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WEEKLY CALL REPORT Instructions Must File the Weekly Report A state or national bank, savings association or federal association, a state or federal credit union, or a federally insured industrial
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Weekly call report instructions provide guidelines on how to document and report calls made by employees.
Employees who are responsible for making calls as part of their job duties are required to file weekly call report instructions.
Weekly call report instructions should be filled out by documenting the date, time, recipient of the call, purpose of the call, and outcome of the call.
The purpose of weekly call report instructions is to track communication activities and outcomes, monitor performance, and improve efficiency.
Information such as date, time, recipient, purpose, and outcome of each call must be reported on weekly call report instructions.
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