Adding a dynamic form

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    To add new dynamic form, take the following steps:

    1. Log in to your TRAX account.
    2. Go to Dynamic Forms then select the form from the list where you want to add a new form.



    3. Click Add New Form.



    4. Select Evaluatee and Interaction Date.



    5. Tick applicable reporting indicator(s).
      • Approval Required - select this if the form needs to be approved by the Team Lead first.
      • Nesting Period Required - select when the agent has recently started taking phone calls and is still in the consolidation period
      • For Calibration - select when an evaluator evaluates a call that has already been assessed.
      • Self Evaluation - select this if you are making a self-evaluation form.
      • High-importance - select if the form should be prioritised.

    6. Click Save and Send To Assigned.



      The form is now assigned and will now appear in the open forms. 

       

      Note: The evaluatee/assignee will receive an email notification about the form.

     

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