01
Read back by Dan
Dan asks on Teams what the Riverside Care rules are. Both come back, as Sarah saved them.
Readable, not just remembered
team
Write the rules once: how to address a client, and what never to promise. Set them for the whole organisation, one tag or one person, and every answer in that scope follows them. Replies drafted in Outlook or Gmail keep to them, and an engineer asking on WhatsApp from a field service visit gets the same rules.
how it runs
Sarah Cole saves the Riverside Care rules on Mon 05/10. This is what Dan can read back, what Megan drafts and what Lewis says on the doorstep.
01
Dan asks on Teams what the Riverside Care rules are. Both come back, as Sarah saved them.
Readable, not just remembered
02
Megan drafts a reply to Mrs Keane. It uses her surname and does not promise a visit today.
The draft follows the rules
03
Lewis asks what to tell Mrs Keane. Her surname, and no promise of this afternoon.
The same rules on site
01
Read back by Dan
Dan asks on Teams what the Riverside Care rules are. Both come back, as Sarah saved them.
Readable, not just remembered
before and after
Mrs Keane at Riverside Care, asking for someone back the same afternoon on Tue 06/10.
The rules
Without Centrus: Passed on when someone remembers
With Centrus: Saved by Sarah for the Riverside Care tag
How to address her
Without Centrus: Lewis uses her first name
With Centrus: He is told to call her Mrs Keane
A same-day visit
Without Centrus: Promised on the doorstep, then unpicked
With Centrus: Not promised, and the office books the next one
The reply
Without Centrus: Written however Megan would word it
With Centrus: Drafted to the rules, ready to send
keep going
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