Advocate PTO Coverage for Tom Elliott from 16th December 2024 until 7th January 2025

• Assign this issue to yourself
• Title the issue Advocate PTO Coverage for YOUR-NAME from XXXX-XX-XX until XXXX-XX-XX
• Find and confirm a coverage buddy who will help while you’re on PTO - Bastien Escude
• Make sure to clear the Run Your Day Dash
• Next Steps: Review all of your cases with a Next Step Date during your PTO (enter your return date in the 6. Next Steps Date filter) and take necessary action, by either pushing it to when you’re back if appropriate, or assigning it to your coverage buddy. Make sure that the Next Step and Next Step Date are clear for them to be aware of the needed action
• In Progress Cases: Review all of your in progress cases. For any cases that will require action during your PTO, assign them to your coverage buddy. Make sure that the Next Step and Next Step Date are clear for them to be aware of the needed action
• HVAs: Review your HVA opps closing in the next 60 days, and ensure you have a plan in place for all of them. If coverage is needed, inform your coverage buddy
• Review the standard PTO guidelines
• Ensure your PTO is logged correctly in WorkDay
• Update your OOO auto-reply message with the message below
• Assign this issue to your coverage buddy and your manager
• Share your coverage plan and communicate who will be your coverage buddy in your region’s team Slack channel