QEval UI User Manual

My Disputes

The My Disputes category allows an agent to review an evaluation made against him/her and also to raise a dispute if needed. The category also displays all the disputed evaluations submitted by the agentsĀ 

To access this page, select My Universe > My Disputes.

My Disputes

The following screen appears:

My Disputes

 

This page displays the list of all the disputes. One can search for specific disputes by setting some filters.

Search Disputes

A search disputes functionality helps a user search for specific disputes.

Click on theĀ Search Disputes button.

Search Disputes

The following screen appears:

The page displays search criteria based on which one can search for a particular dispute.

Screen Elements

Description

Date Range

User can define a date range by either selecting from predefined timeframes in the dropdown or specifying a custom range based on the need. Available filters includeĀ Today, Last 7 Days, Last 10 Days, Last 30 Days, Last 12 Weeks, Last 6 Months, Week to Date, Month to Date, Previous Day, Previous Week, Previous Month,Ā andĀ Custom Date Range. Select the option that best suits your requirements.

Start Date

If user selects the custom date range then users would be able to select the start date and end date as per their need.

End Date

Select the end date here.

Client Name

Select the name of the client from the dropdown list.

Program Name

Select a program from the dropdown list which will display the Program Names as per the selection of the Client Name.

Evaluation Form Name

Select the evaluation form for the selected program of a client from the dropdown list.

Evaluator Name

Select the Evaluator Name from the dropdown list

Agent Name

Select up to five agent names from the dropdown to search for disputes. Only disputes where the selected agents and their associated supervisor are aligned will be displayed.

Supervisor Name

Select up to five supervisor names from the dropdown to search for disputes. Only disputes with aligned agent-supervisor combinations will be displayed.

Total Disputes

Select the radio button to view the disputes with open and closed status.

Open Disputes

Select the radio button to view the disputes with open status.

Closed Disputes

Select the radio button to view the disputes with closed status.

To view the disputes as per the set criteria, click on the Search button. The list of evaluations will be displayed as per the set filters.

List of Evaluations

 

Save FiltersĀ 

The Save Filter functionality allows users to store frequently used filter combinations and quickly reuse them whenever needed. This helps save time, reduces repetitive manual effort, and ensures consistent dispute search results.

Users can apply the required filtersĀ and save the configuration for future use. Saved filters can later be accessed, applied, edited, deleted, or marked as the default filter.

This is especially useful when the same dispute search criteria are used repeatedly.

How to Save a Filter in My Disputes

To save a filter:

  • Click on the Search Disputes.

  • Apply the required filter criteria.

  • Click Save Filter.

  • In the pop-up window, enter a Filter Name.
  • Review the filter configuration.
  • Toggle On/Off if you want to set it as the Default Filter.

  • Click Save Filter to store the configuration.

Once saved, the filter can be reused later without reapplying the same criteria manually.

Important Notes

  • A filter name can contain up to 50 characters
  • Special characters are not allowed in the filter name
  • Each user can save up to 10 filters in this module
  • If the maximum limit is reached, an existing filter must be deleted before saving a new oneAccessing Saved Filters

Saved filters can be accessed from the Saved Filter (Max 10) option available in the My Disputes section.

When the Saved Filters panel is opened, users can:

  • View all previously saved filters
  • See the applied filter criteria
  • View the creation date or last modified date
  • Click a saved filter to automatically apply the stored dispute filter conditions

This allows users to quickly retrieve dispute records using previously saved search combinations.

Managing Saved Filters

Users can manage saved filters directly from the Saved Filters panel.

Edit Filter

Users can click the Edit icon next to a saved filter to modify the filter name or update the filter criteria. Once Edit is selected, the filter panel opens with the previously saved values already populated. After making the required changes, click Save Filter to open the Update Filter pop-up, where the filter name can be revised, the updated criteria can be reviewed, and the filter can optionally be set as the default.

Click Update Filter to save the changes.

Delete Filter

Users can click the Delete icon next to a saved filter and confirm the action to permanently remove it.

Default Filter

One saved filter can be marked as the Default Filter. The default filter is automatically applied whenever the user opens the My Disputes section.

Access Validation

When a saved filter is applied, the system checks whether the user still has access to the associated data included in the saved criteria.

If access has been removed, or if any selected entity no longer exists, the system displays the appropriate validation message. This ensures that saved filters are applied only to valid and accessible dispute data.

Excel Export

The Excel Export option in My Disputes allows users to download the dispute list in Excel format for offline review, analysis, and record-keeping.

After applying the required search criteria, click Excel Export at the top of the page to export the displayed dispute data.

This helps users quickly extract dispute details for reporting and further analysis outside the system.

View Evaluation

To view the evaluation form from this page, click on the Evaluation ID.

Evaluation ID

The evaluation form will be displayed as shown below:

Evaluation Form

This functionality includes individual dispute activities for the agent and supervisor. Thus, it can be categorized into two sections:

  • Dispute from agent
  • Dispute from agentā€™s supervisor

To know the process of how to review/dispute any evaluation form, refer to View Evaluation onĀ My Evaluation.

To check the status of the submitted dispute, from the evaluation form page, check theĀ Review/Dispute Information category.

Review Status

Comments submitted by the Agent will be displayed under Agent Dispute Comments.

To change the status, select the required option for the Supervisor Dispute StatusĀ field ā€“ Disputed, Supervisor Agree, and Supervisor Disagree.

Then, click on the button.

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