Conservation System Outline

CAS Reports

• Generated Monday-Friday

  • Print and Scan as individual packets:

    • POS

    • Wednesday Bulletins

• Add Entry for Date Printed to Daily CAS Reports Sheet

  • Scan & Link Each Packet

• Enter Each Conservation Piece on Conservation Log

  • Policy #, Date Received, Item Type, Description, Agent, City, First Name, Last Name, Phone 1, Phone 2

  • (Each Morning the Sheet Automatically Sorts Itself by Agent Name & Policy #)