PTF's
Customer requests for an onsite visit get entered here
Where is the sales opportunity tab?
Ghostbuster of Program Interventions
Who is Suzanne Weber-Smatko
These are due within 5 business days
What is an IA report?
Commissioner of Commissions
Who is Stephanie Dawson?
Completing a CFF with my name and the potential customer name
What is how do I get kick back for a sale?
"I can take any empty space and call it a bare stage. A man walks across this empty space whilst someone else is watching him, and this is all that is needed for an act of theatre to be engaged."
What is the program notes section?
These promises can be found in the links tab in the program tracking form
What is a Letter of Commitment
These are pulled into a report to calculate certification rate for marketing.
What are entered Stage 2 dates?
See her for Registrar referrals
Who is Suzanne Strausser?
Stop, drop, and roll
IA docs, Stage 2 date, post program info
What is needed to close out a program tracking form?
This person should be notified if changes to customer contacts need to be made.
Who is the Consulting Program Manager?
Scheduler of Level 4 & 5 Internal Audits
Go to guy for registrar issues
Who is Brian Smith
Type of cyberattack where an email appears to be from a legitimate source to trick individuals into providing sensitive information
What is phishing?
Scope, program type, welcome call info, #of visits, travel forms are all indicative of this
What is an onsite program?
Delete email, alert Rob Hoffman
What is what to do with a phishing email?
Enter actual IA date, upload IA documents to program form and, if applicable, send them to the consultant
What is what you do when an IA is completed?
Need to access a realm, see these folks
Who is Support?
Submit your expense report within two weeks via this app
What is Expensify
Click on the blue name under the customer tab
What is how do I get to the customer master?
This needs to be done to update an Internal Audit (IA) date in the system.
What is providing details in the Consultant Notes, sending a CORE notification, and updating the program checklist?
If a client has multiple sites, this needs to be ensured during an audit.
What is ensuring a representative from all sites is present to answer questions?
Jamie, Megan, Tiffany, Nadine
Who are the CORE Support Team?
This is the best time to callibrate the project checklist
When is at each phase?