View Evaluation Button

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 > Evaluate button to access the Evaluations tab and view an evaluation.

To view a form without the risk of accidentally changing it:

1. From the Evaluation > Evaluations window, select an evaluation form desired to view.
2. Click View Evaluation.
3. The View Evaluation window will appear with the form.
4. All Header Settings, Questions and Scores will be grayed out and are unmodifiable. Some of the activities that can be performed are:
   • Automatically plays back the call or screen capture associated with the evaluation in the built-in media player.
   • Click on the file attachment name to view the file attachment of a question or in Summary.
   • Click on the Phone icon to playback an attached call portion to a question or in Summary.
   • Click Email Evaluation in the ribbon bar to email the evaluation to anyone.
   • Click Export Evaluation in the ribbon bar to export the evaluation to your computer or network drive in PDF or Excel form.
   • Click Print Evaluation in the ribbon bar to print the evaluation.
5. When finished viewing, click Close Form.