Thursday, February 17, 2011

Meeting Notes take 1

So, this Friday I'm not in charge of our meeting.  It'll be covered by Rebecca, but here are a few things that I've noticed that I'd like to post for your information. 

1) Sending a fax-- Make sure you type the coversheet.  There's a blank fax template located in the N Drive for this purpose.  Include your name (and the name of the person who's attention it's going) on the coversheet.  When you're done sending the fax, don't forget to leave a note!  Also, check back about fifteen or so minutes to make sure the fax was sent successfully. 

2) Changing information--We CANNOT change information in a student's (or proctor's) file.  For a student, we can add an ACT code, but we cannot change any personal information, such as they address.  The student can change the information or we can transfer them to Registration.  For counselor's, we can transfer them to Testing or send a Testing form.

3) Remember, you can't watch videos at your computer. 

4) Also, emails to corrections should be sent in an IPF.  For more information, come talk to me.

4) Blind transfers are a big no-no!  Also, it's nice if you apologize to a student by saying "I apologize for the inconvenience" but don't come right out and say you're sorry for a certain situation.  Also!  Don't feel obligated to give out your last name to a customer.  If you're not comfortable giving that out, don't.  Also, don't give out a fellow employee's last name without their permission.

Thanks Team!

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