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At work, I have an intake person to assign all incoming mail to our team. Currently she tracks using a piece of paper and tick marks.
To make it easily reviewed, we want to build a spreadsheet for this process. The main things needed are for the intake person to determine who she last assigned to management to look at it and verify the load is evenly disbursed My thought for how this would work is attached, but if there is another way (presumably a better way too) I would love to know it. TIA! |
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