Daily Operational Procedures

• At 9:00 AM, review all reports and project status updates.
• Examine the Ticket Dashboard to identify and address any outstanding tickets.
• Process completed Text Campaigns as follows:

• Select dashboard
• Click "Refresh Report" followed by "Return to Dashboard"
• Select "Edit PO"
• Navigate to "Management"
• Update the Project Status field to "Complete"Important: Only mark campaigns as complete when their end date matches the current date or has passed. Respect client requests to keep campaigns active and ensure all response follow-ups are finalized before status changes.
• Delete expired phone groups on the phone setup dashboard.
• At 11:00 AM, distribute schedules to all clients and centers.
• Repeat the schedule distribution at 6:00 PM.
• At 8:00 PM (closing time), receive project updates from centers, attach these updates to each client's corresponding schedule.
• Complete system logout procedures at end of day.