Quality Load PreLoad Options - Revision history

Robert Carson at 11:37, 29 December 2016

2016-12-29T11:37:27Z

Philip Lacey at 22:52, 9 November 2014

2014-11-09T22:52:33Z

Philip Lacey at 02:10, 22 March 2014

2014-03-22T02:10:31Z

Philip Lacey at 16:08, 17 March 2014

2014-03-17T16:08:37Z

Philip Lacey: Created page with "This option allows for records / contacts to be created directly from another form in BE. The option for setting the type is done from ''Main Menu > Form Management > Form ..."

2014-03-17T16:08:16Z

Created page with "This option allows for records / contacts to be created directly from another form in BE. The option for setting the type is done from ''Main Menu > Form Management > Form ..."

New page

This option allows for records / contacts to be created directly from another form in BE.

The option for setting the type is done from ''Main Menu > Form Management > Form - Primary Management > Form - Edit > Choose your Form > From the console on the left choose Quality Options > Load Options section > Create From''

There are a number of key settings to be considered.

'''Load from: Form''' - This is the form that the assessments will be created from.

'''Form Load: Use''' - This is the use of records (CDAs) or contacts (CCLs). The most usual type is contacts, as this would be QA on a call. It can be also useful to perform QA on an entire case, though this may involve contacts from numerous people. A contact, will only be for one person. A record will use the last person to interact with the record to limit by.

'''Reduce loaded''' - A person may have numerous contacts to load. This option ensures that only a set sample size of those contacts are taken.

'''Include From''' and '''Include Until''' - This sets a time window on which to limit the inclusion of records / contacts. If using contact, this will be the end date and time of the contact. If using record, this will be that last date and time the record was interacted with.

'''Duration From''' and '''Duration Until''' - Every contact has a duration. If using contact, this limit will only consider contacts that are between specific durations. Leaving the Duration From at 00:00:00, will include all contacts. If using record, this value is not applied, as a case can span days or even months.

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−	This option allows for records / contacts to be created directly from another form in BE.	+	This option allows for records / contacts to be created directly from another form in bxp.

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−	[[Category:~~Learning~~:Quality Assurance]]	+	[[Category:Topic:Quality Assurance]]
	[[Category:Module Specific:Form Management]]		[[Category:Module Specific:Form Management]]

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	'''Duration From''' and '''Duration Until''' - Every contact has a duration. If using contact, this limit will only consider contacts that are between specific durations. Leaving the Duration From at 00:00:00, will include all contacts. If using record, this value is not applied, as a case can span days or even months.		'''Duration From''' and '''Duration Until''' - Every contact has a duration. If using contact, this limit will only consider contacts that are between specific durations. Leaving the Duration From at 00:00:00, will include all contacts. If using record, this value is not applied, as a case can span days or even months.
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		+	[[Category:Learning:Quality Assurance]]
		+	[[Category:Module Specific:Form Management]]

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−	There are a number of key settings to be considered.	+	There are a number of key settings to be considered:

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