Who is this for?
Manually sharing scores is best suited for the following cases:
You are a user who does not have access to automations
Tickets being shared are not part of common grading workflow
You are sharing a specific set of tickets ahead of a 1-on-1 session
How do I share scores manually?
There are two methods to sharing scores:
Utilize a search filter to automatically export scores for tickets that match the filter
Manually select tickets to export
In this case, we will discuss the first option.
First step is to first properly setup your ticket page filters. Here you can define:
What agent you are looking to share tickets with
Establish the time frame and types of tickets (Ex. Last graded, created, etc.)
Apply a search filter to find the tickets in question for the agent selected
Once you have setup a filter, proceed to click on Export Scores. This will bring up a pop-up menu where users can:
Adjust the name of the export if desired
Confirm which agent's tickets are being selected
Confirm the filter that is being used for the filter
Confirm the date range and type of tickets are correct
Finally select the recipients who will receive the export. All recipients receive a separate email.