Create Analytics tasks

Use the Task Manager page to collect and process data with analytics tasks. These tasks run analytics processing on current or previously captured data. This data can include audio recordings, email text, and desktop and event data. Calabrio ONE puts the processed data in a searchable database.

Analytics tasks can be ongoing (run whenever new data comes into the system) or ad hoc (run once at a scheduled time and date).

When scheduling analytics tasks, remember the following points.

  • If a speech or speech-to-text task fails, Calabrio ONE will retry at a later time to complete the task.
  • The time zone in Task Manager is your organization’s default time zone.

Prerequisites

  • You have the Administer Analytics permission.
  • To create a task, you have scope over at least one group. If you have scope only for a team and not the group the team belongs to, you cannot create a task for that team.
  • Phrases and phrase categories have been configured on the Phrase Manager page.
  • Applications and websites have been configured on the Desktop Manager page.
  • Application and website fields have been configured on the Field Manager page.

Page location

Application Management > Analytics > Task Manager

Procedures

Create a new task

  1. Click Create Task.
  2. Enter a unique name for the task in the Task Name field.
  3. Select the type of task you want to create from the Type field drop-down list. The fields that display are determined by the type of task you select.

  4. (For all types of tasks) In the Time, configure when the task should run and the date range of the data to run the task against.

    Ongoing check box

    Select this check box if you want the task to run whenever new data comes into the system. This disables the time, date, and range fields.

    Start Time

    Enter the start time of the task. This time must be in the future. It cannot be the current time.

    Task Start Date

    Enter the start date of the task. This date can be today’s date or a future date.

    Range Start Date

    Enter the start date of the range of data you want the task to process. This date must be in the past by at least one day. It cannot be today’s date.

    Range End Date

    Enter the end date of the range of data you want the task to process. This date must be later than the start date but cannot be today’s date.

  5. (For all types of tasks) In the Organization section, assign groups and teams to the task. Only groups and tasks within your scope are available.
  6. Click Save.

NOTE   For ad hoc Text Analytics tasks that process more than 200 contacts, it might take a few minutes for the full number of Processed, Failed, and Skipped contacts to appear, even after the task Status is Finished.

NOTE   The instructions in the procedures below apply to the new version of the Task Manager page. If you are using the classic Task Manager page, some of the steps are slightly different.

Filter existing tasks

  1. Click Filters (the funnel icon, upper-left corner of the page). The Filters panel opens.
  2. Configure your search criteria.
  3. Click Apply.

Show or hide columns

  1. Click Show/Hide columns (the gear icon, upper-left corner of the page). The Show/Hide columns window opens.
  2. Select or clear the check boxes as desired.
  3. Click Apply.

Edit an existing task

NOTE   You cannot edit a task once processing has started.

  1. Hover over the task and click Edit (the pencil icon). The task page opens.
  2. Edit the task as desired.
  3. Click Save.

Cancel a task in progress

You can cancel a task only if its Status is Running. Tasks with other statuses cannot be canceled.

  1. Hover over the task and click Edit (the pencil icon). The task page opens.
  2. In the Task Status section, click Cancel. A confirmation window opens.
  3. Click Yes.

Delete a task

NOTE   Ad hoc tasks cannot be deleted after they have run. This restriction maintains historical data and an audit trail.

  1. Hover over the task and click Delete (the trash can icon). A warning window opens.
  2. Click Delete. The warning window closes.

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