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Action Item Manager Creating a Culture of Accountability.

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Presentation on theme: "Action Item Manager Creating a Culture of Accountability."— Presentation transcript:

1 Action Item Manager Creating a Culture of Accountability

2 Mystery Shopping ▪ Loss Prevention ▪ Data Collection 2 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 notifications and updates to keep you in the know Introducing

3 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Creating an AIM Plan is Simple with Sherlock - Select Your Survey, Date Range and Who Will be Responsible for Plan Execution 3

4 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Add a Title 4

5 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Select a Due Date 5

6 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Select Question to Add to your Plan 6

7 Mystery Shopping ▪ Loss Prevention ▪ Data Collection 7 If a Policy and Procedure is Present it will Auto- Populate

8 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Submit your Action Plan or Save it for Later 8

9 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Click the Link for Direct Access to the Plan 9 Once Submitted, Your Managers will be Notified

10 Mystery Shopping ▪ Loss Prevention ▪ Data Collection 10 Managers see Each Item You Added to the Plan

11 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Add Instructions where no Policies or Procedures Exist 11

12 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Add Comments, Instructions, Clarifications etc. 12

13 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Managers Can Assign Specific Tasks to Employees with Individual Due Dates 13

14 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Check off Each Item as it is Completed Change the Plan Status to Finished 14

15 Mystery Shopping ▪ Loss Prevention ▪ Data Collection Submit or Save Your Plan 15

16 Mystery Shopping ▪ Loss Prevention ▪ Data Collection For More Information Contact Michael Mills VP of Sales x303 or Kevin Crisafulli Director of Major Accounts x130 16


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