Title Page
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Document No.
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Client / Site
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Conducted on
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Prepared by
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Location
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Employee Being Evaluated
Greeting/Mannerism
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Gave Name and Company
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Friendly Throughout The Visit
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Establish Rapport
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Project Confident Image and knowledge throughout Visit
Identify Customer Need
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Confirm Understanding of Customers Request
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Attempted Up sell Opportunity
Install (Service Order)
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Fill out Install Checklist, Customer Signed, Attached to Vault
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Review With Customer Everything Completed/uncompleted and any follow up that may be required
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Equipment/Tools Ready at time of Premise Visit
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Added all applicable notes/ Time to SO ticket
Trouble Call
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Review With Customer Everything Completed/Uncompleted and any Follow up that is required
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Equipment/Tools ready at time of Premise Visit
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Used Proper Methods to Quickly Efficiently Restore outage
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Added all applicable notes/time and any readings to TT/ Vault
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Demonstrated proper use of cable locator
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Performed Work Within Prescribed Time
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Added Notes/ Time to Ticket
O.P./ Maintenance
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Followed Tap-Audit Form (appsuite) Correctly
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Added all applicable notes/readings/times to TT
Notes
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Notes
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Skills Demonstrated
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What Could Be Improved
