How to Approve Assessment?

Approving an assessment completes the quality check process and makes the assessment available to the operator for viewing feedback.

When It Will Be Useful

  • AI assessment review is completed and necessary adjustments are made.
  • You need to make the assessment available to the operator for viewing.
  • You need to complete the quality check process and record the final result.

What's Important to Know

  • Approval — finalization of the quality check process.
  • Assessment status — after approval, status changes from "evaluated" to "approved".
  • Operator availability — after approval, the assessment becomes available to the operator in the "My Assessments" section.
  • Changes — before approval, all changes are automatically saved.

Before You Start

  • You are logged in with QA Lead or QA Specialist rights.
  • You have an assessment open with "evaluated" status.
  • You have reviewed and adjusted (if needed) AI criterion assessments.

Step-by-Step Instructions

1. Open Assessment Details

  1. In the Quality Assurance module, go to the "Assessments" section.
  2. Find the needed assessment in the list and click on it.
  3. The "Assessment Details" page opens with dialogue transcript and interactive checklist.

2. Review Assessment

  1. Review the dialogue transcript and check all criteria.
  2. If needed, make adjustments to AI assessments (see Adjust AI assessments).
  3. Verify that all changes are saved.

3. Approve Assessment

  1. After completing the review, click the "Approve Assessment" button (or "Save Changes and Approve" if there were changes).
  2. If there were criterion changes, the system shows a confirmation modal with information:
    • Number of changed criteria.
    • Final assessment score.
  3. Review the information and confirm approval.
  4. The system shows a loading indicator during approval.

4. Confirm Approval

  1. In the confirmation modal, review information about changes.
  2. Click the "Confirm" or "Approve" button.
  3. The system makes a request to approve the assessment.

What Happens After

The assessment is approved:

  • Assessment status changes from "evaluated" to "approved".
  • All changes are saved (criterion adjustments, QA comments).
  • The final score is fixed and displayed in the assessment.
  • The assessment becomes available to the operator in the "My Assessments" section.
  • The operator can view the dialogue transcript, criteria with assessments, and QA comments.

How to Verify Everything Worked

  • Check that the assessment status changed to "approved" in the Assessments list.
  • Check that the assessment is displayed in the "My Assessments" list for the operator.
  • Open the assessment as the operator and verify that all data is available for viewing.

Important Notes

  • ✅ Saving Changes: Before approval, all changes are automatically saved — no need to separately save changes before approval.
  • 📊 Final Score: The final score is automatically calculated based on all criterion assessments (including changes) — it is fixed after approval.
  • 🔒 Irreversibility: After approval, the assessment is difficult to change — make sure all adjustments are made before approval.
  • 👤 Operator Availability: After approval, the operator can view the assessment in read-only mode — they cannot change assessments but see all comments and feedback.