View Assessment Details

Viewing assessment details allows seeing complete information about a conducted quality check, including assessments by criteria, comments, and overall result. This instruction will show how to view detailed information about a request assessment.

When It Will Be Useful

You need to view details of a specific quality check.
You want to understand by which criteria the request was assessed.
You need to check comments and supervisor remarks.
You want to analyze check results for quality improvement.

What's Important to Know

Assessment details — complete information about a conducted request quality check.
Includes assessments by all criteria, comments, overall assessment, and other details.
May contain information about the checklist used for the check.
Details are available for viewing by supervisors and administrators.

Before You Start

You are logged in with supervisor or analyst rights.
You have navigated to the Quality Assurance module through the menu Menu -> Quality Assurance.
There are conducted quality checks in the system for viewing.

Step-by-Step Instructions

1. Open Assessment Details

In the Quality Assurance module, go to the "Assessments" or "My Assessments" section.
Find the needed assessment in the list (use filters or Quick Search if needed).
Click on the table row or assessment ID.
The "Assessment Details" page opens.

2. View Dialogue Transcript

In the left part of the page, review the dialogue transcript — this column scrolls independently from the criteria column.
The transcript contains all client, operator, and system messages in chronological order. For client and operator messages, sender name, time, and message number are shown together in one line above the message text; system messages are shown separately, centered, with a timestamp.
To jump to the messages a criterion was scored on, use the "Go to messages" button next to that criterion (see step 5).

3. View Interactive Checklist

In the right part of the page, review the interactive checklist with criteria.
Each criterion shows:
- A color-coded mark (green or red, with an icon) next to the criterion name, the criterion's description, and the score it earned.
- A "Passed" or "Violated" tag in the action row below the criterion.
- A ⚠️ mark next to the name if the criterion is critical.
- A "Why this score?" button — expands the AI comment explaining the assessment (if automatic assessment was used).
- If the criterion is linked to specific messages — a "N msg." badge and a "Go to messages" button.
If a QA specialist changed a criterion's score, the card shows a "Score cancelled by QA" or "Score granted by QA" badge.

4. Adjust AI Assessments (for QA Specialists)

If AI incorrectly assessed a criterion, set the Passed or Violated toggle for that criterion.
Enter a mandatory comment explaining the change. If needed (non-critical criterion and Violated), click Change score and enter the new score within the allowed range.
Click "Confirm Changes".
The criterion is marked as changed, and the final score is recalculated.

5. Go to Messages by Criterion

Click the "Go to messages" button next to the criterion you need.
The dialogue transcript smoothly scrolls to the linked message and highlights it in a color that matches the criterion's result (passed/violated). The rest of the messages are temporarily dimmed to keep attention on the relevant ones.
If the criterion is linked to several messages, a ‹ N / M › stepper appears — click the arrows to move from one linked message to the next; the transcript scrolls to each one in turn.
To see the full dialogue without dimming (without losing the selected criterion), click "Show full dialog" in the transcript header.
To clear the selection, click "Reset" or click the same criterion again.

6. Approve Assessment (for QA Specialists)

After review and adjustment (if needed), click the "Approve Assessment" button (it shows as "Save Changes and Approve" if you made any adjustments).
If there were changes, the system shows a confirmation with the number of changed criteria.
Confirm the approval.
The assessment status changes to "approved", and the assessment becomes available to the operator in the "My Assessments" section.

7. View Dialogue Details and Summary

Above the transcript and checklist columns, there is a "Dialog details" panel. It is expanded by default and shows the full information: dialog ID, operator, date, theme, checklist, score. Click it to collapse it down to a short summary line (operator · theme · date) and free up room for the columns — click again to expand it back.
If a "Dialog Summary" (AI-generated) is available, it's shown in the expanded panel below the main fields. By default the summary is clamped to two lines — click "Show more" to read it in full, or "Show less" to collapse it back.
If the summary hasn't been generated yet, this block simply doesn't appear in the panel — check back later.

What Happens After

You see complete information about the assessment:

Dialogue transcript with all messages.
Interactive checklist with AI assessments and QA adjustments.
Highlighting of messages related to criteria.
Ability to adjust AI assessments and approve the final result.

How to Verify Everything Worked

Check that assessment details are displayed in the request section.
Verify that all criteria and comments are visible.
Check that information is correct and up to date.

Other Ways

You can export assessment details to a file for further analysis.
Some systems allow comparing assessments of different requests.
Details may be displayed in quality reports for trend analysis.