Perform a quick search

You can perform a quick search to identify interactions or evaluations by employees, time period, and text that appears in interaction transcripts and text interactions.

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Before you begin

Verify that in the User Management application you have privileges to search.
To include automated evaluations in an evaluations search, verify that you are assigned the Search for Evaluations Made by Leader of my Group(s) privilege. Automated evaluations are identified in the search results by the Quality Bot evaluator in the Evaluator column.

Procedure

Under Interactions, select Search.
Set the quick search fields:
- Search For: Select Interactions (default) or Evaluations.
- From the Last X Days: Enter the number of days according to which you want to search, as follows:
  - Interactions searches: The days during which interactions were recorded in the system (default 7 days, configurable).
  - Evaluations searches: The days during which evaluations were submitted (default 30 days, configurable). Draft evaluations cannot be searched.
    
    If you set a date range greater than 31 days, you must also add a single employee, a leaf group, or a leaf organization to your search criteria. This selection narrows your search results.
    
    Employees who only have visibility to their own interactions and evaluations can search for a date range greater than 31 days without adding additional criteria to their search.
- Employee: (Optional) Select one or more employees, groups, or organizations according to which you want to search.
- Full-text search: (Optional) If you have the privilege to perform full-text searches, do the following:
  - In the Search field, type the term or phrase to search for.
  - To optimize your search, select the appropriate operator(s) from the Operator drop-down.
Click Search.

The matching interactions/evaluations are displayed in descending order according to:
- Start Time column for interaction searches
- Evaluation Time column for evaluation searches