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