Flashcards

Reasons why we need to accurately record client record cards

Julie Walters Inglês 5 flashcards

Flashcards do conjunto (5)

1Maintain accurate client recordsComplete the record card/electronic file with history of service.
Ensure amendments/adaptations to service are recorded.
2Maintain accurate client recordsRecord changes in client’s personal details.
 Record results of tests.
3Maintain accurate client recordsRecord techniques used for the service, in detail.
 Record products, tools and equipment used for technical services and development times.
4Maintain accurate client recordsRecord products, tools and equipment used for technical services and development times.
 Record the outcome of the service – success of the service, client satisfaction with the service, suggestions for the next service.
5Maintain accurate client records:Use precise and accurate language and ensure the record is completed in full.
 Use legible handwriting if the record is handwritten.