Action Item Manager Creating a Culture of Accountability.

Action Item ManagerCreating a Culture of Accountability

Mystery Shopping ▪ Loss Prevention ▪ Data Collection2

What if you could…

Create a digital check list that can incorporate items from multiple surveys and forms

Allow your managers to assign individual tasks and due dates to individual employees for completion

Store your policy and procedure manual digitally

Correlate your policies and procedures to individual questions from your surveys and forms

Communicate with your managers about each item on your checklist and have all that communication stored with the corresponding items

Receive email notifications and updates to keep you in the know

Introducing


Creating an AIM Plan is Simple with Sherlock - Select Your Survey, Date Range and Who Will be Responsible for Plan Execution


Add a Title


Select a Due Date


Select Question to Add to your Plan


If a Policy and Procedure is Present it will Auto- Populate


Submit your Action Plan or Save it for Later


Click the Link for Direct Access to the Plan

Once Submitted, Your Managers will be Notified


Managers see Each Item You Added to the Plan


Add Instructions where no Policies or Procedures Exist


Add Comments, Instructions, Clarifications etc.


Managers Can Assign Specific Tasks to Employees with Individual Due Dates


Check off Each Item as it is CompletedChange the Plan Status to Finished


Submit or Save Your Plan


For More Information Contact

Michael MillsVP of Sales

1-800-723-1150 x303or

Kevin CrisafulliDirector of Major Accounts

1-800-723-1150 x130

Action Item Manager Creating a Culture of Accountability.

Documents

Transcript of Action Item Manager Creating a Culture of Accountability.