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Service Associate
Check your level of performance on each of the following O-Observing/Learning, P-Performing, and L-Leading/Teaching. Service Associates are required to lead one response under supervision of a Team Lead/Supervisor before being considered for Supervisor status.
(This question is mandatory)
Rallying
Available during shift and ready to respond
Had access to RC Care, RC Respond
Available for call-down / responding when call for response is made
Had all the right materials at fingertips – DAT Notebook, Intake Notes, etc.
(This question is mandatory)
Responding
Identified client and attended to immediate needs
Listened to client story and displayed empathy
Understood client needs
Interviewed client for pertinent case information
Conducted the Recovery conversation with the client
Maintained excellent communication/relations with Team
(This question is mandatory)
Reporting
Used RC Respond for response management
Verified ID for person and address and performed damage classification
Completed client interview using RC Care or call to DAT Hotline
Activated Client Assistance Card (CAC) / Walmart Direct to Cash or Electronic Funds Transfer
Followed Safety Principles On-Site and/or when Delivering CAC
Recorded CAC disposition
(This question is mandatory)
Returning
Debriefed with team after call
Closed out case via RC Respond or Calling Dispatch
One thing I did really well was:
One area where I could improve is:
Questions/concerns I have about the response are:
 
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