# Genesys Quality Management Suite 8.1.520 : Creating a New Evaluation

To create a new evaluation:

1. Select Evaluations > Evaluation Planner in the left hand menu to open the Evaluation Planner tab.
2. Specify the evaluation date range: using the Date Range: drop-down list for example, select Current Week and the From: and To: dates appear. Alternatively, select specific dates using the Calendars for From: and To: or by typing dates into the From: and To: fields ,use the format MM/DD/YY.
3. The Questionnaire drop-down list enables the user to pick an available questionnaire to use for the evaluation. If the questionnaire is not visible, ensure that it is marked as completed in the Questionnaire Manager.
4. Set the Interaction Count. This specifies the minimum number of interactions ,calls, messages, or other media, to be used for this evaluation. This number should equal the sum of all the media type counts specified in the Basic and Sub-Criteria tabs.
5. Select the Apply to Statistics checkbox to include the results of this evaluation in reports linked to the selected group or agents. De-selecting this option is useful if the evaluation is for testing or internal purposes only and should not affect the agent results.

Next select an evaluation type.

### Case study:

A Quality Manager wants to schedule evaluations for her team leaders to complete for the coming week’s calls. To select the coming week, she uses the From: and To: calendars to input the first and last day of the coming week. She then uses the drop down menu to select the questionnaire that she wants her team to use and finally, the types the number of calls/e-mails etc. that will be reviewed in each evaluation in the interaction count.