QualityAdmin MeasureGroups

Answer Groups

Creating answer groups in Pro 9 is an easy way to group and name your objects. Answer groups are used for grouping objects, such as a group of extensions in one department, or calling numbers, making it easy to display recurring reports on a set of objects.

How to - View Answer Groups

1. Click on the role Response quality in the navigation tree
2. Select Answer groups > Manage answer groups
   • A table of answer groups is displayed in the right-hand window

How to - Add a new Answer Group

1. Click add
2. Enter a name for the answer group
3. Click save

   • After the name has been saved, the Objects in the Answer group section is displayed, as well as the Add objects to the answer group section

4. Unfold the Add objects to the answer group bar by clicking expand

   • Select search and add members to search for objects to add
     • Search for the objects you wish to include in the answer group either by entering text or numbers in the search objects field
     • Click search, the less characters you enter in the box, the more hits you will have
     • Check the objects you wish to include in the answer group

     - or -

   • Select add all members from group to add all members from an existing group
     • Check the box for the group you want to copy members from, adds all objects not currently in the group

5. Click add at the bottom left

How to - Edit an Answer Group

To be able to edit an answer group you must be the owner of the group.

1. Click on the name of the answer group you want to edit

   • The Edit answer group view is displayed

2. To update the answer group name:

   • Enter the new name in the name field
   • Click save

3. To add new objects to the answer group:

   • Unfold the Add objects to the answer group bar by clicking expand
     • Select search and add members to search for objects to add
       • Search for the objects you wish to include in the answer group either by entering text or numbers in the search objects field
       • Click search, the less characters you enter in the box, the more hits you will have
       • Check the objects you wish to include in the answer group

       - or -

     • Select add all members from group to add all members from an existing group
       • Check the box for the group you want to copy members from, adds all objects not currently in the group
   • Click add at the bottom left

4. To delete objects from answer group:

   • Check the box for all objects you want to remove
   • Click the icon to open the action menu in the toolbar above the table
     • Select delete to only remove the object from this group

     - or -

     • Select delete from all groups to remove the object from all groups the object is a member

How to - Remove an Answer Group

To be able to remove an answer group you must be the owner of the group and the answer group cannot contain any objects.

1. Click on the name of the answer group you want to delete

   • The Edit answer group view is displayed
   • Remove all objects in the answer group
     • Check the box for all objects
     • Click the icon to open the action menu in the toolbar above the table, and select delete

2. Click back
3. Check the box for the answer group you want to delete
4. Click the icon to open the action menu in the toolbar above the table, and select delete

How to - Export Answer Group Members to Excel

1. Click the icon to open the action menu in the toolbar above the table
2. Select export group members

   • All members in the group will be exported to Excel and display group, number, node and info (object info)

How to - Set Permissions on Answer Groups

1. Click the name of the answer group you wish to set permissions on
2. Click permissions

   • Read more about how to set permissions on answer groups