business manual
CONTENTS
policy manual

TABLE OF CONTENTS

I.  BASIC PROCEDURES 
    .Accounts Pay/Rec
    .Clients – New
    .Copying
    .Customer Service
    .Faxes
    .Files/Filing
    .Forms
    .Mail
    .Printing/Typeset
    .Scheduling Rooms
    .Supplies
    .Telephone
    .Travel Arrangements

II.  CORRESPONDENCE
     .Naming Rules
     .Path Names
     .Letters
     .Forms
     .Miscellaneous

III.  KEYBOARD SHORTCUTS

IV.  COMPUTER AND EQUIPMENT INFORMATION
       .Active Files
       .Specialized Computer Programs
       .Equipment

V.   VENDOR/SERVICE REPAIR


VI.    DAILY, WEEKLY AND MONTHLY DUTIES

VII.  FORM SAMPLES

VIII. CLIENT/CUSTOMER LIST

IX.   ACRONYMS/GLOSSARY

X.    PERSONNEL POLICIES AND GUIDELINES

XI.   FLOOR PLAN/DESK AREA
       
.Floor Plan
        .Personal Office Area
        .Equipment

XII.  COMPANY DIRECTORY

Added to 2010 Version

COMPUTER TROUBLESHOOTING
Includes program name, the purpose (virus scane, ad removal, etc.) program location and timetable for running program

VALUABLE WEBSITES
Lists websites and their purpose.  Goes beyond simple "bookmarking" to explain what the site provides and when to use it

EMERGENCY POLICIES & PROCEDURES
Covering office safety issues and procedures in case of natural disasters, fire, theft, terrorism, hold-up, hostage situations, quarantine, evacuation, etc.

EXPANDED PERSONNEL POLICIES & GUIDELINES

Covers over 25 issues such as personal cell phone and Internet use, personal conduct, dress code, military leave, ADA, Safety and Security, jury duty, FMLA, etc. 

Business Manual

 

"Our law firm is just growing

and the job market is tight."

"Every time we would lose

someone, we had to train

someone new.  We really

didn't have the time for that.

I no longer have to train

people.  I give them the Office

Wizard, and it takes care of it.

 

Bonnie Culver
Office Manager
Dill, Dill Carr

Denver, Colorado

 

The McKee Company || P.O. Box 22996 || Denver, CO 80222 || (303) 719-2154

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