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titleRandomizing Search

You can select a random sample of interactions from the list of interactions for scoring purposes.

To randomize the search result:

  1. Click the button.
    The Randomize window is displayed.
  2. Enter the Number of Results to specify the number of random interactions you want to view.
  3. Click Apply.
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titleViewing the Comparison Chart

You can view the filtered data in the form of a chart and layer the results from another filter for a comparative study.
To view the Comparison Chart, click Image Modified. The chart view of the data selected is displayed.
To remove the Comparison Chart view, click Image Modified again.

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titleConfiguring the Comparison Chart
  1. Click the Image Modified button in the top right corner. The View Configuration window opens
  2. Enter a name in the Dataset Label field to identify the dataset you plan to chart. Click the Color field and select a color for the dataset. Click Image Modified to add the dataset to the list of datasets you want to map. You can create a maximum of 3 datasets simultaneously for comparative study. The Datasets are created and listed under the Dataset table.
  3. To edit the saved dataset, hover on the dataset and click Image Modified. The Search window opens where you can select your search criteria. Click Apply. Do this for all the datasets you have created.
  4. Select the Report Type from the drop-down list. Choose between Interaction Count and Scorecard Score Average.
  5. Select the Interval from the drop-down list.
  6. Select either Date Range or Custom Dates to select the required date range for the data to display.
  7. A comparative chart with the selected filters for the different datasets is displayed.
  8. On the right side of the chart, the list of datasets along with the colors chosen is displayed. You can click the respective color buttons to select or unselect them from the display.
  9. To save the view, click Image Modified from the Select or Create a View field. The View window opens.
  10. Enter a name for the view in the Name field.
  11. Select the users from the Available list who can access this view. By default, if a user is not selected, the view is available for all the users.
  12. Click Save.

    Info
    titleNote

    To select a view from a list of available views, select from the Select or Create a View drop-down.

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titleReprocessing Auto Scoring

The auto-scoring functionality is dependent on the criteria set for processing an interaction, the level of processing selected, and the status enabled as per your requirement. For example, if an auto scorecard is set at a global level and is in the Active status, the auto-scorecard will run through all interactions. 

To reprocess the autoscoring of the displayed set of interactions:

  1. Click Reprocess. The Reprocess popup window appears.
  2. Select the actions to be performed using the checkbox.
  3. Click Accept.

The selected interaction is scheduled for reprocessing. 

Info

When an auto-scoring job runs, U-QM does not evaluate all the auto scorecards. Auto scorecards have filters and only the interactions that meet the criteria for the scorecard get evaluated.

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titleReviewing and Manual Scoring

To review a recorded interaction or perform manual scoring, double-click the interaction that you want to review.