IMS-WI-39 AIB Operations Project Co-ordinators Meeting Daily Tasks

Updates must be done on all jobs every week, this includes jobs with no or little change. There are 2 main options for doing this

1. Update each job manually yourself
2. View list of all jobs and voice record all updates, email voice files to osclaims@aizer.com.au

These updates are to be marked as public and should include

• any recent progress
• planned progress
• and changes to works being completed
• should state if customer has been spoken to in previous week and if not why not

All invoices that have been assigned for your review must be completed, invoices should not be approved unless

• Assigned work has been completed and checked
• Amount invoiced does not exceed the purchase order amount
• You are willing to put your name to the work completed by this contractor

Invoices not meeting these standards should be marked as rejected with any required comments added

sweetprocess.com/procedures/14046/approving-in...

Open the report aizer.quickbase.com/db/bgm8iwb93?a=q&qid=163

select grid edit and then enter a % complete against each item, be accurate as this field is used by accounts to forecast financials   

Update all completion dates in the schedule section of each project, this information must be accurate as it is used for the following things

• Update sent to provider and from there passed to home owner
• Accounts use information to work out who / what and when can be paid to contractors and suppliers
• Timeframe's are strictly monitored by insurers and effect job allocations 

This is done separately from the project review meeting had with the Operations Manager 

When contacting customers ensure to place a date of contact in the 'Contact follow up' column.  Contact with the insured is required at least once every 10 days.

Discuss all variations with the related estimator, these points need to be remembered

• Repair Timeframes do not stop to allow for variations
• At all time the project is yours and you need to drive the outcomes
• Variations don't make money so need to be actioned and completed quickly

Check that all newly assigned jobs have had all required actions taken, this includes

• Site meeting with client
• Quote Requests sent
• Scope confirmed
• Schedule Completed
• Purchase Orders sent
• Trade requests made

Following on from the above step you will need to meet with the Operations Manager to review progress of all jobs