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Visitas Terrenas: Verificación y Cobranza en Terreno

by Jairo León Velez, from the Community

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Plantilla de checklist para visitas en terreno orientada a servicios financieros. Incluye campos para sitio y fecha, preparador y ubicación, tipo de gestión (verificación o cobranza), datos del cliente, confirmación de ubicabilidad, dirección, registro fotográfico del domicilio y del artículo, y observaciones generales. Úsala para documentar evidencias, estandarizar auditorías en campo y mejorar el seguimiento de casos de cobranza y verificación.

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With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

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This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.