--000000000000cb8e1205e3a38213 Content-Type: multipart/alternative; boundary="000000000000cb8e1005e3a38212" --000000000000cb8e1005e3a38212 Content-Type: text/plain; charset="UTF-8" Thank you Keri for the reminder. Please let us know if there are questions, comments or concerns. On Tue, Jul 12, 2022 at 1:46 PM Keri Thrush wrote: > 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] > --000000000000cb8e1005e3a38212 Content-Type: text/html; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you Keri for the re= minder. Please let us know if there are questions, comments or concerns.=C2= =A0 On Tue, Jul 12, 2022 at 1:46 PM Keri Thrush < kthrush@thekey.com > wrote: Hi team! I have been going through some recent alerts in Medallia and wanted= to extend a friendly reminder about the documentation process. When docume= nting any of your efforts within the customers feedback details please ensu= re to NOT put the information under the notes section and follow the proces= s provided below. This is very important in our data collection process in = order to pull reporting and identify themes. After reviewing=C2=A0the infor= mation, 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 information the assigned areas: plan of action, f= ollow up findings and root cause.=C2=A0 at the beginning of each section you're providing information on, p= lease make sure to date and initial first followed by notes once documentation pr