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TBN Express
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TBN Express
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OBEA- OTGs, Break the Glass,
Escalations, and Appreciations
Name of the person submitting the report:
*
Eli
Joy
Marion
Maya
Zay
Precious
RJ
Stephanie
Liz
John
Ems
Date the issue started/occured
*
Date
Time
What are you submitting today?
*
TMA - Team Member Appreciation
Break the Glass
Escalations
Order Related OTG
Personal OTG
What's the issue you'd like to submit an OTG for?
*
No Call No Show
More than 5 minutes late
Failed to update ticket
Made a serious mistake
Mad a tiny mistake
Other
Detailed description of Personal OTG
*
Please attach any file(s) if applicable
Drag & Drop Files,
Choose Files to Upload
Urgency
*
URGENT: I can't get work done
HIGH - Its affecting our clients
Low- Please resolve this week/FYI
Category
*
New Customer
New Lead
Remote In-Person Signing
Customer Questions
Notary Question
Tech Support Issue
General Notarization Question
Deed Recording Related
Apostille Related
Document Related
Other
Other Category
*
Quick summary/Title of issue
What do you need help with?
*
Please be as detailed as possible with the question/issue/problem. This submission will also post in Break the Glass.
Team member you are appreciating:
*
Eli
Joy
Marion
Maya
Zay
Precious
RJ
Stephanie
Liz
John
Sonny
Ems
What's the area or topic you'd like to appreciate this team member for?
*
Went above and beyond for you or other team member
Received a compliment from a client
Took ownership for mistake
Picked up an extra responsibility
Caught an error or mistake early
Did something really fast or efficiently
Shared valuable wisdom/insight
Solved a difficult problem
Other
Detailed description of the reason for this hooray!
*
Please attach any file(s) if applicable
Drag & Drop Files,
Choose Files to Upload
Is this an active emergency or very urgent situation happening right now in the categories listed below?
*
Active Emergency: Signing In Progress
Active Emergency: Signing Happening Today
Active Emergency: Client Complaint
Active Emergency: Notary Payment Threat
Active Emergency: Notary is MIA/Unresponsive
No this is not an emergency that fits above paramterts
Does it need an action or is it an FYI?
*
ACTION NEEDED
FYI
ISSUE:
Notary Issue
Booking Issue
Short Notice Order
Incorrect or Missing appointment details
Document related
ID Missing/Mismatch
Client related
Printing Issue
Binder Issue
Shipping Issue
Document Recording Issue
Notary Payment Issue
Miscommunication
Client Email Response
RON Related Issues
Other
Other
ISSUE:
Details of the issue: Please Include link to Clickup Ticket if applicable
*
Proposed Resolution
*
Do your best to suggest a few suggestions listed by number to make it easy for leadership to choose 1
Please attach any file(s) if applicable
Drag & Drop Files,
Choose Files to Upload
Do you want to submit an OTG at this time for this item?
*
Yes, I will submit an OTG now
No, it does not need an OTG
No, it needs an OTG but I will submit that later
Client Name:
*
Signer name:
*
Clickup ticket link if applicable:
Notary Name
N/A if not a notary error
Date and Time of Signing
Date
Time
Signing Location
Did it impact the client?
*
Client could have been impacted but wasn't
Client was impacted
No impact on client
At what stage did it occur?
*
Pre-appointment
Day of Appointment
Post-Appointment
Not Appointment Related
How did we become aware of the issue?
*
TBN member noticed
Client contacted TBN
Signer contacted TBN
Notary contacted TBN
Other
Other
*
How did we become aware of the issue?
What happened? What caused of the situation?
*
Screenshot or Loom if that is helpful to show what is happening/happened
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Submit Form
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TBN Express
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