Maintenance of Logbook/Record Books/ Journals at 3ffb

TO     :    All

Maintenance of record books journals

Effective September 1, the following record books are to be maintained:

1.  For all  -  Learning journals.  List down  and number what was learned mentioning also:  relation to what was all ready known and how to apply. 

     Fields:     Date

     Title:  

     Author

     Source

2.  For 3ffb:
   1.  Records assistant:

   1, .  Documents processed:

     1.  Date of dp/actual signing of docs

      2. Date pouched

     3. Received from SBU

     4.  Name of customer

     5   Type of lot

     6 . Type of doc:   PPA/DOS/CO

     7  Date filled up

     8.  Date checked by AR

     9 . Date checked by comptroller

     11  Date signed by officer

     12   Date notarized

     13  Promo item/ Gifts sent

     14.  Date pouched

     15.  Date followed up/hello service

     16  Date received by customer

     17.  Number of days received since received from SBU and received by customer

2  DSM
   

     1.  Date of letter

     2.  Sent to:  Name of customer

     3.  Mail address

     4. Email address

     5.  Tel number:   landline

                                mobile

     6.  Promo coupon sent

     7.  Date followed up

     8.  Response by the customer   +   -

     9.  Future action

3  Posting of CRM

      l.  Date of posting

      2 Name of customer

      3. Date of CRM data sheet

      4. Birthdate of customer

      5.  SBU

      6.  Lot bought
      7   CRM contact
      8.  Transaction
      9.  Repeat sales
 

2.  AP

    1  .CV:

    l.  Date pouched by SBU

    2. SBU

    3.  Payee

    4.  Amount

    5.    Date received by AP

    6.  Deficiency defects noted

    7.  Date CV completed

    8. Date submitted for approval

    9. Date check was made

    10.  by

    11.  Date check was signed

    12.  by

     13. by

    14.  Date recorded

     15. Date pouched

     16.  Date received by SBU

      17.  Date OR by payee issued

2.  Cost reduction:

    l.  SBU

       l.  Gasoline        vs.  last Month    vs. Last year    target      +-   %

      2.  Electricity

      3.  Water

      4.  Repairs

Total:

Amount saved.

3.  AR

       l.  CRB

              l. SBU

              2. Date received

              3. Date posted

              4.  Checked by

      2   Posting and collection

             l.  Number posted for the day/sbu

             2.  Number of collection letter sent/sbu

            3.  Number of attorneys letter/sbu

            4.  Number forfeited/sbu

            5.  Collection of current accounts

            6.  Collection of arrears

    Other outputs:

           1. Aging

           2.  INventories:

               l.  FFE

               2.  Materials

4.  Treasury Assistant

         l. Checked bank balances

         2.  Recording of checks for sending to SBUs

         3.  Inventories:

              Lots

              Vehicle registration

              Inventory of checks/financial assets

   

--

Jorge Saguinsin

"Getting higher and stronger"

holygardensgroup.blogspot.com