Report Writing and Record Keeping

Specific Outcomes

• Control and deal with confidential information and documents.
• Control and evaluate ordering and distribution of office stationery.
• Implement control measures with individuals.
• Relate the purpose, content, form, frequency and recipients of a range of reports.
• Identify information sources & organisational procedures for obtaining & distributing information.
• Compile reports related to a selected business function.
• Liaise with relevant parties and verify that reported information is in accordance with requirements.
• Characteristics of Effective Reports
• Creating Templates for Reports
• Using Identified Information Sources
• Distributing Reports to Meet Specific Deadlines

Content Outline

• Confidential Information
• System and Procedures
• Securing Documents
• Ordering and Distribution of Stationery
• Office Stationary Policies, Procedures and Strategies
• Stock Levels
• Shrinkage Controls
• Reports Reflecting Stationary Movements
• Implementing Control Measures
• Recording Non-Conformances
• Handling Reported Non-Conformances
• Report Purpose, Content, Form, Frequency and Recipients
• Main Categories of Business Reports
• Regular Types of Business Reports
• Information Needs and Report Purposes
• Report Templates
• Report Purposes, Recipients and Frequency of Distribution
• Obtaining and Distributing Information
• Sources of Information
• Levels of Confidentiality
• Compiling Reports
• Compiling Reports using Current Information
• Liaising with Relevant Parties and Verifying that Reported Information is in Accordance with Requirements

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