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sarahmaghathe

Knowledge Bolt - New York Acknowledgment Required

March 28, 2023


Hi Team, We have seen a large number of complaints with New York ordered client accounts. These issues are causing major problems with the clients reporting and our compliance with the state. Below lists some frequent issues:

  • Scheduling a de-install or vehicle swap without an approval

  • Incorrectly enrolling

  • Selecting the incorrect device type

  • Incorrectly inputting the Program Type

  • Not properly setting up out-of-state accounts

  • Not paying attention to the details on the SOP

It is imperative that we are following our resources. ALWAYS pay attention to details and review the instructions illustrated on the SOP. Failing to follow the SOP will result in immediate corrective actions up to termination. Everyone MUST take the review and acknowledge HERE. Service Reminder: All Vehicle Swaps and De-Install appointments must be approved by the CRT department. Before scheduling, we must review the SOP and notes to determine if there is an approval on file. Sales Reminder: We must remember to always open up the proper SOP identified from their ordered County and Conviction Type. Based on the information we must make sure to fill out the enrollment screen correctly and pay attention to all details of the SOP. If a client is ordered by New York and getting installed in another state, we must make sure to enroll in the NY jurisdiction and follow the steps documented on the SOP. Sales NY Enrollment Reference Guide Sales NY Enrollment Reference Video Sales Out Of State NY Reference Guide


Thank you

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