You can define the list of categories in Categories editor and also assign Assessors in Assessors editor under the Administer tab. You can create, update, and delete a category. You can utilize these categories when adding audio notes.
Creating New Category
To create a new category:
- Click Add Category.
A pop-up window Category Name appears. - Enter a name.
- Click Save.
- To edit a category, click
. A edit pop-up screen appears, edit the required fields and click Save. - If you want to delete a category, click
. A confirmation window appears, click OK. - Use the Refresh button at the bottom to refresh the screen details.
- Click Save button at the bottom to save the details in the Administer screen.
The Categories created in the Categories editor can be used when adding audio note with category to mark a specific event in the call. See Assessor - Score Tab for more information on adding audio notes with category.
Assigning an Assessors
- You can assign Assessors by clicking the Assessor button.
- Select any assessor(s) from the Available list of assessors and move them to the Selected column using the right single arrow (move selected).
- You can remove the 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.