Business Template Development and Review Procedure Report 2018

This report provides a detailed overview of template development and review procedures within an organization, focusing on documentation standards and compliance. It covers organizational policies that guide documentation standards, including security measures and authorized user access. The report identifies and describes three types of documents: informative, negative, and persuasive. It evaluates the quality of documents against documentation standards, emphasizing consistency and error-free content. The report includes the development of an incident and injury report, aligning with WHS legislation requirements for storing incident information. A questionnaire is presented to gather staff feedback on document usability, and the report discusses occasions for document template amendment. The development of a draft invoice for high-volume clients is outlined, along with explanatory notes for staff. Verbal presentation of information and a plan for invoice drafting are described, highlighting actions to save organizational costs. Finally, the report evaluates the quality of produced documents against documentation standards and reviews documentation standards to reduce costs and promote brand image.

Running head: TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE
Template Development and Review Procedure
Name of the Student:
Name of the University:

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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. Evaluation of management practices to make sure of compliance with the
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.
Negative documents: It includes of disciplinary notices and negative performance
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

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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:
 Lost/injury
 First aid
 Incident

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TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE
 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?
 Very satisfied
 Satisfied
 Neutral
 Dissatisfied
 Very satisfied
b. With accuracy of documentation, how satisfied are you?

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TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE
 Very satisfied
 Satisfied
 Neutral
 Dissatisfied
 Very satisfied
c. With usability of documentation, how satisfied are you?
 Very satisfied
 Satisfied
 Neutral
 Dissatisfied
 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.

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TEMPLATE DEVELOPMENT AND REVIEW PROCEDURE
9. Development of draft invoice as documentation standards for high volume clients
Commercial Invoice
Seller Invoice number Date
Sold to Reference number
of customer
Date
Ship to Currency
Mode of shipment
Qty Description of
product
Measure unit Unit price Total price
Total commercial
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.

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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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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.

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References
Aguinis, H., & Culpepper, S. A. (2015). An expanded decision-making procedure for examining
cross-level interaction effects with multilevel modeling. Organizational Research
Methods, 18(2), 155-176.
Cozzarin, B. P. (2017). Impact of organizational innovation on product and process
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
organization and reorganization of brain networks during normal and abnormal
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.

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