Update Date: August 2023
Created By: Marizane Brummer
1. Go to the TMS URL: https://tms.euphoria.co.za/
2. Choose the desired account. (A user needs access to a manager account in order to complete the below steps)
3. Click on the Scoring menu item.
4. Click on the Create sub-menu item.
5. Click on +Create New Scorecard.
6. Give the Scorecard a name, a description and ensure you choose Telephonic Survey Type.
7. Click Apply to save the Scorecard.
8. Select the newly created scorecard from the list.
9. Click on the +Add Section button to create different question categories or groups. For example, Personal Information.
10. Give the category a name and click Apply to save it.
11. Add a recording that will play as an introduction to the survey. This and all other recordings need to be added to the TMs beforehand in the Voice recording section of the PBX manager. How Do I Save a Voice Recording to the TMS
12. Click the + icon on the section bar to add questions to the section.
a. Add a recoded question. (Each question will have a voice recording.)
b. Type the question. (This is to ensure that the recording matches what is expected.)
c. Add the different keypad options. Each option could have a score as well.
Note: When selecting the Add Not Applicable answer, the score will be affected when the reviewer chooses this option.
d. Select Apply to save the question.
13. Once all sections and questions have been created, a closing statement can be added. This will also be a recording with a visual representation of it.
14. Click Preview to see how the scorecard would look.
15. Once satisfied, click Apply to save the scorecard.