QEval New UI User Manual

Automated Email Alert Functionality 

This feature enables users to configure and manage automated email alerts based on defined triggers such as Auto fail score, performance deviation, or General announcements.

For the Automated Alert feature, go to Manage and select Automated Email Alert.

This is how the dashboard of Automated Email Alerts looks like. 

To add an Automated Email Alert, click on the Add Automated Email Alerts Button.

Upon selecting the Add Automated Email Alerts button the user gets redirected to Add Automated Email Alerts screen.

General Configuration: 

• Email Alert Name: A descriptive name to identify the alert configuration.
• Client Name: Select the client’s name from the dropdown list.
• Program Name: Based on the client’s name you select, you can select the program name from the drop-down list.
• Alert Type: There are three alert types available. The user can select the alert type from the drop-down list.  

• • Auto Failure Score – Automatically notifies stakeholders when agent evaluations exceed defined auto-fail thresholds, ensuring prompt attention to recurring quality issues.
  • Performance Deviation – Triggers alerts when performance metrics deviate beyond configured limits, helping supervisors quickly identify and address agent performance gaps.
  • General Announcement – Facilitates automated, scheduled distribution of important updates or communications—such as policy changes or general notices—to selected recipients.  

Alert Type: Auto Fail Score

When the alert type is selected, as Auto Fail Score, the alert configuration is as described below.

Evaluation Range: The user can select the evaluation range from the dropdown list based on their requirements.

Threshold %: Enter the threshold percentage. 

Email Interval (Days): The user can select the email interval in days from the dropdown list. 

Recurrence: The user can select the recurrence type as Daily, Weekly, Bi-weekly, Monthly, where 

• Daily: Alert repeats daily. 

• Weekly: This allows the user to select the day when they want to repeat the alert in a week. 

• Bi-Weekly: This allows the user to select the day when they want to repeat the alert bi-weekly. 

• Monthly: This option allows the user to select the day of the month for recurrence. 

Delivery Time: Select the delivery time. 

Call and Evaluation Date: User can choose either call or evaluation date option for the email alert. 

Alert Type: Performance Deviation

When the alert type is selected, as Performance Deviation, the alert configuration is as described below. 

Month Rolling Average: The user can select the month number of months for rolling. 

Threshold %: Enter the threshold percentage. 

Email Interval (Days): The user can select the email interval in days from the dropdown list. 

Recurrence: The user can select the recurrence type as Daily, Weekly, Bi-weekly, Monthly, Quarterly, where 

• Daily: Alert repeats daily. 

• Weekly: This allows the user to select the day when they want to repeat the alert in a week. 

• Bi-Weekly: This allows the user to select the day when they want to repeat the alert bi-weekly. 

• Monthly: This option allows the user to select the day of the month for recurrence. 

• Quarterly: This allows the user to select the quarterly option from the dropdown list. 

Delivery Time: Select the delivery time. 

Call and Evaluation Date: User can choose either call or evaluation date option for the email alert.

Alert Type: General Announcement

When the alert type is selected, as General Announcement, the alert configuration is as described below. 

Recurrence: The user can select the recurrence type as Daily, Weekly, Bi-weekly, Monthly, Yearly, where 

• Daily: Alert repeats daily. 

• Weekly: This allows the user to select the day when they want to repeat the alert in a week. 

• Bi-Weekly: This allows the user to select the day when they want to repeat the alert bi-weekly. 

• Monthly: This option allows the user to select the day of the month for recurrence. 

• Yearly: This option allows the user to select the day and of the month and the month. 

Attachment: User can add documents like PDF, Word, Excel where the maximum file size is 5MB per file.

Email Recipients 

To: Enter the email address to whom the alert is to be sent to.

Email Content: Enter the subject line and email content and click on the button Save Alert Configuration. 

For the test feature, once the user enters all the details in the respective fields, click on the test button.

A new popup windows displays, that asks the user whether they would like to send the test email to the configured recipients. Click on the button Yes. 

The confirmation message pops up of the test email sent.

   

To search the email alerts, click on the Search Automated Email Alerts button.

This opens the search dialog box. Enter the details as mentioned in the fields and click on Search Button.

Client Name: Select client name from the dropdown list. 

Program Name: Select program name from the dropdown list. 

Email Alert Name: Enter alert name. 

Email Alert Type: The user can select the email alert type from the dropdown list.