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. In the Time section for all types of tasks, 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. In the Organization section for all types of tasks, 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.

Filter existing tasks

  1. Click the Filters button at the top left of the task list to open the Filter Panel.
  2. Select search criteria from the drop-down lists available in the panel to assist you in finding specific tasks. The task list updates as soon as you select a filter.

Edit an existing task

  1. Double-click a task to open the task page.
  2. Edit the task as desired.

    NOTE   Tasks cannot be edited once processing has started.

  3. Click Save.

Cancel a task in progress

  1. Double-click the task to open the task page.
  2. In the Task Status section, click Cancel. This button is enabled only if the task is currently in progress.

Delete a task

  1. Double-click the task to open the task page.
  2. Click Delete.

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

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