STAGES¶

This documentation provides an overview and a detailed guide on how to use the "Create Form" interface. The interface allows users to create and configure forms by defining stages, processes, sub-processes, and associated metadata.

Pre-condition¶

The user must be logged in with valid credentials. A Process should be established, along with a Dataset and MetaData should be created.

Permissions related to Stages

• Can See Workflow Design Left Menu
• Can create Stages
• Can Edit Stages
• Can Delete Stages

Accessing "Stages" Form¶

Step 1: Click on "Workflow Design".¶

Step 2: Click on "Stages".¶

(Located on the top right corner)

Step 3: Click on the "Create" button.¶

The form to be filled will open.

Stage Create Form¶

Step 4: Fill in the required fields.¶

1. Stage Name: Enter the name of the stage for which you are creating the form.
2. Process: Select the relevant process from the dropdown menu.
3. Sub Process: Choose the sub-process from the dropdown menu.
4. Sub Sub Process: Select the sub-sub process from the dropdown menu.
5. Calculation Type: Choose the calculation type (e.g., Question Wise, Parameter Wise, Domain Wise). By default, "Question Wise" is selected.

Configuring Sections¶

Step 5: Section A¶

• Click on the Add button to add metadata for Section A.
• Select the necessary Metadata information from the dropdown menu.
• Once the user selects the Metadata, a list of options with checkboxes will be displayed. Select the desired checkboxes.
• Click on the Add button.
• The selected checkbox options will be displayed in Section A.
• To edit the selected options, click on the Edit button.

Step 6: Section B¶

• Add Blocks: Use the - and + buttons to adjust the number of blocks.
• For each block, click on the Add button to add metadata.
• Select the Metadata information from the dropdown menu.
• Once the user selects the Metadata, a list of options with checkboxes will be displayed. Select the desired checkboxes.
• Click on the Add button.
• The selected checkbox options will be displayed in the Block.
• To edit the selected options, click on the Edit button.

Step 7: Additional Section¶

The user has an option to add a new section. Click on the Add button. A window will open.

Add Section Form

• Section Name: Name the section in the text box field. This is a mandatory field.
• Weightage: Optional field.
• Click on Add to add the section.
• Click on Cancel if it is not required.

• Once the section is added, it will appear under Section A.

Click on the created section, and the tab will expand with radio buttons to choose from:

• Measurable Set / Non-Measurable Set: Select whether the section is a measurable set or a non-measurable set.
  • Show in Call Log Stage View: Toggle this option to display in the call log stage view.
  • Show in Agency Validation: Toggle this option to display in agency validation.
  • Show in Rejected Audit Form: Toggle this option to display in the rejected audit form.
  • Show in Audit the Auditor: Toggle this option to display in the auditor's audit.
  • Show in Validation Status Report: Toggle this option to display in the validation status report.
• Select Question Set: Choose the relevant question set from the dropdown menu.
• Use the Edit Section button to modify an existing section.
• Use the Delete Section button to remove an existing section.

STEP 8: Action¶

In the Action section, User can select various communication and interaction methods to be available for the form. These options can be enabled by selecting the corresponding checkboxes. The options include:

1.Voice Call

• Description: Allows users to make voice calls to customers directly from the system.
• Behavior: When enabled, users can initiate voice calls within the customer profile.

2.WhatsApp Call

• Description: Enables the user to send Messages via WhatsApp or WhatsApp Business.
• Behavior: When enabled, icons for WhatsApp and WhatsApp Business calls will appear in the customer profile, allowing users to call or message the customer through these platforms.

3.Recording

• Description: Enables the user to record calls or interactions for later review.
• Behavior: When enabled, users can start and stop recording during interactions. Recorded files will be saved and accessible for playback and review within the system.

4.SMS

• Description: Allows users to send SMS messages to customers.
• Behavior: When enabled, an SMS icon will be visible in the customer profile, enabling the user to send text messages.

5.Email

• Description: Provides the capability to send emails to customers.
• Behavior: When enabled, an Email icon will appear in the customer profile, allowing users to send emails directly.

6.Click to Call

• Description: Facilitates making calls by simply clicking on a phone number.
• Behavior: When enabled, a button will appear in the profile , allowing the user to click on the button to initiate calls directly from the interface.

7.GSM Gateway

• Description: Connects the system to GSM networks for SMS and voice services.
• Behavior: When enabled, a button will appear in the profile , allowing the user to click on the button to route calls and messages through GSM networks.

8.Audio Player

• Description: Allows playback of audio files within the system.
• Behavior: When enabled, a button will appear in the profile , allowing the user for playing recorded messages or other audio content.

9.Cloud Phone

• Description: Provides phone services through cloud-based solutions.
• Behavior: When enabled, a button will appear in the profile , allowing the user to click on the button to call and also include Call forwarding, voicemail, and call management via a cloud service.

STEP 9: Section Settings¶

Users can configure the visual behavior of sections in the form:

Section A

• Scrollbar: Toggle available (Dropdown: Horizontal, Vertical, Both).
• Minimized: Option to minimize Section A.

Section B

• Scrollbar: Toggle available (Dropdown: Horizontal, Vertical, Both).
• Minimized: Option to minimize Section B.

Section C

• Scrollbar: Toggle available (Dropdown: Horizontal, Vertical, Both).
• Default: Enabled with "Both" selected.
• Both: Enables both horizontal and vertical scrolling simultaneously.

Master Form

• Toggle: Enables or disables the master form mode.

Timeout Limit

• Setting: Defines the time limit for user inactivity before timeout.

Color

• Setting: Allows setting custom background or section header colors.

STEP 10: Additional Actions¶

The Additional Actions section provides various functional features for enhancing the form. Users can enable or disable these options by toggling the corresponding switches according to their requirements. These settings allow for deeper control over recordings, evaluations, audit history, ticket workflows, and more.

1. Recording Required

   • Description: Allows users to access recording functionalities.
   • Behavior: When enabled, users will see a "Record" tab in the interface to manage and access recordings.

2. Evaluation Required

   • Description: Indicates that an evaluation or review process is necessary before proceeding further.
   • Behavior: When enabled, the system will flag the item or task as requiring evaluation before moving forward.

3. Open Sample

   • Description: Ensures that the sample remains accessible even after disposal.
   • Behavior: When enabled, users can open, view, and edit individual sample details as needed.

4. Show Audit Score

   • Description: Displays the audit scores associated with interactions or processes.
   • Behavior: When enabled, users will see audit scores in the relevant sections of the interface.

5. Assigned To

   • Description: Displays the person or team assigned to specific tasks or actions.
   • Behavior: When enabled, users can view the "Assigned To" section during disposition, showing task ownership.

6. Allow Auto Fetch

   • Description: Enables automatic retrieval of data or updates without manual intervention.
   • Behavior: When enabled, the system will automatically fetch and refresh data from connected sources.

7. Allow Auto Fetch With Allocation

   • Description: Enables automatic data retrieval combined with task or resource allocation based on the fetched data.
   • Behavior: When enabled, the system will both fetch the latest data and auto-allocate tasks accordingly.

8. Allow Question Movement

   • Description: Allows flexibility in rearranging questions during the disposition process.
   • Behavior: When enabled, users can move and reorder questions during disposition.

9. Allow Others To Take Action

   • Description: Permits other users to take necessary actions on a task or stage.
   • Behavior: When enabled, action permissions are extended to multiple users, improving collaboration.

10. Scheduler

    • Description: Provides a tool for managing schedules and appointments.
    • Behavior: When enabled, users can create, modify, and sync schedules, including setting reminders and notifications.

11. Capture Location

    • Description: Captures the precise geographic location (longitude and latitude) of the user.
    • Behavior: When enabled, the system records the user’s current location for mapping, logging, or tagging purposes.

12. Show Accessories Tab

    • Description: Displays the Accessories tab in the form interface.
    • Behavior: When enabled, users can view and manage accessory-related details directly within the form.

13. Show STOCK API

    • Description: Integrates stock data from an external API into the system.
    • Behavior: When enabled, users can view live or updated stock-related information within the form or system dashboard.

14. Show Assigned Sample Count

    • Description: Displays the count of samples assigned to a user.
    • Behavior: When enabled, users will see a real-time count of assigned samples, aiding in workload tracking and management.

15. Show Skip Audit

    • Description: Displays an option to skip specific audit processes.
    • Behavior: When enabled, users can select questions or processes to be skipped during audits.

16. Show Disposition

    • Description: Displays the Disposition section where actions and outcomes can be recorded.
    • Behavior: When enabled, users will have access to manage and complete disposition actions.

17. Show SMS History

    • Description: Displays a full history of SMS communications linked to a customer or task.
    • Behavior: When enabled, users can view all past SMS interactions in a dedicated section.

18. Show WhatsApp History

    • Description: Displays a history of WhatsApp communications.
    • Behavior: When enabled, users can view all WhatsApp messages associated with the customer.

19. Show Email History

    • Description: Displays the complete email communication history.
    • Behavior: When enabled, users can access all previously exchanged emails.

20. Show Interaction History

    • Description: Displays a comprehensive record of all customer interactions.
    • Behavior: When enabled, users can see a timeline of all touchpoints and activities.

21. Show Stage History

    • Description: Displays the history of different stages or status changes over time.
    • Behavior: When enabled, users can review the complete stage transition history.

22. Preview Previous Stage History

    • Description: Allows previewing of past stage histories.
    • Behavior: When enabled, users can view summaries and details of previous stages without navigating away.

23. Enable Comments

    • Description: Allows users to add comments to specific stages or tasks.
    • Behavior: When enabled, users can post and view comments for better communication and tracking.

24. Enable Save as Draft

    • Description: Provides the ability to save progress without final submission.
    • Behavior: When enabled, users can save their work as drafts and return to complete it later.

25. Enable Audit Edit

    • Description: Allows editing of audit entries even after submission.
    • Behavior: When enabled, users can reopen and modify audits if corrections or updates are needed.

26. Enable Ticket Workflow

    • Description: Activates the workflow for managing customer support tickets.
    • Behavior: When enabled, users can create, track, and manage support tickets from within the system.

27. Show User Documents

    • Description: Displays documents linked to a user's profile.
    • Behavior: When enabled, users can view, manage, and reference documents related to customer or user profiles.

Default Enabled Settings¶

The following features are enabled by default:

• Recording Required
• Evaluation Required
• Allow Auto Fetch
• Show Skip Audit
• Show Disposition
• Show SMS History
• Show WhatsApp History
• Show Email History
• Show Interaction History
• Show Stage History

If any of the default settings are not needed, users can disable them by toggling the switch.

STEP 11: Disposition¶

• Disposition Type
  • AUTO: Select this option for automatic disposition.
  • MANUAL: Select this option for manual disposition.
• Disposition Process
  • WITHIN PROCESS: Select this option for within-process disposition.
  • OUTSIDE PROCESS: Select this option for outside process disposition.
• When AUTO is chosen along with "WITHIN PROCESS," a dropdown menu appears for selecting the stage.
• When "AUTO" is selected alongside "OUTSIDE PROCESS," the user must choose the process, sub-process, sub-sub-process, and stages from their respective dropdown menus.
• If "MANUAL" is selected, the "ENABLE STAGE" option becomes available. If activated, the user can proceed with either
  • Selecting the stage from a dropdown menu if opting for "WITHIN PROCESS."
• Choosing the process, sub-process, sub-sub-process, and stages from their respective dropdown menus if opting for "OUTSIDE PROCESS".

STEP 12: Save or Cancel¶

• Save: After filling in all necessary details, click the "save" button to save the form.
• Cancel: Click the "Cancel" button to cancel the process and clear the form.

View or Search Stages¶

• View Created Stage: Once the Stage is created it will be displayed along with Process, Sub Process, Sub Sub Process and Status.
• Search any particular Stage: If the user has to search any particular Stage the user can search using the search bar.

Manage Stages: Action¶

Can See Process Fields Icon

1.Delete ¶

Click on the Delete icon to remove a created stage.

2.Edit ¶

Click the Edit icon to enable editing mode. After making the necessary changes, click Save to apply the updates.

3. Duplicate Stage ¶

Click on the Duplicate icon to create an identical copy of the data.

Permission related to Duplicate: Can copy Stages

4. Settings Icon ¶

Click the Settings icon

a page will open with different action icons and user can click on each one of them to make changes or add anu information

Evaluation Fields ¶

Click on the Evaluation Fields Icon.

Permission Related to Evaluation Fields: Can See Evulation Filter

a window will open.

• Stage Evaluation Fields & Static Evaluation Fields: To add or remove fields from the selection
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.
• Show static fields at end: It is a toggle option. If enabled, it allows the user to display the selected fields in the static evaluation section after the stage evaluation fields.
• Order By: This dropdown menu lists all the fields selected in the Stage Evaluation and Static Evaluation sections. Use it to define the order of these selected fields.
• Ascending to Descending: This toggle option adjusts the display order of the fields based on the selection in the "Order By" dropdown. user can switch between ascending and descending order as needed.

Note: The user must ensure that "Trans Unique ID" is included in the selected fields.

• Save: Click Save to confirm and save the selected fields.
• Cancel: Click Cancel to discard changes and reset the form.

Once the data is selected and saved, it will appear on the Audit Page as field headers for the chosen stage.

Stage History Fields ¶

Click on the Stage History Fields Icon.

Permission related to Stage History Fields: Can See Stage History Icon

a window will open.

the history and Unique fields will only be visible when alteast one audit is completed.

• History Fields and Unique Fields
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.

• Save: Click Save to confirm and save the selected fields.
• Cancel: Click Cancel to discard changes and reset the form.

Once all the options are selected, they will be visible in the Audit Page in the Stage History section.

Evaluation Filter ¶

Click on the Evaluation Filter Icon

a window will open.

• Filter Options
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.

• Save: Click Save to confirm and save the selected fields.
• Cancel: Click Cancel to discard changes and reset the form.

The selected Fields can be viewed on the Audit Page. All selected fields will be displayed under the Local Filter section, along with To Created and From Created as the default options.This local filter applies only to the selected stage.

Call API Configuration ¶

Click on the Settings Icon API Configuration A form will open up

Permission related to API Configuration: Can See APIconfiguration Icon

Click to call API details¶

• Get Phone Number ID API URL: The API URL endpoint used to retrieve the phone number ID.
• Click to Call Auth: The authentication key required to authorize the Click to Call functionality.
• Click to Call API URL: The API URL endpoint used to initiate the Click to Call action.
• Is Disabled: A toggle switch that, when enabled, disables the Click to Call feature.
• To Number: A dropdown menu to select the destination number for the call.
• Fields:
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.
• Click on Save button to save the selected field.
• Click in Cancel if user wishes to cancel the selected field.

GSM Gateway API details¶

• SIP IDs From: The starting range of SIP IDs to be used in the call.
• SIP IDs To: The ending range of SIP IDs to be used in the call.
• Port: The network port to be used for the Click to Call API connection.
• API Key: The key used for authenticating API requests.
• API URL: The endpoint URL for the API that handles Click to Call requests.
• To Number: Select the number from the dropdown menu.
• User has an option to add multiple rows.
• Fields:
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.
• Click on Save button to save the selected field.
• Click in Cancel if user wishes to cancel the selected field.

Cloud Phone Details¶

• Cloud Phone Category: Select the phone category from the drop down menu
• API URL: The endpoint URL for the API that manages the Click to Call service.
• Call Auth: The authorization token or key required for initiating a call through the API.
• Is Disabled: It is Toggle option.

Custom Parameter List

• From System Mapping
  • Field Name: Enter the name in the text field.
  • Value Type: The value type can be selected from the dropdown menu. as default the Character value type is selected
  • Field Value: Select a value from the dropdown menu (eg.,Cloud Phone Catergory, Location, Sub location, Department)
  • Default Value: Type in the Default value.
  • To Number: It is a Chcek box user can either select it or Deselect it
  • User has an option to add any number of rows.
• From Meta Data
  • Field Name: Enter the name in the text field.
  • Value Type: The value type can be selected from the dropdown menu. as default the Character value type is selected
  • Field Value: Select a value from the dropdown menu (eg.,Cloud Phone Catergory, Location, Sub location, Department)
  • Default Value: Type in the Default value.
  • To Number: It is a Chcek box user can either select it or Deselect it
  • User has an option to add any number of rows.
• Fields:
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.
• Click on Add level to add a level.
• Click on Remove Level to remove the level if it is not required.
• Click on Save button to save the selected field.
• Click on Cancel if user wishes to cancel the selected field.

Audio Format¶

Click on the Speaker Icon to open the Audio Format form window.

Premission related to Audio Format: Can See Stage Audio Format

user will need to select one of the radio buttons:

1.Direct Meta Fields

• Meta Fields: Choose the desired field from the dropdown menu.
• Click on Save button to save the selected field.
• Click on Cancel if user wishes to cancel the selected field.

If user selects the Second radio button

2.Combined Meta Fields

• Base URL:
• Meta Fields: Select the desired Field from the drop down menu.
• +Add Meta Field: User has an option to add multiple Meta fields
• Click on Save button to save the selected field.
• Click on Cancel if user wishes to cancel the selected field.

If user selects the Third radio button

3.API

• API URL:
• Click on Save button to save the selected field.
• Click on Cancel if user wishes to cancel the selected field.

Disposition Mapping¶

Permission related for Disposition: Can See Stage Disposition Icon

Step 1: Create a Question set in Disposition section

Step 2: Click on the Disposition Icon in the required stage.

A form will open

• Step 2.1: Disposition Type: It is selected to Stage Wise By Default.

• Step 2.2: Process Selection

  • Process: Select the Process from the dropdown menu
  • Sub Process: Select the Sub Process related to the main Process from the dropdown menu
  • Sub Sub Process: Select the Sub Sub Process related to the Sub Process from the dropdown menu
  • Stage: Select the Stage from the dropdown menu.
  • Disposition: Select the Disposition question set.

• Step 2.3: Save or Cancel

  • Click on Save to Save the selection made.
  • Click on Cancel to cancel and reset the form.

Once the Disposition question set is saved User can see Disposition List.

• From Stage: The current stage of the User.
• To Stage: The stage selected by the user.
• Disposition Question Set: The selected Disposition question set.

Disposition Actions¶

1.Delete

• Click on the Delete Icon.If the user wishes to delete the created Disposition.

Step 3:

2.Disposition Dataset Mapping

• Click on the 2nd Icon Disposition Dataset Mapping. A window opens up

Disposition Dataset Mapping form

• Click on Add Row
  • A row containing Disposition Question, Dataset Name, and Field Name will appear, allowing the user to select the desired options from the dropdown menus for each.

• Click on Delete if the row is not required.
• Click on Add Row to add a Row.
• Click on Save to save the selected disposition dataset mapping.
• Click on Cancel to cancel the action and reset the form.

3.Scheduler Schedule Mapping

• Click on the 3rd Icon Disposition Schedule Mapping. A window opens up

Disposition Schedule Mapping Form

• The user needs to click on +Add Row.
  • A row with Schedule Type and Question Mapping will show and the user needs to select the desired option from the dropdown menu for each.
• Click on Delete if the row is not required.
• Click on Add Row to add a Row.
• Click on Save to save the selected disposition Schedule Mapping
• Click on Cancel to cancel the action and reset the form.

4.Auto SMS Mapping

• Click on the last Icon A window will open

Auto SMS Mapping form

• SMS Template: Select the template from the dropdown menu
• Click on Add to save the selected template.
  • once the template is added it will visible below with Template name and action.

Step 4: Enable allow question movement in the selected stage.

before the updated information

Step 5: Go to the Audit page, perform an audit, take the necessary action, and click Save to confirm the updates.

Question Set Mapping ¶

Click on the Question Set Mapping Icon

a form will open

Question Set: Select the desired question set from the dropdown menu. Update Mapping: Click on Update Question set mapping button a form will open

Question Set Dataset Mapping:

• Click on Add Row to insert a new row.
  • A row with Question,Dataset Name, Field Name: Select the corresponding field from the dropdown menu.

• Users can add multiple rows by clicking Add Row and remove unnecessary rows using the delete icon.
• Save: Click on save to save the selected fields.
• Cancel: Click on cancel to discard the selected fields.

Go to the Audit page, perform an audit, take the necessary action, and click Save to confirm the updates.

SOP Documents ¶

Click on the SOP Icon. A form will open up.

Permission related to SOP Document: Can See Stage SOP Icon

• Document Type: Select the type of document from the drop-down menu.
  • If "File" is selected as the document type, then the user:
• SOP Document: The user has the option to drag and drop or upload any training documents.
• Document Name: Provide the document name.

• Save: Click on the save button to save the selected file.
• Cancel: Click on cancel if the user wishes to cancel the selected file.

once the document is saved,it will be listed below

The user can download it if required or delete it.

• Document Type: Select the type of document from the drop-down menu.
  • If "Hyperlink" is selected as the document type, then the user:
• Document Name: Provide the document name.
• Document Link: Enter the link to the document.

• Save: Click on the save button to save the selected file.
• Cancel: Click on cancel if the user wishes to cancel the selected file.

Once the document is saved, it will be listed below.

The user can click on Delete to remove the link or click the second icon to open the document link.

Once the document is uploaded, it will be visible in the Audit Page. Click on the SOP Tab, user will see the uploaded document.

Report Fields ¶

Click on the Report Fields Icon

Permission related to Report Fields: Can See Stage Report Icon

A form will open up

The Fields will only be visible when atleat one audit is done

• Report fields
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.

• Save: Click on the save button to save the selected fields.
• Cancel: Click on cancel if the user wishes to cancel the selected fields.

The selected fields will be visible in the Validation Status Report/Transaction report under Alchemy as Field headers for the selected stage.

• Process: Select the Process from the dropdown menu.
• Sub Process: Select the Sub Process related to the main Process from the dropdown menu.
• Sub Sub Process: Select the Sub Sub Process related to the Sub Process from the dropdown menu.
• Stage: Select the Stage from the dropdown menu.
• From Date: Select the start date by clicking on the calendar icon.
• To Date: Select the start date by clicking on the calendar icon.

Click Search

• Export: When the user clicks on export the user will be able to download an Excel file containing all the selected fields.

Report Filters ¶

Click on the last Report Filter Icon

the form will open

The fields will only become visible after at least one audit has been completed.

• Filter fields
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.
• Save: Click on the save button to save the selected fields
• Cancel: Click on cancel if the user wishes to cancel the selected fields.

The selected fields will be visible in Validation Status Report/ Transaction History under Alchemy.

Stage to Dataset Mapping ¶

To use data from a previous stage as input for the current stage, user can map stages to datasets. By Following these steps:

Premissions related Stage to Dataset Mapping

• Can See Stage To Dataset Mapping Icon
• Can See Refer Previous Stage Upload History
• Can See View/Modify Evulation Filter
• Can create ReferPreviousStage
• Can Delete ReferPreviousStage

Steps to Configure the Workflow:¶

• STEP 1: Create a Dataset.
• STEP 2: Create Metadata.
• STEP 3: Link the dataset to an existing stage or create a new stage with new metadata fields.

• STEP 4: Link the dataset to a stage:

  • 4.1: Navigate to Workflow Design.
  • 4.2: Select Stages.
  • 4.3: Click the Stage to Dataset Mapping icon for the desired stage.

  

  • 4.4: Choose an upload name from the dropdown menu or click Create New Workflow to map the dataset.
  • 4.5: You will be redirected to Refer Previous Stage.

• STEP 5: Enable Allow Auto Fetch:

• Toggle the Allow Auto Fetch option to automatically retrieve data from the previously mapped dataset.

  

Steps to Configure the Workflow (Continued):¶

• STEP 6: Link the Dataset to a Stage
• 6.1: Click the Stage to Dataset Mapping icon to associate the created dataset with the selected stage.
  
• 6.2: A form will appear where the user can select the Upload Name from the dropdown menu (created in the Refer Previous Stage step).
• 6.3: Select the Form Name as Call log stage View the other two are for Escalation.
• 6.4: The corresponding dataset name will be displayed below.
  

Stage Process Fields ¶

Click on the Stage Process Field

the form will open

The fields will only become visible after at least one audit has been completed.

• Process Fields
  • If the user wants to select one option select that option and then click ">”.
  • If the user wants to select all the options at once, click on the ">>" button.
  • To deselect a single option, click on the "<" button.
  • To revert the selection of all the options, click on the "<<" button.

Note: Based on the selections made in the Process Fields, the same fields will be reflected in the Hidden Fields and Stage Interaction Fields.*

• Hidden Fields & Stage Interaction Fields

  • If the user wants to select one option select that option and then click ">”.
  • If the user wants to select all the options at once, click on the ">>" button.
  • To deselect a single option, click on the "<" button.
  • To revert the selection of all the options, click on the "<<" button.

• Save: Click on the save button to save the selected fields

• Cancel: Click on cancel if the user wishes to cancel the selected fields.

Once all the options are selected, they will be visible in the Audit Page for the selected stage in the Stage Interaction section.

Assign To Filter ¶

Within the disposition form section, there is an "Assign To" option used for assigning dispositions to specific roles. (Use to map data from one user to another user) This assignment can be managed through the "Assign To" filter.

Click on the Assign To Filter the form will open

• Filter
  • To select one field, highlight it and click the > button.
  • To select multiple fields or all fields, click the >> button.
  • To deselect a single field, highlight it and click the < button.
  • To deselect multiple fields or all fields, click the << button.

These Filter fields are coming from the fields created in System names

• Save: Click on the save button to save the selected fields.
• Cancel: Click on cancel if the user wishes to cancel the selected fields.

Once all the options are selected, they will be visible in the Audit Page for the selected stage in the Disposition.

Reminder Notifications¶

Click on the bell icon.

A form will open.

• Audit Type: Select the audit type from the dropdown menu.
• Reminder Type: Choose the reminder type from the dropdown menu (SMS, Email, WhatsApp, Notification).
• Template Name: Select the appropriate template based on the reminder type you chose.
• Role: Choose the role from the dropdown menu.
• Hours: Enter the time at which the selected role should be notified.
• Minutes: Specify the number of minutes before the notification should be sent.
• To Self: Use the toggle option if you want to receive the reminder yourself.
• Add: Click to save the form.
• Cancel: Click to discard the changes if needed.

Once the reminder is add the tab will expand and the user can see a list of reminders

Action¶

Delete¶

Click on the delete icon if the user wishes to delete it.

Toggle option¶

Click on the Toggle icon. the reminder will go inactive.

Reminder Conditions¶

Click on the 3rd icon A form will open

• Condition Type: This dropdown allows users to select the type of condition they wish to create.
  • Stage Field: Triggers a condition based on specific stages or fields.
  • To Stage: Triggers when a transition occurs to a particular stage.
    • Question/Stage: Select the required stage from the dropdown menu.
• Conditions
  • 1.Add AND Condition: Click on the + AND Condition button to add a new condition that must be met along with any other "AND" conditions for the reminder to be triggered.
    • AND Conditions Table: Displays all the conditions that must be satisfied together (logical AND) for the reminder to be triggered.
      • Condition Type: Shows the type of condition.
      • Question/Stage: Specifies the field or stage the condition applies to.
      • Values: Displays the specific values that must be met.
  • 2.Add OR Condition: Click on the + OR Condition button to add a new condition where the reminder will be triggered if any of the "OR" conditions are met.
    • OR Conditions Table: Displays conditions where at least one must be met (logical OR) for the reminder to be triggered.
      • Condition Type: Shows the type of condition.
      • Question/Stage: Specifies the field or stage the condition applies to.
      • Values: Displays the specific values that must be met.

Stagewise Assign To Settings ¶

Click on the “Settings icon”.

A form will open

• Roles: A comprehensive list of all available roles and permissions will be displayed here.
• Assign to Type: Select an option from the dropdown menu
  • All
  • Self Only
  • Others Only
  • Superior Only
• Required: This option is toggle-based.
• Save Settings: Click on save settings to save the form.
• Cancel: Click on cancel to discard the changes if needed.

NOTE: Example

• If the agent role's "Assign To" type is set to "All" and the active toggle is enabled, the agent can assign the task to anyone with access to the same stage when performing a disposition.
• If the agent role's "Assign To" type is set to "Self Only" and the active toggle is enabled, the agent cannot select others during the disposition. By default, the agent who has access and who is working on that stage will be selected.
• If the agent role's "Assign To" type is set to "Others Only" and the active toggle is enabled, the agent can only select users who have access to that specific stage except them during the disposition.
• If the agent role's "Assign To" type is set to "Superior Only" and the active toggle is enabled, the agent can only assign the disposition to superiors mapped to that particular stage.

Auto Sample Creation¶

GLOBAL FILTERS¶

Global Filters are used to filter information across all stages associated with a specific process, This can be done through the Global Filter settings.

Step 1: Access the Global Filter Form¶

Click on the Global Filter button.

Step 2: Process Selection¶

In the form, select the relevant filters:

• Process: Choose the desired process from the dropdown menu.
• Sub-Process: Select the corresponding sub-process.
• Sub-Sub Process: Choose the relevant sub-sub process.
• Stage: Select one or multiple stages from the dropdown menu.

Once the required details are selected, proceed to select the desired questions for filtering:

Step 3: Selecting Filter Options¶

• To select one field, highlight it and click the > button.
• To select multiple fields or all fields, click the >> button.
• To deselect a single field, highlight it and click the < button.
• To deselect multiple fields or all fields, click the << button.

After finalizing the filter options, proceed to save the configuration.

Step 4: Save or Cancel the Configuration¶

• Save: Click the Save button to apply and save the selected fields.
• Cancel: If no changes are needed, click the Cancel button to discard selections

Step 5: Viewing Global Filter Selections¶

The selected Global Filters will be visible in the Evaluation Tab View (Call Log Tab View)under Alchemy.