Subject: FW: [REMINDER] - Case Note - How To!
From: Brian Sexton <[email-masked]>
To: "[email-masked]" <[email-masked]>
Cc: Sinead Bartley <[email-masked]>
Date: Tue, 24 Jul 2018 10:26:07 +0000

REMINDER

DATE

24/07/2018

TOPIC

Case Note - How To!

DETAILS

How to complete your Case Note (CIAN) correctly.

C: Customer: give the details about the customer and the reason for the contact
- Which customer (Buyer/ Seller)?
-How did he contact us (emailed/ called)?
-Why did he contact us (content of customers email/ issue/ query)?

I: Investigation: give the details of your investigation that are relevant in this case
-What did you check ?
- What did you deduct?

A: Action: explain what you have done to resolve the query
-What actions you have taken?
-What response was given?

N: Next: explain what the next steps will be.
-Wrap up: None
-Follow-up: Why the follow up was set/what do you wait for from the customer / other department

Always leave a note after working on a case.