Sales Shop Report Writing

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15 Confidential. For use by Hospitality Softnet Staff only
Life of an Assignment for Writing a Report
Once you receive the 1st draft report folder labeled TO BE TYPED from the Caller -
 Unzip the folder sent to you and extract each item. Review assignment sheet for anything of special
note.
 We recommend creating a paper assignment folder - one folder per assignment to include:
 assignment sheet
 any other notes you may need that pertain to this assignment
 Create a monthly folder in your computer for each month of the year;
 Create a subfolder for each assignment using the name of the hotel
The report, the audio file and any hotel correspondence will be saved here for each assignment you
are working on that month
 Prior to listening to the audio and typing the report, review shopper checklist if applicable; review
template.
 Prior to do your work on the report, review the assignment sheet for the template name. The name of
the template listed on your assignment sheet should match the report you received. The name of the
template can be verified by looking at the bottom left corner of each page. For example, if your
assignment sheet states to use the SalExpressPtDavidson3 template, the bottom left corner of the report
you received from Cheryl should have the same name. If not, please check with the caller to advise the
wrong template was used. DON'T START TYPING!
 Complete the report in computer
 Spell-check
 PROOF THE REPORT ON SCREEN AND ON PAPER
 Within 48 hours of receiving the report from the Caller, send a first draft to your coach. When edits are
received, apply them at that time.
 Nothing more needs to be done until your receive the FINAL DRAFT of the report directly from Caller.
 Once received, input additional chronology entries, review additional materials and updated the scoring if
needed. Complete the Overview and finalize the section of praise and recommendations.
 Spell-check and Calculate Scores
 Do a final proof of the report
 Email completed report & audio file to your coach, or if you are graduated email to
by 8 AM on the due date.
 Confirmation Email from HSI will be sent to you; mark received on your Confirmation Form