--0000000000007ba34705e3a0164b Content-Type: multipart/alternative; boundary="0000000000007ba34605e3a0164a" --0000000000007ba34605e3a0164a Content-Type: text/plain; charset="UTF-8" Hi team! I have been going through some recent alerts in Medallia and wanted to extend a friendly reminder about the documentation process. When documenting any of your efforts within the customers feedback details please ensure to NOT put the information under the notes section and follow the process provided below. This is very important in our data collection process in order to pull reporting and identify themes. After reviewing the information, please don't hesitate to contact me directly if there are any questions. Thank you! - Open the close alert section [image: Screen Shot 2022-07-12 at 11.37.11 AM.png] 1. Under the billing closed loop form document information the assigned areas: plan of action, follow up findings and root cause. 1. at the beginning of each section you're providing information on, please make sure to date and initial first followed by notes [image: Screen Shot 2022-07-12 at 11.34.54 AM.png] 1. once documentation process is complete and/or is resolved select update the contact report vs closing alert [image: Screen Shot 2022-07-12 at 11.34.54 AM.png] 1. after contact report is updated, reassign alert to Alex Hodges or Keri Thrush [image: Screen Shot 2022-07-12 at 11.42.53 AM.png] -- Keri Thrush Director of Client Service Ambassador Group * Please note my email has changed: * kthrush@thekey.com (650) 338-4375 Ext. 124375 TheKey.com [image: TheKey] --0000000000007ba34605e3a0164a Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi team! I have been going through some= recent alerts in Medallia and wanted to extend a friendly reminder about t= he documentation process. When documenting any of your efforts within the c= ustomers feedback details please ensure to NOT put the information under th= e notes section and follow the process provided below. This is very importa= nt in our data collection process in order to pull reporting and identify t= hemes. After reviewing=C2=A0the information, please don't hesitate=C2= =A0to contact me directly if there are any questions. Thank you! = Open the close alert section Under the billing closed loop form document informati= on the assigned areas: plan of action, follow up findings and root cause.= =C2=A0 at the beginning of each sect= ion you're providing information on, please make sure to date and initi= al first followed by notes once documentati= on process is complete and/or is resolved select update the contact report = vs closing alert after contact report is updated= , reassign alert to Alex Hodges or Keri Thrush =C2=A0=C2=A0 -- Keri Thrush Director of Client Service Ambassador Group Please note my email has changed: <font style=3D"color:rgb(77,77,79)!important;font-family:A