The following forms and records are included in the Business Sampler Procedures Manual. They can be found at the end of their corresponding procedure document.

Accounting

  • Bad Check Notice
  • Sample Bank and Book Balances Reconciliation to Corrected Balance
  • Daily Cash Report
  • Daily Log
  • Check Request
  • Check Signing Authority Log
  • Sample Company Account Codes
  • Capital Asset Requisition
  • Asset Disposition Form
  • Sales Order
  • Invoice
  • Accounts Receivable Write Off Authorization
  • Petty Cash Journal

Customer Service

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

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  (Example)
  • Device Specification (Example)
  • Design Completion Checklist for Electromechanical Devices
  • Design Completion Checklist for Non-Electromechanical Devices
  • Finished Product Release
  • Product Design Review Checklist
  • Product Identification Label (Example)
  • Product Safety Hazard Label

Finance & Credit

  • Accounts Receivable Collection Control Form
  • Credit Application
  • Request for Credit Approval
  • Credit Inquiry
  • Stock Option Exercise Letter (Sample)
  • Payroll Deduction Stock Purchase
  • Stock Issuances Journal
  • Stock Transfer Ledger
  • Weekly Financial Report
  • Six-Week Cash Flow Report

Sales & Marketing

  • Returned Goods Authorization
  • Customer Returns Database
  • Sales Lead tracking Form
  • Trade Show Worksheet
  • Trade Show Checklist
  • Trade Show/Exhibit Supply Checklist
  • Equipment Request Form Inventory
  • Show Registration
  • Trade Show/Exhibit Summary

 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

Administration

  • Notice of Stockholders’ Meeting (Example)
  • Waiver of Notice of Stockholders’ Meeting (Example)
  • Authorization of Proxy to Vote Shares (Example)
  • Minutes of Stockholders’ Meeting (Example)
  • Minutes of Board of Directors’ Meeting (Example)
  • Master File Index
  • Record Retention Guideline
  • Form Printing Request
  • Job Description
  • Department Reporting Summary
  • Travel Arrangements Form
  • Travel and Miscellaneous Expense
  • Entertainment and Business Gift Expense Report

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

Environmental Management

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

Information Technology

  • Asset Standards List
  • Asset Configuration Worksheet
  • Asset Standards Exception Request
  • Non-Standard Software Request
  • IT Incident Report/Response Form
  • IT Training Requirements List
  • IT Training Log

Manufacturing

  • Bill of Materials form (Sample)
  • Calibration Record
  • Triggers and Decision Points for GMP Inspections
  • Excerpts of the FDA Two-Track GMP Inspection Strategy and Compliance Program
  • Master Parts List
  • Part Number Record
  • Quality 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 Timesheet
  • Employee Self-Appraisal
  • Performance Appraisal
  • Request for Training
  • Safety Suggestion
  • Workplace Safety Self-Inspection Checklist
  • Workplace Safety Action Plan
  • General Workplace Safety Rules
  • List of Hazardous Chemicals and MSDS Index

Security Operations

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