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Fielding Logistics

· Fielding Period - February 4, 2019 to April 12, 2019
· Printing - the following documents will be auto-shipped:
- Control Sheets
- Sales Rep Name Report
- Facility Reference Guide
· Additional Printing – You may order additional materials by using the Ricoh
TRAC website:
- Instructions for Ricoh TRAC are Available on GoAnywhere and in the
Annual Guide
- The link for Ricoh TRAC is https://greenwichassociates.ricohtrac.com/
· IMPORTANT! - Status Code 332
- Convert “complete without validation” QAR to completes by inputting
any missing data as soon as possible.
- Change status codes back to 000-OK for non-interviews.
- Note: These statuses affect reporting of in-field trends and progress to
clients
· Completed Excels – please be sure to upload all excels you receive back from
the Buy-Side Client, as with the recordings, this is a valuable tool in the event
we need to go back and review what a Buy-Side Client has reported. This will
save you from having to make some callbacks. We will be reconciling the
excels in similar fashion to the process for reconciling recordings. Please be
sure to include the naming convention - Company Name, Program, RP name,
and EI Name.

GoAnywhere
· The GoAnywhere library contains all of the frequently requested documents
used throughout the facility
- Can be accessed at https://sftp.greenwich.com
- Log in using your GoAnywhere Credentials

Client Outreach Strategy/Process and Alternate Contacts
We expect a large amount of Client Outreach during NAFIF. We need the EI team to
be as engaged as possible when these leads are identified by our Clients. In order to
speed up our response time, we’ll be sending out periodic Client Outreach summaries.
· Please be sure to carefully read the entire Client Outreach notification email as
notes and contact names may be given later in the email’s contents.
· Please let us know immediately if any client outreach leads do not quickly
materialize into appointments and interviews
· Please update EIPM daily with updates when you have active Client Outreach
leads
· In our frequent interactions with Clients regarding these leads, the more
information we have from you, the better and more effective Client Outreach
leads we’ll receive

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