Confirm the form before submitting
The representative is responsible for the final accuracy of the submitted form.
Final review requirement
Automatic form filling is a support tool, not a replacement for representative review. Before submitting, the representative must confirm that all form information is accurate and complete.
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Representative responsibility: It is the representative's responsibility to confirm the accuracy of all information in the form before submitting.
Final checklist
- Confirm customer identity and contact information
- Confirm service address and location details
- Confirm trade, job type, and probing question answers
- Confirm SOP guidance was followed
- Correct any assistant-filled fields that are inaccurate
- Submit only after the form is reviewed