QEval New UI User Manual

Start Date

To set the date range, firstly, select a start date.

End Date

Select the end date.

Client Name

Select the name of the client from the dropdown list.

Partner

Select the Partner name from the dropdown list which will display the different Partner Names.

Location

Select the location name.

Date Type

Evaluation Date: Select the radio button to search on basis of the Evaluation date.

Call/Chat Date: Select the radio button to search on basis of call/chat date.

Modified Date: Select the radio button to search on basis of the evaluation form modified date.

Evaluator Role

Select the required Evaluator role from the left-hand side box which will display the list of all the user roles of higher order.

One can also search the roles by entering the role’s name in the Filter field.

Once the role(s) is selected, click on button, and the selected role(s) will be moved to the right-hand side box.

To move all the roles to the right-hand side box at once, click on button.

To remove a few roles from the right-hand side box and move them back to the left-hand side box, firstly, select such roles and then, click on button.

To move all the roles from the right-hand side box to the left-hand side box at once, click on button.

Evaluation Form

Select the required evaluation form from the left-hand side box which will display the list of all the evaluation forms.

One can also search the evaluation forms by entering the form’s name in the Filter field.

Once the evaluation form(s) is selected, click on button, and the selected evaluation form(s) will be moved to the right-hand side box.

To move all the evaluation forms to the right-hand side box at once, click on button.

To remove a few evaluation forms from the right-hand side box and move them back to the left-hand side box, firstly, select such forms and then, click on button.

To move all the evaluation forms from the right-hand side box to the left-hand side box at once, click on button.