Since only Location Managers and Company Administrators can modify the review of a phone call, a Location Lead or Standard User can request that a call be updated using our new Request Review feature.
For example, if you would like to unweight the call, you can request to change it from Weight to Unweighted.
Summary:
1. As a Location Lead or Standard user, access a call you would like to update.
2. Click the three dots on the top right and select Request Review.
3. Make the changes you would like to make.
4. Select the Reviewer it should go to and then click the Request Review button.
5. The Reviewer, which is a Location Manager or Company Admin, will then see the Review Request under their Pending Review section under the Calls tab.
6. They can then review the requested changes and either Reject or Approve.
7. If approved, the call will be updated with the requested changes.
For detailed instructions , follow these steps:
- Access the call you would like to make a change to.
-
Click the three dots in the top right of the call and then click Request Review.
- You will now be brought to the Edit Call screen:
- You can select or unselect call basics here and change the Analysis section.
- To unweight a call, you would change the Weighted field from Weighted to Unweighted:
- After making the changes to the call basics and/or call analysis that you would like to be updated, select the Reviewer that you would like to send this request to for them to review and then approve:
- Once you select them, click the blue Request Review button:
- The Review that was selected will see a Pending Review section under the Calls tab under their account:
- This screen will show details about the calls that are waiting for their approval to allow the changes to be made. Click View Request to access it:
- Once clicked, they will see the call with the changes made that were requested:
- If the manager or admin approves the request, they can select the blue Approve button:
The call analysis has now been updated according to the requested changes that the Location Lead/Standard User requested.