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titleCreating a New Grade Template
  1. In the Grade Templates window, clickClick New.
    The New Grade Template popup window appears.
  2. Specify a name for the grade template.
  3. Select the required grades from the Grades table. To search for a specific grade template, use the Filter field.  
  4. If you want to add a new grade to the template, click New.
    The Grade popup window appears. 
  5. Specify a name for the grade. 
  6. Enter the minimum and maximum score percentages needed for the agent to achieve the grade (this percentage is based on the total correct/total points possible).
    • Min Score (greater than or equal to) is the minimum percentage of the score needed to achieve the grade.
    • Max Score (less than or equal to) is the maximum percentage of the score needed to achieve the grade.
  7. Select the Require Comment checkbox, if you want to enable adding comments with grades. 
  8. Click Add.
  9. Once you make all required changes, click Save in the New Grade Template window.

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Tip
  • To modify a grade template, in the Grade Template window, double-click the row that contains the desired grade template. Alternatively, you can select the row and click Edit. You can modify the name of the template, add or delete grades, or change the minimum and maximum score percentages.
  • To delete a grade template,  in the Grade Template window, select select the template and click Delete. Alternatively, double-click the row, and click Delete in the grade template details window. 

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