{"id":24569,"date":"2020-09-24T13:48:59","date_gmt":"2020-09-24T13:48:59","guid":{"rendered":"https:\/\/www.process.st\/templates\/call-center-quality-assurance-qa-agent-training-process-checklist-template\/"},"modified":"2024-03-13T13:59:43","modified_gmt":"2024-03-13T13:59:43","slug":"call-center-quality-assurance-qa-agent-training-process-checklist-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/call-center-quality-assurance-qa-agent-training-process-checklist-template\/","title":{"rendered":"Call Center Quality Assurance (QA) Agent Training Process Checklist Template"},"content":{"rendered":"\n<section id=\"introduction-to-the-call-center-quality-assurance-qa-training-process-checklist-template\">\n <h2>Introduction to the Call Center Quality Assurance (QA) Training Process Checklist Template:<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/0672e078-2427-40ce-967d-5678147c3202\/gDAGK7UmiKrEAMJtBo1OuA.png\" alt=\"Introduction to the Call Center Quality Assurance (QA) Training Process Checklist Template:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/0672e078-2427-40ce-967d-5678147c3202\/gDAGK7UmiKrEAMJtBo1OuA.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>In an<strong> ideal world,<\/strong> every employee at your call center would be <strong>trained<\/strong> to the max, <strong>experts<\/strong> in your business, and <strong>masterful<\/strong> customer-whisperers.&nbsp;<\/p>\n  <p>In the <strong>real world,<\/strong> while you may provide <a href=\"https:\/\/www.gcsagents.com\/the-complete-guide-call-center-training\" rel=\"nofollow noopener\" target=\"_blank\">exceptional training<\/a> for your agents, humans are<strong> imperfect,<\/strong> corners get cut, and <strong>processes forgotten.<\/strong><\/p>\n  <p>Make no mistake: <strong>training is an investment.<\/strong> You're putting time and money into an individual you hope will deliver a <strong>first-rate performance<\/strong> and bring back a <strong>hefty ROI.<\/strong> Nowhere is this more true than in <strong>quality assurance.<\/strong><\/p>\n  <p>Your <a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/755928\/documents\/EvaluAgent%20-%20The%20Ultimate%20Guide%20To%20Call%20Centre%20Quality%20Assurance.pdf\" rel=\"nofollow noopener\" target=\"_blank\">quality assurance<\/a> <strong>(QA) agents<\/strong> need to have the most <strong>up-to-date training<\/strong> and knowledge in order to catch these slips, <strong>improve agent performance,<\/strong> and <strong>enhance the call center.<\/strong>&nbsp;<\/p>\n  <p>This <a href=\"https:\/\/www.process.st\/checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a> focuses exclusively on the <strong>QA agent training process,<\/strong> with the assumption that your prospective QA agent has already completed the <strong>general training<\/strong> program (you can see an <strong>example checklist here<\/strong>).<\/p>\n  <p>With <a href=\"https:\/\/process.st\" rel=\"nofollow noopener\" target=\"_blank\">Process Street's<\/a> <strong>super-powered checklists<\/strong> you'll be able to <strong>minimize human error, increase accountability,<\/strong> and <strong>provide employees with all of the tools and information necessary<\/strong> to complete their tasks as effectively as possible.&nbsp;<\/p>\n  <p><strong>Ready to optimize your workflow?<\/strong> Let's go!<\/p>\n <\/div>\n<\/section>\n<section id=\"details\">\n <h2>Details:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">Checklists should start like all good beginnings: establishing t<strong>he who, what, when, where, and why.<\/strong><br><br>\n   This section deals with inputting all the&nbsp;<strong>essential information<\/strong>&nbsp;about the quality assurance audit.<br><br>\n   Each task has a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/stop-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">stop tasks<\/a>&nbsp;in place to make sure&nbsp;<strong>nothing gets left out.<\/strong>&nbsp;<br><br>\n   A&nbsp;<strong>stop task<\/strong>&nbsp;stops a checklist at a particular point,&nbsp;<strong>preventing any task<\/strong>&nbsp;after that point from being completed&nbsp;<strong>until the stop task is complete.&nbsp;<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"enter-agent-details\">\n <h2>Enter agent details<\/h2>\n <div class=\"text-content\">\n  <p><strong>First thing's first:<\/strong> Add details of the trainee, their supervisor, and the trainer.&nbsp;Type them in the appropriate form fields below.<\/p>\n  <p>Using the tools on the right,&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/editing-templates\/\" rel=\"nofollow noopener\" target=\"_blank\">you can customize<\/a>&nbsp;this with as much or as little information as you need for each audit.&nbsp;<\/p>\n  <p class=\"style-warning\">If you want to edit this checklist template and its features&nbsp;<strong>(short text, email, dropdown, date entry, etc.)<\/strong>&nbsp;that's easy to do by clicking on the \"edit template\" button.<\/p>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent ID <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Start date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"date-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Training date <\/label>\n   <div class=\"date-container\">\n    <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Agent location <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Austin\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     San Antonio\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     New Braunfels\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Trainer name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Trainer email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor name <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Supervisor email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> HR email <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"quality-assurance-and-its-benefits\">\n <h2>Quality Assurance and Its Benefits:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">This checklist is divided into <strong>four training sections,<\/strong> followed by a<strong> quiz<\/strong> to ensure the you<strong> fully understand<\/strong>&nbsp;the material.&nbsp;<br><br>\n   The <strong>first section<\/strong> concentrates on what <strong>quality assurance means,<\/strong> and the <strong>benefits it has.<\/strong>&nbsp;<\/p>\n  <p>As you progress through these tasks with your trainer, you will discuss:<\/p>\n  <ul>\n   <li>Quality assurance principles<\/li>\n   <li>Quality assurance benefits<\/li>\n   <li>Goals of the QA program<\/li>\n   <li>Roles and responsibilities of QA agents<\/li>\n  <\/ul>\n  <p class=\"style-warning\">This checklist uses <a href=\"https:\/\/www.process.st\/help\/docs\/how-subtask-work\/\" rel=\"nofollow noopener\" target=\"_blank\">subtasks<\/a> throughout. <br><br>\n   Subtasks are smaller&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklists<\/a>&nbsp;which can be placed inside a task in your&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\" rel=\"nofollow noopener\" target=\"_blank\">templates<\/a>.<br><br>\n   They are perfect for breaking complex tasks into smaller steps whilst still tracking your progress.<\/p>\n <\/div>\n<\/section>\n<section id=\"review-the-principles-of-quality-assurance\">\n <h2>Review the principles of quality assurance<\/h2>\n <div class=\"text-content\">\n  <p>To better<a href=\"https:\/\/blog.scorebuddyqa.com\/defining-the-strategic-call-center-qa-framework\" rel=\"nofollow noopener\" target=\"_blank\"> optimize customer experiences,<\/a> call centers need to be constantly <strong>monitored, evaluated, and improved.&nbsp;<\/strong><\/p>\n  <p><strong>Quality assurance is essential for:<\/strong><\/p>\n  <ul>\n   <li>Evaluating agent performance<\/li>\n   <li>Training your agents.<\/li>\n   <li>Increasing operational efficiency.<\/li>\n   <li>Collaborating internally and externally<\/li>\n   <li>Elevating the customer experience.<\/li>\n   <li>Ensuring customer interactions align with business goals<\/li>\n  <\/ul>\n  <p><strong>Review<\/strong> the following topics<strong> with your trainer:<\/strong><\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/fa83e6cc-7a2e-4881-bf3e-233d180120c5\/h-ZQc7uHFzl5-opKt1BC6g.jpg\" alt=\"Review the principles of quality assurance\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/fa83e6cc-7a2e-4881-bf3e-233d180120c5\/h-ZQc7uHFzl5-opKt1BC6g.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/iI4sR_nkkbc\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     What are your duties and responsibilities?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     What skills are important for quality assurance?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     What does quality assurance mean to you?\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     What are the goals of our QA program?\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"discuss-the-benefits-of-quality-assurance\">\n <h2>Discuss the benefits of quality assurance<\/h2>\n <div class=\"text-content\">\n  <p><strong>Quality assurance<\/strong> provides a <a href=\"https:\/\/blog.playvox.com\/why-is-quality-assurance-important-in-a-call-center\" rel=\"nofollow noopener\" target=\"_blank\">number of benefits,<\/a> not only for the <strong>call center<\/strong> and its <strong>customers,<\/strong> but the <strong>agents<\/strong> as well.&nbsp;<\/p>\n  <p>Here are a few <strong>examples of areas impacted<\/strong> by QA audits:<\/p>\n  <ul>\n   <li>Clarify goals<\/li>\n   <li>Culture of quality<\/li>\n   <li>Identify flaws<\/li>\n   <li>Better training&nbsp;<\/li>\n   <li>Customer retention<\/li>\n   <li>Stronger workforce<\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe how QA improves these areas. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"read-through-the-following-materials\">\n <h2>Read through the following materials<\/h2>\n <div class=\"text-content\">\n  <p>To be a <strong>more effective<\/strong> quality assurance agent, it's necessary to <strong>understand the foundation<\/strong> of the program.&nbsp;<\/p>\n  <p>The <strong>following texts<\/strong> will explain how the program was<strong> developed,<\/strong> the roles of <strong>those involved<\/strong> in the program, and what we <strong>hope to accomplish<\/strong> with the program.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     The History of Quality Assurance at Stark Technologies\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Stark Technologies QA Components and Goals\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Flow chart of the QA Team and Their Duties\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"quality-assurance-policies\">\n <h2>Quality Assurance Policies:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>Policies<\/strong> guide individuals in <strong>decision-making<\/strong> and reaching <strong>desired outcomes.&nbsp;<\/strong><br><br>\n   This ensures that, not only do <strong>customers<\/strong> receive a <strong>consistent experience,<\/strong> but all <strong>employees<\/strong> know what to <strong>expect<\/strong> when <strong>certain actions<\/strong> take place.&nbsp;<br><br>\n   The <strong>following section<\/strong> will cover <strong>these topics:<\/strong><\/p>\n  <ul>\n   <li>the <strong>function<\/strong> of policies<\/li>\n   <li>important company policies to <strong>remember<\/strong><\/li>\n   <li>how policies<strong> impact<\/strong> procedures<\/li>\n   <li><strong>what happens<\/strong> when policies <strong>aren't followed<\/strong><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"learn-how-policies-function\">\n <h2>Learn how policies function<\/h2>\n <div class=\"text-content\">\n  <p>While <strong>procedures<\/strong> are often<strong> based on policies,<\/strong> the two function very <a href=\"https:\/\/www.process.st\/policies-and-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\">differently.&nbsp;<\/a><\/p>\n  <p><strong>Procedures<\/strong> are constantly being <strong>changed and improved<\/strong> to meet different needs. <strong>Policies,<\/strong> on the other hand, <strong>change infrequently<\/strong> and cover a <strong>broader statement<\/strong> of purpose.<\/p>\n  <p>Policies are<strong> best used<\/strong> as <strong>a guide<\/strong> when <strong>making decisions.<\/strong> Interacting with the <strong>public,<\/strong> by definition, entails a certain amount of <strong>unpredictability.<\/strong> Following <strong>company policies,<\/strong> however, allows you to <strong>make rational decisions<\/strong> in line with company <strong>standards and expectations.&nbsp;<\/strong><\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe the types of policies companies often use. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What purpose do policies serve? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How are policies documented within the company? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"know-company-policies\">\n <h2>Know company policies<\/h2>\n <div class=\"text-content\">\n  <p><strong>Policies<\/strong> cover every aspect of how the <strong>company operates.<\/strong> Fortunately, you don't need to memorize all of them.<\/p>\n  <p>There are, however, <strong>several policies<\/strong> specific to<strong> quality assurance,<\/strong> and it's <strong>important<\/strong> to remember these when <strong>conducting your audits.<\/strong><\/p>\n  <p><strong>Determining<\/strong> whether or not <strong>agents follow<\/strong> company <strong>policies<\/strong> is also an essential part of <strong>your role<\/strong> as a quality assurance agent.&nbsp;<\/p>\n  <p>Discuss necessary company policies with your trainer and then answer the questions below.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Why is it important to verify a customer's identity? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Establish rapport\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Protect sensitive information\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Offer more suitable products\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Understand the customer's needs\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Explain why you must notify the customer a call may be recorded. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> If a customer asks, should you reveal personal information about yourself? Why or why not? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/64629e98-fa64-48e9-8342-86caebbac529\/l10VZgY1ZStMhNwGeg9AIQ.jpg\" alt=\"Know company policies\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/64629e98-fa64-48e9-8342-86caebbac529\/l10VZgY1ZStMhNwGeg9AIQ.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/Ny0Lt7hLSJ0\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select the reasons it is acceptable to end a call. <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer has hung up\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Call not work related\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Customer is abusive and\/or threatening to agent\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Agent doesn't know the answer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Unable to help customer\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What actions are considered a violation of the company's sexual harassment policy? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"roleplay-the-following-policy-scenarios\">\n <h2>Roleplay the following policy scenarios<\/h2>\n <div class=\"text-content\">\n  <p><strong>Roleplaying<\/strong> is an important <strong>training tool<\/strong> that allows you to <strong>build confidence<\/strong> with new skills. When it comes time for you to <strong>implement<\/strong> these policies during a <strong>real audit,<\/strong> you'll be <strong>assured in your abilities.<\/strong>&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Verifying customer identity\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Giving out information to customers\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Accepting payment by phone\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Are there any circumstances in which you should violate company policy? Why or why not? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How are policies amended, and why? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> In your opinion, which company policy is most important and why? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"quality-assurance-procedures\">\n <h2>Quality Assurance Procedures:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">This <strong>section<\/strong> covers the various<strong> procedures you'll need<\/strong> to perform as a QA agent, and their<strong> purpose in the program.&nbsp;<br><br>\n    Procedures are the practical application of policies.<\/strong><br><br>\n   Some of the procedures <strong>may seem unnecessary<\/strong> at first, but they have all been developed with the<strong> following in mind:<\/strong><\/p>\n  <ul>\n   <li>satisfy<strong> legal regulations<\/strong> and guidelines<\/li>\n   <li>promote <strong>safety and security<\/strong><\/li>\n   <li>ensure <strong>equality<\/strong><\/li>\n   <li>achieve the <strong>best results<\/strong> in the most efficient manner<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"learn-the-following-qa-procedures\">\n <h2>Learn the following QA procedures<\/h2>\n <div class=\"text-content\">\n  <p>We don't often think about it, but <strong>procedures<\/strong> exist in <a href=\"https:\/\/www.bbc.co.uk\/bitesize\/guides\/zqh49j6\/revision\/1\" rel=\"nofollow noopener\" target=\"_blank\">every aspect of our lives.<\/a> These vary from <strong>informal procedures<\/strong> like how you <a href=\"https:\/\/www.process.st\/daily-routine\/\" rel=\"nofollow noopener\" target=\"_blank\">get ready for work<\/a> in the morning, to <strong>societal ones<\/strong> such as <strong>paying taxes<\/strong> or <strong>voting in an election.&nbsp;<\/strong><\/p>\n  <p>Procedures <strong>ensure tasks<\/strong> are <a href=\"https:\/\/www.hrmguide.net\/performance\/procedures.htm\" rel=\"nofollow noopener\" target=\"_blank\">done smoothly<\/a> and <strong>without bias, miscommunication, or errors.&nbsp;<\/strong><\/p>\n  <p>Your role is to evaluate how well agents <strong>follow their procedures,<\/strong> but quality assurance has <strong>specific processes,<\/strong> as well. If quality assurance procedures weren't <strong>standardized,<\/strong> individual agents would not receive <strong>equal support.&nbsp;<\/strong><\/p>\n  <p>Review the following<strong> procedures<\/strong> with your trainer and understand their <strong>importance.<\/strong><\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Monitoring a basic call\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Coaching and\/or training referral\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Processing QA reports\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Reporting a broken process\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"roleplay-these-scenarios-to-practice-using-procedures\">\n <h2>Roleplay these scenarios to practice using procedures<\/h2>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/7d4abd13-8e4b-44bb-b301-c0fecc0834c9\/kjnXDpujOH6mFYh94gpHkA.jpg\" alt=\"Roleplay these scenarios to practice using procedures\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/7d4abd13-8e4b-44bb-b301-c0fecc0834c9\/kjnXDpujOH6mFYh94gpHkA.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/p6rNTdAPbuk\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>Now that you've had a chance to<strong> become familiar<\/strong> with our <strong>procedures,<\/strong> it's time to see them <strong>in action.&nbsp;<\/strong><\/p>\n  <p>Roleplay the following scenarios with your trainer, or a fellow trainee.&nbsp;<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Monitoring a customer service call\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Monitoring a sales call\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Agent fails audit\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Refer for coaching\/training\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Describe some of the procedures you used in each scenario. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How did the procedures help you complete the process? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What should you do if you are unsure of the procedure in a certain situation? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"quality-assurance-audits\">\n <h2>Quality Assurance Audits:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">Now that you have the <strong>basis<\/strong> for the <strong>how and why<\/strong> of things, it's time to learn the <strong>specifics of your daily duties.<\/strong>&nbsp;<br><br>\n   This section will <strong>review<\/strong> every aspect of performing a <strong>quality assurance audit,<\/strong> and prepare you for <strong>what to expect<\/strong> during your first call.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"examine-the-criteria-used-to-score-agent-audits\">\n <h2>Examine the criteria used to score agent audits<\/h2>\n <div class=\"text-content\">\n  <p>During an <strong>audit,<\/strong> agents are <strong>evaluated<\/strong> based on <strong>several criteria.<\/strong> Some of these are <strong>easy to determine<\/strong> - adherence to policy and procedures, for example - while others - such as building rapport - may be <strong>harder to identify.<\/strong>&nbsp;<\/p>\n  <p>It is <strong>vital<\/strong> that you apply the <strong>same standard<\/strong> to every call, however. In order to do that, you must have a <strong>thorough understanding<\/strong> of the <strong>expectations<\/strong> placed on our agents.&nbsp;<\/p>\n  <p>Discuss the <strong>requirements for each criteria,<\/strong> and then answer the questions below.<\/p>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select the sections included on an audit scorecard. <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Greeting\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Time spent in queue\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Cross-selling\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Wrap-up\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Professionalism\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Agent's schedule adherence\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Should you ever interrupt a call and takeover? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Only if the agent has violated one or more policies\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     If the agent is not following procedure\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     If the agent doesn't know an answer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     A QA agent should never interrupt a call\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Why should an agent wait for the customer to hang up first? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the passing score for a QA audit? <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"understand-how-the-auditing-process-works\">\n <h2>Understand how the auditing process works<\/h2>\n <div class=\"text-content\">\n  <p>The <strong>quality assurance<\/strong> program was <strong>developed<\/strong> over the course of a year by a <strong>committee<\/strong> that included <strong>supervisors, agents, QA agents,<\/strong> and <strong>department heads.&nbsp;<\/strong><\/p>\n  <p>Through several <strong>meetings<\/strong> and rounds of <strong>testing,<\/strong> the current program was created with the <strong>best methods<\/strong> for <strong>assessing agent performance.&nbsp;<\/strong><\/p>\n  <p>Review the following steps with your trainer and make sure you understand the purpose of each one:<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Enter the agent's information on the scorecard\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Verify agent follows all policies and procedures during the call\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Leave detailed notes on each section of the scorecard about the agent's performance\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Relay the results to the agent and supervisor\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Refer the agent for coaching, if necessary\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      6\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Schedule the date of the agent's next audit\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      7\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Place a copy of the audit report in the agent's file\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/f3fb3deb-59a5-4ccb-bf6a-1921f0c9821a\/ji0UQ1nQAi89E97XKIdOWg.jpg\" alt=\"Understand how the auditing process works\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/f3fb3deb-59a5-4ccb-bf6a-1921f0c9821a\/ji0UQ1nQAi89E97XKIdOWg.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/jrh5lAq-mIs\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n<\/section>\n<section id=\"learn-about-the-feedback-process\">\n <h2>Learn about the feedback process<\/h2>\n <div class=\"text-content\">\n  <p>After the <strong>audit<\/strong> has been completed, you'll need to determine what the <strong>next steps<\/strong> are.&nbsp;<\/p>\n  <p>The<strong> concept<\/strong> of quality assurance -&nbsp;<strong>provide feedback and guidance to agents<\/strong>&nbsp;- has been around&nbsp;<a href=\"https:\/\/www.dmgconsult.com\/its-time-to-replace-traditional-qa\/\" rel=\"nofollow noopener\" target=\"_blank\">for over 40 years.<\/a><\/p>\n  <p>In theory, it's a great concept. <strong>In practice, not so much.<\/strong><\/p>\n  <p>More often than not, QA audits end up focusing more on telling the agent <strong>what went wrong without including what went right.&nbsp;<\/strong><\/p>\n  <p>The <strong>procedure<\/strong> we've established for <strong>relaying audit scores<\/strong> and feedback is designed to counteract this. By holding a<strong> face-to-face<\/strong> meeting, both you and the agent will be able to <strong>discuss<\/strong> the <strong>results,<\/strong> why they happened, and explore possible <strong>solutions.<\/strong><\/p>\n  <p>Rather than becoming a <strong>punishment,<\/strong> this approach allows the agent to become an <strong>active participant<\/strong> in their own <strong>development.<\/strong><\/p>\n  <p>Giving <strong>feedback<\/strong> is always a <a href=\"https:\/\/hbr.org\/2013\/03\/the-delicate-art-of-giving-fee\" rel=\"nofollow noopener\" target=\"_blank\">delicate process,<\/a> but the following <strong>tactics<\/strong> will help you be more <strong>effective:<\/strong><\/p>\n  <ul>\n   <li>Feedback should always be given in private<\/li>\n   <li>Be specific about the behavior\/situation<\/li>\n   <li>Remember to acknowledge areas of success as well<\/li>\n   <li>Don't use a feedback \"sandwich\"<\/li>\n   <li>Focus on the behavior, not the person<\/li>\n   <li>Prioritize actionable steps<\/li>\n   <li>Make sure the feedback is appropriate and constructive<\/li>\n   <li>Give the agent space to provide feedback on the audit<\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"qa-training-quiz\">\n <h2>QA Training Quiz:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-info\">The <strong>last sectio<\/strong>n includes a <strong>quiz<\/strong> on the materials you've covered so far. This quiz is merely to ensure you have a <strong>solid understanding<\/strong> of our expectations for quality assurance agents.<br><br><strong>Don't worry<\/strong> if you get a question wrong; your <strong>trainer will review<\/strong> with you any items that you are <strong>still unclear<\/strong> about.<\/p>\n  <hr>\n  <p class=\"style-warning\">Once the <strong>trainee<\/strong> completes the <strong>quiz,<\/strong> the <strong>trainer<\/strong> will be asked to <strong>approve<\/strong> the results.&nbsp;<br><br>\n   An <a href=\"https:\/\/www.process.st\/help\/docs\/approvals\/\" rel=\"nofollow noopener\" target=\"_blank\">approval<\/a> is a <strong>powerful feature<\/strong> that streamlines the <strong>authorization<\/strong> process. By approving the results, the trainer <strong>confirms<\/strong> the trainee has <strong>answered<\/strong> every question <strong>correctly.&nbsp;<\/strong><br><br>\n   If an answer is <strong>incorrect,<\/strong> the trainer can <strong>reject<\/strong> the results and the <strong>trainee<\/strong> must perform the quiz again after a <strong>review.<\/strong><\/p>\n <\/div>\n<\/section>\n<section id=\"take-the-qa-training-quiz\">\n <h2>Take the QA training quiz<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-danger\">Please <strong>answer<\/strong> the following <strong>questions<\/strong> to the <strong>best of your ability.<\/strong> Once you have finished, your <strong>trainer will review<\/strong> the answers with you, and discuss any <strong>further questions<\/strong> you may have.&nbsp;<\/p>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Explain the purpose of the quality assurance program. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is a policy? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     A course of action adopted by an organization or individual\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     An established or official way of doing something\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     A series of actions or steps to achieve a particular end\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which of the following areas is impacted by the quality assurance program? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Marketing campaigns\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Weekly scheduling\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Training practices\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Dress code\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Select which of the following are coaching best practices <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Give feedback in a \"sandwich\"\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Use past mistakes to emphasize point\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Acknowledge positive behaviors\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Make sure criticisms are constructive\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Focus on general situations\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which of the following is a criteria on the QA scorecard? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Schedule adherence\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Professionalism\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Time spent on hold\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     After call work time\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the procedure for reporting a broken process? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"text-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What is the first thing you must do when beginning an audit? <\/label> <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n <\/div>\n <div class=\"multi-choice-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Which of the following must an agent do before transferring a call? <\/label> <select disabled class=\"form-control\"> <option value=\"\">Multiple options can be selected from this list<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Explain why the customer is being transferred\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Ask permission to transfer the customer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Ask if the agent can do anything else for the customer\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Brief the agent being transferred to\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      5\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Transfer the call successfully\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> An agent did not pass one section during the audit. What steps would you take? <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Why are policies important? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     They're dictated by the company\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     They protect employees and customers\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     They reflect the company brand\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     They explain individual steps to achieve a result\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"approval-assign-to-trainer\">\n <h2>Approval: Assign to trainer<\/h2>\n <div class=\"approval-content\">\n  <div class=\"header\">\n   <div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n  <\/div>\n  <div class=\"approval-rule-subject-tasks-list\">\n   <ul class=\"list\">\n    <li>\n     <div class=\"approval-rule-subject-tasks-list-item\">\n      <div class=\"item\">\n       <div class=\"container\">\n        <span class=\"title\">Take the QA training quiz<\/span>\n        <div class=\"body\">\n         Will be submitted\n        <\/div>\n       <\/div>\n      <\/div>\n     <\/div><\/li>\n   <\/ul>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"complete-the-training-program\">\n <h2>Complete the training program<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-success\"><strong>Congratulations!<\/strong><br><br>\n   You have <strong>successfully completed<\/strong> the QA Agent Training Program!<br><br>\n   Your trainer will now forward your results, and your new <strong>supervisor<\/strong> will <strong>coordinate<\/strong> with you for <strong>your first shift.<\/strong>&nbsp;<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/e3b0511f-15bc-405f-aa5c-625ba771a842\/kzeYcHuZ_KVdf77lECRMmQ.jpg\" alt=\"Complete the training program\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/e3b0511f-15bc-405f-aa5c-625ba771a842\/kzeYcHuZ_KVdf77lECRMmQ.jpg\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p style=\"text-align: center;\"><a href=\"https:\/\/unsplash.com\/photos\/5P4O30jhgCY\" rel=\"nofollow noopener\" target=\"_blank\">(Source)<\/a><\/p>\n <\/div>\n<\/section>\n<section id=\"trainers-final-tasks\">\n <h2>Trainer's Final Tasks:<\/h2>\n <div class=\"text-content\">\n  <p class=\"style-warning\">The <strong>final section<\/strong> is for the <strong>trainer<\/strong> to do.&nbsp;<br><br>\n   These <a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" rel=\"nofollow noopener\" target=\"_blank\">tasks<\/a> make use of several dynamic <a href=\"https:\/\/process.st\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> features: <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow noopener\" target=\"_blank\">conditional logic<\/a>, <a href=\"https:\/\/www.process.st\/help\/docs\/variables\/\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a>, and the <a href=\"https:\/\/www.process.st\/help\/docs\/using-email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">email widget<\/a>.&nbsp;<br><br>\n   Check out the <strong>video<\/strong> below for a brief overview of <strong>Conditional Logic!<\/strong><br><br><em>(We also have an entire <a href=\"https:\/\/www.process.st\/help\/docs\/where-can-i-find-past-webinars\/\" rel=\"nofollow noopener\" target=\"_blank\">webinar<\/a> on Conditional Logic that you can<a href=\"https:\/\/youtu.be\/12-njGvVKzY\" rel=\"nofollow noopener\" target=\"_blank\"> access here.<\/a>)<\/em><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/cTYQ0ogPilg?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe>\n  <\/div>\n  <div class=\"description\">\n   Conditional Logic: Create Branching Processes\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"determine-your-recommendation-for-trainee\">\n <h2>Determine your recommendation for trainee<\/h2>\n <div class=\"text-content\">\n  <p>After <strong>reviewing<\/strong> the trainee's quiz and overall <strong>performance<\/strong> during training, you must now <strong>recommend<\/strong> whether or not you feel they are <strong>prepared<\/strong> to join the <strong>quality assurance<\/strong> team.<\/p>\n  <p><strong>Think carefully<\/strong> about your recommendation, and use the <strong>long text field<\/strong> below to <strong>document the reasons<\/strong> behind your decision.&nbsp;<\/p>\n  <p>Once you've completed this task, you'll forward the results to both HR and the trainee's supervisor.&nbsp;<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Has the trainee passed the quiz? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Does the trainee show a thorough understanding of policies and procedures? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is the trainee aware of what criteria QA monitors? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Is the trainee able to present feedback effectively? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\">This task utilizes <strong>conditional logic.&nbsp;<\/strong><br><br><strong>If<\/strong> the training has been <strong>successful, then<\/strong> a task to send a <strong>positive recommendation<\/strong> will apear.<br><br><strong>If<\/strong> the training has been <strong>unsuccessful, then<\/strong> a task to send a <strong>negative recommendation<\/strong> will appear.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Do you recommend the trainee graduates from the training program? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      1\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     Yes\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      2\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No - needs to review QA training further\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      3\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No - needs to review general training further\n    <\/div><\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">\n      4\n     <\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">\n     No - not suited to QA program\n    <\/div><\/li>\n  <\/ul>\n <\/div>\n <div class=\"textarea-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Explain your decision. <\/label> <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n <\/div>\n<\/section>\n<section id=\"notify-hr-and-supervisor-training-is-successful\">\n <h2>Notify HR and supervisor training is successful<\/h2>\n <div class=\"text-content\">\n  <p>In this task, <a href=\"https:\/\/www.process.st\/help\/?s=variables&amp;ht-kb-search=1&amp;lang=\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a> have been used to<strong> populate<\/strong> an email from <strong>data entered previously<\/strong> in the checklist.<\/p>\n  <p><strong>Variables<\/strong> can be added to <strong>text and email<\/strong> widgets to display <strong>'variable' information<\/strong> unique to each&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a>&nbsp;of a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\" rel=\"nofollow noopener\" target=\"_blank\">template<\/a>.<\/p>\n  <p>The <a href=\"https:\/\/www.process.st\/help\/docs\/using-email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">email widget<\/a> allows you to send <strong>pre-written emails<\/strong> with the click of a button.<\/p>\n  <p class=\"style-danger\" style=\"text-align: center;\">Only send this email if the trainee <strong>has passed<\/strong> the training program.<\/p>\n <\/div>\n<\/section>\n<section id=\"notify-hr-and-supervisor-training-is-not-successful\">\n <h2>Notify HR and supervisor training is not successful<\/h2>\n <div class=\"text-content\">\n  <p>In this task, <a href=\"https:\/\/www.process.st\/help\/?s=variables&amp;ht-kb-search=1&amp;lang=\" rel=\"nofollow noopener\" target=\"_blank\">variables<\/a> have been used to<strong> populate<\/strong> an email from <strong>data entered previously<\/strong> in the checklist.<\/p>\n  <p><strong>Variables<\/strong> can be added to <strong>text and email<\/strong> widgets to display <strong>'variable' information<\/strong> unique to each&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">checklist<\/a>&nbsp;of a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-template\/\" rel=\"nofollow noopener\" target=\"_blank\">template<\/a>.<\/p>\n  <p>The <a href=\"https:\/\/www.process.st\/help\/docs\/using-email-widget\/\" rel=\"nofollow noopener\" target=\"_blank\">email widget<\/a> allows you to send <strong>pre-written emails<\/strong> with the click of a button.<\/p>\n  <p class=\"style-danger\" style=\"text-align: center;\">Only send this email if the trainee <strong>has not passed<\/strong> the training program.<\/p>\n <\/div>\n<\/section>\n<section id=\"sources\">\n <h2>Sources:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.gcsagents.com\/\" rel=\"nofollow noopener\" target=\"_blank\">GCS<\/a> - <a href=\"https:\/\/www.gcsagents.com\/the-complete-guide-call-center-training\" rel=\"nofollow noopener\" target=\"_blank\">The Complete Guide to Call Center Training<\/a><\/li>\n   <li><a href=\"https:\/\/www.evaluagent.com\/blog-signup\" rel=\"nofollow noopener\" target=\"_blank\">EvaluAgent<\/a> - <a href=\"https:\/\/cdn2.hubspot.net\/hubfs\/755928\/documents\/EvaluAgent%20-%20The%20Ultimate%20Guide%20To%20Call%20Centre%20Quality%20Assurance.pdf\" rel=\"nofollow noopener\" target=\"_blank\">The Ultimate Guide to Call Center Quality Assurance<\/a><\/li>\n   <li><a href=\"https:\/\/blog.scorebuddyqa.com\/\" rel=\"nofollow noopener\" target=\"_blank\">ScoreBuddy<\/a> - <a href=\"https:\/\/blog.scorebuddyqa.com\/defining-the-strategic-call-center-qa-framework\" rel=\"nofollow noopener\" target=\"_blank\">How to Create a QA Framework for Your Call Center<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/jadelongelin\/\" rel=\"nofollow noopener\" target=\"_blank\">Jade Longelin<\/a> - <a href=\"https:\/\/blog.playvox.com\/why-is-quality-assurance-important-in-a-call-center\" rel=\"nofollow noopener\" target=\"_blank\">Why is Quality Assurance Important in a Call Center?<\/a><\/li>\n   <li><a href=\"https:\/\/www.linkedin.com\/in\/adamharrisonhenshall\/\" rel=\"nofollow noopener\" target=\"_blank\">Adam Henshall<\/a> - <a href=\"https:\/\/www.process.st\/policies-and-procedures\/\" rel=\"nofollow noopener\" target=\"_blank\">Processes, Policies, and Procedures: Important Distinctions to Systemize Your Business<\/a><\/li>\n   <li><a href=\"https:\/\/www.bbc.co.uk\/bitesize\" rel=\"nofollow noopener\" target=\"_blank\">BBC Bitesize Revision<\/a> - <a href=\"https:\/\/www.bbc.co.uk\/bitesize\/guides\/zqh49j6\/revision\/1\" rel=\"nofollow noopener\" target=\"_blank\">Procedures and Functions<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/ben__mulholland\" rel=\"nofollow noopener\" target=\"_blank\">Ben Mulholland<\/a> - <a href=\"https:\/\/www.process.st\/daily-routine\/\" rel=\"nofollow noopener\" target=\"_blank\">4 Easy Steps to Perfect Your Daily Routine<\/a><\/li>\n   <li><a href=\"https:\/\/www.hrmguide.net\/\" rel=\"nofollow noopener\" target=\"_blank\">HRM Guide<\/a> - <a href=\"https:\/\/www.hrmguide.net\/performance\/procedures.htm\" rel=\"nofollow noopener\" target=\"_blank\">The Importance of Procedures in the Workplace<\/a><\/li>\n   <li><a href=\"https:\/\/www.dmgconsult.com\/\" rel=\"nofollow noopener\" target=\"_blank\">DMG Consulting<\/a> -<a href=\"https:\/\/www.dmgconsult.com\/its-time-to-replace-traditional-qa\/\" rel=\"nofollow noopener\" target=\"_blank\"> It's Time to Replace Traditional QA<\/a><\/li>\n   <li><a href=\"https:\/\/twitter.com\/pozen\" rel=\"nofollow noopener\" target=\"_blank\">Robert C. Pozen<\/a> - <a href=\"https:\/\/hbr.org\/2013\/03\/the-delicate-art-of-giving-fee\" rel=\"nofollow noopener\" target=\"_blank\">The Delicate Art of Giving Feedback<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n<section id=\"related-checklists\">\n <h2>Related Checklists:<\/h2>\n <div class=\"text-content\">\n  <ul>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-structure-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance Structure Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-quality-assurance-audit-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Quality Assurance Audit Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-customer-service-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Customer Service Quality Assurance Form<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-sales-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Sales Quality Assurance Form&nbsp;<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-outbound-sales-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Outbound Sales Quality Assurance Form<\/a>&nbsp;<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-helpdesk-quality-assurance-form\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Helpdesk Quality Assurance Form<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-agent-training-program-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Agent Training Program Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-metrics-calculation-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Metrics Calculation Process Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/daily-supervisor-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Supervisor Checklist<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/manager-weekly-report-checklist-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Manager Weekly Report Checklist Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-sla-metrics-tracking\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center SLA Metrics Tracking Process Template<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-sla-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center SLA Management Checklist Template<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/call-center-employee-onboarding-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Call Center Employee Onboarding Checklist<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-training\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Training<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/training-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Training Plan Template<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/sales-training-process-5\/\" rel=\"nofollow noopener\" target=\"_blank\">Sales Training Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/diversity-training-process-2\/\" rel=\"nofollow noopener\" target=\"_blank\">Diversity Training Process<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/records-management-training-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Records Management Training<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-complaint-procedure\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Complaint Procedure<\/a>\u2003\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employee-development-plan-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Employee Development Plan<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-performance-review-4\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Representative Performance Review Checklist<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-service-representative-job-description-template\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Service Representative Job Description Template<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/daily-customer-service-duties\/\" rel=\"nofollow noopener\" target=\"_blank\">Daily Customer Service Duties<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/cold-calling-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Cold Calling Checklist\u2003<\/a><\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/contact-prospects-via-phone-and-email-3\/\" rel=\"nofollow noopener\" target=\"_blank\">Contact Prospects via Phone and Emai<\/a>l\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/employment-termination-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Employment Termination Checklist<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-complaint-procedure\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Complaint Procedure<\/a>\u2003<\/li>\n   <li><a href=\"https:\/\/www.process.st\/checklist\/customer-feedback\/\" rel=\"nofollow noopener\" target=\"_blank\">Customer Feedback\u2003<\/a><\/li>\n  <\/ul>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to the Call Center Quality Assurance (QA) Training Process Checklist Template: In an ideal world, every employee at your call center would be trained to the max, experts in your business, and masterful customer-whisperers.&nbsp; In the real world, while you may provide exceptional training for your agents, humans are imperfect, corners get cut, and [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":24570,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"\ud83d\udcdd","cover_icon_url":"","tasks_count":"28","template_description":"","template_id":"u-6hFgTrPVi5M9woORJODQ","task_0":"Introduction to the Call Center Quality Assurance (QA) Training Process Checklist Template:","task_slug_0":"introduction-to-the-call-center-quality-assurance-qa-training-process-checklist-template","task_1":"Details:","task_slug_1":"details","task_2":"Enter agent details","task_slug_2":"enter-agent-details","task_3":"Quality Assurance and Its Benefits:","task_slug_3":"quality-assurance-and-its-benefits","task_4":"Review the principles of quality assurance","task_slug_4":"review-the-principles-of-quality-assurance","task_5":"Discuss the benefits of quality assurance","task_slug_5":"discuss-the-benefits-of-quality-assurance","task_6":"Read through the following materials","task_slug_6":"read-through-the-following-materials","task_7":"Quality Assurance Policies:","task_slug_7":"quality-assurance-policies","task_8":"Learn how policies function","task_slug_8":"learn-how-policies-function","task_9":"Know company policies","task_slug_9":"know-company-policies","task_10":"Roleplay the following policy scenarios","task_slug_10":"roleplay-the-following-policy-scenarios","task_11":"Quality Assurance Procedures:","task_slug_11":"quality-assurance-procedures","task_12":"Learn the following QA procedures","task_slug_12":"learn-the-following-qa-procedures","task_13":"Roleplay these scenarios to practice using 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