Who To Call? Scheduler Edition

SCHEDULER CALL LIST

February 2020

Schedulers should use the following contact list for questions and concerns. If a question is not listed, please email melinda@calaudits.com and it will be forwarded to the appropriate person. Please do not direct questions to (or copy in) Bob, Ron or others, unless specifically instructed to do so.

MELINDA:

Scheduler and scheduling related questions and concerns

If you have a question related to 3 Call/2 Call Policy, or other scheduling procedures and guidelines

3-Week New Auditor Questions related to getting teamed up with new auditor, start/stop time, and Invoicing

HR related questions and concerns

Onboarding/brand new auditor questions and concerns

GM2 related questions and concerns

Email Account - Help and Set Up

Nexus Help - Download, Passwords/Locked Out

Visual Audit Help - Download and Set Up

Report Changes: Phone numbers, Addresses, Banking Account (for Direct Deposit)

If you are taking vacation or will be out of the office

If you know of someone who is interested in becoming a Scheduler or an Auditor

If you have a question about how to upload records to our website

Management staff concerns. If you are having a problem with any Management Staff

Commission / Pay related questions and concerns

Territory and inventory questions and concerns

DONI:

Approval for No Site Visit on a physical audit (email audit approval)

DONI / RAY:

3-Week New Auditor related questions including, What's Too Big, Scheduling/Calendar concerns for 3-weekers, and frequency of appointments

SUPPORT/JENN:

If you need an assignment transferred for any reason

If you need an extension on the due date and have a VALID reason