How to Complete the PM Checklist

1. Tab between fields in the Word document to check each item off and enter comments. OR print a hard copy and mark the information by hand, then transfer it later into an electronic copy. 
2. Go over the checklist with the customer and get his/her signature on a hard copy. 
3. Photocopy the checklist and leave it with the customer. Keep the original for your files. 
4. Attach an electronic copy of the checklist to the open call before closing it.