No.1. Customize the check sheet based on steps to talk.
- Reflect the check items and monitoring requirements.
No.2. Define the accuracy of handling.
- The accuracy of handling about CS(Customer Satisfaction): wrong answers, unnecessary
cost burden, unnecessary instruction of action, loss of vested rights and so on.
- The accuracy of handling about clients: mistakes borne by a client, and so on.
- The accuracy of handling about compliance
No.3. Reflect the results of definitions in No.2 on the check sheet described in No.1.
No.4. Formulate the evaluation bases aimed at the items from No.1 to No.3.
No.5 Create the space to calculate the score for each three types of accuracy of handling, in the
check sheet, and input calculating formula.