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Business Sampler Forms and Records

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