Unscheduled Task Note Template
Notation is extremely important for the Unscheduled Task process. Writing understandable and clear notes is required to help the agents that come behind you know what is happening in the job in order to relay accurate information to the customer.
- Note Templates make it easier for departments to quickly find the information they need.
- It is important to use the Note Template exactly as listed so that everyone can find the information they need.
Unscheduled Note
TEMPLATE | |
Dept/Team | Customer Advocacy – SLA Intervention Team |
Reason For Contact | Scheduling Appointment |
Action | What are you doing/did you do to move the job forward? |
Appointment Date | Date of Appointment |
Example
Add spaces between each section to make it easier to see each sections details.
Dept/Team: Customer Advocacy - SLA Intervention Team
Reason For Contact: Scheduling Appointment
Action: Called Joes Plumbing, spoke to Joe (ok2r), conferenced in Kate (ok2r), appointment was scheduled, updated in ServiceBench.
Appointment Time: 06/07/2024
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