Early Shift Turnover Procedure
Karen Lacsamana
Posted at January 08, 2018 09:01 am. Last updated at January 16, 2018 07:01 am
Before Leaving for the Day please make sure all are accomplished
Sales:
- Update Trello, Archive completed task and update for the things that needs to be done for the next day
- There should be no pending email left on the inbox (if there is advised the late shifter to handle the remaining email left making sure all emails are completed.
- All voicemails (Reception and Sales) must be called back if not endorsed them to the last shifters.
- All online orders must be processed
- Make sure all customer requiring call backs are completed within the day if not forward account information to the late shifter to them to complete.
Logistics
- All recurring jobs (KC) must be duplicated and assigned
- If there are additional jobs to be added or replotted make sure this has been done, if not make sure this is endorsed to the last shifters.
- Make sure the drivers are notified about their route and schedule for the next day
- All Runs (AWM) must be completed with no error (if not endorsed it to the last shifter)
- Must advise Melbourne office to have the run printed (if the run is still not yet to be printed advise the late shifter on what need to be completed)
- All deliveries and pending orders are booked be it on KC or AWM Drivers
- Update Trello, Archive completed task and update for the things that needs to be done for the next day
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