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Can email layout of pages for each Journal
Journals/ Calendars:
Payment Arrangment Journal
Record of Probation
Employment History
Grocery List
Example for Payment Arrangement Journal or Calendar
Page 1 front
Identification page
Page 2 back of page 1
2010/2011--12 month calendar
Page 3 front
2010/2011 --Holidays
Page 4 back of page 3 ---all on one page, able to read & write response
Deposit Information(title, bold, bigger font)--info included: company, csr(name&ext), amount paid, based on, payment method(list types),billed installments ($ amt, date--3 rows 2 columns), Refund information,
Additional Deposit Charged (bold, centered, same font as Deposit information)--date, $ amt, csr (name& ext)---5 rows
Page 5 front----all on one page, able to read and write response
Payment Arrangments (title, bold, bigger font)---info included: company,date, account#, time -am/pm, csr(name& ext), balance infor(total, current, past due), statement( I made arrangments on & to pay:), select (current bill, past due, total),
5 colums (amt, on date, payment method-circle on listed, pymt location, conf#), 4 rows
Arrangement Changed/Updated(bold, centered, same font as Payment Arrangments);csr(name & ext), date, time, statement (I will now pay: ), same 5 columns and 4 rows listed earlier
Pafe 6 back of page 5 ---, able to read and write response
Customer Information(title, bold, bigger font)--info included: acct updt y/n, employer given, phone# home/work, authorized person(s)--2 columns, 2 rows for name and phone#,
Escalation(title, bold, same as Customer information)---info included: call escalated y/n, reasons--circle one (arrangment denied;csr rude;csr inexperienced, previous CSR hung up/rude; billing issues;language;background noise, policy) then call transfered to Supv/Team Lead y/n; Name, location & phone# (team lead/sup); Supv/Team Lead Manger (name, phone#, location)
Escalation Outcome: (bold same as Escalation) then lines to write what happened..
Then repeat pages 5 front -6 back throughout the calendar/journal
Addtl info: can include area codes listing-usa,first aid information on infant & adult choking, infant & adult cpr--with instruction and picture
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