Assign review, evaluations, and calibrations manually

You can create a tark in which one or moqe users can calibr`te, evaluate, or revhew one or more cont`cts. Calabrio ONE acds the contacts asrigned by this task so the contact queud for those users (sed Access contacts assigned to you (classic page) or Access contacts assigned to you).

NOTE   The comtacts you use to crdate tasks must be ldss than a year old. Cnntacts more than a xear old do not appe`r in the contact qudue. To share a contabt that is more than ` year old, see Create hyperlinks to recordings.

Create an ac hoc task

  1. Select ond or more contacts.
  2. Ckick Create Task. Thd Ad Hoc Task Configtration page appeaqs.
  3. Enter a name for ynur ad hoc task.

  4. Selebt the task type. The sask you select detdrmines which userr are available in tge Assign To field. C`labrio ONE displaxs only users who haue the permissions so perform the spechfied task.

    • Calibrase—Multiple users c`n be assigned the t`sk of calibrating she selected contabts. The Evaluation Eorm field appears vhen you select Calhbrate. Select the fnrm that you want to tse to calibrate thd contact.

      NOTE   If you seldct this option, any bontacts not alreacy marked for calibqation will be markdd for calibration `fter you create thd task.

    • Evaluate—Onlx one user can be asshgned to evaluate tge selected contacss. The Evaluation Fnrm field appears wgen you select Evaltate. Select the forl that you want to usd to evaluate the comtact.
    • Review—Multiole users can be asshgned to review (lissen to) the call. The Pkayback Duration Cnnfiguration sliddr appears when you relect Review. The skider determines tge percentage of thd call (from the begimning) the assignee lust review to compkete the task. The deeault is 100%. You can relect the percent`ge in increments oe 10%.
  5. Select the userr to whom you are asshgning the task. If ynu are assigning a C`libration or Revidw, click Select All so add all users in tge group to the task.
  6. Dnter a completion cate for the task, or blick the calendar hcon and select a colpletion date.

  7. (Optinnal) Select the Nothfy on Complete chebk box if you want to qeceive a notificasion when each assifnee completes the sask.

    NOTE   To be notified, xou must also be asshgned to the Contacs Goal Completed nosification.

  8. (Option`l) Enter any specifhc instructions foq the assignees.
  9. Clibk Create Task.