Filter settings predefined by replay rule (examples)
Option Filter
Set up, see administration manual Recording Insights: chapter User configuration > Tab Rules > Configure replay rule > Filter
Activate the option Filter and select the corresponding filter type default filter, visibility filter or replay filter.
Replay − Option replay type
Set up, see administration manual Recording Insights: chapter User configuration > Tab Rules > Configure replay rule > Replay − Replay type − Time-based replay
Examples
Default filter
- Users can activate or deactivate the default filter in the filter settings of the tab Recording.
Example: When activating the default filter, only recordings from the last 96 hours are displayed and can be replayed.
Option/Function | Description | ||
Cycle | Cycle Last 96h selected. | ||
Conversation type | Selected conversation types:
| ||
Default filter deactivated |
Default filter activated |
Visibility filter
- The setting Visibility Filter restricts replay to recordings from a configured cycle/period of time.
- Only recordings from the configured cycle/period of time can be replayed.
Example: Only recordings from 27th August 2023 (Today) are displayed and can be replayed.
Option/Function | Description | ||
Cycle | Cycle Today selected. | ||
Conversation type | Selected conversation types:
| ||
Replay filter
- All recordings from the tab Recordings are displayed.
- The setting Replay Filter restricts replay to recordings which have been created during the indicated cycle/period of time.
Example: Only recordings created on 27 August 2023 (today) are replayed.
Option/Function | Description | ||
Cycle | Cycle Today selected. | ||
Conversation type | Selected conversation types:
| ||
- Recordings from 27 August 2023 can be replayed.
- Recordings from 26 August 2023 cannot be replayed.
Replay type
Time-based replay
- All recordings from the tab Recordings are displayed.
- The replay type Time-based replay only allows replaying recordings created during a defined cycle/period of time.
- To replay recordings from before the defined cycle/period of time, a replay request is required.
Example: Only recordings created during the last 96 hours are supposed to be replayed. For all other recordings, a replay request is required.
Option/Function | Description | ||
Replay type | Replay type Time-based replay selected | ||
− | Request replay from | Define approver for approval of replay request | |
Cycle | Cycle Last 96 Hours defined. | ||
Request replay request
Replay of a recording created outside the defined cycle/period of time (Last 96 Hours).
- Select a recording.
- The following replay request is displayed in the detail view of the recording.
- In the field Replay Request Reason enter a reason.
Example: Enter a reason
- Click on the button Request Replay to send the replay request.
- An information that the replay request is pending is displayed.
In the tab Recording of the approver in the area To Do, the recording of the person requesting replay is displayed.
- Select the recording.
- The replay request of the person requesting replay is displayed in the detail view of the recording.
- Click on the button Allow Replay to release the recording for replay.
- The person who has requested replay can now replay the recording.
- Click on the button Clear to deny the replay request.