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Standard Operating Policy and Procedure OTO 301 Gift Card Management Attachment A Gift Card Tracking Form GIFT CARD TRACKING FORM Study ID Date Dispensed Serial Number Purpose of Payment: Amount Subject/
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How to fill out gift card tracking form
How to fill out a gift card tracking form:
01
Retrieve the gift card tracking form: Obtain the form either online or from the organization issuing the gift cards.
02
Provide your personal information: Fill in your name, contact details, and any other required identification information.
03
Specify gift card details: Enter the gift card number, amount, and any other necessary information, such as the date of activation or expiration.
04
Record gift card distribution: If the form requires you to allocate gift cards to specific recipients, provide their names, contact information, and any relevant details.
05
Log gift card usage: Keep track of when each gift card is used, including the date, the amount spent, and the purpose of the purchase.
06
Submit the form: Once you have completed all the necessary fields, review the information for accuracy. If everything is correct, submit the form to the appropriate department or person responsible for gift card tracking.
Who needs a gift card tracking form?
01
Businesses: Companies that distribute gift cards, either as promotional tools or as part of customer loyalty programs, often use gift card tracking forms to monitor their usage and keep records.
02
Nonprofit organizations: Nonprofits that offer gift cards for fundraising or assistance purposes may also utilize tracking forms to account for the distribution and usage of these cards.
03
Individuals: While less common, individuals who frequently give or receive gift cards might find it useful to keep a personal record of the cards they have received or distributed using a gift card tracking form. This can help ensure they are organized and aware of the cards' value and status.
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