Audit Checklist Builder

Articles

(8)
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What are Audit Checklists/Evaluation Forms

Audit checklists, also known as audit forms, are helpful tools used in Quality Management to assess processes, systems, or products. They provide a structured framework for auditors to evaluate compliance with standards, regulations, or internal policies.What are Audit Checklists used for? Audit che

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Audit Checklist Builder

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Setup Manual Audit Checklists/Evaluation Forms?

Create audit checklists in Sprinklr to perform an audit of proactive content published through the platform. This can be done to ensure that all the criteria in the checklist are considered while performing the audit. You can also generate reports based on the audit results and monitor the performan

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Audit Checklist Builder

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Audit Checklist Permissions

Below are the permissions and corresponding descriptions relevant to the audit checklist.Audit Checklist ReponsesPermissionDescriptionWhen QM is not enabledViewAllow users to view the audit in the virality and case third pane.EditAllow users to edit the completed audit done by the logged-in user.Del

Knowledge Base Article

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Audit Checklist Builder

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Audit Checklist/Form Scoring

Scoring happens on the checklist only when Enable Scoring is enabled at the checklist level which adds the support to associate points w.r.t to the options.​Scoring is supported on these Item Types:PicklistMulti-PicklistCheckboxRadio ButtonRating ScaleChecklist Scoring happens at three different lev

Knowledge Base Article

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Audit Checklist Builder

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Audit Checklist Reporting

​The standard Quality Management reporting dashboard displays a range of relevant Quality metrics and KPIs that allow Quality managers and supervisors to look at agent quality performance and extract post-call data in order to train the agents better.​Standard Quality Management WidgetsTop QM Metric

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Audit Checklist Builder

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Advanced Use Cases of Audit Checklists/Forms

Default Values Default values can be set for the parameters to make the audit process faster so that auditors don’t have to scroll through the options.Conditional VisibilityThis gives the capability to control the visibility of the question based on the response of other questions. With the help of

Knowledge Base Article

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Audit Checklist Builder

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Snooze Audit Submissions

You can leverage the snooze capability to delay audit submission for a specific period, allowing the auditor to fill out the evaluation and submit it at a later time. During this snooze interval, the evaluation will not proceed to agent acknowledgement.Enabling the Snooze FeatureWhen creating an aud

Knowledge Base Article

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Audit Checklist Builder

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Troubleshooting and Best Practices

Below are some commonly asked questions along with their answers.Q: What happens in reporting if a Checklist or a Checklist Parameter is deleted?A: If a checklist or its parameters are deleted, reporting remains unaffected. Historical data will still display the checklist and its questions with dime

Knowledge Base Article

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Audit Checklist Builder

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