Spreadsheet: 98057d1297141093-excel-2007-sumif-criteria-sumifpvt
Sheet: Email Quality Tracking

Email Quality Tracking |  |  |  |  |  | Mandatory |  |  |  |  |  | Call Quality |  |  |  |  |  |  |  |  |  |  |  |  |  | Total | Met Quality Check?
 |  |  |  |  |  | Ensure proper authority |  | Provide Accurate Information |  | No Financial Advice |  | Professional opening |  | Address all points |  | Polite |  | No Jargon |  | [NAME] |  | Spelling |  | Professional Closing |  |  | > or =
# | Date | Agent Name | Customer Name | Employer | [NAME] Type | Score | Notes | Score | Notes | Score | Notes | Score | Notes | Score | Notes | Score | Notes | Score | Notes | Score | Notes | Score | Notes | Score | Notes |  | 80
1 | 2008-11-05 00:00:00 | Ash Mudeliar | [NAME].AbuBakar | HBF | Reimbursement | 10 |  | 0 | Did not get RFT. Had to send follow up email to confirm and amend reply. | 10 |  | 10 |  | 5 | Did not advise if confirmation report was on it's way or not. | 10 |  | 10 |  | 10 |  | 10 |  | 10
2 | 2008-11-04 00:00:00 | [NAME] | [NAME] | ANU | Cease form | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 5 | Three sentences have full stops left off them. | 10 |  | 0 | Incorrect signature, no "help further line in signature file".
3 | 2008-11-04 00:00:00 | [NAME] | [NAME] | Allianz | Fuel card | 10 |  | 0 | Fuel card standard delivery date is 10 business days. Card ordered on the 3/10. Email sent 4/10. | 10 |  | 10 |  | 5 | Does not address if the $200p.a for fuel is correct or not. | 10 |  | 10 |  | 10 |  | 5 | "car" should be "card" | 0 | Incorrect signature, no "help further line in signature file".
4 | 2008-11-05 00:00:00 | Ash Mudeliar | [NAME] | SANTOS | Claim | 10 |  | 10 |  | 10 |  | 10 |  | 5 | Did not ask if client had appropriate documentation for submission. | 10 |  | 10 |  | 10 |  | 10 |  | 10
5 | 2008-11-03 00:00:00 | [NAME] | [NAME] | BD | GST deduction/reimbursement | 10 |  | 10 |  | 10 |  | 10 |  | 0 | Did not advise if confirmation report was on it's way or not. | 10 |  | 10 |  | 5 | Full stop left off final sentence | 10 |  | 0 | Incorrect signature, no "help further line in signature file".
6 | 2008-11-04 00:00:00 | [NAME] | [NAME] | ECU | Lease end | 10 |  | 10 |  | 10 |  | 10 |  | 5 | Could service further here. What number can they call lease plan on? Query whether they had filled out the cease form and submitted yet? | 10 |  | 10 |  | 10 |  | 10 |  | 0 | Incorrect signature, no "help further line in signature file".
7 | 2008-11-13 00:00:00 | Ash Mudeliar | [NAME] | Allianz | Activity statement request | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 5 | Word "Statement" left off "Activity Statement". | 10 |  | 0 | Due to new SOPHY system, sig accidentally left off.
8 | 2008-11-12 00:00:00 | Ash Mudeliar | [NAME] | Santos | Cease form | 10 |  | 10 |  | 10 |  | 10 |  | 0 | Did not advise that a reconcilliation as quick as the client is requesting is not possible. | 10 |  | 10 |  | 10 |  | 10 |  | 10
9 | 2008-10-01 00:00:00 | [NAME] | None | available |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10
10 | 2008-10-01 00:00:00 | [NAME] | None | available |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10
11 | 2008-11-12 00:00:00 | [NAME] | [NAME] | Allianz | Vehicle rec | 10 |  | 10 |  | 10 |  | 10 |  | 5 | The funds deducted but not paid to SS should be returned. | 10 |  | 10 |  | 10 |  | 10 |  | 10
12 | 2008-11-10 00:00:00 | [NAME] | [NAME] | GHD | Claim processing | 10 |  | 10 |  | 10 |  | 10 |  | 0 | Did not modify email template address all points. | 10 |  | 10 |  | 10 |  | 10 |  | 10
13 | 2008-11-18 00:00:00 | [NAME] | [NAME] | NWMS | vehcile cessation | 10 |  | 0 | Did not remove non-NWMS specific sections of the template | 10 |  | 10 |  | 5 | Template not NWMS specific. | 10 |  | 10 |  | 10 |  | 10 |  | 10
14 | 2008-11-17 00:00:00 | [NAME] | [NAME] | EDS | Incorrectly processed claim | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 10 |  | 5 | "Pay run" Should just use "pay" | 10 |  | 10 |  | 10
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