Let's put things into action!!
get to know our
clients a little better!!
Message From The
"It's been a great year and you should all
feel proud of your accomplishments. I am optimistic
about the future of COA as we approach the 2003 year. We
have a good base of people and I hope that many of you feel
satisfied with your careers at our company. Things
aren't always perfect and that's what motivates us to do
better. From Halifax to Saskatoon and from Moosejaw to
Palm Beach I would like to wish all of you a happy and safe
holiday for you and yours"...David
has decided that Friday December 27th should be a
COA Holiday this year. That way all staff (with a few
exceptions) will be able to enjoy their time off without
using up any vacation days. The Gormley office will
therefore be closed Wednesday December 25th,
Thursday the 26th and Friday the 27th.
operations staff and Anthony will be the exceptions as they
will have to make sure the December 30th deadline
is met. They will,however,be able to take a day off later
lieu of the COA Holiday if they need to come in on the
27th to meet the 30th deadline.
sure that your voicemail message is appropriate and that you
leave the COA operations hotline
in case there is an urgent
problem with any unit.
of David and COA, Happy Holidays!!!!!
Janet's database tips:
Merging Contracts in the Database...
Often clients with multiple
contracts will ask if the agreements can be combined so
there is only one payment being processed each month on
their auto debit or credit card.
First you have to get
contracts to expire at
the same time. If your client is paying by credit card
or auto debit this can be achieved by first establishing one
month when all the agreements will expire;
i.e. one of our February renewals
has multiple benches: the client has one agreement expiring
February 15th, one agreement expiring March 15th and one
agreement expiring June 15th. Since the last contract is a
June 15th expiry, that is the date that we work towards
having all the agreements come together.
As each of the
agreements comes up for renewal put an Admin work order
to extend the agreement for the difference between the
current expiry date and June 15th. Wanda will continue to
process the monthly payments as usual .
This would then extend the
January expiry for 5 months and the Mar 15th expiry for 3
months. Now all three agreements will expire on Jun 15th.
Finally, do the June 15th renewal for all the locations under
one docket number.
David has now created a
Merge Contract button. This can be found on the Main Menu -
Client Services - Merge Sales contracts. When the window
appears it will prompt you for the old docket numbers, in
this case the February and March docket numbers, and the new
number which will be the the June docket number.
The final step is to put in
an Admin work order to let Wanda know the docket numbers
that need to be expired which will now be the February and
March docket numbers for they will now be combined under
the "NEW" docket number.
From the Ops Department...
Karl and David are
busy again working on ways to improve our products......
pad is very new and very exciting. Our first
installation, as seen here, is at the Gormley office on
our front lawn. The materials in the pad are similar
to the new plastic decking that folks are starting
to use around houses and cottages.
One of the first
plastic wood products, that some of you may be familiar
with, goes by the trade name "Trex" which is
combination of 70% plastic 30% saw dust or wood
by-product. The wood gives the product rigidity and
the plastic gives the product longevity.
Some of the
obvious advantages to COA is the light weight, ease of
installation and the ability to recover and move a pad
with very little effort.
There are still a
few questions that need to be answered so Karl will be
working diligently over the winter to refine the details.
We hope to install the first plastic pads in early spring.
Create a Newsletter in Word...
and keeping in touch has never been easier with the advent of
the Internet and Microsoft Office software such as Microsoft
Word 2002. For example, you can work together with your family
to build a newsletter simply by sending or routing a Word
document in e-mail to gather the information you need. With
all information in hand, you can then send your newsletter to
family members through regular mail or e-mail, or if you have
a Web site, host it online.
what to write about...
When writing a family
newsletter, first consider what information sections to
include. Feature pieces are often driven by recent family
events such as holidays, births, and graduations. Regular
sections might include an upcoming events calendar, Web site
links, a humorous piece, or a message from Mom.
Similar to a newspaper
or magazine, and depending on how often you publish, you might
have a weekly or monthly feature section followed by regular
sections that provide updates on the lives of your family
members. Typically one family member acts as lead organizer,
ensuring all information is collected and included in the
newsletter, and then sends it out.
With Word 2002 you can
organize your newsletter using columns, linked text boxes, or
both. You can also insert a picture and format your text to
wrap around it. If you choose to divide your newsletter into
columns, text will snake across each page before continuing on
to the next page. If you use linked text boxes, you can
arrange information so that it is parallel or side-by-side
down each page. To showcase a feature story on the first page
but provide the remaining text on another page, you need to
use linked text boxes regardless of how many pages are in your
instructions to complete any of these tasks, see Help in your
Word 2002 program.