Configuring an evaluation in the category
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Prerequisites
- Access to the Configuration > Category (CT005) menu.
- Configured survey template.
- Created category.
- Created quality level.
Introduction
A customer evaluation must be configured in the category so that it is possible to define the survey template that will be sent to the customer, the evaluation submission frequency, the deadline for the evaluation to be completed, and the retroactive submission of surveys, when necessary.
Configuring an evaluation in the category
1. Access the Configuration > Customer > Category (CT005) menu.
2. Select the desired category.
3. Click on the 
button.
4. Access the Evaluation tab and select the Perform evaluation option.
5. In the Survey template field, select the survey template that must be sent to the customers.
6. In the Quality level field, select the ranges to classify the score.
7. In the Deadline and Unit fields, enter for how long the survey must remain available to be completed by the customers.
8. In the Recurrence pattern section, configure the survey sending frequency.
In addition to entering the number of weeks for submitting a new survey, enter on which day of the week that will happen. Remember that a new survey will be sent each selected day of the week.
9. In the Range of recurrence section, enter the date on which the evaluations must start. If it is necessary to generate retroactive evaluations, simply choose a past date: the Generate retroactive recurrences option will be selected automatically by the system.
10. To finish the configuration, click on the Save and exit button.
Conclusion
With the category configured and a customer created or associated with it, when the configured date is reached, the system will send the evaluation by survey to all customers that have the "Default contact" option checked and an e-mail address registered. See more details in the Adding a default contact article.