Question

• How to audit Jobs?
• What is the process for Job auditing in Restoration CRM™?
• How to mark a job as audited?

Answer

Auditing job records is the first audit priority. Reference the attached job aid for more detailed information (at end of article) .

1. Select the Jobs module
2. From your views list select the To Be Audited (Priority) view
3. Are there any priority (red) records?
   • If ‘no’ proceed to the Contact module
   • If ‘yes’ go to step 4
4. Review the new priority records. Each record must contain the following
   information: Company Name & Referral Source
   1. If the referral source denotes a relationship-driven referral (*see below,) then the Referred By field must be included prior to the record being marked audited
   2. If there are any Adjusters, Independent Adjusters or Agents associated with the job they then must be included prior to the record being marked audited
5. Does the record contain all of the required fields?
   • If ‘yes’ you may mark it audited
     1. Select the record
     2. From the Job Module menu select Mass Edit
     3. Select the Field ‘Audited’
     4. Set the Value to ‘yes’
     5. Save (the record will be removed from this view)
   • If ‘no’ determine who in your company can provide the information to you
     1. Select the record
     2. From the Job Module menu select Mass Edit
     3. Select the Field ‘Info Requested From’
     4. Set the value to the name of the person in your company you have requested the information from
     5. Save
     6. Speak to the person in your company who will be providing the information to you and ask that they secure the information for you in the next 3 days
6. Repeat for each new priority job record
7. Revisit pre-existing records where your information has been updated and is now
    complete. Mark them audited
8. Revisit pre-existing priority records where you are waiting for information
   • Has the information been provided to you?
     • If ‘yes’ proceed to step 9
     • If ‘no’ speak with the person you requested the information from and ask
       them for assistance in getting the information once again.
       • If you have been attempting to secure the information for over a week and are unable to get it, you may mark the record audited at this time
9. Any missing information that is provided to you for job records must be entered
    through your job management software

Related articles:

• Auditing Jobs
• Auditing Companies

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.