Regional Account Manager Training Test Order Expectations

Phase One Complete Cataloging and/or Processing Specifications document and return to account specifications coordinator Identify Customer requirements o New/Existing customer account o EDI or TitleTales requirements OnOrder/Brief Records Mapping o Account structure (branches/collections/AV or Print/Grid/Branch Bulk) o OCLC-Third Party, Batch Update Requests Phase Two Prepare internal processing and cataloging specifications o Confirm understanding with customer o Provide digital or physical samples Initial test order meeting o Coordinate workflow with internal departments Prepare Cataloging and Processing Price Agreement Manage customer expectations o Provide realistic estimate of test order delivery o Determine appropriate test order Is a new order needed If SOP, use existing order and place account on hold Phase Three Complete account set up based on signed Price Agreement o Complete mainframe profiles o Populate Pharos o Verify T:Drive specifications are in place o Implement Pricing Manage customer and vendor supplied materials Phase Four Release test order Monitor progress through warehouse, perform appropriate QA Ship and release MARC records (if applicable) Approve or modify specifications and workflow based on customer feedback Release account to regular workflow if final approval given Review test order process