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Now that you have selected the recording you wish to evaluate, select the template you would like to use from the Evaluation Template Selection drop-down menu and click Start. You will now be able to see and do the evaluation.
- Start Date - Shows the date and time the evaluation was started.
- Complete Date - Shows the date and time that the evaluation was completed. This will auto-generate once the Complete button has been clicked.
- Agent Notification Date - Shows the date and time that the notification of the evaluation was sent to the agent. This will auto-generate once the Notify Agent button has been clicked.
- Acknowledgement Date - Shows the date and time that agent acknowledged their evaluation. This will auto-generate once the agent has acknowledged the evaluation.
- Total possible points - The total number of points that can possibly be scored on the evaluation
- Total points scored - Shows the total number of points that have been scored by the agent. This number will update as the evaluation is completed.
- % scored - The score, as a percentage, that has been achieved on the evaluation. This number will update as the evaluation is completed.
- Minimum points to pass - The minimum number of points needed to be scored to pass the evaluation.
- Minimum % to pass - The minimum score, as a percentage, needed to pass the evaluation.
- Status - Indicates the status of the evaluation. This also applies to the status of each evaluation category. There are 4 status options:
- Something still needs to be completed on the evaluation.
- Indicates a passing mark.
- Indicates a failing mark.
- Indicates an auto-failure.
The green bar indicates the Category name. The questions can be collapsed for easier viewing by pressing the 
button or expanded by pressing the 
button.
Note: The Category bar will change to blue when the question has been collapsed.
As you proceed through the evaluation, the program auto-saves your selections so as to not lose any of your progress.
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