A playlist queues a set of events for sequential review — no losing your place and no re-searching each time you finish one. This article walks through how to filter down to the right events and start a playlist.
Step 1 — Apply your filters
Go to Events and click the blue Filters button to open the filter panel.
Set the filters that match your goal. Common combinations for score-based review:
Shifts — select the shift you want to review. This narrows results to events from personnel on that shift.
Evaluation Score — click the + icon next to Evaluation Score, set the operator to Less Than, and enter your threshold (e.g., 80 for calls scoring below 80%).
Evaluations — select the evaluation template(s) you're reviewing. Use "Events with any Selected Templates" to ensure only evaluated calls appear.
Personnel (optional) — add this if you want to focus on a specific call taker rather than the full shift.
Click Search to run the search with your filters applied.
Step 2 — Build the playlist
Once your results appear, click the Build Playlist button in the top-right area of the event list. Checkboxes will appear on each event row.
To select events:
Check individual event rows, or
Click the ↓ dropdown next to the selection counter and choose:
Select this page — adds all events visible on the current page
Select all results — adds all matching events at once (available when your results are 100 or fewer)
If Select all results is grayed out, your search returned more than 100 events. Either narrow your filters (tighter date range, specific personnel) to get under 100, or use Select this page to work through the results page by page.
Once you have the right events selected, click Start playlist (green button) to begin reviewing them in sequence.
Excluding events you've already reviewed or overridden
There is no filter to automatically exclude events you've previously opened. All events matching your filters will appear — including ones you've already reviewed. Uncheck any you want to skip before starting.
If you want to find events where a score was already overridden, check the Has Override box in the Evaluations filter section. This surfaces only events with an existing score override — useful for identifying (and skipping) calls that have already been adjusted.