Email Communication with Customers Procedure

Procedure 000 v.1

 

1. Verify the email address
2. Initiating an email request

 

1. Verify the email address

1. Standard
2. Call the customer to verify the email address.

2. Procedure

1. Enter a narrative on the Case Activity List (CAAL) screen recording when a call is made to one of the following:

1. T0050-PHONE CALL TO CP
2. T0055-PHONE CALL TO NCP
3. T0070-PHONE CALL/OTHER

Return to Beginning of Email Communication with Customers Procedure

2. Initiating an email request

1. Standard
2. Virtru security should apply to all email communications.

1. Make sure your Virtru is activated before initiating your email.

2. Procedure

1. Enter a narrative on the Case Activity List (CAAL) screen recording when initiating an email to the following:

1. T0090-EMAIL RESPONSE SENT TO CP
2. T0091-EMAIL RESPONSE SENT TO NCP
3. T0093-EMAIL RESPONSE SENT TO OTHER

2. Enter a narrative on the Case Activity List (CAAL) screen recording when an email is received from the following:

1. T0088-EMAIL RCV’D FROM CP
2. T0089-EMAIL RCV’D FROM NCP
3. T0092-EMAIL RCV’D FROM OTHER

Return to Beginning of Email Communication with Customers Procedure

Procedure Revision Date: 04/02/2020

Procedure Review Date:

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