# Monitor Evaluations

## Monitor Evaluations

### Overview

The **Monitor Evaluations** page is the central hub for reviewing, filtering, and managing all manual evaluations completed within an Area. It combines summary analytics with a full evaluation table, giving supervisors and quality specialists a clear view of evaluation activity across the team.

You can access it directly from the Area by navigating to the Monitor Evaluations section.\ <br>

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### Page Layout

The page is organized into two main areas:

* **Analytics** — three summary metrics displayed at the top, always reflecting the current filter selection\ <br>

  <figure><img src="/files/KdPOPugT5ZKqH05b4ShU" alt="" width="563"><figcaption></figcaption></figure>
* **Evaluations** — a filterable list of every completed evaluation in the Area, with actions to edit or delete each record<br>

  <figure><img src="/files/RBBmWyP2meSB1tD6Lac8" alt="" width="563"><figcaption></figcaption></figure>

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### Filters

Use the filter bar above the table to narrow down which evaluations are shown. All filters apply to both the analytics cards and the table simultaneously. Filter state is preserved in the page URL, so you can share a filtered view with a colleague.

#### Reason

Filter by one or more **Reasons** linked to the Area. Selecting specific Reasons limits the view to evaluations performed under those Reasons only. When no Reasons are selected, evaluations across all Reasons in the Area are shown.

#### Evaluated By

Filter by one or more **evaluators** who performed the evaluations. The list shows all users in the organization, searchable by name or email address. When no evaluators are selected, evaluations from all users are shown.

#### Date Range

Filter evaluations by the date they were opened. Select a start date and an end date using the calendar picker. When no date range is set, all evaluations regardless of date are shown.

#### Clear Filters

Click **Clear Filters** to reset all active filters at once and return to the full unfiltered view.

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### Analytics Cards

Three metrics are displayed at the top of the page and update automatically whenever you change a filter.

| Metric                    | Description                                                                                                                                            |
| ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Completed Evaluations** | Total number of evaluations that match the current filter selection. Also shows how many were completed today.                                         |
| **Avg Time**              | Average time taken to complete an evaluation, from when the interaction was opened to when it was submitted. Displayed in hours, minutes, and seconds. |
| **Quality Score**         | The percentage of criteria answered **Yes** across all evaluations in the current selection. Displayed as a whole number from 0 to 100.                |

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### Evaluations Table

The table lists every completed evaluation matching the current filters. Each row represents one evaluation.

#### Columns

| Column                    | Content                                                                                                                    |
| ------------------------- | -------------------------------------------------------------------------------------------------------------------------- |
| **Completed Evaluations** | The ID of the interaction that was evaluated. Shows the ingested ID when available, or the internal feedback ID otherwise. |
| **Reason**                | The Reason the evaluation was performed under.                                                                             |
| **Last Agent ID**         | The ID of the last agent associated with the interaction at the time of evaluation. Shows a dash if no agent is linked.    |
| **Evaluated By**          | The name of the user who performed the evaluation. Displays **You** if the row belongs to the currently logged-in user.    |
| **Actions**               | Edit and Delete buttons (see below).                                                                                       |

#### Row Actions

**Edit** — opens the evaluation in review mode, where a new **Revision** can be created. Available to all users. If a revision already exists for the evaluation, the evaluation is locked and cannot be edited further.

**Delete** — permanently removes the evaluation after a confirmation dialog. Only available to users with the appropriate Area permissions. Deletion also removes all quality labels that were synced to the interaction when the evaluation was submitted.

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### Deleting an Evaluation

When you click the **Delete** icon on a row, a confirmation dialog appears asking you to confirm the action. Once confirmed:

* The evaluation record is removed from the table
* All criterion labels that were applied to the interaction as a result of this evaluation are also removed
* The action cannot be undone

Deletion is only available to users who have the required permissions for the Area.

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### Permissions

| Role                       | Capabilities                                                       |
| -------------------------- | ------------------------------------------------------------------ |
| **All users**              | View the Monitor Evaluations page, apply filters, browse the table |
| **Editor**                 | Edit an evaluation (create a Revision) — if no revision exists yet |
| **Area managers / Admins** | Delete evaluations                                                 |

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### Troubleshooting & FAQs

**Why can't I edit an evaluation?**

If the Edit button opens the evaluation but the form is in read-only mode, it means a **Revision** already exists for that evaluation. Each evaluation supports exactly one revision, after which the record is locked.

**Why is the Delete button not visible on some rows?**

The Delete button is only shown to users with the appropriate Workspace permissions. If you don't see it, contact your Admin to review your access level.

**The table is not showing evaluations I know exist — why?**

Check your active filters. If a date range, Reason, or evaluator filter is set, evaluations outside those parameters are hidden. Click **Clear Filters** to reset to the full view.

**Do the analytics cards update when I change a filter?**

Yes. The **Completed Evaluations**, **Avg Time**, and **Quality Score** cards always reflect the current filter selection, so they update immediately whenever you change a filter.

***

### See Also

* Manual Evaluation
* Criteria
* Reasons


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