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This section explains the security options for the Organization. For instructions on changing security options, see Defining Security for NICE Perform Applications onpage 110.

Accounts

This section is not available in an Active Directory authentication environment, where login accounts are handled by the Active Directory.

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Deactivate Login ID after _ successive invalid passwords - A system user’s account will become disabled after the specified number of invalid login attempts. To reactivate the account, edit the user, then click the System User tab and in the Account Options area, select the Login ID is enabled checkbox. Login IDs can be deactivated manually for each user. See Deactivating or Reactivating a Login ID onpage 88.

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Deactivate Login ID after _ days of inactivity - The system user’s account will become disabled if no login attempts were made for the specified number of days. To reactivate the account, edit the user, then click the System User tab and in the Account Options area, select the Login ID is enabled checkbox. Login IDs can be deactivated manually for each user. See Deactivating or Reactivating a Login ID onpage 88.

Auto-lock

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Auto-lock after _ idle minutes - If no activity is detected for the specified amount of time, the login window automatically reappears and the system user has to reenter the password. The application does not automatically close.

NICE Perform Authentication environment

Defining Target Number of Evaluations

Defining Target Number of Evaluations

If your site includes the Quality Management (QM) feature, you can define a target number of evaluations to be performed on agents in the organization. The number of target evaluations you define here will appear in the Target column of the Evaluation Status component in My Universe. See My Universe Guide.

You can:

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define a default target number of evaluations for all agents.

-or-

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define a target number of evaluations based on the seniority of each agent.

When defining by seniority, you must define at least one seniority period and a corresponding target number of evaluations for that period; and you must define another target number of evaluations for those agents above the designated time period.

You can also define two additional time periods bringing the total to four periods.

To define a target number of evaluations: EXAMPLE:

Define that 4 is the target number of evaluations that is required to be performed on any agent in the organization within 30 days.

EXAMPLE:

You can define the following:

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An agent who is less than 1 month in the organization will have a target number of 10

evaluations within 30 days.

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An agent who is in the organization more than 1 month, but less than 3 months, will have

a target number of 8 evaluations within 30 days.

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An agent who is in the organization more than 3 months, but less than 8 months, will have

a target number of 5 evaluations within 30 days.

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An agent who is in the organization more than 8 months will have a target number of 2

Defining Target Number of Evaluations

2. Expand the QM Definitions section. The Target Evaluations section appears.

3. Select Agent Evaluation Target.

4. Select a target period from the Target Period (in days) drop-down menu.

This is the time-frame in which the number of evaluations defined must be performed. For example, if you select 30 days, then the number of evaluations defined must be performed within 30 days.

5. Select the number of evaluations from the Default Target Evaluations drop-down list.

6. If you are not defining seniority, proceed to Step 8 onpage 115.

7. To define a target number of evaluations based on agent seniority, do the following: a. Select Define by seniority.

b. (Mandatory) In the first row, select the timeframe and target evaluation number for the first seniority period.

c. (Optional) In the second/third row, define additional seniority time periods. For each period, select the checkbox and define the timeframe and target.

NOTE: If you do not want to assign a target number of evaluations for agents, select None.

NOTE: The default number you define here is used when:

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You do not choose to define target evaluations based on seniority.

-or-

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You choose to define the target number of evaluations based on seniority, but an agent does not have a hire date defined in the system.

Defining Target Number of Evaluations

d. ((Mandatory) In the More row (fourth row), define a target number of evaluations to be applied to any agent whose seniority is above the defined periods.

See Example: onpage 113.

Defining the Domain Display

Defining the Domain Display

Domain names are relevant only for an Active Directory authentication environment.

When your Web Applications server is connected to the Microsoft Windows Active Directory authentication environment, all domains defined at the site are displayed in the Domain tab. When you click the Auto Detection button, Users Administrator queries System Administrator for the domains, then System Administrator interfaces with the Active Directory and sends Users

Administrator a list of the domains defined at the site. In this environment, each user is associated to a domain.

You can choose to associate NICE Perform users with either the NetBIOS name or the DNS name. When you define a new user, your selection (NetBIOS or DNS) is displayed in the users Details in the Domain dropdown selection list.

To define the Domain display:

1. In the Folders pane, select Organization.

2. Click the Domains tab. If the Domains tab opens blank, click .

Users Administrator queries System Administrator for all the domains defined at the site. The domains are displayed in the Details pane.

3. To the select the Domain type you want to associate with each user, in the Settings > Display Domain Name Properties area, select NetBIOS Name or DNS Name. Your selection is reflected in the General tab for each user, and in the Create New User wizard. 4. To remove a domain from the dropdown list, select it in this list and click Delete.

IMPORTANT

The domains defined at your site will only display if your NICE Perform Web Applications server is connected to the Microsoft Windows Active Directory authentication environment.

You select how to display the Domain name here

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