QEval New UI User Manual

Weekly/Monthly QA Alert by Agent

The Weekly/Monthly QA Alert by Agent displays the weekly QA Alert summary for an agent by question. It also displays the question level and agent level QA alert count.

To view this report, select Reports > Report > Agent Level Report > Weekly/Monthly QA Alert by Agent.

The following page will be displayed.


Configure the following fields to view the required result:
 

Screen Elements

Description

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.

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

Evaluation Forms are displayed as per the client name and program name selected.

Select the Evaluation Form from the dropdown list.

Sub Program Name

Select the name of the sub-program from the dropdown list.

Location

Select the location name.

Agent

Enter the initial characters of the agent’s name and select the name from the dropdown list displayed.

Note: If the agent name is not selected, it displays the reports for all the agents.

Supervisor Name

Enter the initial characters of the supervisor’s name and select the name from the dropdown list displayed.

Partner

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

Date Type

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

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

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

Duration Level

Select the duration level from the dropdown list as – Weekly, Monthly, or Yearly.

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.

Once the search criteria are set, then, click on the button.

The report for the specified will be displayed as shown below:

Scroll down on the same page, and the data elements displayed on the screen are explained below:

  • Week: Shows the date range, indicating the start and end of the selected week.
  • Agent: Displays the agent’s name.
  • Did the FC explain how the member enrolled in VIP membership?: Indicates whether the FC provided an explanation of the member’s VIP membership enrolment process.
  • If not already shared, did the FC ask the reason for cancellation?: Indicates whether the FC asked for the reason for cancellation if it hadn’t been previously discussed.


Scroll down further on the same page  and the following charts will be displayed:

–Pie chart of question-wise auto-failure details:  This chart provides a visual breakdown of auto-failures based on specific questions, highlighting which questions contributed to the failures.

– Pie chart of agent-wise auto-failure details: This chart displays auto-failures categorized by agent, allowing user to see the failure rates of each agent for easier comparison and analysis.


One can export the report displayed in image and image formats. To do so, click on the and  to download the report in respective formats.Once the report is generated based on the search criteria. Click on the Subscribe button to schedule the specific report as highlighted in the screen below:

Once you click on “Subscribe” button, it pop-up a new window of Report Schedule as mentioned in below screenshot:
 

The data elements displayed on the screen are explained below:

  • To: Mention the email ID to whom you need schedule a report. You can add multiple email IDs and separate it by semi-colon.
  • Report Title: Add the title of the report.
  • Message: Mention the content which you want to add under email body.
  • Recurrence: It shows Daily, Weekly, Monthly. This means it schedule the report weekly, monthly or you need only once, you can select as per your requirement.
  • When the Recurrence as Daily is selected you need to select 
    • MTD: Select the Month to Date box, if required. 
    • Delivery Time: Select the timing for report delivery.
    • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Weekly is selected you need to select 

  • MTD: Select the check box, if required.
  • Delivery Time: Select the timing for report delivery. 
  • Selected Days: You can select the days by clicking on the checkbox for which it will trigger an email notification on every week on that day. E.g. If you select “Monday” & “Friday”, it will trigger an email notification for the report on every Monday & Friday of the week. 
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Monthly is selected you need to select 

  • Delivery Time: Select the timing for report delivery.

From On the following day and On this day of the month select any 1 option

  • On the following day: It allows to select the date and the day of the specific month for which the report will be scheduled
  • On this day of the month: It allows to select the date of the month for which the report will be scheduled.
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

Once the necessary details are configured, click on the Submit button to subscribe the report or click on the Cancel button to discard the process. 

An acknowledgment message will be displayed on the screen and the report will be scheduled. 

Now, click on “SFTP” button, from the window of Report Schedule as mentioned in below screenshot:

The data elements displayed on the screen are explained below:

  • Host Name : Add the name or IP address of the server to be connected to.
  • User Name: Add the login credential used for authenticating the connection to the host.
  • Password: Add the secret key required for authentication, used in conjunction with the user name.
  • Port: Add the network port number designated for the connection (e.g., 22 for SSH, 21 for FTP).
  • Destination Path: Enter the specific file path on the destination server where files will be transferred or accessed. Files are stored in nested folder levels (e.g., FolderA/FolderB/FolderC).
    Note: If no path is provided in the destination path, then the file will be delivered to the default root folder.
  • When the Recurrence as Daily is selected you need to select 
    • MTD: Select the Month to Date check  box, if required. 
    • Delivery Time: Select the timing for report delivery.
    • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Weekly is selected you need to select 

  • MTD: Select the Month to Date check box, if required.
  • Delivery Time: Select the timing for report delivery. 
  • Selected Days: You can select the days by clicking on the checkbox for which it will trigger an email notification on every week on that day. E.g. If you select “Monday” & “Friday”, it will trigger an email notification for the report on every Monday & Friday of the week. 
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Monthly is selected you need to select 

  • Delivery Time: Select the timing for report delivery.

From On the following day and On this day of the month select any 1 option

  • On the following day: It allows to select the date and the day of the specific month for which the report will be scheduled
  • On this day of the month: It allows to select the date of the month for which the report will be scheduled.
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

Once the necessary details are configured, click on the Submit button to subscribe the report or click on the Cancel button to discard the process. 

An acknowledgment message will be displayed on the screen and the report will be scheduled. 

Storage Accounts 

The Storage Account serves as a centralized repository for securely storing and managing evaluation-related data. It includes key details such as Host Name, User Name, Password, Port, Created Date, and Action, and provides users with the ability to add and maintain records. This system ensures that all evaluation data is organized, easily accessible, and securely stored for efficient reference and processing in the future.

To access this feature, click on the Storage Accounts button, as highlighted in the screen below- 

Storage Accounts

The user will be directed to the Storage Accounts pop-up window , this page displays the list of all added records as shown below- 

Storage Account Pop-up Window

The data elements displayed on the screen are explained below:

  • Host Name : Displays the name or IP address of the server to be connected to.
  • User Name: Displays the login credential used for authenticating the connection to the host.
  • Password: Displays the secret key required for authentication, used in conjunction with the user name.
  • Port: Displays the network port number designated for the connection (e.g., 22 for SSH, 21 for FTP).
  • Created Date: Displays the date on which the record was created.
  • Action: User can edit or delete the specific record using the options available in the Action field. Simply click the   or  respective icons to update or remove the report subscription as needed.

Add New Record 

The Add New Record functionality allows users to input and save new data into the system, creating a fresh entry in the database. This feature enables the addition of new information, ensuring the system stays up-to-date with the latest records.

To access this feature, click on the Add New Record button, as highlighted in the screen below- 

Add New Storage

Upon clicking on the Add New Record  button, the following Add Record pop-up window will be displayed 

Provide the necessary information in the appropriate fields and click the Submit button to save and store the new record in the storage account.

Now, click on “S3” button, from the window of Report Schedule as mentioned in below screenshot:

The data elements displayed on the screen are explained below:

  • Bucket Name : Enter the name of the storage bucket where data is stored.
  • Access Key: Enter the unique key used to authenticate access to the storage.
  • Secret Key: Enter the confidential key used alongside the Access Key for secure authentication.
  • Region: The geographical location of the storage bucket (e.g., US-East, EU-West).
    • When the Recurrence as Daily is selected you need to select 
      • MTD: Select the check box, if required. 
      • Delivery Time: Select the timing for report delivery.
      • Expiry Day: Select the expiry date on while the report scheduling will stop.

When the Recurrence as Weekly is selected you need to select 

  • MTD: Select the Month to Date check box, if required.
  • Delivery Time: Select the timing for report delivery. 
  • Selected Days: You can select the days by clicking on the checkbox for which it will trigger an email notification on every week on that day. E.g. If you select “Monday” & “Friday”, it will trigger an email notification for the report on every Monday & Friday of the week. 
  • Expiry Day: Select the expiry date on while the report scheduling will stop.


When the Recurrence as Monthly is selected you need to select 

  • Delivery Time: Select the timing for report delivery.

From On the following day and On this day of the month select any 1 option

  • On the following day: It allows to select the date and the day of the specific month for which the report will be scheduled
  • On this day of the month: It allows to select the date of the month for which the report will be scheduled.
  • Expiry Day: Select the expiry date on while the report scheduling will stop.

Once the necessary details are configured, click on the Submit button to subscribe the report or click on the Cancel button to discard the process. 

An acknowledgment message will be displayed on the screen and the report will be scheduled. 

 

Storage Account

The Storage Account serves as a centralized repository for securely storing and managing evaluation-related data. It includes key details such as Host Name, User Name, Password, Port, Created Date, and Action, and provides users with the ability to add and maintain records. This system ensures that all evaluation data is organized, easily accessible, and securely stored for efficient reference and processing in the future.

To access this feature, click on the Storage Accounts button, as highlighted in the screen below- 

Storage Account

The user will be directed to the Storage Accounts pop-up window , this page displays the list of all added records as shown below- 

Storage Accounts Pop-up Window

The data elements displayed on the screen are explained below:

  • Bucket Name : Displays the name of the storage bucket where data is stored.
  • Access Key: Displays the unique key used to authenticate access to the storage.
  • Secret Key: Displays the confidential key used alongside the Access Key for secure authentication.
  • Region: Displays the geographical location of the storage bucket (e.g., US-East, EU-West).
  • Created Date: Displays the date on which the record was created.
  • Action: User can edit or delete the specific record using the options available in the Action field. Simply click the   or  respective icons to update or remove the report subscription as needed.

Add New Record 

The Add New Record functionality allows users to input and save new data into the system, creating a fresh entry in the database. This feature enables the addition of new information, ensuring the system stays up-to-date with the latest records.

To access this feature, click on the Add New Record button, as highlighted in the screen below- 

Add New Record

Upon clicking on the Add New Record  button, the following Add Record pop-up window will be displayed 

Provide the necessary information in the appropriate fields and click the Submit button to save and store the new record in the storage account.

Subscription History 

Subscription History refers to a detailed record of all subscription-related activities and transactions associated with a user or account. This includes information such as subscription start and end dates, renewal history, payment details, plan changes, cancellations, and other relevant actions or updates made to the subscription over time.

To access this functionality, click on the  Subscription History  button as highlighted in the screen below- 

Subscription History

Upon clicking on the Subscription History button, the following Report Schedule Grid pop-up window will be displayed-

Report Schedule Grid
One can edit or delete the subscription history report using the options available in the Action field. Simply click the   or  respective icons to update or remove the report subscription as needed.

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