{"id":490,"date":"2018-01-30T10:48:31","date_gmt":"2018-01-30T18:48:31","guid":{"rendered":"https:\/\/wp.actionlife.com\/sopcommunitycare\/?p=490"},"modified":"2020-03-27T10:30:59","modified_gmt":"2020-03-27T18:30:59","slug":"checklist-for-taking-a-call","status":"publish","type":"post","link":"https:\/\/wp.actionlife.com\/sopcommunitycare\/2018\/01\/30\/checklist-for-taking-a-call\/","title":{"rendered":"Checklist for Taking a Call"},"content":{"rendered":"

Checklist for Taking a Call<\/u><\/strong><\/p>\n\n\n\n\n\n\n\n\n\n
\u2610<\/td>\nTake callers information (name, phone number, address and nature of the call<\/td>\n<\/tr>\n
\u2610<\/td>\nGo to Management App and search address<\/td>\n<\/tr>\n
\u2610<\/td>\nGo to the On Call tab and read all instructions in the after- hours procedures<\/td>\n<\/tr>\n
\u2610<\/td>\nPull up Profile<\/p>\n

1.\u00a0 Read any special instructions<\/p>\n

2.\u00a0 Verify if association covers the issue according to the<\/p>\n

Customer service sheet<\/td>\n<\/tr>\n

\u2610<\/td>\nReference Appropriate SOP<\/td>\n<\/tr>\n
\u2610<\/td>\nCheck for Duplicate Work Order<\/td>\n<\/tr>\n
\u2610<\/td>\nProceed to open a Work Order<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n
\u2610<\/td>\nEmail\/Fax Work Order to vendor<\/td>\n<\/tr>\n
\u2610<\/td>\nCall vendor as this would be an emergency and make sure to note the name of the person you spoke to<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n\n\n\n\n
\u2610<\/td>\nUpdate homeowner with Status and ETA<\/td>\n<\/tr>\n
\u2610<\/td>\nIf you are unable to proceed with handling the emergency, reference the escalation list on the on call tab.<\/td>\n<\/tr>\n
\u2610<\/td>\n\u00a0Reminders:<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Always send an email to CCPriority that are not a work order related (i.e. accounting, questions, concerns)<\/p>\n

\u00b7\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 For all common area work orders check lookup for any notices.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n","protected":false},"excerpt":{"rendered":"

Checklist for Taking a Call \u2610 Take callers information (name, phone number, address and nature of the call \u2610 Go to Management App and search address \u2610 Go to the On Call tab and read all instructions in the after- hours procedures \u2610 Pull up Profile 1.\u00a0 Read any special instructions 2.\u00a0 Verify if association […]<\/p>\n","protected":false},"author":180,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[19,15],"tags":[],"class_list":["post-490","post","type-post","status-publish","format-standard","hentry","category-after-hours","category-reference-documents"],"_links":{"self":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/490","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/users\/180"}],"replies":[{"embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/comments?post=490"}],"version-history":[{"count":0,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/posts\/490\/revisions"}],"wp:attachment":[{"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/media?parent=490"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/categories?post=490"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/wp.actionlife.com\/sopcommunitycare\/wp-json\/wp\/v2\/tags?post=490"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}