Identify/Resolve Duplicate Evaluations

To identify and resolve duplicate and/or incorrectly saved evaluations, review the tutorial below. Then, visit Professionals: Dashboard > Evaluations Activity to see how a Professional can assist in this process daily. Duplicates (exact duplicates in template, professional, participant, evaluation date/time, and content) can be deleted by clicking the red trashbin icon.

TIPS:

• Send the link above to each Professional to instruct them on a process for checking this against their sign in sheets daily.

• Use the Activity Export (Advanced Search: By Date) to find duplicates in spreadsheet format, rather than scrolling through each page on the Dashboard.

• Use DaySmart and Axion to identify the appointments scheduled for that date/professional/market. The more information you provide to the Professional, the faster a problem is resolved.

  • With a quick resolution, team member(s) receive their rewards & are included in the upcoming Weekly Rewards/Risk reports.

If an evaluation is not a duplicate, but is inaccurately saved under the wrong profile....

The inaccurate evaluation will remain in the incorrect profile until transfer occurs, a process for managing/monitoring this on a frequent (daily) basis is preferred. Once you've used the recommended steps to locate the correct profile, you will need to submit a ticket to Kinesics to transfer evaluation. Once the transfer is complete, Kinesics will notify the Admin. Admin will be responsible for notifying Professional, and ensuring a program is designed retroactively for evaluation in correct profile.

1. Submit a support ticket to Kinesics to transfer evaluation to correct profile.

2. Support Ticket should include:

   1. Professional Name

   2. Evaluation Date of the Incorrect Evaluation

   3. Evaluation Time of the Incorrect Evaluation

   4. Source Participant (incorrect participant profile)

   5. Destination Participant (the correct participant profile it should be transferred to)