Opening & Closing Checklist
Sends opening and closing checklists, and flags anything skipped to the shift manager
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Jolt
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7shifts
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Google Forms
Get this workflow:
At the start of each opening and closing shift scheduled in 7shifts, send the checklist from Jolt or Google Forms to the people on that shift. When the shift ends, check which tasks were completed. Post any skipped tasks in #shift-managers with the task, the shift, and who was working, and tag the shift manager. When asked, remind the person who was on shift. Never mark a task done for someone.
How it works:
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1
Checklists go out each shift - At the start of each opening and closing shift, it sends the checklist to whoever is working it.
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2
Skipped items go to the manager - In your shift managers group topic: anything skipped, with the task, who was on shift, and the time.
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3
Close the loop - The shift manager can ask the agent to remind the team about a skipped task before they leave.
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