Vision Insight
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If you are going to be out of the office, for Vacation, please follow the instructions below. (see attached pdf)
| When | Task |
|---|---|
| As early as possible (minimum two weeks prior) | Request time off for PTO |
| Once out of office is confirmed by David | Add Calendar to Insight Notify Rose |
| 1 week before (or more) | Notify clients |
| 1-2 days before | Update Out of Office spreadsheet Meet with Buddy |
| Day before | Set Outlook auto responder |