Trinity Forge Training Module

TFTM-CSRV: Customer Service Representative Training


Rev: 12/06/2017

Taught by: Senior Customer Service Representative

Objective: To educate employees assigned to Customer Service the skills necessary to assist customers

Syllabus: Two sessions:

  • Session 1 - Two week training on the procedures as defined in TOP-ORDER; training concentrates on how to enter customer purchase orders and how to perform contract review of customer purchase orders; performance is evaluated daily during the first two weeks
  • Session 2 - How to process customer open order reports and utilize customer web sites for processing orders and inquiries

Completion: Sign off by instructor that employee has successfully completed the training course. Verification of effectiveness of training to be confirmed by VP-Operations

Notes: Performance is evaluated weekly;  additional training is performed whenever an internal procedure is changed


Revision history:

Release Date

Description of Change

Owner

Approver

12/06/2017

Format updated to comply with new TFTM standard, but no content change .

Tim Ellis

Todd Sheppard


















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