Tools & Setup

Google Drive & SOPs

Standard operating procedures, shared documents, and downloadable resources for the team.

Access: All documents are shared with your Oricle Gmail account. If you can't access a file, make sure you're signed into the correct Google account.

Standard Operating Procedures

Key processes documented for reference. These cover the tools and workflows you use daily.

Consultation Portal Workflow

How to look up customers and log meeting outcomes

Step-by-step guide for using the Meeting Details tab: looking up customers, reviewing pre-meeting info, marking attendance, selecting outcomes, writing notes, and submitting. See the full guide on the Consultation Portal page.

Calendly Notetaker Setup

One-time setup for automatic meeting recording

How to enable Notetaker so all your consultations are recorded and transcribed automatically. See the setup steps on the Calendly Setup page.

QA Review Process

How to complete peer reviews during downtime

Step-by-step guide for reviewing other specialists' recordings, completing the feedback form, and viewing feedback on your own calls. See the full process on the QA Reviews page.

Shared Folders & Documents

Links to shared Google Drive folders and downloadable resources will be added here.

Coming soon. Shared folder links and downloadable resources are being organized. Check back for updates, or ask Liz in Slack if you need a specific document now.