1. Flow of reports Ops Managers GM Site Visit Engen Conv. Manager
Summary reports
Mancom discussions for major items
Who do I inform about what I did on site?
Weekly/Daily summary of all sites visited that week with actions agreed (use same contact report)
Site Visit
Engen
Conv. Manager
Weekly/Daily summary of all sites visited that week with actions agreed (use same contact report)
Send to RCOM/NWM
Use Contact Report:
Summary of meeting held with the dealer
Document with action dates
Advantages
All parties are privy to same action items
Minutes are kept consistent
Escalation process easy to manage as lack of Dealer action is shared with all parties
Recorded actions are available when needed
Easy to draft agendas
Reports per visit completed daily
Franchisee
Record of visit with minutes and actions