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2014
June
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New Client Setup Survey
New Client Setup Survey
New Client Setup Survey
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Aloha:
Please complete this survey to evaluate the your most recent new client setup.
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Client ID #
Client Name
Was the questionnaire/CAT complete when tasked to Analysts for set-up?
100% Complete
All Critical Items, most of remainder
Most Critical Items
Missing Many Critical Items
How many errors were found on the questionnaire/CAT upon comparison to client data and contract?
Zero Errors
1 Error
2 Errors
More than 2 Errors
Please rate the timeliness and thoroughness of responses from IC when they were tasked with follow-up items.
All Issues/questions thoroughly followed-up on within 1 business day - uncontrollable delays communicated within 1 business day
Issues/questions followed up within 1 business day, but responses incomplete or not thorough
All Issues/questions followed-up on within 2 business days - uncontrollable delays communicated within 2 business days
Issues remain unresponded or incomplete beyond 2 business days
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