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Questions and Answers
Which documents do we need from the customer before scheduling the ASR call?
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?
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?
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?
Which of the following is a key achievement from the ASR call?
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What is the recommended approach towards the standardization of customer requirements during the ASR call?
What is the recommended approach towards the standardization of customer requirements during the ASR call?
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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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