Booking file and consultant checklist

Booking file and consultant checklist

Checklist & Consultant ‘TO DO’ Notes:

The CHECKLIST is a list of workflow items required by consultants. Place a tick adjacent to the particular item required, the date will default to when the tick was placed but can be amended. Some agents find this useful to check which tasks relating to a booking file have been completed and on what date they were completed. This area has been significantly enhanced in version 1.12 to also update the Microsoft ‘Outlook’ Calendar with any Tasks required and further information on this feature is included on page 46 (Notes) Instructions on customising the checklist items can be found in the ‘Manual’ Folder on the J: Drive (Customising the Checklist).