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Can I remove an existing template but keep the evaluations that were carried out with that template?
8x8 Support

Can I remove an existing template but keep the evaluations that were carried out with that template?

Objective

Remove an existing QA template but keep the evaluations that were performed with that template

Applies To

  • Quality Management/Speech Analytics

Procedure

The task can easily be completed by following the steps below.

  1. Log into Quality Management with a user that is authorized to make changes to the existing QA Template Editor setup.
  2. Go to the Settings - Quality Assurance - QA Template Editor and select the desired template
  3. Hit the top right red Delete button
  4. A popup message should now be presented on the screen, as shown below.template removal.PNG
  5. Select the desired option and hit Delete.

Additional Information

Always make a copy of the existing QA Template prior to deleting it, as a deleted template can no longer be retrieved.