ADD EVALUATION (CALL LOG STAGE VIEW)¶

This guide provides a step-by-step process to access and utilize the Call Log Stage View, ensuring users can effectively add and edit necessary information.

Pre-Conditions¶

The user must be logged in with valid credentials. The following should be completed beforehand:

• A Process should be established.
• A Dataset and MetaData should be created.
• A Sampling Plan and Generation should be generated for the uploaded data via Manual Upload.
• Manual Allocation should be performed for the generated samples.
• A Stage should be created using the metadata.

Permissions Required for Call Log Stage View:

• Can see Alchemy Left Menu
• Can see Evaluation Stage View Left Menu
• Can create View/Modify Evaluation Screen
• Can edit View/Modify Evaluation Screen
• Can delete View/Modify Evaluation Screen
• Can view View/Modify Evaluation Screen

Steps to Access Call Log Stage View¶

Step 1: Click on "Alchemy".¶

Step 2: Click on "Add Evaluation (Call Log Stage View)".¶

A tab will open on the right side with a search field:

Step 3: Stage Search¶

• Click on the Stage Search dropdown; all active stages will be listed.
• Select a specific stage.
• The tab will expand and display all selected fields from the "Evaluation Filter" in "Stages".
• A list of fields will open.

Actions¶

View¶

• Click on the Eye Icon.

A new tab will open:

• Users can add or update information as needed.
• Users can also perform audits and handle dispositions.

Notes: - Ensure that you have the necessary permissions before accessing or modifying the Call Log Stage View. - All actions taken within the Call Log Stage View are logged for auditing purposes.