Audit an Evaluation

You must have the default Administrator or Supervisor role or a custom role that includes the VIEW_AUDIT_TRAIL permission to use the Administration > Audit Trail tab and control buttons.

Supervisors and managers can audit evaluations using the Audit Trail tab and its controls to see audit messages and view selected evaluations.

To audit a call recording, use the following steps:

To audit a Completed or Modified Evaluation, use the following steps:

  1. Go to Administration » Audit Trail tab.
  2. Identify the Activity column data type of the evaluation to be audited and double click that row. Activity type choices to audit evaluations are:
    • Completed Evaluation
    • Modified Evaluation
  3. The selected evaluation will pop up and open in a new tab under the Administration tab called “View Evaluation of…”. No modifications or changes are allowed.
    • Deleted Evaluations cannot be viewed, however, an audit message will be present showing Deleted Evaluation.
  4. A new audit record will appear in the Audit Trail log identifying your user ID as having viewed the selected evaluation.
  5. When finished, click Close Evaluation in the Ribbon Bar.