Role of a Specialist
Five9
iCarol
QA Form
A Day in the Life of a CRS
100

What does CRS stand for?

Community Resource Specialist

100

What status means you are ready to take calls?

Ready (Voice, VM)

100

What contact status would you put if you completed a call and provided resources?

Call - Complete

100

How many point is it for providing the correct resource?

10 points

100

When are you late for breaks and meals?

After 1 minute

200

How many time should you check your emails in a day?

Once or twice a day.

200

How many minutes does a CRS have to complete their iCarol record and set their disposition?

CRS has 1.5 minutes to complete

200

When opening up a new iCarol record what is the first thing you should do?

Select your Five9 skill

200

True or False:

You get points for asking probing questions.

True

200

What is the extension to use the callout line when calling 211?

6-1

300

What are 2 qualities of a CRS?

- Compassionate

- Communicative

- Guide

- Helper

- Non-judgmental

300

What type of transfer is it when you are doing an internal transfer?

Cold Transfer

300

What contact type would you choose if you completed a call and did not provide a resource?

Information Only

300

True or False:

To get points for providing the appropriate contact information you just have to provide the phone number.

False

300

When should you use the callout line?

- Lateness

- Early Leave

- Absences

400
How long should a personal break be?

5 - 7 minutes

400

What disposition do you use when you are done with your call and iCarol record?

Completed Call

400

When someone is calling on behalf of someone else, where would you put the callers information?

It goes in the Third Party Information section

400

How many times do you have to say a consumer's name on a call?

3 times

400

When should you log in on all systems?

10 minutes before the start of the shift

500

What should you do if you reach out to on-floor support and you don't receive an answer?

Reach out to the manager via Five9 or Teams.

500

How do you process a voicemail?

1. Select Ready VM

2. Select the voicemail icon

3. Select accept 

500

When transferring a call to the homeless hotline, What would you select for your Other Initiatives?

Homelessness Prevention

500

What would be considered a complete log note?

Caller's need, summary of the call, and diabetes info

500

How often do you have one-on-ones?

- Twice at first and once if QA score is above 90%.

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