SERVPRO Auditing & Uploading 

 Auditing & Uploading (1 Day):  Our one day Auditing and Uploading course is designed to enable existing office and production staff to upload a job without getting rejected (within reason).  The introduction to office is a prerequisite as this course assumes the attendees understand the job process and the basic Servpro requirements for each job. The course will begin with each student receiving a laminated audit checklist worksheet. This checklist will be used as a study tool throughout the day and can be taken back to the office for reference. After reviewing the basic requirements for Servpro Select Accounts we will emphasize the importance of bulletins and show where to find them on ServproNET and how to use them effectively. Continuing in ServproNET the class will be shown what the trainer’s job file audit system. We will then move into the State Farm audit system and show them how they can access their live State Farm and Liberty Mutual jobs through the State Farm Monitor. We will show them the NAPA monitor, review the guidelines and explain to them how and why they must check the monitor a minimum of twice daily. There will then be a brief presentation of what notes are expected, in how much detail, where they should be put, and how these specifics differ for each insurance company. After lunch we will introduce the workbook and review it’s functionality in detail. The class will then be asked to break into groups. Each group will be assigned a job from a specific insurance company. Each group will be asked to input the job into a workbook and to modify an example estimate to reflect accurate charges. Each group will be checked by the instructors to see if notes are in the right place, if the estimate matches the workbook, if the workbook was filled in entirely, and if the correct documents/images were selected to be imported. Meanwhile each group will be asked to perform an audit on a job other than their own. It will then be emphasized why it is so important to audit all jobs before they are uploaded, this idea will be enforced by each group’s audited job being presented to the class and the mistakes being discussed. The course will end with a question and answer period. 

Instructors:  Lorena Garza COST: $15.00

**Course Prerequisites:  SERVPRO Orientation and Introduction to Office

**SERVPRO Uniform Policy is strictly enforced