Documentation:PSAAS:Recording:batchactions:Julie

Batch Actions

From the Search Results grid, you can perform the following batch actions for selected interactions:  

• Export וnteractions
• Add interactions to a global interaction list
• Delete an interaction

 

Export an interaction

Exporting an interaction(s) creates a zip file containing the following files:

• A .csv file containing a list of audio interactions that were exported. The file also contains the search results grid data associated with each interaction.
• An mp3 file for each audio interaction included in the list (optional).

Important

Some of the exported interactions may not be associated with an audio file.

 

1. Select Explore > Search.
2. Run a search for the interaction(s) you want to export. See: Create a New Search.
3. In the title of the check box column, click the Batch Actions icon  and select Export.
4. Select Export the selected interactions or Export all the interactions. 
   Important

   If you select Export all the interactions all the interactions in all the search result pages will be exported.
5. Select the Include audio and text interaction files checkbox if you want to include these files in the .zip file and click Export. A zip file is created with the exported interactions.
   Important

   When you select Export and your system is configured to encrypt exported interactions, an Export Interactions window appears. In this window, you will be instructed to create a password required when you attempt to unzip the exported interactions.
   1. Enter a password of your choice in the Create Password field, or click Generate Password to enable the system to generate a password for you in the Create Password field.
   2. Click Export to export the selected interactions.
   3. Copy and save the password and click Done. When you try to unzip the file, you will be prompted for this password.
      Important

      Windows default zip program does not support encrypted zip files. To unzip the file, you must use a different zip program.

Add interactions to an Interaction list

An interaction list is a list of audio interactions that is saved for later use.

1. Select Explore > Search.
2. Run a search for the interaction(s) you want to add to an Interaction list. For more information, see: Create a New Search.
3. Select the interactions you want to add to the Interaction list.
4. In the title of the check box column click the Batch Actions icon  and select Add To.
5. Select Interaction List.
6. Select the list to which you want to add the selected interactions.
7. Select Export the selected interactions or Export all the interactions. 
8. Click Add.  The selected interactions are added to the selected interaction list.

Delete an interaction

1. Select  Explore > Search.
2. Run a search for the interaction(s) you want to delete. See: Create a New Search.
3. In the title of the check box column click the Batch Actions icon  and select Delete.
4. Click Yes when asked if you are sure you want to delete the interactions.  The selected interactions are deleted.