Transfer Ownership of a Case

Some issues take longer than others to finish and will require follow up if you leave to go on site at a client, go on vacation, go to the doctors, or take time off for any reason.

Prior to leaving the office, there is to be a turn-over process.

• Examine all your existing cases that are in progress.
• Discuss them with a team member and assign a case to somebody else with their permission.
• Repeat for all cases currently in your bailiwick prior to departure.
• the expectation is that all cases can be reassigned to someone else
• If there is a complicated case and you choose to keep it, then you are expected to follow that case until it is done. That means, while at a customer site, to complete that case after hours. Or, if on vacation, to deal with the case on an ongoing basis to continue to provide excellent customer service.

Remember: complete or turn over all cases prior to going on a protracted leave and advise your team of any peculiarities on the case