Outlook Shared Mailbox Protocol for a Small Team
Agree rules so shared emails are answered once and on time.
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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Write a working protocol for a shared mailbox in Outlook. Team and what the mailbox is for: [TEAM_AND_PURPOSE]. Typical messages and daily volumes: [MESSAGES_AND_VOLUMES]. Response time we promise: [RESPONSE_TIME]. People who work it and their hours: [PEOPLE_AND_HOURS]. Problems we have had, such as double replies or lost messages: [PROBLEMS]. Output a one-page protocol with a table of categories, a numbered routine and a short list of rules. Cover claiming a message (a category or flag with the person's initials), replying from the shared address, moving finished items to a folder, handling messages that need more than one person, sensitive or complaint messages, out-of-hours cover, and what to do when someone is away. Add naming for categories, a handover routine at shift change, a weekly check of unanswered items, and a short acknowledgement template. Measure response time with arithmetic: 18 of 20 answered within 4 hours is 90 percent. Shared mailbox permissions and sent-items behaviour are set by an administrator, so list the questions to ask them [VERIFY], and note which rules depend on our configuration. Do not assume features I have not described.
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Invented week. Messages received 240; answered within 4 hours 204 (85 percent); answered by two people 9. Claim rule: the first person to open a message adds a category with their initials; unclaimed after 30 minutes goes to the shift lead. Folders: Done, Waiting, Escalated. Acknowledgement template: 'Thank you, we have your message and will reply within four working hours. [Initials]'. Handover at 14:00 by listing items in Waiting. Weekly check of unanswered items takes 10 minutes. Measure after a month: 90 percent answered within 4 hours, no message answered twice, and the oldest unanswered item under one day.
Illustrative only, made-up data. Your results will differ and must be reviewed.