Breonna has been with the company for about 3 years as a customer service support specialist. Her job is to file and assist with whatever else is needed by the customer representatives. She services three teams in customer service that currently have their own way of documentation retention. Documentation is retained through either paper or electric form.
The purpose of this project is develop one set of procedures for the three customer service teams as the customer service representative store documentation. Finding one documentation procedure so everyone the department would be on the same page.
What's the problem?
The problem is the three teams do their own way of retention. When there should be one solid process for the whole …show more content…
2.Important documents sitting on someone's desk.
3. Filed under the wrong label.
A record’s content is evidence of and reflects business activities, events, actions, operations, transactions, and processes. It supports decision-making and operational management, and it provides accountability. It is also a business asset and resource (Bradley A 2011)
Findings and Analysis
What's the solution ?
A simple and less expensive solution is a step by step procedure guide on how to retain the documents
See if the documentation is in the correct area
Create a new log corresponding to whether or not the document is incoming or outgoing
Attach the document to the log, determine what the information is such as legal, updates etc.
One should attach and send the information log with all documentation to correct storage unit.
Entering Documents
See if the documentation is in the correct area 1. Create a new log corresponding to whether or not the document is incoming or outgoing
2. Attach the document to the log, determine what the information is such as legal, updates etc. One should attach under, send log with all documentation to correct storage
The purpose of this project is develop one set of procedures for the three customer service teams as the customer service representative store documentation. Finding one documentation procedure so everyone the department would be on the same page.
What's the problem?
The problem is the three teams do their own way of retention. When there should be one solid process for the whole …show more content…
2.Important documents sitting on someone's desk.
3. Filed under the wrong label.
A record’s content is evidence of and reflects business activities, events, actions, operations, transactions, and processes. It supports decision-making and operational management, and it provides accountability. It is also a business asset and resource (Bradley A 2011)
Findings and Analysis
What's the solution ?
A simple and less expensive solution is a step by step procedure guide on how to retain the documents
See if the documentation is in the correct area
Create a new log corresponding to whether or not the document is incoming or outgoing
Attach the document to the log, determine what the information is such as legal, updates etc.
One should attach and send the information log with all documentation to correct storage unit.
Entering Documents
See if the documentation is in the correct area 1. Create a new log corresponding to whether or not the document is incoming or outgoing
2. Attach the document to the log, determine what the information is such as legal, updates etc. One should attach under, send log with all documentation to correct storage