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You must create a 'Filter' to be able to configure an 'Evaluation'. You can create a new 'Filter' from within the 'Evaluation Wizard' as well as from the 'Filter Management' page. ♣ Note: You can only modify ('Edit') an existing 'Filter' if it is not being used by an 'Evaluation'. As soon as you associate a 'Filter' with an 'Evaluation', the 'Filter' is locked and you cannot make any changes to the settings. The only way to unlock a 'Filter' is to delete the 'Evaluation' it is associated with. The 'Filter' comprises of the following pages of settings:
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 To open the 'Filter Management' page you select 'Filter Management' from the record drop-menu... |
 ... which opens the 'Filter Management' page. To create a new 'Filter' you click the 'Create Filter' button which opens... |
Name
Once you have clearly named your new 'Filter' you must decide on its availability (see below). |
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When
Clicking the icon on the right of the 'Date' field... |
 ... invokes a 'Calendar' menu allowing you to easily select the 'Start' and 'End' dates for the 'Filter'. |
Who
The second check-box only becomes active if you have selected the 'Equal number...' option. This facility ensures the 'Call Recordings' selected for an 'Evaluation' only includes calls where the selected 'Extension' is the last 'Participant' (this applies to calls which have been transferred and therefore have multiple participants). Like its predecessor, the third check-box only activates if you have selected the 'Equal Number...' option. This allows you to only include calls where the selected 'Extension(s)' is the only participant in the call. ♣ Note: These three 'Filter' elements are only intended for use within an 'Evaluation' and will not work in the normal 'Search' view. |
If you wish to select specific 'Extensions' rather than a 'Group' or single 'Extension'... |
 ... the final field enables you to enter a single list of 'Extensions' you wish to select, separated by commas. |
Call Details
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This feature allows you to screen out calls that are either too short (no meaningful dialogue took place between the 'Agent' and the called party) or simply too long to be included in the 'Evaluation'. |
DDI Number
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Sample Size
If you find the percentage you have selected produces too large a number of 'Calls' when you run the 'Calculate Call Count' feature, you can always return to this option and change the 'Filter' setting accordingly. |
Calculate Call Count
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... the 'Filter Wizard'.
The 'Who can use this filter' drop-menu has two options: 
The next 'Filter Wizard' page is 'When'.
The check-box at the top of the 'Who' page (highlighted in the screen-shot) has been specifically provided for use in evaluations to provide an equal number of 'Call Recordings' for each 'Extension' being evaluated.
By default, the 'Who' page will be set to 'All Extensions'. Clicking the down-arrow on the right of the field invokes a drop-menu enabling you to select either a 'Group' of 'Extensions' or single 'Extensions'.
The next page enables you to select the 'Call Type' and 'Duration'.
The 'Call Type' is selected from a drop-menu. The options are:
The remaining two fields enable you to set both the 'Minimum' and 'Maximum' durations for the calls to be included by the 'Filter'.
Unlike all the preceding 'Filters' that use drop-menus to select the various criteria options, 'DDI' is an entry field. It enables you to enter: 
'Sample Size' enables you to select the percentage of 'Calls' you wish to include in the filtered results.
The final page of the 'Filter Wizard' is an invaluable tool, which allows you to check the number of 'Call Recordings' which would be selected for this 'Evaluation' based on the criteria you set within the 'Filter'. As you can see, for the 7-day period this 'Filter' covers, there are 60 calls which match the 'Filter' settings.