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.
Note: If you edit an evaluation that has group weighting off, and you turn it back on, any previous weight values are restored. If there are no previous weight values, all weights are set to 1.