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ACME Ombuds Team Resources

This page contains resources for MWI’s ACME ombuds team members to serve visitors. Please do not share this page or the page password with others.

Scope of Visitors: MWI serves all ACME’s visitor pool.

ACME has x potential visitors.

  • Potential visitors include staff, non-senate academics, and other faculty.

Locations: X

Resources for UC Berkeley Ombuds Team Members

Policies and Organizational Resources

 

 

Ombuds Team Client Contacts

  • Deputy Compliance Officer: X
    • Email: X

 

  • Assistant Ombuds: X
    • Phone: X

 

  • Associate Chancellor: X
    • Email: X

 

  • Emergency Contact:X
    • X

MWI Outsourced Ombuds Manual

This section is designed to provide the ACME ombuds team members with the tools and support needed to give ACME high-quality and responsive ombuds services. Please take the time to review and implement these tools and billing protocols.

Salesforce Training Videos

This section contains videos on how to use the Ombuds Tracker, Salesforce, to create a matter, close a matter, add billable time, find visitor information and more.

Ombuds Expectations

This section of MWI’s Outsourced Ombuds Manual provides ombuds team members with an overview of the standards and commitments that MWI has promised to MWI’s ombuds clients.

Billing & Invoicing

This section explains billable vs. nonbillable work as well as logging your time in Salesforce. You can learn more here.

Setting Up & Getting Started

This section of the outsourced ombuds manual provides information and instructions regarding activities that must be completed before starting work with MWI’s clients. Each section requires an action for you to take to prepare for working with visitors. Click on each link to learn more about resources on MWI Website using Email, Calendly, Zoom, Google Voice, Chatter, and MWI’s Ombuds Tracker.

Managing Visitors & Matters

Learn more about Creating Matters & Visitors, Creating & Managing Tasks, Other Features in Matters & Visitors, When and How to Close a Matter, Viewing Reports, Viewing & Editing a Matter, and Visitor Record and visitor resources. To view the entire section, click here.

Updating Visitor Record with stored demographic data (Potential Visitors)

All potential visitors’ contact and demographic information for the client are stored in Salesforce. This allows you to update (or pull in) a Visitor record with accurate and complete demographic information. Here you can learn to Update an Existing Visitor or Create a New Matter & Visitor

A Practical Guide To Organizational Ombuds

Questions?

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