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            Share Assessment Records with Quality Analysts

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            Share Assessment Records with Quality Analysts

            Configure sharing rules and organization-wide defaults to grant quality analysts read and write access to interaction assessment records.

            Required Editions

            Supported Editions for Workforce Engagement Management
            User Permissions Needed
            To manage data sharing structures: Quality Manager
            1. From Setup, in the Quick Find box, enter Sharing Settings.
            2. Create a sharing rule for Assessment to share records with a Public Group or Role of Quality Analysts. Provide these details:
              • Rule Name Label: AssessmentNewRule
              • Rule Name: CallSharingNewRule
              • Select records to be shared: Voice call owned by owners: Roles, APAC_REP_ROLE
              • Select the users to share with: Share with: Roles, APAC_QA_ROLE (This is the role associated with the quality analyst for the rep team)
              • Select the level of access for the users: Access level: Read/Write Only
            3. Save your settings.
              Note
              Note Set Org-wide sharing default for AssessmentQuestionResponse Default Internal Access and Default External Access as Controlled by Parent.
             
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