delacruza18
New Member
- Joined
- Feb 3, 2020
- Messages
- 1
- Office Version
- 2013
- Platform
- Windows
Hello... I work as a Quality Assurance Analyst and I am needing assistance with coming up with a very complicated nested formula. I am creating an "accountability" track sheet for Agent's audit scored for each month.
Here is our workflow with their Supervisors/Management:
- Agent's monthly score fails to meet minimum standard (90%)
- 1:1 Coaching is provided by Supervisor the next month
- Agent's monthly score fails to meet minimum standard (90%) within 6 months
- 1:1 Coaching is provided by Quality Analyst
- If Agent fails the next month after being trained by the Quality Analyst, Supervisor/Manager takes disciplinary action.
I posted an example of what this would look like as an attachment. Basically, I am trying to figure out a formula that will take into consideration their scored for a rolling 6 month period... Keep in mind that the tracking would need to "reset" after the Agent meets a 90% or higher for a month completed... IS THIS EVEN POSSIBLE?!
Here is our workflow with their Supervisors/Management:
- Agent's monthly score fails to meet minimum standard (90%)
- 1:1 Coaching is provided by Supervisor the next month
- Agent's monthly score fails to meet minimum standard (90%) within 6 months
- 1:1 Coaching is provided by Quality Analyst
- If Agent fails the next month after being trained by the Quality Analyst, Supervisor/Manager takes disciplinary action.
I posted an example of what this would look like as an attachment. Basically, I am trying to figure out a formula that will take into consideration their scored for a rolling 6 month period... Keep in mind that the tracking would need to "reset" after the Agent meets a 90% or higher for a month completed... IS THIS EVEN POSSIBLE?!