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Client and Ticket Accuracy Standards for Reporting Specialists

This outlines the standards and best practices for ensuring all client and ticket information handled by Reporting Specialists is accurate, complete, and consistent. It emphasizes the importance of data validation, double-checking client details, and maintaining accuracy across all reporting tasks to ensure reliable outputs and client satisfaction.

 

Purpose:

This article provides clear standards and best practices to ensure all client and ticket information managed by Reporting Specialists remains accurate, consistent, and reliable across all reporting activities.

Scope:

Applies to all Reporting Specialists responsible for handling client data, managing support tickets, and preparing reports.

Objective:

To maintain a high level of data accuracy that supports informed decision-making, builds client trust, and ensures the quality of deliverables.

How to Create a Data Inquiry Ticket

Kindly fill this out Data Inquiry Form

Make sure every detail are clear.

Then go Reporting Inquiry Pipeline

Screenshot 2025-10-23 112408

Move tickets depending on the status.

then change the owner depending on who is handling the client.