Business Services Training
|
|
- Natalie Wells
- 8 years ago
- Views:
Transcription
1 Business Services Training Unit of Competency Organise Schedules BSBADM307B Unit Descriptor This unit describes the performance outcomes, skills and knowledge required to manage appointments and diaries for personnel within an organisation, using manual and electronic diaries schedules and other appointment systems. No licensing, legislative, regulatory or certification requirements apply to this unit at the time of endorsement. Employability Skills The required outcomes described in this unit of competency contain applicable facets of Employability Skills. The Employability Skills Summary for the qualification in which this unit of competency is packaged, will assist in identifying Employability Skills requirements. Pre-requisite Units Nil Application of the Unit This unit applies to individuals employed in a range of work environments who provide administrative support to teams and individuals in the management of diaries, schedules and other appointment mechanisms. Competency Field Administration General Administration
2 Organise Schedules This book supports BSBADM307A Organise Schedules in the Business Services Training Package BSB01, and BSBADM307B Organise Schedules, in the Business Services Training Package BSB07. Copyright Beverley Weynton, November 2002, October 2007, 2008 This revised edition published 2008 Author: Beverley Weynton Managing Editor: Christine Kent ISBN Disclaimer All rights reserved. No part of this publication may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, scanning, recording, or any information storage and retrieval system, without permission in writing from the publisher, Software Publications Pty Ltd. No patent liability is assumed with respect to the use of the information contained herein. While every precaution has been taken in the preparation of this book, the publisher and the authors assume no responsibility for errors or omissions. Neither is any liability assumed for damages resulting from the use of the information contained herein. These learning materials have been prepared for use as part of a structured vocational education and training course and should only be used within that context. The information contained herein was correct at the time of preparation. Legislation and case law is subject to change and readers need to inform themselves of the current law at the time of reading. Publishers Software Publications Pty Ltd (ABN ) Head office Sydney Unit 10, 171 Gibbes Street Chatswood NSW 2067 Phone: (02) Fax (02) Australia Toll Free Numbers Phone: Fax: i Web address Published and printed in Australia
3 Identify and Schedule Recurring Appointments Manage schedules 2.1 Identify and Schedule Recurring Appointments Identify recurring appointments and deadlines, and schedule these in accordance with individual and organisational requirements. In the first part of this textbook, you learnt about establishing schedule requirements, both organisational and individual, as well as the different types of appointments and priorities that could arise in the course of your job. In this second part, we will explore the management of schedules, deadlines, and appointments, including negotiating alternative arrangements when changes or cancellations are necessary. Recurring appointment A recurring appointment is one which occurs again or occurs on a regular basis. Deadline A deadline is a limit which must not be passed; the latest time for finishing something. Types of Recurring Appointments The types of appointments that would occur on a regular basis could include those made for: board meetings committee meetings sales meetings production meetings financial meetings meetings of a particular division within a company, e.g. children s books or non-fiction, within a large publishing house marketing meetings representatives, e.g. some representatives with an allocated territory would call on their customers on a recurring circuit. These appointments would, generally speaking, be kept regularly, on a particular day and at the same time from month to month or whatever the time period may be. In most cases, the rep would confirm the time and date for her appointment for the next month before leaving the client s premises. Page 52 BSBADM307B Organise Schedules
4 Manage schedules Identify and Schedule Recurring Appointments Frequency of Recurring Appointments Frequency Frequency means the number of times that an event occurs within a given period. Some meetings may recur each month, some each week and others every three months (quarterly). Monthly meetings are likely to be: board meetings committee meetings production meetings divisional meetings marketing meetings Weekly meetings are likely to be reps meetings - usually on a Friday, in order to review the past week and plan the next week s activities under the guidance of the sales manager. Quarterly meetings are likely to be: sales meetings financial meetings Generally speaking, to review and assess the performance of a company and its sales force at a formal meeting, it is usual to look at income and expenses on a quarterly basis. Of course, this may differ between companies. Types of Recurring Deadlines Deadlines may be applied for the submission of a regular report by, for example: managers to their divisional heads sales reps to the sales manager sales managers to the financial controller editors to the production manager or publisher order department to marketing manager project managers to the managing director Deadlines may also be set for: the preparation and delivery of a specially requested study of a market segment the compilation and submission of the results of a client survey the completion of a project such as an architect s draft plans for a building the delivery of a commissioned work such as a jingle for a TV commercial or a new concerto for an orchestra The list could be endless. BSBADM307B Organise Schedules Page 53
5 Identify and Schedule Recurring Appointments Manage schedules To commission To commission means to give authority or an order for a piece of work, especially a piece of art or writing. Who decides? Recurring deadlines may be set and notified in a variety of ways. They may be: specified in company documents or policies mutually agreed at a staff or team meeting decided by directors at a board meeting and communicated to those concerned by a divisional head or manager To specify To specify means to state or describe something in detail ; to state as a condition. The regularity and time of some recurring meetings will have been set down and adhered to over a period of years. These would be embedded in the requirements or procedures for running the company. For example, the board meeting may be set down for the first Monday of each month at 9 am; the weekly reps sales meeting would be every Friday at 2 pm. Embed To embed means to fix firmly. What Are Organisational Requirements? Organisational requirements are simply methods, rules or systems that have been put in place by the management of a company to ensure that it runs smoothly. They may be formal or informal, complex or simple, recorded in a staff manual or procedural document, or communicated verbally by other staff members. Employees are expected to follow the organisational requirements so that no confusion arises over how a specific task is to be accomplished. If everyone follows the same rules, work should be completed and goals accomplished in a timely and efficient manner. Page 54 BSBADM307B Organise Schedules
6 Manage schedules Identify and Schedule Recurring Appointments It Is Your Responsibility to Find Out It is up to you to find out what the organisational requirements are with regard to recurring appointments and deadlines. If they are not in written form, make notes for yourself and refer to them as necessary. If this topic is covered in the staff manual, read it, and make sure you adhere to the requirements when dealing with recurring appointments and deadlines. If you cannot find any information regarding the requirements, then ask your boss where you may find it, or ask your supervisor or a colleague. Specific Requirements Will Always Apply As we explored in Element 1 of this book Establishing Schedule Requirements there are many different types and sizes of organisations or companies, and each one will have its own requirements with regard to recurring or regular meetings that are effective for its particular line of business. If you feel you would like to review the topic, go back and reread Identify organisational requirements and protocols for diaries and staff planning tools, page 12. If the company is a small one, few recurring appointments or deadlines may be required. A company s requirements will be reflected in the frequency of the various meetings and appointments that are planned. There are no hard and fast rules that can be applied, as often, exceptions will occur for a specific reason. Hard and fast Hard and fast is a phrase which means strongly binding or fixed and not able to be changed. For example, there may be a special project underway with very tight deadlines. An intense focus is required from the production team to complete on time. In this case, to achieve the set goals and closely monitor the team s progress, meetings may recur on a weekly basis until the project is finished. Following the completion of the task, the production team would then return to its regular basis of monthly meetings. Scheduling Recurring Appointments Information regarding recurring appointments could be conveyed to you in a variety of ways: verbally, by or in memoranda. It may be the regular board meeting every first Monday of the month, or it may be the weekly reps meeting. It could be a newly set up division s monthly production meeting. BSBADM307B Organise Schedules Page 55
7 Identify and Schedule Recurring Appointments Manage schedules A memorandum or memo A memorandum or memo (pl. memoranda) is a note sent by one person or department to another within a business. Whatever the purpose of these recurring meetings, if your boss s presence is required there, you must carefully and consistently note the dates, times and locations of the meetings throughout her appointments diary or whatever planning tool she uses. In most cases, any internal or company meetings will take precedence over almost all other external appointments. If there appears that there may be a clash with another important appointment, point this out to your boss, and seek advice on her preferences. Other methods of recording recurring appointments If you were handling the appointments for the members of a team, or a group of company representatives, you may be required to record their recurring appointments on a wall chart or large planning calendar. In this way, members of the team and managers of the division can quickly identify recurring appointments and deadlines for the whole year. This way of recording information becomes a valuable planning tool for the whole division. Whatever the situation, you must make sure that the recording you do is in accordance with the requirements of the company and your boss s instructions and preferences. This important aspect has been covered in detail in Determine personal requirements for diary and schedule items, page 34. Note regular meetings in your own diary It would be helpful for you to note all regular meetings which concern your boss in your own desk diary, so you can see that, for example, on every first Monday of the month she will be attending a board meeting between 9 am and 12 noon. It will also give you an opportunity to show your efficiency by reminding her about appointments in advance, if it is appropriate for you to do so. Recurring client appointments Your boss may have recurring client appointments to attend. For example, he may meet with Jo Birch, the marketing manager of a large department store, every second Wednesday. You would follow the same procedure as described above to record or schedule this regular engagement: it should be written in the appointments diary, always taking care to check that it does not clash with any prior commitments. Even though you know, and your boss knows, that every second Wednesday he meets with Jo Birch, the appointment should be written down. It is easy to forget longstanding, regular appointments when you are trying to find a suitable time in a crowded schedule for an appointment with someone else, if the recurring appointment is not clearly noted in the diary. Page 56 BSBADM307B Organise Schedules
8 Manage schedules Identify and Schedule Recurring Appointments Scheduling Recurring Deadlines Your boss might be part of a team with a recurring deadline to adhere to, or he may be the one who has set the recurring deadline for other staff members to meet. In either case, you will need to record the information carefully, including the details as well as the due date. For example, entered in the space allocated to the last Friday of each month you may write: Submit Production Report for Board Meeting. Alternatively, you may write: Reports from Sales and Marketing divisions due in. As with recurring appointments, you must make sure that your notations in your boss s diary or appointments book conform to the company s requirements and your boss s preferences. Using an Electronic Diary the Outlook Calendar Using the Outlook Calendar is another way of keeping track of and scheduling appointments. The Microsoft Outlook Calendar is a tool for viewing, managing and sharing calendars efficiently. It helps users maintain their own calendars or diaries, to schedule meetings and appointments for others and to maintain other users diaries. The Outlook Calendar is the scheduling component of Outlook. It is not a separate program but resides within Microsoft Outlook and is fully integrated with and other features. For example, calendars may be shared with people both inside and outside an organisation. Just as you would write an appointment in a desk diary, the user of Outlook can click on any time slot in the Calendar and just start typing. You can also set reminders, all-day events such as business trips, and personal dates such as birthdays or anniversaries. Various views can be accessed, for example, a single day, a week, a month or even the entire year. Using the work week view, your boss can see at a glance how busy her week is going to be. Another view can provide a list of all upcoming appointments. Organising meetings Integrating the Outlook Calendar with makes organising a meeting easy. If your boss asked you to arrange a meeting with a certain group of employees, but with no specific date in mind, you would simply select a time on the calendar, say 10 am, create an appointment, and then select the names of the people your boss wants to attend. Outlook will help you find the earliest time at which all the people are free. Once the meeting notice is sent to the others via , they will receive meeting requests in their In boxes. Alternatively, you could an intended date and time to the selected employees, and when the users opened their meeting request, Outlook would notify them if the meeting conflicts with an existing appointment on their calendars. They can then respond by clicking a single button: Accept, Tentative or Decline. You can see immediately who has accepted or declined simply by opening the meeting window. BSBADM307B Organise Schedules Page 57
9 Identify and Schedule Recurring Appointments Manage schedules The delegate feature There is a delegate feature on some versions of Outlook Calendar. This allows you to keep track of your boss s schedule or those of several people you may be working for from within Outlook on your own computer. This feature supports the typical assistant-manager relationship where the assistant or secretary is taking care of a manager s appointments diary or schedule. After you have been designated as a delegate, all meeting requests sent to the manager also appear in your Inbox. This allows you to accept meetings, enter appointments and organise meetings on your boss s behalf. All changes made are reflected immediately in your boss s Outlook Calendar. If you were away, or unavailable, your boss could check and adjust his calendar from his own computer. It also allows you to see any new appointments your boss may have entered into his electronic diary without letting you know. For calendar sharing, Outlook in Internet Mail Only mode allows you to publish the free and busy times from your boss s calendar to an Internet site so others can know when your boss is available. Exercise 16 1 Explain your understanding of the word recurring. 2 What is one word for the number of times an event occurs within a given period? 3 What does quarterly mean? 4 Name three types of monthly meetings. Page 58 BSBADM307B Organise Schedules
10 Manage schedules Identify and Schedule Recurring Appointments 5 Give an example of a weekly meeting. 6 Give an example of a deadline YOU have to meet. 7 Give two reasons why following organisational requirements is a good idea. 8 In the context of scheduling recurring appointments, which are more important internal or external appointments? 9 Why would it be a good idea to note your boss s regular meetings in your own desk diary? 10 If you were handling the appointments for a group of your company s representatives, what sort of planning tool might you use instead of a desk diary? 11 What would be some of the advantages of using this type of planning tool? BSBADM307B Organise Schedules Page 59
11 Identify and Schedule Recurring Appointments Manage schedules 12 Describe why using the Outlook Calendar could streamline your task of managing your boss s schedule and appointments diary. Which manual methods (as opposed to electronic) described in the previous few pages would change, and how would they change? Page 60 BSBADM307B Organise Schedules
Produce Spreadsheets Excel 2010
ISBN: 978-1-921885-15-0 Produce Spreadsheets Excel 2010 BSBITU304A Software Publications Writing Team Produce Spreadsheets Supporting BSBITU304A Produce Spreadsheets in the Business Services Training Package.
More informationBusiness Services Training
Business Services Training Unit of Competency Recommend products and services BSBPRO301A Unit Descriptor This unit describes the performance outcomes, skills and knowledge required to provide advice and
More informationISBN 1-74123-655-X E-COMMERCE. Option 3 COMMERCE YEARS 7 10 TEXTBOOK. Ann Howard
ISBN 1-74123-655-X E-COMMERCE Option 3 COMMERCE YEARS 7 10 TEXTBOOK by Ann Howard E-Commerce Option 3, Commerce, Years 7 10 Author: Ann Howard THIS TEXTBOOK SUPPORTS OPTION 3 E-COMMERCE OF THE NSW BOARD
More informationYou should distribute the completed learning plan to the team and forward a copy to the human resources team. Name: Section: Location:
Implement learning plans Encourage a learning environment what work, if any, will be missed by the learners during the program cost of the program resources required to conduct the program language, literacy
More informationSEND AND RETRIEVE INFORMATION USING
ISBN 978-1-921780-48-6 SEND AND RETRIEVE INFORMATION USING WEB BROWSERS AND EMAIL; LOCATE AND USE RELEVANT ON LINE INFORMATION ICAU1133B & ICAU1204B - Internet Explorer 8.0 and Microsoft Outlook 2007 Supporting
More informationHow To Use Excel 2010 On Windows 7 (Windows 7) On A Pc Or Mac) With A Microsoft Powerbook (Windows Xp) On Your Computer Or Macintosh (Windows) On Windows Xp (Windows 2007) On Microsoft Excel 2010
ISBN 978-1-921780-70-7 CREATE AND PRODUCE SPREADSHEETS BSBITU202A/BSBITU304A Excel 2010 Supporting BSBITU202A Create and Use Spreadsheets and BSBITU304A Produce Spreadsheets in the Business Services Training
More informationPublishers Software Publications Pty Ltd (ABN 75 078 026 150)
Manage human This book supports BSBHRM501B Manage human in the Business Services Training Package. Veronica Ritchie, 2015 Author: Veronica Ritchie ISBN: 978-1-925291-02-5 Disclaimer All rights reserved.
More informationRevision Number: 1. BSBADM307B Organise schedules
Revision Number: 1 BSBADM307B Organise schedules BSBADM307B Organise schedules Modification History Not applicable. Unit Descriptor Unit descriptor This unit describes the performance outcomes, skills
More informationOUTLOOK 2010 BCC AND FROM FIELDS EMAIL SETTINGS
OUTLOOK 2010 EMAIL SETTINGS There are a variety of options that can be set for an email in Outlook 2010. Here are a few of the popular options that can be set on emails from the email s Options tab: Show
More informationUsing Outlook s Calendar to Manage your Time
Using Outlook s Calendar to Manage your Time This document provides information regarding the Calendar feature in Microsoft Outlook 2007. Overview of Outlook 1. Outlook provides an integrated solution
More informationMicrosoft Outlook 2003 Quick How-to Guide
Microsoft Outlook 2003 Quick How-to Guide Microsoft Outlook 2003 Quick How-to-Guide This document is designed to be a quick guide for the most common tasks in Outlook. It is separated into different sections
More informationMicrosoft. Outlook 2007 Calendar Management Tools For. Jerry Maletsky Dash Designs Consulting Technology Training And Consulting
Microsoft 1 Outlook 2007 Calendar Management Tools For Jerry Maletsky Dash Designs Consulting Technology Training And Consulting Microsoft Outlook 2007 Calendar Management Tools For The Haas School of
More informationOptomate Training Compendium Appointment Book Page 2
2. Appointment Book The Optomate Premier Series Appointment Book has been developed based on the Microsoft Outlook calendar. It offers a quick and easy method for finding and entering new appointments,
More informationSTUDENT MANUAL. Outlook 2013: Calendar Management. Towson University. Office of Technology Services. OTS Training
STUDENT MANUAL Outlook 2013: Calendar Management Towson University Office of Technology Services OTS Training Outlook 2013: Calendar Management Outlook 2013: Calendar Management Part Number: 222788 Course
More informationMicrosoft Outlook 2013 -And- Outlook Web App (OWA) Using Office 365
1 C H A P T E R Microsoft Outlook 2013 -And- Outlook Web App (OWA) Using Office 365 1 MICROSOFT OUTLOOK 2013 AND OUTLOOK WEB ACCESS (OWA) Table of Contents Chapter 1: Signing Into the Microsoft Email System...
More informationEnd User Guide to Starfish CONNECT Contents
Contents Introduction... 2 Purpose... 2 Glossary of Terms... 2 How Starfish Communicates with your Online Calendar... 3 Walkthrough Instructions for Calendar Owners... 4 Your Profile... 4 Office Hours
More informationAvePoint Record Rollback 3.1.2 for Microsoft Dynamics CRM
AvePoint Record Rollback 3.1.2 for Microsoft Dynamics CRM User Guide Revision G Issued April 2014 1 Table of Contents Overview... 3 Before You Begin... 4 Record Rollback... 5 Getting Started... 5 Locating
More informationMicrosoft Outlook 2003 Basic Guide
Microsoft Outlook 2003 Basic Guide Table of Contents Introduction... 2 Getting Help... 2 Exploring Outlook... 3 Drop-Down Menus... 3 Navigation Pane... 4 Folder Pane... 7 Reading Pane... 7 Toolbars...
More informationMicrosoft Outlook 2010
Microsoft Outlook 2010 Prepared by Computing Services at the Eastman School of Music July 2010 Contents Microsoft Office Interface... 4 File Ribbon Tab... 5 Microsoft Office Quick Access Toolbar... 6 Appearance
More informationCMU/SCS Computing Facilities. Microsoft Outlook 2010 Calendar Guide
CMU/SCS Computing Facilities Microsoft Outlook 2010 Calendar Guide Table of Contents Opening Outlook... 2 Finding your Calendar... 2 Creating entries on your calendar... 2 Appointments... 2 Meetings...
More informationCMU/SCS Computing Facilities. Microsoft Outlook 2011 for Mac Calendar Guide
CMU/SCS Computing Facilities Microsoft Outlook 2011 for Mac Calendar Guide Table of Contents Opening Outlook... 2 Finding your Calendar... 2 Creating entries on your calendar... 2 Appointments... 2 Meetings...
More informationMicrosoft Outlook 2013 Part 2: Intermediate Outlook
CALIFORNIA STATE UNIVERSITY, LOS ANGELES INFORMATION TECHNOLOGY SERVICES Microsoft Outlook 2013 Part 2: Intermediate Outlook Spring 2015, Version 1.0 Table of Contents Introduction...2 Calendar...2 Scheduling
More informationCopyright 2011 Smart VA Ltd All Rights Reserved.
Copyright 2011 Smart VA Ltd All Rights Reserved. No part of this guide may be reproduced or transmitted in any form whatsoever, electronic, or mechanical, including photocopying, recording, or by any informational
More information11. Planning your 1workload
11. Planning your 1workload In any career, or personal pursuit, planning and managing a workload is an essential skill. In public relations, you will often need to work on several varied projects, with
More informationOverview Settings Creating Events New Calendars, Granting Permissions and Ownership Subscribing to Other Calendars Help
Saint Louis University Google Apps Calendar Overview Settings Creating Events New Calendars, Granting Permissions and Ownership Subscribing to Other Calendars Help Information Technology Services IT Training
More informationProduced by: Flinders University Centre for Educational ICT
Produced by: Flinders University Centre for Educational ICT Introduction to Outlook 2010 Contents Microsoft Online Services Sign-in to Outlook/Exchange... 2 Key Features... 3 Outlook Screen... 4 To-Do
More informationPatient Portal Users Guide
e-mds Solution Series Patient Portal Users Guide Version 7.0 How to Use the Patient Portal CHARTING THE FUTURE OF HEALTHCARE e-mds 9900 Spectrum Drive. Austin, TX 78717 Phone 512.257.5200 Fax 512.335.4375
More informationLevel 3 Project management software (PM 7574-326)
Level 3 Project management software (PM 7574-326) ITQ (QCF) Assignment guide for Candidates Assignment A www.cityandguilds.com January 2012 Version 1.0 About City & Guilds City & Guilds is the UK s leading
More informationCasey State Bank Online Banking Agreement and Disclosure
Casey State Bank Online Banking Agreement and Disclosure Please carefully read this entire agreement and keep a copy for your records. By pressing the I ACCEPT button, you agree to the terms and conditions
More informationMicrosoft Outlook Tips & Tricks
Microsoft Outlook Tips & Tricks Columbia College Technology Services Table of Contents Creating an email signature Page 1 Handling attachments Page 1 Sending an attachment Opening an attachment Page 2
More informationOutlook Calendar 2010
IT Services Outlook Calendar 2010 Meeting requests Schedule and manage a meeting with other people Create a meeting request Respond to meeting invitations Track and manage meetings Table of contents Create
More information1. Website Terms and Conditions
1. Website Terms and Conditions Welcome to the Mining Contractors Insurance Brokers website (the Website ). The Website is owned and operated by East West Insurance Brokers Pty Ltd ABN 83 010 630 092 AFSL
More informationHow To Prepare A Financial Report
A Step by Step Approach to Preparing Financial Reports and Processing Journal Entries [manual and using MYOB Accounting Plus v18] Copyright Notice: Copyright 2008 Marian Brown. All rights reserved. No
More informationCERTIFICATE III IN BUSINESS ADMINISTRATION BSB30412 COURSE INFORMATION
CERTIFICATE III IN BUSINESS ADMINISTRATION BSB30412 COURSE INFORMATION A NEW CHAPTER At Bookkeeping School, we have helped hundreds of students achieve their career goals by giving them the tools they
More informationWelcome to InFixi Exchange Mailbox Recovery Software. Help Guide. Exchange Mailbox recovery software
Welcome to InFixi Exchange Mailbox Recovery Software Help Guide Exchange Mailbox Recovery Software 1 Introduction about InFixi Exchange Mailbox Recovery Software InFixi Exchange Mailbox Recovery software
More informationMiVoice 6725ip Microsoft Lync Phone 41-001368-00 REV04 WORK SMART USER GUIDE
MiVoice 6725ip Microsoft Lync Phone 41-001368-00 REV04 WORK SMART USER GUIDE NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mitel Networks
More informationMicrosoft Outlook 2007 Calendar Features
Microsoft Outlook 2007 Calendar Features Participant Guide HR Training and Development For technical assistance, please call 257-1300 Copyright 2007 Microsoft Outlook 2007 Calendar Objectives After completing
More informationSample- for evaluation purposes only! Advanced Outlook. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.
A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2012 Advanced Outlook TeachUcomp, Inc. it s all about you Copyright: TeachUcomp, Inc. Phone: (877) 925-8080 Web: http://www.teachucomp.com
More informationMicrosoft Outlook Web App Quick Reference Card
Microsoft Outlook Web App Quick Reference Card Accessing Outlook Web App You can access your mailbox through any browser that supports HTML 3.2 and ECMA. To access your mailbox, enter your OWA web address/url
More informationGuide to Office Hours, Appointments, and Appointment notes
Version 1.0 Guide to Office Hours, Appointments, and Appointment notes Purpose This document provides instructions to set up your office hours in Starfish, make appointments with students, and document
More informationSigned: Authorised: Created. Principal. Reviewed. Reviewed
POSITION DESCRIPTION ADMINISTRATIVE ASSISTANT TO THE EXECUTIVE BUSINESS MANAGER Created 2006 Authorised: Principal Signed: Reviewed Reviewed 2008 2014 Authorised: Executive Business Manager Authorised:
More informationLevel 3 Project management software (PM 7574-326)
Level 3 Project management software (PM 7574-326) ITQ (QCF) Assignment guide for Candidates Assignment B www.cityandguilds.com January 2012 Version 1.0 About City & Guilds City & Guilds is the UK s leading
More informationGroupWise Client. Rules. GroupWise Rules. Create a rule
GroupWise Client Rules GroupWise Rules Use Rules to define a set of conditions and actions to be performed when an item meets those conditions. When you create a rule, you must do the following: Name the
More information1 Introduction. 2 The Importance of Follow Up
1 Introduction This article looks at the importance of follow-up and how to use Outlook Flags to assist with follow-up and keeping track of contacts. While follow up is most important for sales-related
More informationOutlook 2010 Desk Reference Guide
Outlook 2010 Desk Reference Guide Version 1.0 Developed by OR/WA IRM Please remember to print back-to-back. July 12, 2011 Microsoft Outlook 2010 This document has been developed by OR/WA IRM staff to provide
More informationTask Management: Configure Outlook To-Do Bar Methods for entering tasks The Task Process Types of Tasks
Task Management: Configure Outlook To-Do Bar Methods for entering tasks The Task Process Types of Tasks The task management strategies in this workshop are based on the book, Total Workday Control Using
More informationSona Systems, Ltd. EXPERIMENT MANAGEMENT SYSTEM Master Documentation Set
Sona Systems, Ltd. EXPERIMENT MANAGEMENT SYSTEM Master Documentation Set Version 2.74 Copyright 2010 Sona Systems, Ltd., All Rights Reserved About This Manual This manual covers usage of the system from
More informationMicrosoft Office Outlook 2013
Microsoft Office Outlook 2013 Navigating the Outlook Interface The Components of the Outlook 2013 Interface Component Title bar Quick Access Toolbar The ribbon Ribbon tabs Folder pane Content pane Sort
More informationIf flextime is to be terminated, it must be following [insert number] days notification to the employee.
Flextime is a provision that gives employees the flexibility to perform their assigned duties outside of conventional business hours. The flextime option is not an employee benefit it is a management option
More informationOutlook Web Access (OWA) - Using Calendar and Email on the Web
Outlook Web Access (OWA) - Using Calendar and Email on the Web You can access OWA through a web browser on any computer connected to the internet. This guide is intended to help with the most common tasks
More informationWebAccess Mobile User Guide
www.novell.com/documentation WebAccess Mobile User Guide GroupWise 2014 April 2014 Legal Notices Novell, Inc. makes no representations or warranties with respect to the contents or use of this documentation,
More informationPipeliner CRM Phaenomena Guide Administration & Setup. 2015 Pipelinersales Inc. www.pipelinersales.com
Administration & Setup 05 Pipelinersales Inc. www.pipelinersales.com Administration & Setup Learn how to manage your sales team with Pipeliner Sales CRM Application. CONTENT. Managing Pipeliner s Users
More informationTIME MANAGEMENT FOR PROJECT MANAGERS
TIME MANAGEMENT FOR PROJECT MANAGERS Effective time management is one of the most difficult chores facing even the most experienced managers. For a manager who manages well-planned repetitive tasks, effective
More informationUse the Navigation Pane This section covers items like: Changing the size of the Navigation Pane Minimising and expand the Navigation Pane
Level 2 Outlook Introducing Outlook Explore the Outlook modules The different elements of the Outlook program window The different modules that make up Outlook Use the Navigation Pane Changing the size
More informationBest Practice Board Reporting
HB 403 2004 Best Practice Board Reporting HB 403 2004 Handbook Best Practice Board Reporting First published as HB 403 2004. COPYRIGHT Standards Australia International All rights are reserved. No part
More informationQUALITY ASSURANCE PROGRAM
QUALITY ASSURANCE PROGRAM TICKLER GUIDELINES AND PROCEDURE NOTE: Although the QAP Steering Committee has not had an opportunity to review in detail the Tickler Guidelines and Procedure, it agrees in principle
More informationUsing Sage EasyPay Enterprise
Labour Market Survey Using Sage EasyPay Enterprise Document Version: 10.6.9 For Sage EasyPay Enterprise 10.6.9 Sage Software Asia Pte Ltd 1 Copyright 2014 Sage Software Asia Pte Ltd All rights reserved.
More informationFacilitator Guide. Supporting the TAE10 Learner Guides. Version 2.0. supporting the TAE10 Training and Education Training Package
Supporting the TAE10 Learner Guides Shea Business Consulting supporting the TAE10 Training and Education Training Package Version 2.0 stockcode: SHEA78 Complementing the Shea Series Learner Guides Why
More informationTimesheet audit trail and absence reporting for DCAA. Syed Ali May 2014
Timesheet audit trail and absence reporting for DCAA This document describes the timesheet audit trail and absence reporting features in Microsoft Dynamics AX 2012 R3 that help organization meet requirements
More informationUsing Microsoft Office 2013: Outlook. Gerry Kruyer
Using Microsoft Office 2013: Outlook Table of Contents Outlook 2013 Ribbon... 4 Viewing Inbox... 4 Folders... 4 Home Tab... 5 Background Colour and Themes... 5 Inbox... 6 Reading Pane... 6 Turn off/on
More informationMicrosoft Outlook 2010. Reference Guide for Lotus Notes Users
Microsoft Outlook 2010 Reference Guide for Lotus Notes Users ContentsWelcome to Office Outlook 2010... 2 Mail... 3 Viewing Messages... 4 Working with Messages... 7 Responding to Messages... 11 Organizing
More informationAT&T Conferencing Add-in for Microsoft Outlook v10.5
AT&T Conferencing Add-in for Microsoft Outlook v10.5 July 2014 2014 AT&T Intellectual Property. All rights reserved. AT&T, the AT&T logo and all other AT&T marks contained herein are trademarks of AT&T
More informationnab Transact User Guide Customer Management and Scheduled Payments
nab Transact User Guide Customer Management and Scheduled Payments Contents Customer Management 2 Adding Your Customers Details 2 Editing Your Customers Details 3 Uploading Multiple Customers' Records
More informationSurf Life Saving Australia - Circular
- Circular Title: Document ID: 33/15-16 Audience: From: Nominations for SLSA Position: ICT Governance Group SLS Member Presidents & Secretaries State / Territory Centres, Branches & Clubs SLSA Directors,
More information5102 Sample Bare Trust. Sample Copy. Bare Trust Deed. Prepared by:
5102 Sample Bare Trust Bare Trust Deed Prepared by: Gateway 1 Macquarie Place Sydney NSW 2000 Copyright 2012-2015 Reckon Docs Pty Ltd Copyright in this document ( Document ) is owned by Reckon Docs Pty
More informationMaking payments. Move money between your accounts
Making payments 16 December 2015 With easy and convenient ways to make and manage your payments, you can stay in control of your business finances. TRANSFERS PAYMENTS APPROVALS LIMITS & SECURITY PAYEES
More information- Training. Getting Started with Outlook 2003. Information Technology Services - Training The University of Texas at Austin
- Training Getting Started with Outlook 2003 Information Technology Services - Training The University of Texas at Austin http://www.utexas.edu/its/training 2007 Information Technology Services The University
More informationUsing Doodle The Web-Based Meeting Scheduler
Using Doodle The Web-Based Meeting Scheduler What is Doodle? Doodle is a web-based scheduling service. It allows you easily to set up a web page where potential attendees of a meeting can go and declare
More informationEagleBank Online Service Agreement and Electronic Funds Transfer Disclosure
EagleBank Online Service Agreement and Electronic Funds Transfer Disclosure No one from EagleBank will ever contact you in any form (fax, letter, email, phone call, etc.) and ask you to provide your online
More informationBluWave crm. Recurring Activities and Route Planning User Manual
BluWave crm Recurring Activities and Route Planning User Manual Recurring Activities and Route Planning The new BluWave Crm Cycle Planner feature now allows all BluWave CRM users to create recurring activities
More informationopen windows Open Windows Logging Open Windows Product Support Issues Open Windows Australia Pty Ltd ABN 64007086348
open windows Open Windows Logging Open Windows Product Support Issues Open Windows Australia Pty Ltd ABN 64007086348 635 Glenferrie Road, Hawthorn VIC 3122, Australia ph: +61 398195088 fax: +61 398195151
More informationMicrosoft Outlook: Beyond the Inbox
Microsoft Outlook: Beyond the Inbox 1. There are 3 types of Calendar items: Appointments: An appointment is a scheduled block of time that only involves you. The hours are blocked out on your schedule,
More informationPosition Description. Enterprise Agreement: Budget Responsibility: Nil. Internal:
Position Description Position Details Position Scope Title: Business Support Officer (SRI) Enterprise Agreement: Ambulance Victoria (Management and Administrative Staff) Enterprise Agreement 2010 Division:
More informationLitigation Made Easy
Litigation Made Easy HOW TO USE THE TASK MANAGER 8 King Street East, Suite 1200, Toronto, Ontario, M5C 1B5 Tel: 416.363.1650 Fax: 416.363.0361 www.korbitecinc.com THIS DOCUMENTATION IS SUBJECT TO COPYRIGHT
More informationCourse material for your personal use Metisan Pty Ltd kisstosell.com.au. Sales Checklist
Course material for your personal use Metisan Pty Ltd kisstosell.com.au Sales Checklist Contents Introduction... 3 A note before we get started... 4 Daily Checklist... 5 Morning... 5 Afternoon... 5 Weekly
More informationEntourage - an Introduction to Calendar
Entourage - an Introduction to Calendar Version 2004 for Macintosh Table of Contents Introduction How do I sign in? How do I view my calendar if it's not showing? How do I open my calendar in a separate
More informationHow to Manage Email. Guidance for staff
How to Manage Email Guidance for staff 1 Executive Summary Aimed at Note Purpose Benefits staff Necessary skills to All staff who use email This guidance does NOT cover basic IT literacy skills. Staff
More informationDaltrak Building Services Pty Ltd ABN: 44 069 781 933. Privacy Policy Manual
Daltrak Building Services Pty Ltd ABN: 44 069 781 933 Privacy Policy Manual Table Of Contents 1. Introduction Page 2 2. Australian Privacy Principles (APP s) Page 3 3. Kinds Of Personal Information That
More informationEmerald ICE Digital Key Telephone System
This manual is provided to you by ElectSys; a certified dealer that installs and supports Tadiran systems. Call us at 717-665-2141 or visit www.electsys.biz TM Emerald ICE Digital Key Telephone System
More informationRetained Fire Fighters Union. Introduction to PRINCE2 Project Management
Retained Fire Fighters Union Introduction to PRINCE2 Project Management PRINCE2 PRINCE stands for: PRojects IN Controlled Environments and is a structured method which can be applied to any size or type
More informationTEAM 1-5.3a Introduction to Outlook Web Access (OWA) 2010
Introduction to Outlook Web Access (OWA) 2010 2 TEAM 1-5.3a Introduction to Outlook Web Access (OWA) 2010 Table of Contents Introduction... 3 What s New in OWA 2010... 4 Accessing Your Exchange Account
More informationCMG 7.5. Quick Guide InConference. Makes your extension a conference room. Rev A4
Quick Guide InConference Makes your extension a conference room Rev A4 2013 Aastra Technologies Limited. All rights reserved. This document contains proprietary information, which is protected by copyright.
More informationWellnomics Risk Management Software 2.7.1
User's Guide Wellnomics Risk Management Software 2.7.1 2015 Wellnomics Ltd Ref: 1088/01/032015 Note: Many of the materials referred to in this document are copyright of Wellnomics Limited. Contents of
More informationHenrico County Public Schools
Henrico County Public Schools Presents: The New Web Based E-Mail Solution DRAFT Table of Contents Table of Contents...2 Logging Into Outlook Web Access...4 Overview..5 Navigating the Outlook Components...5
More informationOutlook Web App Using Outlook Web App for Email and Calendar
Outlook Web App Using Outlook Web App for Email and Calendar Overview This guide provides basic instructions for managing your email and calendar at Ithaca College using Outlook Web App (OWA). OWA provides
More informationThe "Reports" section is where reports can be scheduled or viewed.
REPORTS The "Reports" section is where reports can be scheduled or viewed. In Box Once the "Reports" button is clicked, a screen like the one below will appear, which would list any pre-scheduled reports
More informationCopyright Notice: Written by: Publishers: FNSACC405A Maintain inventory records ISBN: 978-1-921885-50-1 1 June 2011
A Step by Step Approach to Maintain Inventory Records using MYOB AccountRight Plus v19 Copyright Notice: Copyright 2011 Software Publications Pty Ltd. All rights reserved. No part of this material may
More informationDocument Management with Smokeball: Increased Productivity & Profit for Your Small Firm
Document Management with Smokeball: Increased Productivity & Profit for Your Small Firm Documents are a critical component of what makes your legal practice successful. Attorneys are paid to prepare them,
More informationOutlook. Getting Started Outlook vs. Outlook Express Setting up a profile Outlook Today screen Navigation Pane
Outlook Getting Started Outlook vs. Outlook Express Setting up a profile Outlook Today screen Navigation Pane Composing & Sending Email Reading & Sending Mail Messages Set message options Organizing Items
More informationScheme Rules. The JLT (Schools PA) Discretionary Trust Arrangement. Distinctive. Choice. JLT GROUP SERVICES PTY LTD
Scheme Rules The JLT (Schools PA) Discretionary Trust Arrangement Distinctive. Choice. JLT GROUP SERVICES PTY LTD Version (SchoolsPA) 2014 Distinctive Choice JLT is an international group of Risk Specialists
More informationMICROSOFT OUTLOOK TIPS AND TRICKS
Materials Provided by Tim McCurdy MICROSOFT OUTLOOK TIPS AND TRICKS Tips for Outlook Mail 1. Set a reminder to reply to a message 2. Add your own words to a follow-up flag for a new message 3. Send a message
More informationBill Payment Agreement
Bill Payment Agreement Service Provider You authorize Altra Federal Credit Union (Altra) to utilize ipay Solutions (or another processor of our choice) to provide this service to you on the Credit Union
More informationPOSITION DESCRIPTION, PERFORMANCE MEASURES AND TARGETS
POSITION DESCRIPTION, PERFORMANCE MEASURES AND TARGETS Attachment 1 Position Title: Administration Assistant Responsible to: Office Manager Responsibility: Office Administration Current Incumbent: (Vacant)
More informationMicrosoft Outlook Web Access Overview
Microsoft Outlook Web Access Overview Table of contents Logging on to Outlook Web Access... 3 The sections of Outlook Web Access... 4 The Inbox Toolbar... 4 How to sections... 5 Email Basics... 5 Use the
More informationTimeTrade Workgroup & Workgroup Plus Setup & Use
TimeTrade Workgroup & Workgroup Plus Setup & Use Business Model Copyright 2015 Rootworks Overview This document details the implementation process of TimeTrade, an online appointment scheduling solution.
More informationFIRE PROTECTION INDUSTRY BOARD (ODS & SGG) Risk Management. Plan. Risk Management. Plan EXTINGUISHING AGENT TRADING AUTHORISATION AS/NZS 4360:2004
FIRE PROTECTION ASSOCIATION AUSTRALIA FIRE PROTECTION INDUSTRY BOARD (ODS & SGG) Extinguishing Agent Trading Authorisation EXTINGUISHING AGENT TRADING AUTHORISATION Risk Management Plan AS/NZS 4360:2004
More informationPipeliner CRM Phaenomena Guide Lead Management. 2015 Pipelinersales Inc. www.pipelinersales.com
Lead Management 205 Pipelinersales Inc. www.pipelinersales.com Lead Management Learn how to use sales lead management with Pipeliner Sales CRM Application. CONTENT. Creating and sharing the Sales Lead
More informationSample- for evaluation purposes only! Outlook Web App. TeachUcomp, Inc. A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc.
A Presentation of TeachUcomp Incorporated. Copyright TeachUcomp, Inc. 2015 Outlook Web App TeachUcomp, Inc. it s all about you Copyright: Copyright 2015 by TeachUcomp, Inc. All rights reserved. This publication,
More informationTime & Attendance Manager Basics
Time & Attendance Manager Basics Handout Manual V03261272136EZ18CMB2 2012 ADP, Inc. ADP s Trademarks The ADP Logo, ADP Workforce Now, and ezlabormanager are registered trademarks of ADP, Inc. In the Business
More informationCase study 1. Security operations. Step 1: Identify core skills required for work. Step 2: Identify learner s core skill levels
Model for LLN skills analysis Case study 1 Joe Smith (fictitious character) is about to commence training as a security guard in the CPP20207 Certificate II in Security Operations qualification. He is
More information