LAST UPDATED: 11/8/2024 ET
IMPORTANT NOTE: For specific scenarios or processes, please download the complete spec file under “Exercise Files”.
| TRANSCRIPTION GUIDELINES Meeting – New and Meeting – Existing | ||
| DANA Fields | Interpretation | Relevance |
| Task Description | *If the recording has only one note, [FA – Firm] Example: John Doe – Merrill Lynch *If the recording has two notes from the same firm, [FA1] and [FA2] – Firm *If the recording has three or more from the same firm, [FA1] & Others – Firm If the recording has two or more notes from different firms, [FA1] & Others |
Required |
| Task Comments | Utilize only for immediate clarification with the User Example: Hi [User], Kindly provide the missing information. Thank you! *For Belle Haven Team only* |
|
| Type | Meeting In-person meeting (physical interaction) or virtual meeting (Zoom, MS Teams) Meeting – Type selected when checking/searching for existing note/s Important Note: Make sure to select the correct Type as all data on the fields will disappear once you change it. | Required |
| Existing? (Y/N) tick box |
Tick (Y): If note has an existing activity in the CRM Search Untick (N): If note has no existing activity in the CRM Search |
|
| Special Instructions | Instructions given by User to Hey DAN | |
| Internal Comments | **Blank Audio/Recording or Pocket Dial: [Blank recording 0:__:__._] [Pocket dial 0:__:__._] **Notes for other FTEs, proofer or enterer | |
| Note Timezone | Not currently utilized | |
| Date and Time | DATE As specified/dictated If not specified, use recording/email date. TIME As specified/dictated If not specified, skip/leave blank If only the START TIME is provided: Input START Time and skip/leave END Time blank (no duration specified/dictated) Input START Time and END Time (base from the duration of the activity mentioned) Time Assumptions: Breakfast: 8:00 AM Lunch: 12:00 PM Happy Hour: 5:00 PM Dinner: 7:00 PM Reminder: If activity has an existing note, input the START TIME mirroring the existing note’s time. | |
| Group Tick Box |
Untick: If the activity has only one contact/attendee Tick: If the activity has two or more contacts/attendees |
|
| Meeting – Representative CRM Search Fields |
Use this section to search for the contact/advisor’s profile. If the search is successful, the contact/advisor’s name/s will reflect below the CRM Search fields. Select the correct profile by clicking the name (will be highlighted in orange once selected), then the chosen result/s will reflect on the field below. Note: There can be multiple “Representative” contacts tagged in one group note. | |
| Meeting – Prospect CRM Search Fields |
NOTE: Use this section to search for the contact/advisor’s profile IF THERE’S NO RESULT USING THE REPRESENTATIVE CRM Search. (Always try the Representative field first) If the search is successful, the contact/advisor’s name will reflect below the CRM Search fields. Select the correct profile by clicking the name (will be highlighted in orange once selected), then the chosen result will reflect on the field below. **If the search is unsuccessful (no contact profile found), refer to CRM Mod Lead Creation sheet. Note: If a note has two or more “Prospect” contacts, should create individual activity note for each “Prospect” contact. Note: Some profiles will have no firms and when you search for them with a firm, no results will appear. Better to search for the name while leaving the firm blank to double check first before tagging as Not Found. |
Required |
| Meeting – Related to Accounts Search Fields |
Not currently utilized | |
| Meeting Id (For Existing Record Search) |
Only use this field for searching for existing activities in the CRM using the SF ID *For Belle Haven Team only* | |
| Subject | Meeting – Default for new in person or virtual activity *If note has an existing activity in the CRM, no need to select a subject as this will automatically be reflecting the existing activity’s subject – (none) If the note is already existing, we will follow the existing note’s Subject regardless if the user dictated otherwise. Ex: The user dictated, I had a call with Stan, but upon checking, we saw an existing note already with the subject Meeting. We will still follow the Meeting as the subject. This can go vice versa. |
Required |
| Description (Note Text) |
***BEFORE TRANSCRIBING THE NOTE TEXT, ALWAYS CHECK THE USER’S PREFERENCES***
Writing Styles (Activity comments here; transcribe smart clean verbatim) If there is an existing note, make sure to copy the Description content on the existing note and add it to the note in DANA. —————————————– [Old note text content] |
Required |
| Location | Not currently utilized | |
| Count Cross-check | # of notes generated from the page | Required |
| Transcribing/ Proofing complete |
Choose/Tick note for proofing/ready. | Required |
| TRANSCRIPTION GUIDELINES – Call Log | ||
| DANA Fields | Interpretation | Relevance |
| Task Description | *If the recording has only one note, [FA – Firm] Example: John Doe – Merrill Lynch *If the recording has two notes from the same firm, [FA1] and [FA2] – Firm *If the recording has three or more from the same firm, [FA1] & Others – Firm If the recording has two or more notes from different firms, [FA1] & Others |
Required |
| Task Comments | Utilize only for immediate clarification with the User Example: Hi [User], Kindly provide the missing information. Thank you! *For Belle Haven Team only* |
|
| Type | Call Log Phone Discussion and Call Notes Utilize this Note Type if the User mentioned “spoke with”, “called”, “had a call”, et cetera. Important Note: Make sure to select the correct Type as all data on the fields will disappear once you change it. ALWAYS check/search first for existing note/s using “Meeting” as Type. If there’s no existing activity, go ahead and use “Call Log”. |
Required |
| Existing? (Y/N) tick box |
Tick (Y): If note has an existing activity in the CRM Search Untick (N): If note has no existing activity in the CRM Search |
|
| Special Instructions | Instructions given by User to Hey DAN | |
| Internal Comments | **Blank Audio/Recording or Pocket Dial: [Blank recording 0:__:__._] [Pocket dial 0:__:__._] **Notes for other FTEs, proofer or enterer | |
| Note Timezone | Not currently utilized | |
| Call Log – Related to Accounts Search Fields |
Not currently utilized | |
| Call Log – Representative Search Fields |
Use this section to search for the contact/advisor’s profile. If the search is successful, the contact/advisor’s name/s will reflect below the CRM Search fields. Select the correct profile by clicking the name (will be highlighted in orange once selected), then the chosen result/s will reflect on the field below. Note: There can be multiple “Representative” contacts tagged in one group note. | |
| Call Log – Prospect Search Fields |
NOTE: Use this section to search for the contact/advisor’s profile IF THERE’S NO RESULT USING THE REPRESENTATIVE CRM Search. (Always try the Representative field first) If the search is successful, the contact/advisor’s name will reflect below the CRM Search fields. Select the correct profile by clicking the name (will be highlighted in orange once selected), then the chosen result will reflect on the field below. **If the search is unsuccessful (no contact profile found), refer to CRM Mod Lead Creation sheet. Note: If a note has two or more “Prospect” contacts, should create individual activity note for each “Prospect” contact. Note: Some profiles will have no firms and when you search for them with a firm, no results will appear. Better to search for the name while leaving the firm blank to double check first before tagging as Not Found. |
Required |
| Call Log Id (For Existing Record Search) |
Only use this field for searching for existing activities in the CRM using the SF ID *For Belle Haven Team only* | |
| Subject | Call – Default for phone conversation *If note has an existing activity in the CRM, no need to select a subject as this will automatically be reflecting the existing activity’s subject – (none) If the note is already existing, we will follow the existing note’s Subject regardless if the user dictated otherwise. Ex: The user dictated, I had a call with Stan, but upon checking, we saw an existing note already with the subject Meeting. We will still follow the Meeting as the subject. This can go vice versa. |
Required |
| Comments (Note Text) |
***BEFORE TRANSCRIBING THE NOTE TEXT, ALWAYS CHECK THE USER’S PREFERENCES***
Writing Styles (Activity comments here; transcribe smart clean verbatim) If there is an existing note, make sure to copy the Description content on the existing note and add it to the note in DANA. —————————————– [Old note text content] |
Required |
| Due Date | DATE As specified/dictated If not specified, use recording/email date. | |
| Status | Completed (default) | Required |
| Count Cross-check | # of notes generated from the page | Required |
| Transcribing/Proofing complete | Choose/Tick note for proofing/ready. | Required |
| TRANSCRIPTION GUIDELINES – Lead Mgmt Creation & Updating | ||
| DANA Fields | Interpretation | Relevance |
| Task Description | *If the recording has only one note, [FA – Firm] Example: John Doe – Merrill Lynch *If the recording has two notes from the same firm, [FA1] and [FA2] – Firm *If the recording has three or more from the same firm, [FA1] & Others – Firm If the recording has two or more notes from different firms, [FA1] & Others |
Required |
| Task Comments | Utilize only for immediate clarification with the User Example: Hi [User], Kindly provide the missing information. Thank you! *For Belle Haven Team only* |
|
| Type | Lead Management for Prospect profile creation and updating existing Prospect profile All new profiles for creation should be created as Prospect/Lead profiles |
Required |
| Existing? (Y/N) tick box |
Tick to begin search if the contact/advisor has an existing profile in the CRM. All values in the field/s marked with search icon marker will be used as search filter. Populate fields with search icon marker to start searching. Ex.: First Name, Last Name, or Email Address If the contact has NO existing Prospect and Contact Profile, Existing? box should be Unticked and create new Prospect/Lead profile. In searching for existing Prospect/Lead profile, try to search first for existing Representative/Contact profile (refer to CRM Mod Rep Profile Updating sheet for instructions). |
Required |
| Special Instructions | Instructions given by User to Hey DAN | |
| Internal Comments | **Blank Audio/Recording or Pocket Dial: [Blank recording 0:__:__._] [Pocket dial 0:__:__._] **Notes for other FTEs, proofer or enterer | |
| Note Timezone | Not currently utilized | |
| Prospect Owner CRM Search Fields |
For new Prospect profile creation: Use this section to search for the Belle Haven User’s profile (default to User’s name) If the User’s name reflected in the results field, click the name (will be highlighted in orange once selected), then the chosen result will reflect on the field below. For existing Prospect profile updating: Belle Haven User’s profile is already reflecting – no need to search unless updating is necessary. (Changing Prospect Owner is still unavailable at this time) **For Ross’ CRM Mod requests, existing profiles under other Prospect Owner can be updated – no longer need to change the Prospect Owner. |
Required |
| Advisor/Team Name CRM Search Fields |
For new Prospect profile creation: Use this section to search for the contact/advisor’s firm If the User’s Firm name reflected in the results field, click the Firm name (will be highlighted in orange once selected), then the chosen result will reflect on the field below. For existing Prospect profile updating: For existing Prospect profile, Prospect’s firm is already reflecting – no need to search unless firm updating (change of firm) is necessary.
(Changing Advisor/Team Name is still unavailable at this time) |
Required |
| Lead Management Id (For Existing Record Search) |
Only use this field in searching for existing activities in the CRM using the SF ID *For Belle Haven Team only* |
|
| Prospect Status | (none) = 0 No Status Assigned = 1 Initial Engagement = 2 Strategic Dialogue = 3 Committed = 4 Convert to Client = 5 For new Prospect profile creation: As specified/dictated. If not provided, use “No Status Assigned” (default) For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field. If not specified/provided and “null” in the existing profile results field, select “No Status Assigned”. |
|
| Important Note | Not currently utilized | |
| First Name | For new Prospect profile creation: As specified/dictated; As researched Input the first name in the correct format (ex: John – not JOHN) NEVER input second name in this field For existing Prospect profile updating: As specified/dictated; As researched This field is marked with search icon marker and will be used as search filter. Input the first name in the correct format (ex: John – not JOHN) |
Required |
| Last Name | For new Prospect profile creation: As specified/dictated; As researched Input the last name in the correct format (ex: Smith – not SMITH) Suffixes can be added here (ex: Jr, Sr, II, III, or IV) For existing Prospect profile updating: As specified/dictated; As researched This field is marked with search icon marker and will be used as search filter. Input the last name in the correct format (ex: Smith – not SMITH) | Required |
| Title | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| For new Prospect profile creation: As specified/dictated or as researched; skip/leave blank if not provided or not found For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field. If not specified/provided and “null” in the existing profile results field, skip/leave blank if not provided or not found. | ||
| Phone | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Additional Phone | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Website | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Prospect Contact Type | For new Prospect profile creation: As specified/dictated. If not provided, use “Rep” (default) For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field. As reflecting specified/dictated or as researched; use “Rep” (default) if not provided | Required |
| Source | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided | |
| Website | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Advisor Status | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated; Prospect (default) if not provided | Required |
| Fee Break | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided | |
| Advisor Tier | A+, A, A-, B+, B, B-, C+, C, C-, D+, D, D-, E, F, N, U For new Prospect profile creation: As specified/dictated; skip/leave blank if not provided For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field. If not specified/provided and “null” in the existing profile results field, skip/leave blank if not provided |
Required |
| Hard Mail Date | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated; Prospect (default) if not provided | |
| LinkedIn Contact Date | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated; skip/leave blank if not provided | |
| Prospect CRD | For new Prospect profile creation: As specified/dictated or as researched via FINRA/IAPD. Skip/leave blank if not provided or not found. For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field. As specified/dictated or as researched via FINRA/IAPD; Skip/leave blank if not found | |
| Fax | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or researched; skip/leave blank if not provided or not found | |
| Advisor in Transit | For new Prospect profile creation and existing Prospect profile updating: Tick as specified/dictated; skip/leave blank if not provided | |
| Interest Level | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated; skip/leave blank if not provided | |
| Product Description | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated; skip/leave blank if not provided | |
| Prospect Important Note | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated; skip/leave blank if not provided | |
| Fee Break Notes | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated; skip/leave blank if not provided | |
| Street | For new Prospect profile creation: As specified/dictated or as researched. Skip/leave blank if not provided or not found. For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field or update as necessary. Populate as specified/dictated or as researched; skip/leave blank if not provided and not found | |
| City | For new Prospect profile creation: As specified/dictated or as researched. Skip/leave blank if not provided or not found. For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field or update as necessary. Populate as specified/dictated or as researched; skip/leave blank if not provided and not found | |
| State/Province | For new Prospect profile creation: As specified/dictated or as researched. Skip/leave blank if not provided or not found. For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field or update as necessary. Populate as specified/dictated or as researched; skip/leave blank if not provided and not found | |
| Zip/Postal Code | For new Prospect profile creation: As specified/dictated or as researched. Skip/leave blank if not provided or not found. For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field or update as necessary. Populate as specified/dictated or as researched; skip/leave blank if not provided and not found | |
| Country | For new Prospect profile creation: If no address was specified/dictated or found after research, skip/leave blank For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field or update as necessary. Populate as specified/dictated or as researched; skip/leave blank if not provided and not found | |
| Apt / Suite Address | For new Prospect profile creation: As specified/dictated or as researched. Skip/leave blank if not provided or not found. For existing Prospect profile updating: Mirror what is reflecting in the existing profile results field or update as necessary. Populate as specified/dictated or as researched; skip/leave blank if not provided and not found | |
| Other Street | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Other City | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Other State/Province | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Other Zip/Postal Code | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Other Country | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Apt / Suite Other Address | For new Prospect profile creation and existing Prospect profile updating: As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Count Cross-check | # of notes generated from the page | Required |
| Transcribing/Proofing complete | Choose/Tick note for proofing/ready. | Required |
| TRANSCRIPTION GUIDELINES – Contact Mgmt Updating | ||
| DANA Fields | Interpretation | Relevance |
| Task Description | *If the recording has only one note, [FA – Firm] Example: John Doe – Merrill Lynch *If the recording has two notes from the same firm, [FA1] and [FA2] – Firm *If the recording has three or more from the same firm, [FA1] & Others – Firm If the recording has two or more notes from different firms, [FA1] & Others |
Required |
| Task Comments | Utilize only for immediate clarification with the User Example: Hi [User], Kindly provide the missing information. Thank you! *For Belle Haven Team only* |
|
| (Existing Record Results Field) | Only present when searching/updating existing Representative/Contact profiles (Existing? is ticked)
All values found in this results field should be mirrored to the DANA fields below |
|
| Type | Contact Management for Representative/Contact profile updating |
Required |
| Existing? (Y/N) tick box |
Tick to begin search of the contact/advisor’s existing profile in the CRM. All values in the field/s marked with search icon marker will be used as search filter. Populate fields with search icon marker to start searching. Ex.: First Name, Last Name, or Email Address “Existing?” check box should ALWAYS be ticked as existing Rep/Contact profiles can only be updated |
Required |
| Special Instructions | Instructions given by User to Hey DAN | |
| Internal Comments | **Blank Audio/Recording or Pocket Dial: [Blank recording 0:__:__._] [Pocket dial 0:__:__._] **Notes for other FTEs, proofer or enterer | |
| Note Timezone | Not currently utilized | |
| Contact Management – Advisor/Team Name CRM Search Fields |
For existing Rep/Contact profile, Rep/Contact’s firm is already reflecting – no need to search unless firm updating (change of firm) is necessary.
(Changing Advisor/Team Name is still unavailable at this time) |
Required |
| Contact Management – Representative Owner CRM Search Fields |
For existing Rep/Contact profile, Belle Haven User’s profile is already reflecting – no need to search unless updating is necessary. (Changing Representative Owner is still unavailable at this time) **For Ross’ CRM Mod requests, existing profiles under other Prospect Owner can be updated – no longer need to change the Prospect Owner. |
Required |
| Contact Management Id (For Existing Record Search) |
Only use this field in searching for existing activities in the CRM using the SF ID *For Belle Haven Team only* |
|
| First Name | As specified/dictated; As researched | Required |
| Last Name | As specified/dictated; As researched | Required |
| Title | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| As specified/dictated; As researched | ||
| Business Phone | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Mobile Phone | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Website | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Representative Contact Type | As specified/dictated. If not provided, use “Rep” (default) |
Required |
| Source | As specified/dictated; skip/leave blank if not provided | |
| Advisor Status | Prospect (default) | Required |
| Fee Break | As specified/dictated; skip/leave blank if not provided | |
| Reporting Emails | As specified/dictated; skip/leave blank if not provided | |
| Advisor Tier | As specified/dictated; skip/leave blank if not provided | |
| Revenue | As specified/dictated; skip/leave blank if not provided | |
| Interest Level | As specified/dictated; skip/leave blank if not provided | |
| Rep CRD | As specified/dictated or as researched via FINRA/IAPD; skip/leave blank if not provided or not found |
|
| Firm CRD | As specified/dictated or as researched via FINRA/IAPD; skip/leave blank if not provided or not found |
|
| # of Accounts | As specified/dictated; skip/leave blank if not provided | |
| # of Strategies | As specified/dictated; skip/leave blank if not provided | |
| Department | As specified/dictated; skip/leave blank if not provided | |
| Business Fax | As specified/dictated; skip/leave blank if not provided | |
| Advisor in Transit | As specified/dictated; skip/leave blank if not provided | |
| Representative Description | As specified/dictated; skip/leave blank if not provided | |
| Representative Important Note | As specified/dictated; skip/leave blank if not provided | |
| Fee Break Notes | As specified/dictated; skip/leave blank if not provided | |
| Street | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| City | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| State/Province | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Zip/Postal Code | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Country | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Apt / Suite Address | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Other Street | As specified/dictated; skip/leave blank if not provided | |
| Other City | As specified/dictated; skip/leave blank if not provided | |
| Other State/Province | As specified/dictated; skip/leave blank if not provided | |
| Other Zip/Postal Code | As specified/dictated; skip/leave blank if not provided | |
| Other Country | As specified/dictated; skip/leave blank if not provided | |
| Apt / Suite Other Address | As specified/dictated; skip/leave blank if not provided | |
| Street | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| City | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| State/Province | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Zip/Postal Code | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Country | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Apt / Suite Address | As specified/dictated or as researched; skip/leave blank if not provided or not found | |
| Newsletters (tick box) | As specified/dictated; skip/leave blank if not provided | |
| ABP (tick box) | As specified/dictated; skip/leave blank if not provided | |
| Notable Trade Daily (tick box) | As specified/dictated; skip/leave blank if not provided | |
| Notable Trade Mothly (tick box) | As specified/dictated; skip/leave blank if not provided | |
| Brunch with BH (tick box) | As specified/dictated; skip/leave blank if not provided | |
| Composites (tick box) | As specified/dictated; skip/leave blank if not provided | |
| Snapshots (tick box) | As specified/dictated; skip/leave blank if not provided | |
| Email Opt Out (tick box) | As specified/dictated; skip/leave blank if not provided | |
| Birthdate | As specified/dictated; skip/leave blank if not provided | |
| Family Notes | As specified/dictated; skip/leave blank if not provided | |
| Other Firms Worked At | As specified/dictated; skip/leave blank if not provided | |
| Other Managers Used | As specified/dictated; skip/leave blank if not provided | |
| School | As specified/dictated; skip/leave blank if not provided | |
| Hometown | As specified/dictated; skip/leave blank if not provided | |
| Level Of Sophistication | As specified/dictated; skip/leave blank if not provided | |
| What Matters Most | As specified/dictated; skip/leave blank if not provided | |
| Board Committees | As specified/dictated; skip/leave blank if not provided | |
| Favorite Music | As specified/dictated; skip/leave blank if not provided | |
| Level Of Trust | As specified/dictated; skip/leave blank if not provided | |
| Hobbies | As specified/dictated; skip/leave blank if not provided | |
| Beverages | As specified/dictated; skip/leave blank if not provided | |
| Performance Measured Against | As specified/dictated; skip/leave blank if not provided | |
| How Did They Find | As specified/dictated; skip/leave blank if not provided | |
| Sportss Team | As specified/dictated; skip/leave blank if not provided | |
| Food | As specified/dictated; skip/leave blank if not provided | |
| Dietary Restrictions | As specified/dictated; skip/leave blank if not provided | |
| Notes | As specified/dictated; skip/leave blank if not provided | |
| Count Cross-check | # of notes generated from the page | Required |
| Transcribing/Proofing complete | Choose/Tick note for proofing/ready. | Required |