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Adding or Updating Assessment Information for a Call

Complete the following procedure to add or update the assessment information for a call.

To add or update the assessment information for a call

1. Tap Calls on the application banner to display the Calls list.
2. Tap a record in the Calls list.

   All details for the selected call are displayed in the work area.

3. Update existing assessment information as follows:
   1. Tap Assessments in the work area, and then the assessment record that you want to see.
   2. Edit the attributes for the assessment as required as follows:
      • Tap the lookup icon in the Value field.
      • Choose a value from the attribute list that opens, then tap OK.
4. Add a new assessment record as follows:
   1. Tap Assessments in the work area, then the plus (+) icon.
   2. Enter the information for the new assessment on the page that opens.
   3. Tap Save when finished.