requests from the staff upstairs

Hi everyone,

We had an office meeting this morning and I asked the staff if there are anythings that we can do to better support them. Here are a couple of things from them.



January said that some of you are confusing advisors and account specialists. The account specialists have had several appointments with people who thought they would be seeing their advisor. So here's a quick explanation of our roles:

Account specialists are Kamran, January and Ophelia. Their group assignements are on the RSO list and in AllInfo. Groups see them for a SASP card or with a question about the status of a PO or an invoice. (January also does some travel arrangements)

Event advisors are the advisor who is working with the group on a particular event (sometimes you guys). The name of the event advisor is in AllInfo on the event tab. Any event related concerns go to this advisor.

Group advsiors are the ones on the RSO list and in AllInfo on the overview tab. Groups see them about group issues - not necessarily related to an event. When someone says I want to see my advisor ask what about. If it's about an event make the appointment with the event advisor. Otherwise make it with the group advisor.



For SASP appointments: please only make SASP appointments after noon. That gives the people who had them the day before time to return them before they have to go out again. (I didn't know to tell you this before so you weren't told.) Also, there is only one card that allows purchases over $500 at the same store. So when they bring the purchase request to you to make the appointment look at the amount they are spending. If it is over $500 ask them if they are spending that much at one store. If the answer is yes, the appointment must be made with Kamran and you should write in the subject line that it is card #6. Only one appointment per day for card #6. Please ask if this is not clear.



Finally, please make sure that the vendor name, address and vendor # are on the purchase request when you receive them. This is important because vendor are always being removed from the system so the vendors must be in the book on the self-help desk.



Thanks for attending to these details and have a nice day. Phee