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TaskNotes

Review reminders for the specific month.

  • And complete any left over from previous month(s).

See below section, "Annual actions or reminders, by month".

Invoicing to department groups, including faculty.ChemIT's billing to faculty
Remedy ticket countsRemedy snapshot of current tickets
Review ticket-related remindersSee below section, "Ticket-related reminders with future dates/ triggers".

Look over every ticket a month old and older and ensure there is a pertinent "next step" written in the Work Detail tab.

  • Ask client for status report if awaiting their action, as appropriate.

For more complete instructions and motivations, see section "Review & Additional follow up" at Remedy.

Review at the Thursday Group meeting, first one of the month. (Started 4/9/15.)

Review loaned items.See paper record, on ChemIT's bulletin board.

ChemIT newsletter

OR: Specify months, if not monthly

ChemIT newsletter
Stockroom: Verify backups are happening

\\files.cornell.edu\as\chm\DEPT\Dept\Stockroom\QBBackup

Files generated by QuickBooks, on exit. Check for recent date-stamps.

Quarterly (which months?): Review training and certification progress, accomplishments, and intentions.

  • Refresh plan, as appropriate.
CompTIA certification, training, and related

Reflect: Track accomplishments, for both group and individually.

Accomplishments tracking

Challenge, Action, Result.

http://www.prepary.com/tracking-your-accomplishments/

Start record, on another page. Example: April 2015: Ticket cleaned up such that count went to 48 (or whatever) from a high of 150 (or whatever). Resulted in (elaborate on positive effect on service and us).

Challenge, Action, Result. 

Grow: Track individual goals, progress, and next steps. 

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