User Guide for Evaluator

As an Evaluator, you are responsible for reviewing assigned conversations, completing evaluations using predefined forms, and submitting assessments within deadlines. This guide will help you:

• Access and manage your assigned reviews in the Reviews tab.

• Conduct evaluations using conversation data and evaluation forms.

• Track deadlines and prioritize tasks based on status (Pending/Completed).

• Stay informed with notifications for new assignments and reminders.

Login

The Login Screen is the entry point for accessing the Quality Management solution.

Login Screen

The login screen provides a secure interface for users to access the system by entering their credentials. It includes fields for username and password, a "Remember Me" checkbox for saving login details, and a login button to authenticate and grant access.

Reviews

The Reviews tab is the primary workspace for evaluators.

Review List View

1. Displays assigned reviews with:

   1. Status: Pending/Completed.

   2. Due Date: Deadline for review completion.

   3. Created At: Timestamp of assignment.

   4. Questionnaire used.

   5. Submitted

   6. Review score

Starting a Review

1. Steps to start a review:

   1. Click the Start Review icon.

   2. The Conversation View opens.

   3. Fill out the Review Form alongside the conversation data.

   4. Submit the completed form.

Notifications

Notifications alert evaluators about new reviews and deadlines.

1. New Assignments: Displays recently assigned reviews.

2. Reminders: Alerts for approaching deadlines.