The ATA Auto-Population functionality automatically populates relevant evaluation form fields during the ATA process, reducing the need for users to enter call information manually. The functionality requires configuration at the evaluation form level before it can be used during an ATA evaluation.
Enable & Configure ATA
Step 1
A user needs to select Manage > Forms > Create Evaluation Form> Start with a blank evaluation form and select the ATA Call-Info Auto Populate Required? checkbox as shown in the below screen:
Create Evaluation Form Tab
Select the radio button with the Yes option to activate the process as shown on the above screen.
Step 2
Select Manage > Forms, on the Manage Forms page, click on the Edit icon displayed under the Action column to edit a particular evaluation form and the Edit Form window will be displayed as shown below:
Edit Form Tab
From this window, select the ATA Call-Info Auto Populate Required? checkbox as shown in the below screen:
Edit Form Tab
Submit ATA Evaluation
Now for any ATA process, once the user has the access rights to this functionality, select Quality > Evaluation/ATA and the Manage Evaluation screen will be displayed.
Click on the 
displayed under the ATA Evaluation column, and then click on Add.
Manage Evaluation
The evaluation form will be displayed and on this page, the Eval Status field will display the status as Completed.
Evaluation Form
The ATA process can be conducted and then once done, submit the reviewed form. The system will redirect the user to the evaluation form, wherein all the details for the call information category will be auto-populated.
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