Search QA Evaluation Page

The Search QA Evaluation page enables you to search for completed and in-progress evaluations. If you use the same search criteria frequently, you can also save criteria sets from this page.

For more information, see QA Evaluations Overview.

Saved Search Criteria Information Fields

Name
Displays the name assigned to the criteria set when it was created.
Default
Displays an X if the criteria set is the default for the current user. Only one set of criteria at a time may be assigned as the default.
Type
Displays the status of the criteria set as Public or Private. Private sets may only be viewed, applied, edited, or deleted by the user who created them. Public sets may be viewed and applied by all users with permissions to search for forms or view relevant reports, but can only be edited or deleted by the user who created them.
Creator
Displays the first and last names of the user who created the criteria set.
Date Created
Displays the date on which the criteria set was originally saved.
Actions
Displays the Apply button, which can be used to apply the criteria set to a search, and the Delete button, which can be used to delete the saved criteria.

Search Criteria

Form
Displays the name of the form assigned by its creator. You can choose a single form or use the default of all forms.
QA Status
Allows you to filter your search by the statuses which can be applied to QA evaluations: Calibration, Calibration In Progress, Self-Evaluation In Progress, Self-Evaluation, In Progress, Completed, Question, or Dispute. You can select one status or use the default of all statuses.
Start Date
Allows you to select a starting date as part of a date range. The default value is the current date. Applies to the date the evaluation was completed, not the date the interaction was recorded.
Agent
Displays the names of all agents to whom you have access. You can choose a single agent or use the default of all agents.
Agent Status
Allows you to filter your search by the statuses which can be applied to agents: Active or Inactive. You can select one status or use the default of all statuses.
End Date
Allows you to select an ending date as part of a date range. The default value is the current date. Applies to the date the evaluation was completed, not the date the interaction was recorded.
Group
Displays the QA Groups to which you have access. You can choose a single group or use the default of all groups.
Recording ID
Unique identifier created by Uptivity for each recorded interaction. You must type a valid ID in the text box; partial IDs are not accepted.
QA Record ID
Unique identifier created by Uptivity for each evaluation. You must type a valid ID in the text box; partial IDs are not accepted.
Last Updated By
Allows you to filter by the name of the evaluator who most recently saved the evaluation. You can choose a single evaluator or use the default of all evaluators.
Original Evaluator
Allows you to filter by the name of the evaluator who originally performed the evaluation. You can choose a single evaluator or use the default of all evaluators.
Current QA Score
Filters by the score most recently saved for completed evaluations. You can use the default value of all or filter your search by QA score based on these operators: Equal to, Less than, Greater than, Equal to or Less than, and Equal to or Greater than. Scores typed in this field may have up to two decimal places and should equal the percent (%) score desired. For example, if you are searching for a score of 85.71%, typing 85 in this field with the Equal to operator will only return evaluations with an exact score of 85%.
Original QA Score
Filters by the score originally saved for completed evaluations. You can use the default value of all or filter your search by QA score based on these operators: Equal to, Less than, Greater than, Equal to or Less than, and Equal to or Greater than. Scores typed in this field may have up to two decimal places and should equal the percent (%) score desired. For example, if you are searching for a score of 85.71%, typing 85 in this field with the Equal to operator will only return evaluations with an exact score of 85%.

Evaluation Information Fields

QA Record ID
Displays the unique identifier created by Uptivity for this evaluation.
Agent
Displays the name of the agent who was evaluated.
QA Form
Displays the name of the form used for this evaluation.
Last Updated By
Displays the name of the evaluator who most recently saved the evaluation.
Original Evaluator
Displays the name of the evaluator who originally performed the evaluation.
Group Name
Displays the name of the QA Group to which this agent belongs and with which this QA form is associated.
Current QA Score (%)
Displays the score most recently saved for this evaluation.
Original QA Score (%)
Displays the score originally awarded for this evaluation.
Call Date
Displays the date on which the recorded interaction associated with this evaluation occurred.
QA Start Date
Displays the date on which this evaluation was started.
QA Completion Date
Displays the date on which this evaluation was last saved.
QA Status
Displays the current status of the evaluation.
Call Recording ID
Displays the unique identifier created by Uptivity for this recorded interaction.

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