normally admin sit next to hanging drawer and pull files out and archive.

but since anna helping. we modify this by

  1. chris to print excel.
  2. Phong is to get hanging files out in a box per the excel.
    1. Chris will already sort out the list A-Z
    2. Chris will already sort out to the type or cross out which one is BUSINESS FOLDER. Phong only do hanging file

  3. all files Phong manage to find, you will make the written note inside the hanging file 
    1. e.g.: NOA 25         
    2. refundable received,        
    3. archive,       
    4. Phong

  4. Ask chris to check before proceeding to step 5.

  5. Phong will archive THE HANGING FILE SHE FOUND on green xero
    1. any files Phong cannot find, phong DOES NOT archive on green xero. Phong will make note/highlight missing ones.
  6. Phong to then put those hanging files back into client drawer


At step 3. for hanging files you CANNOT FIND.

  • send group chat msg to staff of the list of client missing
  • check the following places:
    • TT room
    • client drawer
    • clickup drawer (divided by staff name) 
    • waiting for future appointment drawer
    • pending drawer (note pending draw is divided into 3 sections - pending esign, waiting for info)