Prepared By Ruthi Holland
Approved By
Revision A
Effective Date 09/08/2011
Document Number WI.150.01
Title: Auto Pre-Call
Overview: Pre-Call Audits are run the day before, right after the jobs have been assigned to routes and given time windows.
Work Instruction
1.
Generate The Pre-Call Reports
1.1
Log on to 3pd pipeline home page at : (http://pipeline.3pd.com)
.
1.2
Select Operations—Field Operations—which will take you to the field Operations Page.
1.3
Select the store logo you are running the pre-call reports for that day.
1.4
This will take you to the page with folders , click on Reports >>click on Precall Audits, this will lead to the
Pre-call Audit Screen.
1.5
This will take you to the Pre-Call Audit. (F.PI.04)
1.6
The report data will populate in PDF Format. (Form needs to be added to show the Pre Call Audit Report)
1.7
The report should only pull up a list of jobs of calls that were not successful or pre-calls that did not go through
1.8
Unsucessful calls needs to be manually called.
1.9
Determine if a call was Incomplete or Unsuccessful. Must manually call all customers with Incomplete or
Unsuccessful status.
Proprietary and Confidential Information, Property of 3PD, Inc.
C:\Users\jleneberg\Desktop\Upload File\150 Auto Pre-call\WI.
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