This training module summarizes the adjustments and key expectations for the data record verification project, focusing on production goals, accuracy, and process enhancements.
🎯 Project Adjustments and Goals
This section details the changes to the expected output and the rationale behind the new targets.
Why the Adjustment?
The goal is to maintain a high-quality, sustainable pace while rapidly building the dataset. Initially aiming for a record every minute, the revised target is based on a more conservative estimate to ensure accuracy is maintained.
- Time Per Record:
The assumption is adjusted to 3 minutes per record to allow for careful, methodical work. - Daily Production Minimum:
Each person is expected to complete a minimum of 140 records per day. - Mark Your Last Record:
To prevent confusion and wasted time, you need a system to mark where you stopped each day. - Flag Issues Clearly:
If a URL doesn't work or an issue arises (e.g., website down, potential unpaid bill), flag it clearly on the document. - Effective Notes:
Use specific, helpful notes instead of vague comments like "Not sure about this." Example: "URL does not work."
✅ Importance of Accuracy and Verification
Accuracy is the central objective of this project, as it creates downstream efficiencies for the dialing teams and reinforces the overall quality of the data.
Why Accuracy is Paramount
- Reduced Mistakes: High accuracy leads to fewer errors in subsequent processes.
- Downstream Efficiency: Having the correct phone numbers linked to the right location saves time for the teams that will be using the data (e.g., dialing teams).
🛠️ Verification Steps
For each record, you must perform the following checks:
- Check the Link: Click the provided link to ensure it's working and correct for the record.
- Verify Information: Double-check all associated data, specifically:
- Street Address
- City and State (less likely to change)
- Zip Code (Check carefully for potential single-digit transcription errors, even if rare).
- Phone Number (Verify against the link's information).
- Verify Location Information: Ensure the location data (address, phone number) corresponds accurately to the linked facility.
💻 Process and Formatting Improvements
To support focus and minimize errors, a formatting change has been implemented in the document.
Enhanced Legibility
- Alternating Colors: The sheet now uses alternating colors for rows (color bands).
- Why? This improves legibility, makes the work less fatiguing, and reduces mistakes by clearly separating records.
Tracking Progress
- Mark Your Last Record: To prevent confusion and wasted time, you need a system to mark where you stopped each day.
- How to Apply: Count the number of records completed or mark the last finished record (e.g., by making the row red).
- Why? This ensures you don't redo work and helps management efficiently track daily progress.
Handling Exceptions
- Flag Issues Clearly: If a URL doesn't work or an issue arises (e.g., website down, potential unpaid bill), flag it clearly on the document.
- Effective Notes: Use specific, helpful notes instead of vague comments like "Not sure about this." Example: "URL does not work."
- Follow-Up: Exceptions will be reviewed and researched by management; your job is to identify and flag them.
Summary
Productivity - Complete a minimum of 140 records per day.
Accuracy - Be methodical and accurate; verify the link, address, zip, and phone number.
Tracking - Mark your last completed record to start correctly the next day.
Communication - Focus on the task; flag exceptions with clear, specific notes.