Procedure updates
Desk procedures revised and the team told what changed
How a run goes
The steps this agent takes, in order, and what each one leaves behind.
Reads the client's change and the current procedure
Revises the desk procedure when a client changes a rule, a form or a system and marks what changed
Drafts the revision and the notice
Drafts the change notice for the team and the quiz that confirms they read it
Files the version and tracks the acknowledgments
Keeps the procedure library current and flags the procedures not reviewed in a year
Works in
Confluence, SharePoint, MS Teams
Confluence, SharePoint, MS TeamsWhat it does
- Revises the desk procedure when a client changes a rule, a form or a system and marks what changed
- Drafts the change notice for the team and the quiz that confirms they read it
- Keeps the procedure library current and flags the procedures not reviewed in a year
Connects to
Need it to work differently?
Every agent can be changed: the steps it takes, the systems it uses and who approves what.