ASR Calls

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Questions and Answers

Which documents do we need from the customer before scheduling the ASR call?

  • Insurance documents (including but not limited to: leases or sample COIs) (correct)
  • Just a sample COI
  • Smartsheets
  • One sample tenant lease

Who is responsible for creating the presentation for the call?

  • Auditing team (correct)
  • Jessie
  • Ely Garcia
  • Hisrain

When is it mandatory for data hygiene be involved with a preliminary review of the data?

  • For projects with more than 6 properties/projects (correct)
  • For all projects
  • For projects with less than 6 properties/projects
  • For projects with limited access

Which of the following is a key achievement from the ASR call?

<p>Convincing the customer to agree to Jones standards (D)</p> Signup and view all the answers

What is the recommended approach towards the standardization of customer requirements during the ASR call?

<p>Explore standardization whenever possible (A)</p> Signup and view all the answers

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Study Notes

Customer Requirements for ASR Call

  • Necessary documents include any contracts, agreements, and specific requirements outlined by the customer.
  • Ensure that all required documentation is gathered to facilitate an effective call.

Presentation Responsibility

  • A designated team member or lead is accountable for creating and presenting the material during the ASR call.

Data Hygiene Involvement

  • Mandatory for data hygiene to be involved during preliminary reviews when significant data discrepancies are anticipated or identified.
  • Ensures data integrity and accuracy before proceeding with the call.

Key Achievements from ASR Call

  • Establishment of clear objectives and expectations between the customer and the team.
  • Identification of potential issues and developing solutions collaboratively during the discussion.

Standardization of Customer Requirements

  • Recommended approach includes developing a uniform framework for gathering customer inputs.
  • Emphasize consistency to streamline processes and improve communication throughout the ASR calls.

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