Task Name | Assigned Role | Due | Notes |
EMS Call to Schedule | Admin Co-ordinator | 1 hour from job creation | Call the client and find the best time to get someone on-site |
Book EMS Attendance | Admin Co-ordinator | 1 hour from job creation | Call trade and book a time for them to execute the make safe on site |
EMS Call to Schedule #2 and #3 | Admin Co-ordinator | 1 day after the task 'Call to Schedule' marked failed | When the EMS call to schedule fails, follow up with another call. |
Refer EMS back to Insurer | Admin Co-ordinator | 1 hour after task 'Call to Schedule #3' failed | Contact the insurer to let them know you couldn't get hold of the client. |
EMS Call to Confirm | Admin Co-ordinator | 24 hours after purchase order for make safe published | Call the trade to make sure they attended the Make Safe |
Submit EMS Report to Insurer | Admin Co-ordinator | 24 hours after task 'EMS call to Confirm' completed | Submit the make safe report to the insurer via email or their portal |
Invoice Make Safe | Finance | 24 hours after 'Submit EMS Report to Insurer' is completed | Create an invoice for the make safe and any related work, and send it to the insurer. |