Getting Started
How to choose a survey From all surveys screen, select the survey then click on Go To Dashboard as shown in the screen below. How to search for a survey To search for a specific survey from the all surveys screen, click on the search field and insert the survey name as shown in the […]
Queues & Tasks Assignments
How to add a queue Queues are created to specify and organize the reviewing and collecting data process of a specific units that will match the pre-defined criteria of the queue. Click on the Queues tab from the side screen, then click on Add New Queue as shown on the screen below. The following screen […]
Calling Functions
How to initiate a call Open Call Unit page, click on Pull Unit. Click on start call icon. The screen below will appear, which contains three tabs: call center users, field management users, and survey, choose one then click on call icon. How to end a call Click on end call icon as shown in […]
Work-Flow
How to transfer a unit to my direct manager From Call unit page, choose Send to, then click on Direct manager. The following message will appear, click on Yes. How to transfer a unit to peer employee From Call unit page, choose Send to, then click on Peer Employee. Select a user then click on […]
Tasks Management
How to filter my tasks The filter tab contains a set of filters that are used to filter the search for surveys. Click on the filter icon, enter one or more of the search filters (Completeness status, last call status, call center status, review status, sort by editing date, and have notes). How to edit […]
Support
How to add a support ticket From Incoming Calls page, click on Add Call. How to change support ticket status From Incoming Calls page, change the status from the table as shown below. How to delete a support ticket How to add notes on a support ticket From Incoming Calls page, click on notes icon […]
Account & Team
How to change my password Al-Khawarizmi provides many features for My Account and modification of user information, to change password, follow these steps: Click on My Account from the all surveys page. Click on () from My Account screen, enter the old password, enter the new password. Confirm the new password then click Save. How […]
Dashboard
Al-Khwarizmi’s call center provides the advantage of having a dashboard for each survey, in which the numbers of roles, users, queues, and assigned samples are displayed. This page represents general information for each survey such as agents reports (which represents the progress reports for each user), queues progress, your team table, unit distribution over status, […]
