Edit an evaluation form


Prerequisites

  • Quality Administrator role

Genesys Cloud stores saved and published versions of your evaluation forms. You can edit any saved evaluation form, but you cannot edit a published evaluation form. However, you can create a new evaluation form based on the last published version.

You edit a saved evaluation form or create a new evaluation form based on the last published version the same way.

  1. Click Admin.
  2. Under Quality, click Evaluation Forms.
  3. Click the name of an evaluation form. The saved evaluation form or a copy of the most recently published evaluation form opens in the editor.
  4. To begin editing, click the form.
  5. When you have finished editing, click Save.
  6. (Optional) Click Publish. If policies use this form, then new interactions use the new published version.