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[ACD] Create/Edit an Audit Queue

[ACD] Create/Edit an Audit Queue

The content in this article is appropriate for: Administrators and Supervisors

An Audit Queue determines which calls are selected for auditing, and who can review them.

  1. Create a New Audit Queue

  2. Edit an Audit Queue

  3. Clone an Audit Queue

 

In the left-hand navigation bar, click Manage Audit Queues (under Quality Assurance)

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*Only Supervisors with the QA/QA Managers group role have access to Audit Queues.
For an overview on the Quality Assurance feature and the Supervisor role, click here.

 

 1. Create a New Audit Queue

  • Click + New Audit Queue

    Screen_Shot_2024-03-01_at_4_44_09_PM.png

Audit Queue Details

  • Name: title of the work queue

  • Affiliate: Leave as N/A or click the dropdown and assign as needed
    Affiliates are an advanced option used to control who has access to certain programs and features.

  • Minimum Coverage (percentage): percentage of calls from the selected program that are eligible for auditing

  • Suspended: (Yes/No) enable/disable an audit queue

    • Audit Queues can not be deleted, so to deactivate it, set to Suspend=Yes
      *A suspended queue will appear as N/A in the Actions column

      Screen_Shot_2024-03-01_at_4_59_07_PM.png

       

  • Budget Enabled: (Yes/No) enable budgeting for the queue
    IF YES:

    • Budget Cost per Call: dollar amount designated to each individual call audit

    • Budget Target Expenditure: total dollar amount designated for all call audits in the queue

    • Budget Start DateBudget End Date: click to enter mm/dd/yyyy or choose a date from the calendar

      Screen_Shot_2024-03-01_at_5_11_29_PM.png

      ⚠️If budget is set, the work queue will automatically Suspend if either of the following conditions are reached:

      -Budget Target Expenditure
      -Budget End Date

  • Max Calls/Agent: the maximum number of calls from an individual agent that will be added to the work queue

    • (0 - No Cap): no limit is set on the number of calls per agent that will be added to the queue

  • Questionnaire (Scorecard) Override: assign a custom scorecard to the audit queue

    • By default, the 17-question SingleComm Scorecard is assigned to every program

    • Scorecards can not be changed once audit queue is created (scorecard change requires a new or cloned queue)

    • Only active-status Scorecards can be added
      *For more information and step-by-step instructions on creating a custom scorecard, click here.

Audit Queue Criteria

  • Start Date / End Date: when the calls took place

    • mm/dd/yyyy or click the field choose a date from the calendar

      💡End Date can be left blank if not required. The work queue will remain active until manually suspended by a supervisor.

  • Minimum Call Length (in seconds): shortest call time acceptable to be selected for the queue

  • Maximum Call Length (in seconds): longest call time acceptable to be selected for the queue

  • Criteria: at least one of these must be assigned
    Click to select or CTRL + Click to select multiple

    • Programs

    • Campaigns

    • Agents

    • Dispositions

Click Update to save configuration.

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Auditor Assignment

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All users in the Internal Auditors Group will appear in this list. To assign an agent/auditor to the work queue, assign a Weight of 1-100 (0=Unassigned).

  • Auditors with higher weight assignments will receive preference in the work queue.

Click Update once all auditors have been assigned.

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2. Edit an Audit Queue

From the Audit Queue Management page:

  • Click the number of the Audit Queue you wish to make changes to:

    Screen_Shot_2024-03-01_at_5_34_46_PM.png
  • Click Update once all changes have been made

  • A Congratulations message will appear briefly in the top right to indicate a successful update

    Screen_Shot_2024-03-01_at_5_51_54_PM.png

3. Clone an Audit Queue

From the Audit Queue Management page:

  • Click the number of the Audit Queue you wish to clone

  • Scroll to the bottom of the Details tab

  • Click Clone*

    Screen Shot 2024-03-01 at 6.18.01 PM.png

    The following parameters will be cleared on every new cloned copy:

    -Start Date/End Date
    -Minimum Call Length (in seconds)/Maximum Call Length (in seconds)
    All other settings will be copied over to the cloned work queue.

  *The data from completed internal audits is available in SC Analytics. For more details , click here.

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