OR Notes
What are common abbreviations that engagers use when documenting OR notes?
LVM, ACC, CIE, SWC, LI, AM, NCD.
When requesting research, where do we copy and paste the phone number we are researching?
The phone comments section in candidate data information.
What method of communication are we using on odd outreaches?
Phone call & SMS
When requesting research on a phone number, is it okay to send an SMS message if we have the ability to do so?
No.
Where can you locate the status protocol?
YEET & Engagement Resources.
What vital details should we include in our OR notes when a referral shares that they have attained a new position?
When they landed their new position.
When do we request research?
When a phone number is inaccurate or blank.
What method of communication are we using on even ORs?
Phone call & Follow-up emails.
For programs under $750, when is it appropriate to close them out?
If no contact has been made, we will close the referral after 60 days of OR starting from the candidate's departure date.
Upon first interaction with a candidate, they indicate they have a new job. How do you proceed with closing the referral?
Asking a referral when they landed their new position?
When sending an SMS message, we must always remember to include the correct ____________?
Company name & Opt-out option.
If we are on the 2nd OR and have been unable to leave a VM, and there is also no address or email, do we request research?
Yes
After the 7th OR, how often are we reaching out to the referral?
10 business days.
If we get a new referral with only an email address, how do we proceed?
We reassign that referral to the email only queue.
A candidate shares with you they are not ready to get started for medical reasons. What status do you place this referral in?
Delayed Status
When documenting voicemail notes, what should we include?
The title of the voicemail. For example, VM3-Branding.
What status do we place referrals in when we request research?
On-Hold Status
When is it appropriate to send a letter?
Two weeks before EED or the end of the OR cycle.
Where do we reassign a referral with only a mailing address, no valid phone or email, and no research permitted?
We will add an OR method, send a letter, and reassign the referral to the "LI-Joann Deborde"
You have a referral that has reached its EED. You spoke with them, and they shared with you on the first OR they were not ready to activate services. What status do you close the referral out in?
Declined-Not Interested.
No, we must call to verify that they want to get started. We only send the confirmation email when we see, "Eligible Match Found - Please start my career support if I am eligible = “YES"
What status do you place a referral in when we have verified the research number is correct?
You will move the referral back to the assigned status.
When we get a number back from research, how many times are we calling that number?
Three times.
Which voicemail should you use when you are calling a number you got back from research that has not been verified?
Generic VM
Which of the following on-hold statuses do we not use?
1. On Hold-Gateway restricted waiver not signed.
2. On-Hold-Gateway restricted customer requirement not met.
3. On Hold-Not Yet Eligible