--000000000000114a0c062cdbf5f8 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Chuck, I made the edits. Here is the updated link to the saved form: https://thekeytest.formstack.com/forms/corrective_action?i-17274299-CCkCNKJ= 8TV 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 clarit= y? @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 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 t= he > 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 shif= t, > 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=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 yo= ur >> information. Once you submit it a copy should go to you, Shyanne, and th= e >> 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 benef= its >> set up, a reminder that the EAP is available to her should she need it. >> >> >> Thanks, >> Kathryn >> >> ---------- Forwarded message --------- >>