*** CSM Case Review Annotation ***
Case Review Status: Approved / Approved with edits / Declined
Case Disposition: PMA / PAA / Transfer / Resolve / Pending Research / WIP
Did the Associate correctly complete the security verification process and safeguard confidential information? Yes / No
• If NO, please annotate reason why:
Was the correct outcome provided to the Selling Partner? Yes / No
• If NO, please annotate reason why:
Did the Associate followed the correct process? Yes / No
• If NO, please annotate reason why:
Did Associate demonstrated Essential Skills? Yes / No
• If NO, please annotate reason why:
Did the Associate correctly choose the Atlas Card L3 and L4? Yes / No
• If NO, please annotate reason why:
TEAM DANI RULES:
1.) ANDON ALL CASES.
2.) Let me review the email draft first before raising the Andon and make sure the annotation is completed.
3.) Make sure to proof-read the email (links, email itself, case disposition)
before sending the email.
4.) Be specific. Acknowledge all the seller's query.
5.) Confirm your tagging first before sending/transferring.
6.) Do not ask from other support/s unless endorsed.
7.) Always click the CHANGE INTEGRATION MANAGEMENT(CIM) and the critical bell.
8.) Bookmark the essentials. (SPOT tool, Remedy View and Edit,)
TEAMS:
https://teams.microsoft.com/light-meetings/launch?agent=web&version=25042109600&coords=eyJjb252ZXJzYXRpb25JZCI6IjE5Om1lZXRpbmdfT0dJNVpHSm1OV010TnpjMllTMDBZakpqTFRsak1UUXRaVFF3TWpObE5tSTNNVGRsQHRocmVhZC52MiIsInRlbmFudElkIjoiNTk5ZTUxZDYtMmY4Yy00MzQ3LThlNTktMWY3OTVhNTFhOThjIiwib3JnYW5pemVySWQiOiJiZTYzOGFmZS1jZTc0LTRlYzAtYTY2ZS04ZWVhMDc0NzBkYzkiLCJtZXNzYWdlSWQiOiIwIn0%3D&deeplinkId=e32e357d-b4e1-49ad-b733-c541ae6b9926&correlationId=e03e8855-e373-4e5b-9619-7a86410a0197
ONENOTE
CASE TRACKER:
https://forms.office.com/pages/responsepage.aspx?id=1lGeWYwvR0OOWR95WlGpjP6KY750zsBOpm6O6gdHDclUOTA3RzlRMlBWQkk0Q0FXNzhLQUVNS0daRC4u&origin=lprLink&route=shorturl
WAVE 131
https://cnxmail-my.sharepoint.com/:x:/r/personal/kristoffer_santiago_concentrix_com/_layouts/15/Doc.aspx?sourcedoc=%7B88C13C2C-B8A4-4B16-A4A2-C70925613426%7D&file=Case%20Tracker%20-%20Wave%20131.xlsb&fromShare=true&action=default&mobileredirect=true
WAVE 132
https://cnxmail-my.sharepoint.com/:x:/r/personal/kristoffer_santiago_concentrix_com/_layouts/15/Doc.aspx?sourcedoc=%7B74D9B81D-BC57-4E78-8D8E-87484804E15B%7D&file=Case%20Tracker%20-%20Wave%20132.xlsb&fromShare=true&action=default&mobileredirect=true
SHOPPING CART:
https://cnxmail-my.sharepoint.com/:x:/r/personal/alven_jardinel_concentrix_com/_layouts/15/Doc.aspx?sourcedoc=%7B83925F79-09D7-4B91-8BA9-638A8D0A2D64%7D&file=Shopping%20Cart_Wave%20131_132.xlsx&fromShare=true&action=default&mobileredirect=true
SBS FORM
https://forms.office.com/pages/responsepage.aspx?id=1lGeWYwvR0OOWR95WlGpjGvlpnvQyVZPmhhOHO7i2hhUNkZYSUc4RVBWNTJTQzRCMFo2WFFPVzE4NC4u&route=shorturl
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