Business Procedures Sampler Sections
- Business Sampler Introduction
- Manual Preparation
- Business Procedures Contents
- Reports and Forms
- Employee Handbook
- Job Descriptions
Weight: 8 pounds
Business Reports
and Forms
Development of effective forms, reports and legal documents provide valuable written communication, are instrumental in making your procedures effective and are vital in successful business operations.
The Business Procedures Sampler includes many sample forms, reports and documents that are used by businesses across the country. These forms and documents may be used as is or to generate ideas for customizing forms for your company.
Proper legal and professional advice should be obtained before using documents of a legal nature in your business.
ACCOUNTING
- Reconciliation of Bank and Book Balances
- Check Request
- Sample Company Account Codes
- Capital Asset Requisition
- Asset Disposition Form
- Sales Order
- Invoice
- Accounts Receivable Write-off Authorization
ADMINISTRATION
- Notice of Annual Meeting of Stockholders
- Waiver of Notice of Annual Meeting
- Authorization of Proxy to Vote Shares
- Minutes of Stockholders' Meeting
- Minutes of Board of Directors' Meeting
- Master File Index
- Record Retention Guidelines
- Form Printing Request
- Job Description
- Department Reporting Summary
- Travel Arrangements Form
- Travel and Miscellaneous Expense Report
- Entertainment and Business Gift Expense Report
CUSTOMER SERVICE
- Customer Satisfaction Survey
- Customer Service Contact
- Customer Service Log
- Customer Service Satisfaction Report
- Post-Sale Satisfaction Report
- Limited Warranty
DISASTER MANAGEMENT
- Disaster Management Plan Test
- Emergency Services and Related Agencies List
- Employee Personal Profile
- Chronological Log of Emergency Events
- Recovery Worksheet
- Restoration Worksheet
- Resumption Worksheet
- Reconstruction Worksheet
- Disaster Recovery Log
ENGINEERING
- Request for Engineering Action
- Engineering Change Notice/Document Change Control
- Approval Form for Labels and Labeling
- Device Master Record Contents
- Device Master Record Index
- Device Specification
- Design Completion Checklist for Electromechanical Devices
- Design Completion Checklist for Non-Electromechanical Devices
- Finished Product Release
- Product Design Review Checklist
- Product Identification Label
- Product Safety Hazard Label Guidelines
ENVIRONMENTAL MANAGEMENT
- Hazardous Waste Determination Checklist
- Hazardous Waste Determination Sheet
- Compliance Self-Inspection Checklist
- Environmental Management Action Plan
FINANCE AND CREDIT
- Accounts Receivable Collection Control Form
- Credit Application
- Request for Credit Approval
- Credit Inquiry
- Stock Option Exercise Letter
- Payroll Deduction - Stock Purchase
- Stock Issuances Journal
- Stock Transfer Ledger
- Weekly Financial Report
- Six Week Cash Flow Report
INFORMATION TECHNOLOGY
- IT Asset Standards List
- IT Asset Configuration Worksheet
- IT Asset Standards Exception Request
- Non-Standard Software Request
- IT Incident Report / Response Form
- IT Training Requirements List
- IT Training Log
- Computer and Internet Usage Policy Acknowledgement
- Company E-Mail Policy Acknowledgement
- Tech Support Log
- System Trouble Acknowledgement Form
MANUFACTURING
- Bill of Materials Form
- Calibration Record
- Triggers & Decision Points for GMP Inspections
- Excerpts of the FDA's Two Track GMP Inspection Strategy and Compliance Program
- Master Parts List
- Part Number Record
- Quality Assurance Audit Checklist
- Corrective Action Request
PERSONNEL
- Drug-Free Workplace Policy Agreement
- Personnel Requisition
- Employment Application
- Employment Interview Questions Chart
- Personnel Change Notice
- Company Policy and Procedure Acknowledgement
- Absence Request
- Biweekly Time Sheet
- Employee Self-Appraisal
- Performance Appraisal
- Request for Training
- Safety Suggestion Sheet
- Workplace Safety Self-Inspection Checklist
- Workplace Safety Action Plan
- General Workplace Safety Rules
- List of Hazardous Chemicals and MSDS Index
SALES AND MARKETING
- Returned Goods Authorization form
- Sales Lead Tracking form
- Trade Show Worksheet
- Trade Show Checklist
- Trade Show/Exhibit Supply Checklist
- Equipment Request from Inventory
- Show Registration
- Trade Show/Exhibit Summary
SECURITY OPERATIONS
- Employee Hiring Packet Checklist
- Key Issue/Policy
- Special Incident Report Form
- Guidelines for Selecting an Alarm System/Vendor
SHIPPING, PURCHASING & INVENTORY CONTROL
- Shipping Log
- Inventory Sheet
- Purchase Requisition
- Purchase Order
- Purchase Order Log
- Purchase Order Follow-Up
- Receiving Log
- Receiving and Inspection Report
- Inventory Inspection Levels
- Approved Vendor List
- Approved Vendor Notification
- Vendor Survey Form
- Vendor Performance Log
- Nonconformity Report
