Webitel: Documentation
Webitel: Documentation
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Criterias (Scorecards)

1. Description

Here you can add the evaluation criteria that the Scorecard will consist of.

Consists of fields (Fig. 1):

  1. Criterion block;

  2. Add criteria.

Criterias.png
Fig. 1. Criterias tab

1.1. Criterion block

The criterion block depends on the answer type of the given criterion.

There are the following options:

  1. Score;

  2. Options.

Each criterion has a copy tool - Кнопка Копировать.png , and a removal tool - Кнопка Удалить.png .

Clicking the Кнопка Копировать.png  button - creates a copy of the criterion. Clicking the Кнопка Удалить.png  button - deletes the criterion.

The first criterion is not removed and is mandatory - the removal tool ( Кнопка Удалить.png ) and the Required switch are not clickable.

Also, the first answer option is not deleted when the answer type is Option.

Holding the Кнопка Перетянуть.png  icon at the top of the criterion block allows you to change the order of the criteria blocks by dragging them.

1.1.1. Score

With the Score answer type, the criterion block consists of the following elements (Fig.1):

  1. Required;

  2. Criteria;

  3. Answer type;

  4. From;

  5. To.

1.1.1.1. Required

The switch indicates whether this criterion is mandatory for answering when evaluating:

  • бегунок вкл.png  - response is required;

  • бегунок выкл.png  - response is optional.

1.1.1.2. Criteria

Here enters the question of evaluation—the required field.

1.1.1.3. Answer type

This field chooses the type of answer to the question entered in the Criteria field. In this version, this is the Score type.

1.1.1.4. From

Here enter the minimum number of points that a question can be assessed with. The value must be at least 0 and at most 9. Only integers are allowed.

1.1.1.5. To

Here enter the maximum number of points that the question can be scored. The value must be at least 1 and at most 10. Only integers are allowed.

The value in the From field must not be greater than the value in the To field.

1.1.2. Options

With the Options answer type, the criterion block consists of the following elements (Fig.2):

  1. Required;

  2. Criteria;

  3. Answer type;

  4. Option;

  5. Score;

  6. Removal tool;

  7. Add button.

Options.png
Fig. 2. The Option answer type
1.1.2.1. Required

The switch indicates whether this criterion is mandatory for answering when evaluating:

  • бегунок вкл.png  - response is required;

  • бегунок выкл.png  - response is optional.

1.1.2.2. Criteria

Here enters the question of evaluation—the required field.

1.1.2.3. Answer type

This field chooses the type of answer to the question entered in the Criteria field. In this version, this is the Options type.

1.1.2.4. Option

In this field, enter the answer to the question entered in the Criteria field.

1.1.2.5. Score

This field chooses the number of points assigned when selecting the option entered in the Option field. Floating point numeric field, limit to 2 characters after the dot.

1.1.2.6. Removal tool

Clicking the Кнопка Удалить.png  button deletes the line of the option and the score in the same line.

The first line of options is not removed.

1.1.2.7. Add button

Clicking on the Add button adds a new option line - the Option field and the Score field.

1.1.3. Select "Yes"

With the "Select "Yes"" answer type, the criterion block consists of the following elements (Fig. 3):

  1. Required;

  2. Critical violation;

  3. Criteria;

  4. Answer type;

  5. Removal tool;

  6. Add criteria button.

Select "Yes".png
Fig. 3. The Select "Yes" answer type
1.1.3.1. Required

The switch indicates whether this criterion is mandatory for answering when evaluating:

  • бегунок вкл.png – response is required;

  • бегунок выкл.png – response is optional.

1.1.3.2. Critical violation

A criterion attribute set by the auditor during call evaluation.

By default, the switch is disabled – бегунок выкл.png .

If the switch is enabled – бегунок вкл.png :

  • when selecting the "Yes" answer during evaluation, all other criteria are automatically reset;

  • the overall call score for required and situational questions is set to 0%.

Important!

In case a question with a critical violation is a required criterion, the switch during evaluation must be enabled – бегунок вкл.png . In this case, the form will always be reset.

If such logic is not required, the critical violation criterion must be optional.

Note! Criteria with the Select "Yes" answer type do not affect the overall score if the Critical violation switch is disabled – бегунок выкл.png .

1.1.3.3. Criteria

Here enters the evaluation question. This is a required field.

1.1.3.4. Answer type

This field chooses the type of answer to the question entered in the Criteria field. In this case — the Select "Yes" type.

1.1.3.5. Removal tool

Clicking the button Кнопка Удалить.png deletes the criterion block.

The first criterion is not removed — the removal tool for it is inactive.

1.1.3.6. Add criteria button

Clicking the Add criteria button adds a new criterion block to the form.

A new criterion is added to the end of the list with the default answer type and empty fields for filling.

1.2. Add criteria

Clicking the Add criteria button adds a new criterion block.

The Add criterion button becomes inactive if there is a criterion in which all required fields are not filled.

After filling in the block of criteria, it changes to a preview.