October 15, 2017

Daily Text Reports Revision

TO      :    All

Date:   October 15, 2017

Subject:    Revised Daily Text Reports

Objectives:

    1.  To upgrade/obtain relevant information from every one and to derive performance from parties concerned

    2.  To emphasize importance of such reports

    3.  To motivate  individuals and SBUs, and drive everyone to self inspired behavior

WHAT GETS MEASURED GETS DONE.

Standards:

1.  Send text reports daily, faithfully.  Do do not go home without the reports;

2.  Non submission of reports is subject to CCD

3.  Be sure your reports tally:     

     Sales with ICR,  Treasury etc

4.  Accurate reports

5.  Reports based on data:  journal, or, deposit slips, pass books, master list etc:  soft or hard copy

1.   SAA  Holy Gardens Group -  Sales Reports

      PLOTS
                     Today         Cumulative YTD
      SBU    #     PHP        #     PHP            % to Monthly

     HGLUMP
     HGPMP
           SCC
           Malasiqui
     HGGMP
     HGCMP
     HGOMP

        Total

      HAMP not part of total

2.   Memorial Transactions

      Chapel Memorial Service
      (Mention SBUs)
                                       Today         Cumulative
                               #       PHP       
      HGPMP
      Calamba

       

3.  Interments   (SAA)

               SBU    Who        When     Eco/DLX/LX       Status   


   

4  MLII                     #        PHP      Cumulative YTD    % to Month

       Loan Releases

       Collection

              Current

              Arrears


5.   Records Assistant

    SBUs
                                                        Today        Monthly Cumulative    YTD
     No of accounts checked/verified
          on line

     No of accounts received

    No of accounts signed

    Pouched:

        a.  With ty letters
        b.  Estate Planning
        c.  Promo items

    Problems Solved

    CO/Special transactions pouched

6.   ICR     Assistant


         SBU                                    #           Amount      YTD    % to Monthly

         No   posted by everyone

        No of New Accounts/Ledgers

        Amount Collected

              Current

              Arrears

      Forfeiture letters sent

      # of  forfetirures

     PHP of forfeitures
     6552

            < 2 years
            > 2years

    Unliquidated
   outstanding cash advance


7.  Treasury Assistant       

             SBUs               Today       Monthly          YTD                

     1.  Bank Balances:                      xxx                xxx

     2.  Book balances

     3.  Unreconciled items
              

     3. Collection received today

     4.  Amounts deposited today

            Cash
            Checks
            Bounced checks
           Shortages/overages
            Losses

     5.   Disbursements made

           CV

           OCV

     6.  Floats (checks outstanding)
       (reconciles 1 and 2)

     7.  Amount of PDC on head

8.   AP

      SBUs

     PO  issued

     PO  paid

     CV received

     CV completed for Checks

     CV paid  (With OR)
         reconcile with TA

     Govt Accounts Payable
        Pending

        Paid

EFFECTIVITY:      October 16, 2017   SOFT LAUNCH

                           October 23, 2017   FULL COMPLIANCE

BE SURE YOU MAINTAIN YOUR OWN JOURNAL RECORD BOOK:   SOFT COPY (Excel) of these reports

We have to meet on these as to what can be conveniently texted, and the rest by email

FOR STRICT COMPLIANCE

--
PAGSASANAY SA TAGUMPAY (Training for Success)









SETTING THE STANDARDS IN INTERMENT SERVICE
Innovation creates more wealth and more customers


  Jorge U. Saguinsin

  Be a BIDDA now

  RRURAC   (Read, Reflect, Understand, Realize Act, Check)

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2 comments:

  1. Glizel Ann MesaOctober 21, 2017 at 10:56 AM

    In SAA Text report:
    1. Sales Report:
    per SBU Today: # of plots sold and amount and total
    Cumulative month to date: per SBU # of plots, amount and total
    % monthly: per SBU, % and total

    The other column will send through email.

    2. Interment
    SBU Who When Eco/DLX/LX Status

    3.Chapel Services
    per SBU: type of plans, # , amount and cumulative month to date

    Marjorie B. Miranda


    ReplyDelete
  2. UnknownOctober 21, 2017 at 11:17 AM

    In TA Text Report per SBU
    1.Total Collection
    2. Amount deposited today
    3. Total Outright released for today
    4. Cash on hand


    Marecho Conde

    ReplyDelete

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