Hi Chuck,
I made the edits. Here is the updated link to the saved form:
https://thekeytest.formstack.com/forms/corrective_action?i-17274299-CCkCNKJ8TV
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 PM Chuck Terlesky <cterlesky@thekey.com>
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 clarity? @Dennis
> Fancy <dfancy@thekey.com> 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 until 4
> hours later, when the client reached out again and another email was sent,
> 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 up
> 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 shift,
> loss in revenue, or clients looking elsewhere for assistance. We also run
> the risk of losing a client all together if they begin to believe that we
> are unreliable or aren't available to them.
>
> Thanks,
> Chuck
>
> On Wed, Jan 29, 2025 at 7:28 AM Kathryn Nester <knester@thekey.com> 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 your
>> information. Once you submit it a copy should go to you, Shyanne, and the
>> 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 important to also offer support here including days off so
>> that she is not consistently working 7 days / week. If she has RBC benefits
>> set up, a reminder that the EAP is available to her should she need it.
>>
>>
>> Thanks,
>> Kathryn
>>
>> ---------- Forwarded message ---------
>> From: Amy Freeman via Formstack <noreply@formstack.com>
>> Date: Wed, Jan 29, 2025 at 9:23 AM
>> Subject: Corrective Action URL
>> To: <knester@thekey.com>
>>
>>
>> [image: Formstack Logo]
>> *Save and Resume Link for Your Form*
>>
>> Please copy the link below and save it in a safe place. You can use this
>> link any time within the next 30 days to resume answering questions on the
>> form. Upon visiting this save and resume link, signatures and file
>> uploads will need to be resubmitted.
>>
>> Without the link, the data you have entered cannot be retrieved, and you
>> will have to start filling out the form at the beginning.
>>
>>
>> https://thekeytest.formstack.com/forms/corrective_action?i-17272041-sA4vMkeoy7
>>
>> Thanks for saving your answers!
>>
>> Copyright © 2025 Formstack, LLC. All rights reserved. This is a customer
>> service email.
>>
>> Formstack, 11671 Lantern Road, Suite 300, Fishers, IN 46038
>>
>>
>> --
>>
>> Kathryn Nester
>>
>> HR Generalist
>>
>> ___________________
>>
>>
>> 647-932-5787
>>
>>
>> I am in the Eastern Time Zone and am sending this email at a time that
>> suits my work schedule; please do not feel obligated to reply outside of
>> your working hours.
>>
>>
>> TheKey.ca <https://thekey.ca/>
>>
>> [image: TheKey]
>>
>>
>
> --
> Chuck Terlesky B.A., CCPE
> General Manager
> Winnipeg and Calgary
>
> Calgary: 403-301-3777
> Winnipeg: 204-489-6000
>
> TheKey.ca <https://thekey.ca/>
>
> [image: TheKey]
>
>
--
Kathryn Nester
HR Generalist
___________________
647-932-5787
I am in the Eastern Time Zone and am sending this email at a time that
suits my work schedule; please do not feel obligated to reply outside of
your working hours.
TheKey.ca <https://thekey.ca/>
[image: TheKey]