NCSP Workflow

Check Account name (to confirm that it is an IMGA case)

Bonus

SalesForce

SF + SKP

AP No

AP Yes

Click on Payment Settings

check ap setup

Click on Sign In As User

Click on IGU

Search User: Cust ID

Bill Trust (AP)

Add NC > F1

Copy Cust ID > F1

Search User

Check User: F2

Copy Cust ID > F1 (x3)

Check Customer Time Zone

Billing Address Section

Click on Settings

Log in

check ap setup

Excel file

check list

Check to match contract/case comments

SKP SUPPLIES SECTION

SKP Path: G>A>B>G>A

nc indicator

SKP Path: G>B>A>E

Authorized user

Located in Attachments or NCSP Opportunity

check Contract

Review any notes important about the case.

Case comment

Before mailing the customer

NCSP Cases Workflow

Bonus

Excel file

check list

2. Follow up with email reply ("I'm Sorry We Miss You template").

- Proceed with order placement.

- Check for any questions or changes cust has provided

Response

Create a manual task for follow up

Date Welcome Call Completed

Task (SF)

RM

Shred

Search Blank Template

Click "Insert a template"

3. Proceed with additional attempts in 24 hours, then 48 hours.

1. Call the customer as a follow up to the welcome call.

Not received

- Check AP completion in BT

received

Initial Welcome Call Date

SKP welcome

Send to the authorized user (if POC is NOT authorized) and request to add or be able to work with the POC provided in the case. Add this request in your email before sending.

*poC* (Point of Contact)

Ensure your contact information is entered in the email prior to sending!

Send email

Attach autopay instructions (PDF)

Autopay Instructions

Copy Welcome Email and enter ALL info relevant to the case.

Edit template

Click the paper icon

search template

Under Customer Information, go to the Email section

email section

Email

NCSP Cases Workflow

Add Case comments to explain all actions taken.

remember!

Bonus

Excel file

check list

Service Order Number

Shred - Date VP Profile created

Service Schedule Date

Initial Service Order Date

Select service address > F1

Post > F1

SKP Service (SF)

Start Cycle

Day of Week

Sched

Cycle

Check cust info > F1

Visit Profile

Transportation Team

Copy Cust ID > F1

SKP Path: A>H>A>A

- Once transportation has been answered, visit profile must be created.

Look up by District (appears in the supply order)

email transportation

Shred Welcome Email template

Supply Order Number

Supply Schedule Date

Initial Supply Order Date

- Copy Order # and add to Case Comments

- Add Supplies & Qtity > F1 > YES> F1

-Service Type: SP (2) > F1 > F1

Order Type: F2 > E > F1

Copy Cust ID > F1

SKP SErvice

Put Service Type > F1

visit profile

- Include service frequency, and service type (on/offsite)

Use market escalations doc

email transportation

visit profile

Welcome Packet Sent Date

welcome packet

skp supply

- Review the customer's data > F1

order entry

SKP Path: A>A

Supply order

Shred Cases

NCSP Cases Workflow