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Quality Create From

382 bytes added, 23:52, 9 November 2014
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Quality Assessments If preloading assessments (i.e. the Form is loaded up first with assessments which are then to be allocated), these assessments can be created from a number of sources. 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'' 
# Input
# PreLoad
It is possible to reduce limit down the total amount of assessments per person performed depending on the scenario chosen.
This is the simplest form of creating assessments. With your form constructed, no loading of assessments is required. Simply type and save with an outcome.
No Limiting "Reduce loaded" is not applied to this type.
== Form ==
This type of assessment is based on contacts / cases in other forms within bxp software. It is possible to link an assessment to a record (CDA) or to a specific contact (CCL).
The question "Load from: Form" allows the user to select from which form the CDA records / CCLs contacts will be loaded.
The question "Form Load: Use" allows the user to select from which form the CDA / CCLs will be loadedassess records or contacts.
When loaded against a large volume of records / contacts, it may be necessary to reduce the number of contacts to a sample. e.g. 3 contacts per agent. The limit "Reduce loaded" when applied will reduce the loaded records / contacts to 3 X specific assessments per person. When using records (CDA), the last agent to interact with the record will be used as the person.
When building from a team of people, how many assessments should be performed for each person. Setting "Reduce loaded" sets the limit of how many assessments will create X assessments be created for each person.
This types of assessment is based on you loading a list of assessments to be performed into bxp software, from an external source such as an Excel spreadsheet.
No Limiting "Reduce loaded" is not applied to this type, as it is assumed that the user has filtered the assessments to be loaded already.  [[Category:Topic:Quality Assurance]][[Category:Module Specific:Form Management]]
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