Modifying Assessment Information for a Call

Complete the following procedure to modify the assessment information for a call.

To modify the assessment information for a call

1. Tap Side Menu and then tap Call Items to display the following:

   • Call details and activities in the main pane.

   • Summary call details and a second level navigation list in the side pane.

2. Navigate to the call that you want using the navigation arrows in the main pane.

   All activities for the call appear after the call details in the main pane.

3. Update an existing assessment for the call as follows:

   1. Locate the activity that you want of type Assessment in the main pane.

   2. Tap the record field that you want to update and update the field value.

      You must navigate away from the record to save your changes to it.

4. Create a new call assessment as follows:

   1. Tap Assessments in the list in the side pane, and then tap New (the plus (+) icon) next to Assessments in the main pane.

   2. Enter the information for the new record in the fields that appear, and then save the record.