General Recap Instructions

SCA Procedures > General Instructions > Recap Instructions

SCA Recap instructions... updated 01.31.08

The Recap has little pop-up messages for each field to let you know what goes where. Hover your mouse over the little red triangle in the upper right corner of any cell to read the message.

• Every time you attempt to contact a customer you will log the attempt somewhere on your sheet.
• Every time you close the ticket (or close the advisor portion of the ticket), speak to a customer, or email a customer you will log the customer type.
• Send the recap to the Facilitator DAILY. Leave yourself five minutes at the end of your shift to fill out the recap!
• Use a hard copy (printed page) to track your work daily. There are several templates available on the Forms page.