Last update: 9/24/2024
| Transcription Specs | ||
| DANA Fields | Contents | Additional Info |
| Note Type | Normal – New Contact Management Follow-Up |
Normal-New — For normal meeting note Contact Management — For Business Profiles Follow-Up — If there is an additional follow-up for another person |
| Special Intructions | Place all instructions or directions being given by the WS to DAN on how the notes should be processed. | Example: – These are all one-on-one meetings – The time on my previous meeting was 9 AM – She might be listed as Mike or Michael |
| Internal Comments | Place instructions/tips/reminders for the proofer or enterer for proper guidance/endorsement. | Example: – Additional information for the enterer – Reasons for Clarif – Pertinent information relevant to the recording |
| Date & Time | As dictated. If not mentioned, default is recording date. |
Also get context clues from the note content
– Pacific Standard Time (PST): +3 hours |
| Interval | Skip | Not Applicable |
| Attendees | As dictated (Copy the spelling that shows on the CRM). | For Organization: Firm dictated. For Location: Format (City, State) Ex. Raleigh, NC |
| Group | Tick if applicable. | For branch meetings, click Group Meeting |
| Type | As specified. If not mentioned, default is Meeting. | For Contact Management (Business Profiles), default is Business Profile. For Phone Call: Sales Conversation Inbound/Outbound if mentioned |
| Subtype | As specified. Default for firms: broker/dealers = 1:1 BD |
For Phone Call: Sales Conversation
Inbound Call – Sales Call/Outbound Call – Meeting Call – if mentioned |
| Subject | As specified. Default if not specified – Meeting |
|
| Text | As dictated. Clean verbatim. Apply general writing guidelines. | Clean verbatim, clean up sentences. See Writing Guidelines. If there is a follow-up, separate by another paragraph. Follow-up note is written as if you are the one who is directly giving the instruction and should be included in both the main note and the follow-up text box (1st-person POV) |
| Quality Meeting | Double-click Yes if mentioned. No need to choose No if not mentioned as a quality meeting. | |
| Products | Double-click products discussed in the meeting. | EFAD-MSCI EAFE Dividend Growers EMDV-MSCI Emerging Markets Dividend Growers EUDV-MSCI Europe Dividend Growers NOBL-S&P 500 Dividend Aristocrats REGL-S&P MidCap 400 Dividend Aristocrats SMDV-Russell 2000 Dividend Growers TDV-ProShares S&P Technology Dividend TMDV-ProShares Russell U.S. Dividend Growers ETF IGHG- ProShares Investment Grade – Interest Rate Hedged HYHG-ProShares High Yield – Interest Rate Hedged SPXB-ProShares S&P 500 Bond ETF CLIX-ProShares TR Long Online/Short Store ONLN-ProShares Online Retail ETF PAWZ-Pet Care ETF TOLZ-DJ Brookfield Global Infrastructure CSM-Large Cap Core Plus EQRR- ProShares Equities for Rising Rates SH-ProShares Short S&P500 PSQ-ProShares Short QQQ DOG-ProShares Short Dow30 RWM-ProShares Short Russell2000 SEF-ProShares Short Financials EFZ-ProShares Short MSCI EAFE EUM-ProShares Short MSCI Emerging Markets Index DDG-ProShares Short Oil & Gas VIXM-ProShares VIX Mid-Term Futures EMTY-Decline of the Retail Store TBF-ProShares Short 20+ Year Treasury TBX-ProShares Short 7-10 Year Treasury UVXY-ProShares Ultra VIX Short-Term Futures RINF-ProShares 30 Year TIPS/TSY Spread MRGR-ProShares Merger HDG-Hedge Replication ALTS-Morningstar Alternatives Solution RALS RAFI Long/Short ALTS-ProShares Morningstar Alternatives Solution COBO-ProShares USD Covered Bond EMSH-ProShares Short Term USD Emerging Markets Bond ETF FUT-ProShares Managed Futures Strategy FUTS-ProShares Managed Futures Strategy GGOV-ProShares German Sovereign/ Sub-Sovereign HDG-ProShares Hedge Replication HGEU-ProShares Hedged FTSE Europe HGJP-ProShares Hedged FTSE Japan MRGR-ProShares Merger ETF PEX-ProShares Global Listed Private Equity OILK-ProShares K-1 Free Crude Oil Strategy SPXE-ProShares S&P 500 Ex-Energy SPXN-ProShares S&P 500 Ex-Financials SPXT-ProShares S&P 500 Ex-Technology SPXV-ProShares S&P 500 Ex-Healthcare VIXY-ProShares VIX Short-Term Futures SVXY-ProShares Short VIX Short-Term Futures SJB-ProShares Short High Yield SSO-Proshares Ultra S&P500 DDM-Proshares Ultra Dow30 TBT- ProShares UltraShort 20+ Year Treasury TBF – ProShares Short 20+ Year Treasury TQQQ – ProShares UltraPro QQQ UPRO – ProShares UltraPro S&P500 UDOW – ProShares UltraPro Dow30 SDS – ProShares UltraShort S&P500 UCO – ProShares Ultra DJ-UBS Crude Oil ANEW – ProShares MSCI Transformational Changes ETF SQQQ – ProShares UltraPro Short QQQ SPXU – ProShares UltraPro Short S&P 500 QLD – ProShares Ultra QQQ BTCFX – Bitcoin Strategy BITO – ProShares Bitcoin Strategy ETF QQQA – ProShares Nasdaq-100 Dorsey Wright Momentum ETF DAT – ProShares Big Data Refiners ETF TINY – ProShares Nanotechnology ETF OND – ProShares On-Demand ETF CTEX – ProShares S&P Kensho Cleantech ETF MAKX – ProShares S&P Kensho Smart Factories ETF TINT – ProShares Smart Materials ETF UYG – ProShares Ultra Financials SLPIX – ProShares Small-Cap ProFund BOIL – ProShares Ultra Bloomberg Natural Gas DJ-UBS – ProShares Ultra DJ-UBS Natural Gas QID – ProShares UltraShort QQQ EUFX -ProShares Short Euro EFZ – ProShares Short MSCI EAFE BITI- ProShares Short Bitcoin Strategy ETF ISPY-ProShares S&P 500 High Income IQQQ – Nasdaq-100 High Income ETF SDOW-ProShares UltraPro Short Dow30 DIG – ProShares Ultra Oil & Gas AGQ – ProShares Ultra Silver KOLD – ProShares UltraShort DJ-UBS Natural Gas UBT-ProShares Ultra 20+ Year Treasury |
| Other ProShares Attendees | Put in the name of other ProShares Representatives who are also included in the meeting. | Usual people are Kieran Kirwan, Leks Gerlak, Mark Ouimet, Simeon Hyman, Bryan Gao. |
| For Follow-Ups | ||
| For Follow-Ups Intended for Internal Partner | Should be plotted in the Normal-New Type; in the Follow-Up box. Type: Default : To Do Subject: Blank Assigned To: Internal Partner’s Name (Showing Default) Text: Clean Verbatim. In instructional format. Assigned To: Leave it blank |
Follow-up: A task or instruction to be done at a future date
Follow-up note is written as if you are the one who is directly giving the instruction and should be included in both the main note and the follow-up text box (1st-person POV) Format: Follow-up for (WS’s name): |
| General Writing Guidelines |
| *Capture as much detail as you possibly can on the dictations, then filter appropriately (Precise. Detailed.). Foremost consideration in processing transcripts should be: READBILITY, CLARITY, AND CONSISTENCY. For Dollar Amounts: Should be in this pattern: *$1 million (NOT: one million); Do not use the “$” sign if it is not mentioned by the WS. *For less than a dollar, sample pattern: 60 cents. *Dictated: a million dollars | Transcribed: $1 milion a $1 million a hundred million dollars | Transcribed $100 million a $100 million *Spell out numbers 1-9 except if they are referring to age, units of measurement (7-drop system, 5 mm valve gate, 8-second delay 3.5 m color seals). use figures for numbers 10 and above. All numbers should be spelled out in the beginning of a sentence. *For numbers four digits or more, use commas: 1,525 unless if it is referring to a job/PO/SO number ( job number 3456, 3457) *For percent/percentages, use figures (5%, 5.5%, 5.25% except at the beginning of the sentence) *For Date & Time: For Date, put it the way the WS dictated it. *Dictated: June 2nd/3rd/4th | Transcribed: June 2/3/4 (drop ‘nd’, ‘rd’ , ‘th’) *If day comes before month, set up as: 4th of July, 3rd of December) For Time: 12:00 PM/ 12:00 AM/ 12:30 PM/ 12:30 AM pattern *For Decades: ’80s, ’90s | If expressesd in complete numerals, use 1980s, 1990s CAPITALIZE: products, LOBs, proper nouns; check for context clues. – Use of comma (,): To separate thoughts or items Tagging |
Exercise Files