This article discusses the organizational policies and procedures that guide standards for documentation, types of documents used, evaluation of the quality of documents produced against the documentation standard, development of incident and injury report, and more.
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Running head: TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE Template Development and Review Procedure Name of the Student: Name of the University:
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1 TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE 1. Organizational policies and procedures that guide standards for documentation i.The document should not be shared with others ii.The confidential documents should be kept secured with password protected so that no third party can access to the information and data (Vertes & Bullmore, 2015). iii.Only the authorized user can able to access to the documentation iv.Evaluationofmanagementpracticestomakesureofcompliancewiththe organizational strategies (Gollenia, 2016). v.Knowledge of the IT standards along with guidelines 2. Three types of documents used Informative documents:It includes of financial statements, research reports and thank you notes. Negativedocuments:It includesof disciplinarynoticesandnegativeperformance appraisal (Safa, Von Solms & Furnell, 2016). Persuasive documents:It includes of resumes, fund raising appeals and performance appraisal. 3. Evaluate the quality of documents produced against the documentation standard I.Documentation should consistent into style as well as format which allow better usability (Dunn, 2015) II.Procedure description consists of overview of the document content
2 TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE III.Document should be error free to outline the actions required into each procedures 4. Development of incident and injury report Incident and injury form Details of injury: Date of incident: __________________ Time of incident: ___________________ Where it incident: ________________ Describe the incident: _____________________________________________________ Details of injured person: Name: ____________________________ Nature of injury: was first aid given? ____________________ Brief details: _________________________ Name of person complete the report: _________________ Signature: ______________________________ 5. Determine incident and injury report according to WHS legislation Incident and injury form This is documentation of an: ď‚€Lost/injury ď‚€First aid ď‚€Incident
3 TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE ď‚€Observation Details of the person injured: Event details: Date of event:________________Location of event: ______________ Time of event: ________________ Witnesses: ______________________ Description of event: Was event/injury caused an unsafe act: Signature of employee: _____________Date: ______________ Signature of supervisor: _____________Date: ______________ 6. Identification of WHS legislative requirements to store incident information i.Each of the incident response plan should include of explanation of the records ii.Trigger of requirements for preserving the incident site (Vertes & Bullmore, 2015). iii.Identification of hazards, risks and control it and then implement of risk controls 7. Questionnaire to gather feedback from staff based on usability of documents a.With technical documentation, how satisfied are you with quality of documentation? ď‚€Very satisfied ď‚€Satisfied ď‚€Neutral ď‚€Dissatisfied ď‚€Very satisfied b.With accuracy of documentation, how satisfied are you?
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4 TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE ď‚€Very satisfied ď‚€Satisfied ď‚€Neutral ď‚€Dissatisfied ď‚€Very satisfied c.With usability of documentation, how satisfied are you? ď‚€Very satisfied ď‚€Satisfied ď‚€Neutral ď‚€Dissatisfied ď‚€Very satisfied 8. Describe of occasion for amendment of document template The user provides feedback on the description of amendment which is required to be done. Then, all the feedback is analyzed if the user is satisfied with the quality, accuracy and usability of documentation (Gollenia, 2016). After that, an assessment is done to alter risks and benefits of the study whether the provided amendments increase/ decrease the risk level of participants.
5 TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE 9. Development of draft invoice as documentation standards for high volume clients Commercial Invoice SellerInvoice numberDate Sold toReferencenumber of customer Date Ship toCurrency Mode of shipment QtyDescription of product Measure unitUnit priceTotal price Totalcommercial value Signed:Date: The software which is used to include of discounting for volume goods on the sliding scale is Microsoft Office that is used for higher volume of client. 10. Explanatory notes suitable for staff who use invoice Explanatory notes are providing better understanding of the legislation which is adopted at the EU level. It provides the business required information in order to adapt new rules into time(Vertes & Bullmore, 2015). It is a guidance tool which is used to explain the application of VAT invoicing rules.
6 TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE 11. Verbally presentation of information A meeting should be conducted with the employees where the supervisor provides them information regarding the invoice template. The supervisor should also provide presentation to the employees so that they can easily understand the main purpose of the templates (Peltier, 2016). Each of the steps is explained to them. Therefore, oral presentation is most important verbal communication channel. 12. Plan for invoice draft Step 1: Outline of the plan- purpose of the commercial document Step 2: Provide name of the business, information of seller contact Step 3: Invoice number to track the customer Step 4: Date of invoice Step 5: Payment terms Step 6: Due date and bill to Step 7: Product and service details Step 8: Sales tax and discount 13. Two actions in plan would save money for the organization 1. Setting the organizational goal to achieve the objectives (Wilensky, 2015). 2. Knowing profile of the customer will save time and money when it is time to acquire them
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7 TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE 14. Evaluation of quality documents produced against documentation standards a.Review of the documentation standards against the changing requirements of the organization (Gollenia, 2016). b.Plan along with improvement as per organizational procedures c.Access to the samples of higher quality of standardized documents (Cozzarin, 2017). d.Identification of organizational requirements to entry, store, output and quality of the document design 15. Review of documentation standards i.The documentation standards are reviewed to reduce the cost, promote the brand image of the organization (Aguinis & Culpepper, 2015). ii.Verify the documentation which addresses audit criteria requirements iii.Size, nature along with complexity of organization which effect on time required to conduct the document review.
8 TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE References Aguinis, H., & Culpepper, S. A. (2015). An expanded decision-making procedure for examining cross-levelinteractioneffectswithmultilevelmodeling.OrganizationalResearch Methods,18(2), 155-176. Cozzarin,B.P.(2017).Impactoforganizationalinnovationonproductandprocess innovation.Economics of Innovation and New Technology,26(5), 405-417. Dunn, W. N. (2015).Public policy analysis. Routledge. Gollenia, L. A. (2016).Business transformation management methodology. Routledge. Peltier, T. R. (2016).Information Security Policies, Procedures, and Standards: guidelines for effective information security management. CRC Press. Safa, N. S., Von Solms, R., & Furnell, S. (2016). Information security policy compliance model in organizations.Computers & Security,56, 70-82. Vertes, P. E., & Bullmore, E. T. (2015). Annual research review: growth connectomics–the organizationandreorganizationofbrainnetworksduringnormalandabnormal development.Journal of Child Psychology and Psychiatry,56(3), 299-320. Wilensky, H. L. (2015).Organizational intelligence: Knowledge and policy in government and industry(Vol. 19). Quid Pro Books.