Add File Attachments

You must have the default Administrator or Supervisor role or a custom role that includes the VIEW_PLAYBACK_CALLS and Quality >Evaluations > Create permissions to use the Recordings > Playback tab > Evaluate Interaction button to access the Evaluations tab and conduct an evaluation and add attachments. The interaction metadata will be attached to the evaluation automatically.

To add a file attachment to a question or the Summary for the entire evaluation:

1. Click the Attach File icon (paperclip) next to the question or in the Summary area to add any type of document, a recording, a link to a video or company e-learning materials.
2. The Attach File pop-up window will appear.
3. Click Browse.
4. The screen will switch to a Windows dialog box.
5. Locate and Open the file(s) desired to be attached on your computer or network drive.
6. The screen will return to the CxQM Attach File pop-up window with the selected file or files listed.
7. Click the Upload button to attach the file(s) to the evaluation or click Cancel to abandon the upload.
8. When finished uploading, the Attach File pop-up window will disappear and the attachment(s) will be noted under the question or Summary text box.