QEval UI User Manual

Table of Contents

• Introduction
• User Information Header
• Available Actions
  • Edit Profile
    • Personal Information Tab
    • Access Rights Tab
• Role-Based View Breakdown
• Manage MFA
• Cards Displayed Below Header
  • Personal Information Card
  • Access Rights Card
• Analytics Overview
  • Dashboard Card
  • Program Weekly Score
  • Tactical Coaching Status
  • KPI Dashboard Card
  • User Dashboard Card
• Summary

Introduction

The View Profile feature allows users to view their personal, organizational, and account information in one place. While all users can access their profile details, only users with the appropriate permissions can edit specific information.

To access your profile:

1. Click the User drop-down menu in the upper-right corner of the QEval portal.
2. Select View Profile.

The View Profile page opens and displays your profile information.

Once opened, the View Profile page displays your personal, organizational, dashboard, and access-related information in a single location.

The information displayed on this page varies based on your assigned user role and permissions. Users can only view the sections and actions that they are authorized to access.

User Information Header

The top section of the View Profile page displays key personal and organizational information, providing a quick overview of the user’s profile.

The following information is displayed:

• Profile Picture
• Full Name and Employee ID
• Email Address
• Supervisor Name
• Location
• Joining/Start Date
• Business Unit
• Program 

This section provides a quick overview of the user’s profile information, allowing users to verify their personal and organizational details. It helps ensure that the information displayed in the system is accurate and up to date.

Available Actions

Edit Profile

To modify your profile information, click the Edit Profile button.

Set Security Question

The Security Question feature helps users reset or unlock their account if they forget their password.

From the View Profile page, all users can set up or update their security questions to enhance account security and support the account recovery process.

If a security question has already been configured, the current question is displayed along with the Change Question option, allowing you to update it when required.

Click Change to update the existing security question.

To update a secret question, the user must:

• Enter your account password.
• Select a security question from the drop-down list.
• Enter the answer to the selected security question.
• Click Submit to save the changes.

 

Role-Based View Breakdown

Role	Visible Information	Editable Fields / Actions	Dashboard / Cards Access	Other Capabilities
Agent	Personal details (view-only), User Information Header, Monthly QA Trend Chart	Update profile picture, Set/Update Security Question	Personal Information Card, Access Rights Card, Dashboard Metrics, Program Weekly Score (Bar Graph), Tactical Coaching Status (Donut Chart), KPI Dashboard Card, User Dashboard Card	“View More” to access detailed dashboards
Supervisor	Full personal details, Assigned roles (view-only), QA & Coaching trends, Agent-wise coaching summary, Drill-down charts	Update profile picture, Edit limited personal fields (if permission), Set/Update Security Question	All Agent cards plus Coaching Dashboard insights, Drilldown views for evaluations & performance	Navigate to detailed dashboards via “View More”
Admin	Complete personal & system attributes	Edit all personal/system fields, Upload/Remove profile pictures, Modify roles & permissions, Configure dashboard access	All cards (Personal Info, Access Rights, Dashboard, Program Weekly Score, Tactical Coaching Status, KPI Dashboard, User Dashboard)	Full administrative & operational control, “View More” to access detailed dashboards
QA Supervisor	Evaluation summaries, Live Dashboard, User Dashboard, Dispute Evaluation metrics	Update personal information (role-dependent)	Personal Information, Access Rights, Evaluation Summary Cards, Dispute-related dashboards, Program Performance Charts	Navigate to detailed dashboards via “View More”
QA Verifier	Total Evaluations, Auto-Fail Evaluations, Audits Reviewed / Not Reviewed, Dispute Evaluation, User Dashboard metrics	Update profile picture only	Personal Information Card, Access Rights Card, Dashboard Metrics, Dispute Evaluation Dashboard	Full visibility into verification dashboards, “View More” to explore detailed analytics

Manage Multi-Factor Authentication (MFA)

You can configure, manage, or disable Multi-Factor Authentication (MFA) for your account from the View Profile page.

To access the MFA settings, navigate to View Profile and click Manage MFA.

Multi-Factor Authentication (MFA) adds an extra layer of security to your QEval account by requiring a 6-digit verification code generated through a supported authenticator application during sign-in. Once MFA is enabled, users must enter this security code after providing their account credentials.

QEval supports popular authenticator applications, including:

• Google Authenticator
• Microsoft Authenticator
• Authy
• Compatible browser authenticator extensions

Configure Multi-Factor Authentication

To enable MFA for your account:

• Navigate to View Profile and Click Manage MFA.

• On the MFA Settings page, Two-Factor Authentication Status is shown. Since MFA is disabled, Click Enable MFA to begin configuring Multi-Factor Authentication for your account.

• On the next screen, click Set Up Authenticator App to start configuring your preferred authenticator application.

• Open your preferred authenticator application and Scan the QR code displayed on the screen or manually enter the provided setup key.
• Enter the 6-digit verification code generated by the authenticator application.
• Click Verify & Enable.

• Save the generated Backup Codes by printing or storing them securely.
• After securely saving your backup codes, select the I have saved my backup codes in a safe place checkbox, then click Continue to complete the MFA setup.

• A success message is displayed confirming that Multi-Factor Authentication has been configured successfully. Click Continue to Dashboard to navigate to the QEval Dashboard.

Once configured successfully, MFA is enabled for your account and will be required during every login.

Sign In Using MFA

After MFA has been configured:

• Sign in using your User Name and Password.

• Open your configured authenticator application.
• Enter the current 6-digit security code generated by the application.

• Click Verify to securely access your QEval account.

Manage Existing MFA

To manage your existing MFA configuration:

• Navigate to My Profile > Manage MFA.

• The MFA Settings page displays the current authentication status and the number of available backup codes.

From this page, you can:

• Regenerate Backup Codes by entering the current 6-digit authenticator code and clicking Regenerate. Generating new backup codes invalidates all previously generated backup codes.
• Disable MFA by entering your current account password and clicking Disable MFA.

Important Notes

• MFA setup is required only once for each account.
• Backup codes are generated during the initial setup and should be stored securely.
• Each backup code can be used only once.
• If you lose access to your authenticator application, you can use a backup code to sign in and reconfigure MFA.
• A supported authenticator application is required to generate the 6-digit verification code used during sign-in.

Cards Displayed Below Header

Across all roles, several analytical cards appear; availability depends on permissions.

A. Personal Information Card

This card displays the user’s personal, organizational, and system-related information available in the QEval system.

B. Access Rights Card

This card displays all roles and permissions assigned to the user. It provides a clear overview of the modules, features, and actions the user is authorized to access within the QEval system based on their assigned role.

Examples of access rights include:

• Client Management
• User Permissions
• Coaching Access
• Dashboard Access
• Training Module Access
• Evaluation & Dispute Handling
• Reporting & Analytics
• Program Management

Only the rights available to the user’s role are shown.

Analytics Overview

The Analytics section displays performance data for the last three months by default. It includes dashboard cards, graphs, and charts that provide a comprehensive overview of performance insights.

By default, the Date Type is set to Evaluation Date. If required, you can change it to Call/Chat Date by selecting the appropriate option from the Date Type drop-down list located in the upper-left corner of the page.

A. Dashboard Card

This card provides a summary of key performance metrics for the selected date range. It displays important information such as the Total Programs, Total Evaluations, and Overall QA Score, allowing users to quickly review overall performance at a glance.

Example metrics:

• Total Programs – 36
• Total Evaluations – 2743
• QA Score with Auto-Fail – 13.83%
• QA Score without Auto-Fail – 30.08%

Click View More in the upper-right corner of the card to open the corresponding dashboard. The dashboard provides detailed information and additional insights related to the selected performance metrics.

B. Program Weekly Score

This section displays a bar graph that represents the weekly performance trends for programs. It helps users analyze performance over time, identify trends, and compare weekly results across different programs.

C. Tactical Coaching Status

This section displays a donut chart that illustrates the distribution of coaching activities. It provides an overview of the number of coaching sessions that are Completed, Unsuccessful, and Pending, enabling users to monitor coaching progress and identify areas that may require additional attention.

D. KPI Dashboard Card

This card displays the KPI Index score for the selected date range. Click View More to open the KPI Dashboard, where you can view detailed KPI metrics and performance insights.

E. User Dashboard Card

This card provides an overview of user activity and engagement metrics:

Example metrics:

• Total Users – 73
• Active Users – 45
• Average Active Hours – 14:48:06
• Average Duration – 14:48:06

Summary

The View Profile section provides a centralized and secure interface for viewing and managing personal information, roles, and access permissions within the QEval Portal.

Based on the user’s assigned role and permissions, authorized users can update eligible profile information, manage access rights, and configure security questions. The page also provides quick access to role-specific analytics and performance insights, enabling users to monitor key information from a single location.

This feature improves usability by presenting relevant information in one place while ensuring data security through role-based access control.