During this training, participants will pay a virtual visit to three companies dealing with customer lawsuits and ethical complaints. They will also be asked to assess the client-file record-keeping practices of representatives and companies.
- Understand the benefits of adopting good record keeping
- Identify the risks and disadvantages of poor record keeping
- Exercise judgment to improve professional practice
- Documentation des dossiers-clients
- Prise de notes
- Conservation des dossiers
- Sécurité des dossiers