) we really need a report that we can export that will list all agents that have not been evaluated within any given timeframe. At present we have to run several reports and copy and paste a list of names that have zero evaluations which is time consuming. You clearly have this data as its available for us to view in Playvox, it would be amazing to be able to export this data!

    4 votes

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    Acknowleged  ·  1 comment  ·  Evaluations  ·  Admin →
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  7. Include the reassignment feature thats available for the "evaluate the agent" workloads and extend to "evaluate the analyst" so I'm able to reassign a new analyst to help with calibrations.

    4 votes

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    Acknowleged  ·  1 comment  ·  Calibrations  ·  Admin →
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  8. Currently, when reviewing the outcomes of calibrations, they may result in score adjustments to the original evaluation and it is a manual action taken right now. If we could have a button as an option to replace the original evaluation score with the expert's updated feedback/scoring and have a banner that it was updated due to calibration #, that could potentially be more efficient. Ideally keeping the original evaluation timestamp/date/analyst associated with it.

    4 votes

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    Acknowleged  ·  0 comments  ·  Calibrations  ·  Admin →
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  9. Right now it's not possible to audit the logs for all evaluations at the same time, there's no visibility. We have to access each individually, and it's not scalable for reporting.
    This could be fixed by implementing the possibility to export the logs, or at least view them, much like we export evaluations or view Audit logs for account creation.

    4 votes

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    Acknowleged  ·  1 comment  ·  Evaluations  ·  Admin →
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  10. For example, to change the scorecard from mail to call during an evaluation.

    4 votes

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    Acknowleged  ·  0 comments  ·  Evaluations  ·  Admin →
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  11. Even though the option in the user management for reviews says Manage reviews (create and update) , Reviews, currently cannot be updated after they have been submitted. We would like the option to update Reviews after they have been submitted as errors can happen and we want to be able to correct mistakes to have correct data and also make sure we provide correct feedback to evaluators.

    4 votes

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    Acknowleged  ·  0 comments  ·  Evaluations  ·  Admin →
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  12. I love the new Reports section of Workloads, showing the completion percentages for my analysts. What I'd like to see there is an option to set completion percentage targets for assigned workloads; for example, those with 0-30% of their assigned evaluations are in red, those with 31-60% are in yellow, etc. It would allow for at-a-glance checks on how the analysts are doing and call attention to those who are behind.

    4 votes

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    Acknowleged  ·  0 comments  ·  Reports  ·  Admin →
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  13. Currently finding that when we run a report on all of our signed evaluations, it includes agents that have been removed from the platform that are no longer with the team. We are hoping for a way to pull a list of unsigned evaluations and have it only be current active users.

    4 votes

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    Acknowleged  ·  1 comment  ·  Reports  ·  Admin →
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  14. Add a section of the platform for admins to create and store a scorecard definitions doc for analyst and agent reference.

    Example: Did the agent verbalize empathy during the conversation?

    Definitions doc:
    - Scorer notes
    - Examples
    - Internal resource links
    - Comments section

    4 votes

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    Acknowleged  ·  0 comments  ·  Scorecards  ·  Admin →
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  15. Wants a cumulative report highlighting insight on specific agents to figure out which area they are failing in and or excelling in.

    4 votes

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  16. Have the ability to create your own custom filters at the settings level (reports tab, scorecard, employee profile etc.) they would all be possible to use as filters. Example: you could have a category for a line of business so you can see results at an aggregate level without needing to export.

    4 votes

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    Acknowleged  ·  0 comments  ·  Filters  ·  Admin →
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  17. Currently you need to set up workloads based on past interactions, I can't set up a workload to find one call randomly per agent for calls taken this week unless I re-assign a workload everyday and still the analyst will need to keep note on who've they've evaluated and who they haven't

    4 votes

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    Acknowleged  ·  1 comment  ·  Workloads  ·  Admin →
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  18. Create a standalone review which is not tied to one specific evaluation.

    A review is tied to an individual evaluation at the moment. We want to use the review scorecard to combine the results of multiple evaluated transactions or calibrations.

    This way, we can use the review to summarize the analysts' performance in one official document, which makes it easier to understand patterns and set focus points.

    We already plan to start doing this, with linking the individual calibrations within the review via custom fields. However, the review being linked to one specific evaluation can be confusing for the analyst…

    3 votes

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  19. To be able to organize the agents in the workload by alphabetic order so it easier to find them

    3 votes

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    Acknowleged  ·  0 comments  ·  Workloads  ·  Admin →
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  20. Currently, the "View My Workload" link in the "You have a new workload assigned" notification email directs the user to the Community page, not the workload.

    User would like "View My Workload" URL to direct user to the specific assigned Workload.

    Thanks

    3 votes

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    Started  ·  0 comments  ·  Workloads  ·  Admin →
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