List of folders
The Interactions application provides a set of folders used to organize interactions and evaluations.
|
Folder |
Available From Tab |
Description |
Retention Period |
Sorted In... |
Available For... |
|---|---|---|---|---|---|
|
All Evaluations |
Search |
Contains evaluations performed by you or other users, on employees in your visibility. In addition, it includes your self-evaluations and evaluations performed on you by your direct evaluators. All evaluations are pushed to this folder once they are submitted. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 30 days |
Descending order according to the Evaluation time field |
Leaders and employees |
|
Assessments |
Search |
Contains assessments performed by you or other users, on contacts in your visibility. If you are assigned the privilege to search for interactions outside your role scope, you can view all assessments in the folders. All assessments are pushed to this folder once they are submitted. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 30 days |
Descending order according to the Assessment time field |
Leaders only |
|
Draft Assessments |
Search |
Contains assessments that you have saved as draft. Once the draft assessments are submitted, they no longer appear in this folder. This folder is not required to be assigned to your group and role in the Assignment Manager. It is displayed only if you have the Assess privilege. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 180 days |
Descending order according to the Assessment time field |
Leaders only |
|
Draft Evaluations |
Search |
Contains evaluations that you have saved as drafts (including your saved self-evaluations). Once the draft evaluations are submitted, they no longer appear in this folder. This folder is not required to be assigned to your group and role in the Assignment Manager. It is displayed only if you have the Evaluate privilege. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 180 days |
Descending order according to the Evaluation time field |
Leaders and employees |
|
Flagged Contacts |
Flag Folders |
Contains contacts that have been flagged and that are in your visibility. Once a contact is flagged, the contact is pushed to its corresponding flagged contacts folder. For example, a contact that was flagged with a Customer Complaints flag, is pushed to its corresponding Customer Complaints folder. By default, the system provides the Customer Complaints flagged contacts folder. Other flagged contacts folders are automatically created in the system when the flag is created. |
From the last 30 days (default) |
Descending order according to the Start time field |
Leaders only |
|
Flagged Evaluations |
Flag Folders |
Contains evaluations that have been flagged and that are in your visibility. The Forward to Employee folder contains only the evaluations that you flagged. Evaluations flagged by other evaluators are not pushed to your folder, even if you have visibility to the evaluations. Once an evaluation is flagged, the evaluation is pushed to its corresponding flagged evaluations folder. For example, an evaluation that was flagged with a Require Attention flag, is pushed to its corresponding Require Attention folder. By default, the system provides the Require Attention and Forward to Employee flagged evaluation folders. Other flagged evaluation folders are automatically created in the system when the flag is created. |
From the last 30 days (default) |
Descending order according to the Evaluation time field |
Leaders and employees (with the exception of the Forward to Employee folder that is available for Leaders only) |
|
Inbox |
Inbox |
Contains interactions in your visibility that you are required to evaluate to meet your weekly or monthly evaluation quota. Interactions are pushed to this folder by the lottery mechanism using a set of rules. The Inbox is available for leaders only and not for employees. |
From the last 30 days |
Descending order according to the Start time field |
Leaders only |
|
My Evaluations |
Flag Folders |
Contains evaluations performed on you that were forwarded to you by your evaluator for your review. Once your evaluator flags these evaluations with the Forward to Employee flag, they are pushed to this folder. The system creates this folder automatically when the first evaluation is pushed to it. |
From the last 30 days (default) |
Descending order according to the Evaluation time field |
Employees only |
|
My Interactions |
Flag Folders |
Contains interactions performed by you that were forwarded to you by your evaluator for your review. Once your evaluator flags evaluations with the Forward to Employee flag, their related interactions are pushed to this folder. The system creates this folder automatically when the first interaction is pushed to it. |
From the last 30 days (default) |
Descending order according to the Start Time field |
Employees only |
|
Self-Evaluations |
Search |
Contains evaluations that you performed on yourself. Self-Evaluations folder is not required to be assigned to your group and role in the Assignment Manager. It is displayed only if you have the Evaluate Myself privilege. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 30 days (default) |
Descending order according to the Evaluation Time field |
Employees only |
|
Shared Inbox |
Contains interactions pulled from a shared pool of interactions that is accessible by multiple Evaluators. The pool contains interactions that are required to be evaluated to meet the Shared Inbox weekly or monthly evaluation quota. Interactions are pushed to the shared pool by the lottery mechanism using a set of rules. You can only see one interaction at a time in the Shared Inbox, rather than the list of all interactions in the pool. You can only see interactions that are in your visibility. |
From the last 30 days (default) |
N/A (Users can only see one interaction at a time) |
Leaders only |
|
|
Waiting for Review |
Search |
Contains evaluations that are in status Waiting for Review. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 30 days (default) but can be modified to up to 180 days in Flags and Folders workspace. |
Descending order according to the Evaluation Time field |
Leaders and employees |
|
Accepted Evaluations |
Search |
Contains evaluations that are in status Evaluation Accepted. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 30 days (default) but can be modified to up to 180 days in Flags and Folders workspace. |
Descending order according to the Evaluation Time field |
Leaders and employees |
|
Disputed Evaluations |
Search |
Contains evaluations that are in status Dispute Pending. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 30 days (default) but can be modified to up to 180 days in Flags and Folders workspace. |
Descending order according to the Evaluation Time field |
Leaders and employees |
|
Resolved Evaluations |
Search |
Contains evaluations that are in status Dispute Resolved. This folder is predefined in the system and is referred to as a Predefined View. |
From the last 30 days (default) but can be modified to up to 180 days in Flags and Folders workspace. |
Descending order according to the Evaluation Time field |
Leaders and employees |