Customer Information Survey Workflow (C-1)

The workflow is initiated with the investigation and determination of resource requirements. This step involves assessing the necessary personnel, equipment, and other resources needed to complete the survey. Following the resource assessment, the workflow proceeds to collect a customer list and associated information from Gentrack. This data is crucial for the subsequent steps in the process. The working group and inspection teams are then established to oversee the survey process. The next step involves scheduling the inspection and obtaining sign-off from relevant parties. Upon completion of the inspection, the preliminary data review is conducted, and customer groups are created. The customers are then contacted to inform them about the inspection. The site inspection is completed, and the survey form is reviewed and signed off. The system data is verified, and any missing, incomplete, or inconsistent data fields are highlighted. The customers are assigned to inspection teams, and any required revisits are scheduled. The missing data is collected, and the survey form is submitted to the working group. If the survey form is incomplete, the process is halted, and the necessary corrections are made before proceeding. The inspection required flag is checked, and if it is set to yes, the inspection process is initiated. The report is prepared, and the forms are submitted to the manager with details. Data verification is also a critical step in the process. If data verification is required, the working group is notified, and the system update process is initiated. Once the update is complete, the data is sent back to the working group for the inspection process. The workflow concludes with the submission of the report and the completion of the survey process. The geographic focus of the workflow is not explicitly stated, but it appears to be applicable to a variety of customer information surveys. The timeframes for the workflow are not specified, but it is likely that the process is completed within a few weeks or months, depending on the complexity of the survey and the resources available.