action item manager creating a culture of accountability
TRANSCRIPT
Action Item ManagerCreating a Culture of Accountability
Mystery Shopping ▪ Loss Prevention ▪ Data Collection2
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 email notifications and updates to keep you in the know
Introducing
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Creating an AIM Plan is Simple with Sherlock - Select Your Survey, Date Range and Who Will be Responsible for Plan Execution
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Add a Title
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Select a Due Date
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Select Question to Add to your Plan
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If a Policy and Procedure is Present it will Auto- Populate
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Submit your Action Plan or Save it for Later
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Click the Link for Direct Access to the Plan
Once Submitted, Your Managers will be Notified
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Managers see Each Item You Added to the Plan
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Add Instructions where no Policies or Procedures Exist
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Add Comments, Instructions, Clarifications etc.
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Managers Can Assign Specific Tasks to Employees with Individual Due Dates
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Check off Each Item as it is CompletedChange the Plan Status to Finished
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Submit or Save Your Plan
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For More Information Contact
Michael MillsVP of Sales
1-800-723-1150 x303or
Kevin CrisafulliDirector of Major Accounts
1-800-723-1150 x130