The bread and butter of evaluations! The foundation of the QA house! The… well, you get the idea. Now that you’ve gone through your settings features, you’re ready to add those questions and scoring factors. Let’s get to it.

  1. Title the section. This description is visible to analysts, team leaders, and agents when reviewing scorecards and evaluations. You can add as many sections as you choose using the button at the bottom of the section.

2. Add questions and Question descriptions. Choose questions that align with

your company’s objectives and values. Describing these questions benefit

analysts who are conducting evaluations, and support the consistency of

evaluations across multiple evaluators.

Note: These are visible to analysts and team leaders conducting evaluations by clicking on the question mark next to a question in a scorecard. There is no length limit to this description. Also, you may include as many questions as you choose in each section! Click on the Add a question button in the bottom right to add more questions to a section.

3. Question Type. Choose between Points-based or Scale-based

questions.

  • For Points: Click on the point numeric field to change the value. Points can be weighted for more important sections and questions. See the example below.

  • For Scale: Assign a range of values to the question. For transparency, value range definitions should be included in the question's description. You may input these answers using a Scale or a Slider. The number range can be anywhere from 0-10 and you may also utilize half-points if needed. See example below.

4. Assign a Scorecard group. Scorecard groups are designed to align with

customers who have COPC standards in place (though we believe the

categories are really helpful for anyone!). First, you’ll need to make sure your

permissions are enabled for Scorecard Groups. You may also want to add or edit

the group names and descriptions. Read more about how to do that here. Then

click Select group next to the Question Type. A drop-down menu will appear

where you can choose from the following: Business Critical, Compliance Critical,

Customer Critical, Non Critical, and Sales Effectiveness.

Make your selection and rest easy knowing that those changes are

automatically saved. Moving forward, every question associated with a

specific group will have data stored according to that information.

5. Fail Section / Fail All. It is common to associate greater weight to certain

questions. Often, missing one question is reason enough to fail an entire section

of multiple questions or even an entire evaluation. Select Fail Section or Fail All

from the drop-down window to configure a question for this feature. Default will

assign the points originally created to that specific question.

6. More sections and/or questions. Keep adding as many sections and

questions as you’d like! We do have some tips about this if you

want to reference our Best Practices When It Comes to Scorecards.

7. Weighted Sections. Some sections may be more crucial than others.

Playvox gives you the option to weigh these sections accordingly. When

done entering percentages, click Confirm.

8. Set your goal for the scorecard by clicking the line after Goal in the lower

left corner and adding in your desired percentage. This will determine

what an agent needs to score in order to achieve an evaluation and will be

visible to team leaders as well as agents. The score value will also be

available in points.

9. Review your scorecard! Edits will be limited after publishing, so make sure

everything is exactly as you’d like it.

Note: Numbers used in reporting will NOT be able to be changed after publishing. If you need to change scoring factors, please refer to the cloning section of our next article.

10. Click Publish at the bottom left side of your screen to activate your scorecard.

Congratulations on building your first scorecard! Click here to dive even deeper into scorecard management with information on cloning, rearranging, bonus sections, adding feedback and more!

Other articles you may find helpful:

Understanding Scorecards

Creating Scorecards: Getting Started

Managing Scorecards

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