Custom Search (Evaluations) Button

You must have the default Administrator or Supervisor role or a custom role that includes the Quality > Evaluations permission to use the Custom Search button.

As with the Recordings > Custom Search, use the Evaluations > Custom Search button and employ the options and parameters of the Evaluation Search Criteria window to narrow the field of the search and get focused results.

In the lower right-hand corner of the Evaluation Search Criteria tab is a small diagonal-line triangle. Users can click on it to drag the corner of the window in or out to adjust the window size. All associated text boxes and grids expand in unison.

Searching for Evaluations by Date Ranges, Form Names or Evaluation Reference Numbers

  1. Go to the Evaluation > Evaluations tab.
  2. Click Custom Search.
  3. The Evaluation Search Criteria window pops up. Enter the following options and parameters, as needed:
    1. Show Evaluations From: box: Click on the Calendar button to select a start date.
    2. Show Evaluations To: box: Click on the Calendar button to select an end date.Searching by user:
    3. Evaluation: text box: Enter the maximum number of evaluations to collect in the search.
    4. Form Name: drop down menu: Use the drop-down menu to select one or all of the evaluation forms to search for.
    5. Evaluation Reference: Enter the evaluation reference number, if known, to search for that specific evaluation.
  4. Click OK. The search will run and show any results

Searching for Evaluations by User Names, ACD IDs, Mobility IDs or Extensions.

Searching by both User and Date will filter the search with both criteria similar to a logical AND search function.

  1. Go to the Evaluation > Evaluations tab.
  2. Click Custom Search.
  3. The Evaluation Search Criteria window pops up. Enter options and parameters, as needed:
  4. Under the Show Evaluations by User section:
    1. Search text box: Here on the Evaluation Search Criteria pop-up window, this quick search text box provides users with a quick filter search users found on the Available and Selected Resources grids. Entering a First or Last Name, ACD ID, Mobility ID or Extension will immediately refine the list to display only those items that match what was entered.
    2. Select one or more appropriate users in the Available Resources table by clicking on a user or clicking on several users with the Ctrl key depressed to select more than one user until all desired users are selected.
    3. Drag and drop or click the Add (>>) button to move the user(s) to the Selected Resources table.
  5. Show Inactive Users checkbox: Check this box if one or multiple inactive users are required for the search. If only active users are required, leave the checkbox unchecked.
  6. Individual ACD User ID(s) text box: Select individual user IDs.
    1. The selected agents will not show up in the Selected Resources table.
    2. Instead, when the custom search is run, your selections will be displayed in the results.
      • Separate multiple agents with a semicolon (;).
      • Add a wildcard (*) to a set of letters or numbers to search for a string.
  7. Click OK. The search will run.

Reset Search Parameters

  1. Click Clear. This erases the search parameters.
  2. Click Cancel. This exits the search and returns the user to the Evaluations tab with the results of the search.

Evaluation Custom Search Results

Upon completion of the search function, all evaluations meeting the selected search criteria are listed in an Evaluations table for selection for viewing, modifications, Emailing, exporting, printing or deletion.

To return to the list of recent evaluations, click the Recent Evaluations button.