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1

PEOPLE

SRO who sends the list of Batch claimants every Monday.

Kevin.

1

REQUISITION 

What is the difference between TCL and Lion?

TCL is for department store items and Lion is for grocery.

1

REQUISITION 

Format in requisition via E-requester?

CC3 DONATION TRANSFER MEMOS BATCH 1 BARNEDO

1

PROCESS

What is the correct format of naming convention upon uploading Thank You Letter?

TID#3396789 Juan De la Cruz TYL

2

PROCESS

Is Memo # the same as Task ID? True or False.

True.

2

IMPLEMENTATION 

NO ________ NO Gift policy.

ID
2

PROCESS 

If the request has only one memo, what format should be observed?

TID123456 ANGEL AMOR SECTOR1234 CID123456 $90 48.02 FEB BATCH 1

2

REQUISITION

What is the request type in requesting Donations via e-requester?

Special Donation.

3

PROCESS

Platform used in facilitating donations, where you can check assigned Task.

Dynamics Memo Software.

3

IMPLEMENTATION 

If the mentioned memo details or memo reference is no longer feasible/needed for the child/family, the SRFO will submit ____________________________ via email to CCC (Community Center Coordinator), for endorsement. CCC will send the request to SR (Sponsorship Relations) Manager, for approval of CIKC/sponsor.

Fund Diversion Request.

3

REQUISITION 

What are the attachments during requisition via E-requester?

Memos

Donation Transfer Summary List

Check Requests Purchase Ticket/s

And/or Excel Template Hardware Materials

Statement of Accounts for Labor Payments

3

PROCESS 

Special notes, such as fund diversion, regarding the donation’s implementation must be reflected in the ____________________ portion of the Field Report.

Additional Comments

4

PROCESS

What are the various kinds of Memos?

Donation Transfer (Single and Multiple Reporting)

Memo Inquiry

Field-Initiated Memo

Death Report

Emergency Memo (Medical and Non-Medical)

Direct Package

Sponsor’s Visits

4

IMPLEMENTATION 

If the donations have significant savings/remaining funds ($100 and above), the SRFO needs to submit via email ________________________ to CCC (Community Center Coordinator), for endorsement. CCC will send the request to SR Manager, for approval of CIKC/sponsor.

Remaining Funds Utilization.

4

PROCESS 

What is the correct format of naming convention upon uploading memo photo?

TID#3396789 Juan De la Cruz Photo 1

4

PROCESS

What is the attachment to continued education report?

Fund Endorsement Form picture alongside with the primary child.

5

PROCESS 

SRFO conducts ______________ via Phone calls, text message, messenger or home visits to the families who have donations.

Assessment

5

IMPLEMENTATION 

If the memo donation amounts to $500 and up, without any or specific proceeds on the memo details, SRFO will submit via email _______________________ to CCC, for approval. 

Fund Utilization Proposal.

5

PROCESS

What format should be observed in uploading Memo photo and TYL?

JPG.

5

PROCESS 

What should be your correct dynamics timezone settings?

(GMT+08:00) Taipei