Creating a QM Form

Click the Applications Dial Pad

Select QM Advanced

For a New Form:

Click New Form

To duplicate an existing form:

Click the Three dots for the desired form

Select Duplicate

Make changes to the Header Title, Subtitle and Background Color

To upload a company logo:

Click Browse

Select the Logo file and click Open

Select the form's background color if necessary

Select All the Header Fields

Header Fields will appear at the top of the form.

To create a new Section in the form:

Click and drag the Section tile into the form

To modify the Title of the section:

Double-click the Title

Properties for the section will appear on the right side.

To add an element to the section:

Click and drag the tile into the section

If you are unable to drag the element into the desired location, save the form as a draft and re-open the form.

To save the form as a draft:

Click Save as Draft

Enter a Form Name

Click Save

Click Close

Select the form you were working on

Click and drag the desired element tile into the section

To modify the question:

Double-click the Question

Question Properties are located to the right

Marking an element critical will fail the agent if they provide an incorrect answer.

To add another element to the section:

Click and drag the tile into the section

If you are unable to drag the element into the desired location, save the form as a draft and re-open the form.

To modify the question:

Double-click the Question

Question Properties are located to the right

To add multiple unique fields:

Click Add Multiple

Enter a Selection per line

Click Add

Refer to the Legend for descriptions and uses for each field type.

Scorable items can be used for gamification.

To add another element to the section:

Click and drag the tile into the section

If you are unable to drag the element into the desired location, save the form as a draft and re-open the form.

To modify the question:

Double-click the Question

Question Properties are located to the right

To add multiple values:

Click List of Values

Enter a Selection per line

Click Add

To review the Drop down options:

Click Test Form

To close the test form:

Click Cancel

To add another element to the section:

Click and drag the tile into the section

If you are unable to drag the element into the desired location, save the form as a draft and re-open the form.

To modify the instruction:

Double-click the Question

Instruction Properties are located to the right

To add a hyperlink element:

Click and drag the tile into the section

If you are unable to drag the element into the desired location, save the form as a draft and re-open the form.

To modify the Hyperlink:

Double-click the Hyperlink

The Hyperlink Properties are located to the right

To add another element to the section:

Click and drag the tile into the section

If you are unable to drag the element into the desired location, save the form as a draft and re-open the form.

To modify the short text properties:

Double-click the Short text field

Short text Properties are located to the right

Short text and Long text share uses, however long text is used when details need to be added.

Questions you have already created will appear in the Question Bank.

Click the Question Bank tab

Click and drag the desired Question into the form

Setting rules will allow the form to skip questions based on answers provided.

To set a Rule:

Click the Rule icon

Set the If Selected criteria

To add more criteria click the +

Choose what to Hide based on the selection

Add more If selected criteria as needed

Click Save

To make the form scorable:

Click Define scoring

Check Enable Scoring

Scorable items will have blank fields for you to enter the value of each choice.

Determine the Point Values

Point Values must be whole numbers.

Click Save

To modify the form settings:

Click the Gear icon

Check Display Scores To Agents and Agent Can Acknowledge

Click Save

Click Save and Activate

CLICK HERE to Create a QM Plan