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Call Record PolicyPerson Responsible: Mark Fencing, Partner & Head of LEI and Telephony Services Last reviewed: July 2017 Call Record Policy Date of last review: July 2017 By Mark Fencing 11General

How to fill out call record policy

How to fill out call record policy

1. Read the call record policy document thoroughly to understand its requirements and guidelines.
2. Collect all the necessary information and records related to the call that need to be documented.
3. Open the call record template or form provided by your organization.
4. Start filling out the call record form by entering the date and time of the call.
5. Specify the individuals involved in the call, including their names and positions.
6. Document the purpose or topic of the call in detail.
7. Record any important discussions, decisions, or actions taken during the call.
8. If applicable, note down any follow-up tasks or actions agreed upon during the call.
9. Attach any relevant documents or files that were discussed or shared during the call.
10. Review the completed call record form for accuracy and completeness.
11. Submit the call record form according to the designated process or to the appropriate department for review and filing.
12. Keep a copy of the completed call record form for your own records.

Who needs call record policy?

1. Organizations that handle sensitive or confidential information during phone calls.
2. Companies that provide customer support or call center services.
3. Businesses that require documentation of important phone conversations for legal or compliance purposes.
4. Government agencies or institutions that need to maintain a record of official phone communications.
5. Any individual or organization that wants to have a documented history of their phone conversations for future reference or documentation purposes.

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