Action Item Manager Creating a Culture of Accountability

Introducing What if you could… Create a digital check list that can incorporate items from multiple surveys and forms Allow your managers to assign individual tasks and due dates to individual employees for completion Store your policy and procedure manual digitally Correlate your policies and procedures to individual questions from your surveys and forms Communicate with your managers about each item on your checklist and have all that communication stored with the corresponding items Receive email notifications and updates to keep you in the know

Creating an AIM Plan is Simple with Sherlock - Select Your Survey, Date Range and Who Will be Responsible for Plan Execution

Add a Title

Select a Due Date

Select Question to Add to your Plan

If a Policy and Procedure is Present it will Auto- Populate

Submit your Action Plan or Save it for Later

Click the Link for Direct Access to the Plan Once Submitted, Your Managers will be Notified Click the Link for Direct Access to the Plan

Managers see Each Item You Added to the Plan Presto home page with login

Add Instructions where no Policies or Procedures Exist

Add Comments, Instructions, Clarifications etc.

Managers Can Assign Specific Tasks to Employees with Individual Due Dates

Check off Each Item as it is Completed Change the Plan Status to Finished

Submit or Save Your Plan

For More Information Contact Michael Mills VP of Sales 1-800-723-1150 x303 or Kevin Crisafulli Director of Major Accounts 1-800-723-1150 x130