U19 Pop-Out Help

Page tree

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Current »

The Search and Score window displays the list of all the interactions that are recorded and sent to QM. You can select an interaction from the list to access and evaluate the recordings.

  • The Search and Score window populates all recorded interactions received by U-QM, irrespective of the processing status. 
  • All processed interactions are assigned a unique identifier number (UUID). 
  • Hover over interaction and click to play the recording.
  • To modify the interaction processing settings, contact your customer care team.

If you frequently search for a recording by using the same search criteria, you can save your search criteria for future use. A 'Saved Search' refers to the saved search criteria.

To create a saved search:

  1. Click .
    The  Filter window appears.

  2. As required, specify values in the filter sections.
    You have the following options:

    • If you want to immediately view the list to which all your search criteria are applied, click Apply Filter.
    • You can revert your changes by clicking .

  3. In the Filter window, click Save Template. The Save Search window appears.

  4. In the Name field, specify a name with which you identify the search, and then click Save.

    The saved search is created, and it appears as an option in the Saved Search drop-down list box.

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.

Viewing 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 . The chart view of the data selected is displayed.
To remove the Comparison Chart view, click again.

Configuring the Comparison Chart

  1. Click the 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 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 . 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 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.

    Note

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

Reprocessing 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. 

When an auto-scoring job runs, 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.

Reviewing and Manual Scoring

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

  • No labels