Information

  • Document No.

  • Audit Title

  • Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

SEPM

  • Do staff have understanding of SEPM?

  • What is the current SEPM ranking?

  • Are improvements required?

  • Are improvements required for the:

  • Other KPI ranking?

  • Provide written detail:

  • Admin KPI Ranking?

  • Provide written detail:

  • Validation KPI Ranking?

  • Provide written detail:

  • Validation Passed 1st Time Ranking?

  • Provide written detail:

  • Overall Drying Ranking?

  • Provide written detail:

  • Overall Drying Ranking?

  • Provide written detail:

  • EOW Drying Ranking?

  • Provide written detail:

  • Complaint Targets?

  • Provide written detail:

  • WIP Targets?

  • Provide written detail:

Office Set-Up

  • How many Administrators are there?

  • How many Technicians are there?

  • Do the Administrators have two screens?

Current Dashboard Management

  • What is the oldest Outstanding Claim Admin Reminder?

  • What is the oldest Outstanding Site Event Reminder?

  • How many Outstanding Site Event Reminders are overdue?

  • How many Outstanding Claim Admin Reminders are overdue?

Review of Processes. Have you reviewed the:

  • Claim Notification and Booking Inspection Visit?

  • Were any issues found?

  • Provide written detail:

  • Inspection visit reviewed?

  • Were any issues found?

  • Provide written detail:

  • Excess Process?

  • Were any issues found?

  • Provide written detail:

  • Review of Inspection Visit Process?

  • Were any issues found?

  • Provide written detail:

  • Repudiation Process?

  • Were any issues found?

  • Provide written detail:

  • Pricing of Inspection Visit Process?

  • Were any issues found?

  • Provide written detail:

  • Delegated Authority Process?

  • Were any issues found?

  • Provide written detail:

  • 3rd Party Supplier Process?

  • Were any issues found?

  • Provide written detail:

  • Completing Tracking Events Process?

  • Were any issues found?

  • Provide written detail:

  • Invoicing Process?

  • Were any issues found?

  • Provide written detail:

  • Fraud Process?

  • Were any issues found?

  • Provide written detail:

  • Complaints Process?

  • Were any issues found?

  • Provide written detail:

On-site Attendance

  • Were you on-site with the Technician?

  • Were any issues found?

  • Provide written detail:

Documentation

  • What documentation was left?

  • Were any issues found?

  • Provide written detail:

Action plan

  • Provide detail

Training

  • Training required?

  • Provide written detail:

Further visit

  • Further Visit required?

  • Provide written detail:

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