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Documentation & Job Aids
Documentation & Job Aids
Clear Guidance That People Actually Use
Clear Guidance That People Actually Use
This sample troubleshooting guide shows how clear steps and escalation guidelines help teams handle common front desk issues with confidence. By outlining what to do and when to escalate, staff can respond consistently in the moment.
The Problem
The Problem
When common front desk issues have clear steps, small problems escalate quickly.
Staff unsure how to respond in the moment
Different handling of the same situation
Missing or incomplete documentation
The Solution
The Solution
A clear troubleshooting guide built for real time use.
Common situations outlined in a clear format
Simple "What to Do" Steps
Clear guidelines for when to involve a manager
My Process
My Process
How I design performance support tools for real world use.
Identify High
Identify High
Frequency Issues
Frequency Issues
We start by identifying situations that happen often and cause confusion.
Define Clear
Define Clear
Response Steps
Response Steps
I break response into clear, simple steps that can be followed in the moment.
Establish
Establish
Escalation Thresholds
Escalation Thresholds
Clear guidelines show when to handle it yourself and when to involve a manager.
Reinforce
Reinforce
Documentation Standards
Documentation Standards
Each scenerio includes reminders to document what happened and what was done.
Why This Matters
Why This Matters
Clear steps help teams stay calm and consistent when it matters most.
Clear steps help teams stay calm and consistent when it matters most.
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