This article outlines the steps of how to assist and track our clients' BC Audits
When a client is audited in BC it is important to pass this along to Trellis' raffle specialist so that they can follow the proper protocols and be aware.
Raffle Specialists, please follow these steps:
1. Contact the client and use the following template providing them support and our article on answers for the audit questions.
That link should help you answer some of the questions on your survey, and others will be specific to your organization and more internal.
If there are any additional questions that you need assistance with or need anything else from Trellis, please do not hesitate to let me know.
3. Create a task to follow up with the client in 1 week, and 2 weeks.
4. Update the public facing article with any new questions that come up, as well as this article with any new information we can use to support our clients. Additionally, use these situations to learn about any changes we should be making to our product.