Business Procedures Sampler Sections

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 Procedure

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 Procedure

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 Procedure

Customer Satisfaction Survey
Customer Service Contact
Customer Service Log
Customer Service Satisfaction Report
Post-Sale Satisfaction Report
Limited Warranty

Disaster Management Procedure

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 Procedure

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

Enviromental Management Procedure

Hazardous Waste Determination Checklist
Hazardous Waste Determination Sheet
Compliance Self-Inspection Checklist
Environmental Management Action Plan

Finance and Credit Procedure

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 Procedure

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 Procedure

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

Personner Procedure

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 Procedure

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 Procedure

Employee Hiring Packet Checklist
Key Issue/Policy
Special Incident Report Form
Guidelines for Selecting an Alarm System/Vendor

Shipping, Purchasing & Inventory Control Procedure

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

Business Procedures Sampler Sections

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