Re: Corrective Action URL

From
Chuck Terlesky <cterlesky@thekey.com>
To
Kathryn Nester <knester@thekey.com>
CC
Dennis Fancy <dfancy@thekey.com>, Timothy Thomas <tt@thekey.com>
Date
Thu, 30 Jan 2025 06:41:50 -0700
Folder
INBOX
--0000000000008c82be062cec9714 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Kathryn - our call is at 8:45 am MST today - I forgot to ask if you wanted to attend. Let me know and I can add you to the invite. Chuck On Wed, Jan 29, 2025 at 10:51=E2=80=AFAM Kathryn Nester wrote: > Hi Chuck, > > I made the edits. Here is the updated link to the saved form: > https://thekeytest.formstack.com/forms/corrective_action?i-17274299-CCkCN= KJ8TV > > You should be able to sign it and submit it once ready but providing the > link for a blank form below for you in case it causes further issues and > needs to be transferred to a new one. > > https://thekeytest.formstack.com/forms/corrective_action > > thanks, > Kathryn > > > On Wed, Jan 29, 2025 at 12:28=E2=80=AFPM Chuck Terlesky > wrote: > >> Hi Kathryn, >> >> I would like to make changes to the form, although it won't save for me. >> Can you please copy and paste this verbiage into the form for more clari= ty? @Dennis >> Fancy feel free to change the Winnipeg part. >> >> Performance: >> >> Over the weekend, during Shyanne's on-call shift for Calgary on Saturday= , >> January 25th, she did not respond to an emergency scheduling email for >> Sharon Walsh or follow up on the email after it was sent. It wasn't unti= l 4 >> hours later, when the client reached out again and another email was sen= t, >> that Shyanne followed up. >> >> In addition to this, in Winnipeg, a prospective client called inquiring >> about services; while the call was answered, the gentleman was told he >> would receive a follow-up email, which he did not receive the email and = the >> inquiry was not mentioned during Monday handoff for the team to follow u= p >> on. >> >> Not following up with current clients or potential clients risks our >> reputation and how reliable clients view us. The delay in follow-up with= a >> current client or potential client risks us not being able to fill a shi= ft, >> loss in revenue, or clients looking elsewhere for assistance. We also ru= n >> the risk of losing a client all together if they begin to believe that w= e >> are unreliable or aren't available to them. >> >> Thanks, >> Chuck >> >> On Wed, Jan 29, 2025 at 7:28=E2=80=AFAM Kathryn Nester >> wrote: >> >>> Good Morning Chuck, >>> >>> The corrective action form for Shyanne has been filled out. In order to >>> push it through it requires your name, email, and signature. If you use= the >>> link I've forwarded below you can access the filled form and enter in y= our >>> information. Once you submit it a copy should go to you, Shyanne, and t= he >>> HRSC. I also suggest going over the form with Shyanne before submitting= it >>> so that expectations are clear moving forward. >>> >>> Please feel free to add anything you think may be missing. I didn't add >>> any prior corrective actions but if she's had any prior verbal warnings= and >>> you know the dates/incidents you may want to include that. >>> >>> I think it's 

Thread (4)