Call us today on 1-888-720-6968 | From outside North America call +1-647-723-7049
Note: The 'Evaluation' option will only be displayed on the menu if you have the relevant permissions. |
When you first access the 'Evaluation Management' page, the only option open to you is to create a new 'Evaluation' by clicking the 'Create Evaluation' button... |
The first step is to 'Name' your new 'Evaluation' and enter the descriptive text, which explains the function of this particular 'Evaluation'. |
For details on creating filters, please click here. |
For details on creating Questionnaires, please click here. |
The last page of the 'Evaluation Wizard' covers the creation of an 'Evaluation Run', which is created when the 'Evaluation Wizard' is closed. |
Note: Click here for details on how to run an evaluation. |
- Record - Call Recording
- Report - Call Accounting
- Display - Wallboard
- Support Ticket Tracking
- Downloads

To open 'Evaluation Management' select 'Management' from the 'Evaluation' option of the 'record' drop-menu.
When you first access the 'Evaluation Management' page, the only option open to you is to create a new 'Evaluation' by clicking the 'Create Evaluation' button...
... which opens the 'Evaluation Wizard'.
The 'Filters' page enables you to either select an existing 'Filter' from a drop-menu or create a new 'Filter' from scratch.
The next page page enables you to either select an existing 'Questionnaire' from a drop-menu or create a new 'Questionnaire' from scratch.
The last page of the 'Evaluation Wizard' covers the creation of an 'Evaluation Run', which is created when the 'Evaluation Wizard' is closed.
When the 'Wizard' closes, the new 'Evaluation' will be listed, awaiting the first 'Run'.