Show:
Business Process
Magic 6
SharePoint
Document Naming
L Drive
100
A series of logically related procedures, activities or tasks performed together to produce a defined set of results.
What is the definition of Business Process?
100
These people that are emailed immediately upon receipt of a Magic 6 document.
Who are Marcelo Casadei and the Account Manager?
100
The person who will be responsible for approving all SharePoint tasks.
Who is Katrina?
100
These types of documents will continue with their naming process using Program or Speaker Numbers only.
What are speaker evaluations, attendance sheets, contracts, CV's, etc?
100
This folder is available in nearly every folder that contains documents with different version numbers.
What is the Archive folder?
200
The number of stages in the PharMethod Business Process.
What is 5?
200
Client Proposals, SOW, Project List, and Implementation Timeline are included under this Magic 6 category.
What is SOW Changes?
200
The priority status reserved for error corrections and emergency client needs.
What is Immediate?
200
Standardized documents essential for routine SOP's (ex: contracts, invitations, confirmation letters).
What is the definition of Assets?
200
Audit materials are stored within this Account Management folder.
What is Compliance?
300
1. Client asks for a Quote or Contract 2. Client signs the contract! 3. Timelines and Deliverables Presented 4. New Project or Client goes live
What are the critical points in PharMethod's Business Process?
300
This is the final category of the Magic 6, in addition to SOW Changes, Contracts, LMR Speaker Program Templates, Business Rules and Slide Decks.
What are Rosters.
300
System Errors and Routine Maitenance requests are not considered this.
What is billable?
300
When a new version of a document is received and ready to be used, the older version is placed into this folder.
What is the Archive folder?
300
Each company is broken down into these three folders.
What is Account management, Sales and Operations?
400
Creating future opportunities from our success is this stage in the PharMethod Business Process.
What is the 5th, or last, stage.
400
The reason certain documents are included as part of the Magic 6.
What is their criticality to our business process?
400
The title of the document that should be filled out, printed and handed to the Account Management Coordinator.
What is the Asset Change Sheet?
400
Asset Change Sheets, L Drive Maps and other materials presented related to the Document Management system can be found here.
What is L drive, PharMethod Business Docs?
400
The original Client Profile, MSA, Proposal and SOW will be available under this folder.
What is Sales?
500
Once a client is implemented, PharMethod will provide this.
What is world class customer service?
500
The general template for naming a Magic 6 document.
What is Company Number, Brand, Brief Description and Date.
500
All questions, comments, concerns or follow ups to SharePoint tasks should be directed through this channel.
Who is the SharePoint Administrator, or Katrina.
500
The new name for the Ontak/Targretin Speaker Contract template received today.
What is 10-Ontak/Targretin-SpkrContract-010411?
500
Example: The 2008 Gliadel slide deck is available under this folder.
What is Operations, Slide Decks, Archive?