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In the Administer tab, you can define the list of categories, assign Assessors, and Arbitrators.

Adding Categories

Select Categories editor to create, update, and delete categories that can be utilized when adding audio notes.

To create a new audio notes Category:

  1. To create a new category, select Add Category.
    A pop screen appears.
  2. Enter the Category Name
  3. Click Save.

    The Categories created in the Categories editor can be used when adding an audio notes with category to mark a specific event in the call. For more information on adding audio notes with category, see Assessor - Score Tab.

In addition, you can also perform the below actions on the Categories tab:

  • Click icon to edit the Category Name.
  • Click icon to delete the Category from Categories editor.

Assigning an Assessor

To assign an Assesor:

  1. In the Assessor window, select Assessor tab.
  2. Select assessor from the Available column and move to the Selected column using the right single arrow.

    • You can remove an assessor from the selected list by selecting the assessor and moving them to the Available column using the left arrow. You can undo the action by clicking the undo arrow. 
    • Assessors are first assigned in Assessors editor of Administer tab before the list of assessors is available for use within the Assessor - Manage-Tasks Tab.

Assigning Arbitrators

To assign Arbitrators:

  1. In the Assessor window, select the Arbitrators tab.
  2. Select arbitrators from the Available column and move to the Selected column using the right single arrow.

    • You can remove an arbitrators from the selected list by selecting the arbitrators and moving them to the Available column using the left arrow. You can undo the action by clicking the undo arrow. 
    • Arbitrators are first assigned in Arbitrators editor of Administer tab before the list of arbitrators is available for use within the Assessor - Design-Scorecards Tab.

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