Audit

Key Account Training

1. Thorough understanding of key account contracts

2. Account discounts for hire and sale

3. Account delivery fees vs. free delivery

4. Required documentation for approval

OT Spreadsheets

1. Understand importance and requirements for Google Docs

2. Trial Spreadsheet

3. Quotation Spreadsheet

4. Demo Spreadsheet

5. Required tracking, monitoring & updates

Quotations

1. Allocating quotations based on area/OT

2. Hire quotations

3. Sale quotations

4. Hire & Sale quotations

5. Quotation time frames and deadlines

6. Amending quotations

7. Tracking and updating

Trials

1. Facilitated Trials vs Attended Trials

2. Entering a trial in full

3. Pre-setting collection

4. Monitoring collection with OT

5. Updating trial spreadsheet in Google docs

6. Emails and Prioritising of trials

7. Thorough understanding of all time frames and deadlines to monitor and adhere to

PO Processing

1. Understanding of which accounts require PO's, which require written approval only, and which require a claim number and written approval

2. Ability to process and understand PO's for Local Health Districts

3. Ability to process key account orders (dependant on state, e.g. MASS for QLD, Transcare for SA, Worksafe for VIC)

OT Assessment Invoices

1. Correctly enter and forward invoice for accounts customer

2. Correctly enter and forward invoice for private customer

3. Understand when to confirm and when to leave open and chase payment

Daily/Weekly/Monthly Checklist

1. Understand each step in the checklist and how the checklist applies to them

2. Understand and complete their responsibilities promptly and efficiently when required

Conversions

1. Understand scope of conversion types

2. Conversion with complete off-hire

3. Conversion with partial off-hire

4. Conversion with new stock and postponed off-hire/collection

5. Conversion to Account

6. Conversion to Private Client

7. Enter correct conversion dates and adequately reference

Reports

1. Successfully complete Worksafe (VIC)

2. Successfully complete MASS monthly (QLD)

3. Successfully complete Transcare monthly report (SA)

Confirmations

1. Understand the difference between correctly updated confirmation paperwork, or those to chase

2. Use high attention to detail when completing updates and notes to confirmation paperwork

3. Following through with updates to contracts and spreadsheets

4. Understand effects on other teams and OTC future work for incorrectly entered information

5. Complete scanning and attachment of documents for each confirmation

CONFIRMATION: I have understood and demonstrated all of the items listed above. I accept that by signing below that I am confirming my competency in all items above.

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COMMENTS AND ACTIONS

Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.