Transcript Action Item Manager Creating a Culture of Accountability What if you could… Introducing Create a digital check list that can incorporate items from multiple surveys.

Action Item Manager
Creating a Culture of Accountability
What if you could…
Introducing
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
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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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Once Submitted, Your Managers will be Notified
Click the Link for Direct Access to the Plan
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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 Completed
Change the Plan Status to Finished
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Submit or Save Your Plan
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For More Information Contact
Michael Mills
VP of Sales
1-800-723-1150 x303
or
Kevin Crisafulli
Director of Major Accounts
1-800-723-1150 x130
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