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OFFICE PROCEDURES - PowerPoint PPT Presentation

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OFFICE PROCEDURES

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  1. OFFICE PROCEDURES

  2. ENJOY THE STORY OF FOUR PEOPLE • THIS IS A STORY ABOUT FOUR PEOPLE NAMED EVERYBODY, SOMEBODY, ANYBODY & NOBODY. THERE WAS AN IMPORTANT WORK TO BE DONE & EVERYBODY WAS SURE THAT SOMEBODY WOULD DO IT. ANYBODY COULD HAVE DONE IT, BUT NOBODY DID IT. SOMEBODY GOT ANGRY ABOUT THAT BECAUSE IT WAS EVERYBODY’S JOB. EVERYBODY THOUGHT THAT ANYBODY COULD DO IT, BUT NOBODY REALISED THAT EVERYBODY WOULD NOT DO IT. IT ENDED UP THAT EVERYBODY BLAMED SOMEBODY WHEN ACTUALLY NOBODY ACCUSED ANYBODY.

  3. Manual of Office Procedure ? • The efficiency of an organizationdepends on evolution of adequate processes and procedures and following them • An attempt to balance the conflicting considerations of speed and propriety

  4. WHAT IS AN OFFICE? • A work place where teams of people work together in a hierarchy. • People are paid for efforts / services. • A kind of control tower where information is processed to facilitate competent authority to take decisions to achieve organizational goals

  5. PROCEDUREis a way of doing something especially one that is formally or conventionally accepted as being correct.

  6. MEN OFFICE MANAGEMENT SYSTEM PUB. ADMN 1. GOOD COMMUNICATION SALARY ADMN 2. MAINTENANCE OF RECORDS WELFARE ADMN 3. PUBLIC RELATIONS MOTIVATION MORALE DISCIPLINE RECEIPTS LAND EXPENDITURE BUILDINGS BUDGETTING FURNITURE ACCOUNTING STATIONERY AUDITING MACHINES APPLIANCES MGT. MATERIAL MONEY

  7. Duties of Section Officer • General Duties: • Distribution of work • Training, helping and advising • Management & Coordination of the work • Maintenance of order and discipline in the section • Maintenance of list of residential addresses • Responsibilities relating to Dak: • To go through the receipts • Submit receipts to be seen by higher officers • Keep a watch on any hold up in movement of Dak • Scrutinise the section Diary • Maintenance of list of residential addresses

  8. Duties of Section Officer • Issue of a Draft: • Corrections & clean copy, Spare copies • Enclosures, priority marking, mode of despatch • Efficient & Expeditious disposal of work Checks on delays: • Keep a note of important receipts • Ensure timely submission of arrear and other returns • Inspect Assistant’s table to ensure nothing is overlooked • Ensure cases are not held up at any stage • Weekly check on periodical returns • Independent disposal of Cases: • Issue of reminders • Obtaining & supply of factual non-classified information

  9. Duties of Section Officer • Recording and Indexing: • Approve recording of files and their classification • Review recorded files before destruction • Supervise periodic weeding of unwanted spare copies • Ensure proper maintenance of registers • Ensure proper maintenance of reference books, OOs • Ensure neatness and tidiness • Ensure strict compliance of departmental security instructions • Duties of Clerk: • While disposing the cases: • To see whether all facts open to check have been stated • To draw attention, to precedents or rules and regulations • To put up Guard file and supply other relevant facts • To bring out clearly the question under consideration and suggest a course of action wherever possible

  10. Registers to be maintained • Dak Register • Section Diary for Receipts • Assistant’s Diary for receipts • Movement Register • Typist’s Diary • Despatch Register • Stamps Account Register • File Register • Register for Watching progress of recording • Illustrative list of records fit for permanent preservation • Precedent Book • Standing Guard File • Retention Schedule • Record Review Register • Record Requisition Card • Weekly Arrear Statement • Call Book

  11. COMMON OFFICE FUNCTIONS Collecting Information Storing Information Classifying Information Monitoring Implementation Processing Information Communicating Decision Taking Decision

  12. FILE MANAGEMENT • A file is made up of: • Current file • Note file • Current file consists of : • Communications received • Communications sent

  13. Current File Papers in the current file are arranged: In Chronological order Present paper on the top Neatly filed together Numbered on Both sides of the pages

  14. Note File • Margins • Page No and C.No on top • Subject/ title • Reference • Broken into short paragraphs dealing with single point

  15. NOTERemarks recorded on a case under consideration to facilitate its disposal • REASONS FOR: • Facilitates/ensures comprehensive examination • Provides written record of decision taken and justification thereof • Constitutes proof of approval/orders by the competent authority • Ensures consistency of approach • Provides historical and evidential material

  16. Content of a note • Statement of the case of problem • Relevant facts and figures • Procedure prescribed and precedents • Law /rules etc on the subject and their application • Views/advice of others if any consulted • Possible course of action • Implications(legal, social administrative,financial ) of the various options available • Suggested course of action

  17. How to Write a note • Simply worded (logically sequenced and with good readership appeal) • Factually correct(fact based) • Non repetitive (by drawing attention through references on the margin or in the body of the Note esp. for those which can be referred by Nos. and dates) • Referenced(to achieve economy of words and comprehensiveness) • In short, numbered paragraphs of a few sentences(of about 10 words) each • Signed in full and dated by the dealing hand (on the left hand bottom) and by the officers on the right hand bottom without wasting much space in between

  18. Avoid while writing a note • Verbosity • Long and complicated sentences • Reproduction of rules/regulations Intemperate language • Bias

  19. Noting • How it should be? • Recorded on a note sheet(even at least one word should be carried over to the next page, instead of ending the note at the extreme bottom of the page at least extra blank courtesy sheet should be added for further noting) • Concise & comprehensive • Precise( businesslike and to the point) • Objective and unbiased( 3rd person passive voice and double negative without being too prolix/clumsy) • Polite (temperate language, even when pointing out obvious mistakes statements)

  20. Drafting • A draft is a rough sketch of a communication to be issued after approval by the officer concerned • Points to be noted: • Draft should : • Should carry the exact messages sought to be conveyed • Should be clear , concise and incapable of misconstruction • Should result in the desired response from the received • Should be divided into proper paragraphs, according to the logical sequence or order of ideas expressed in the draft • Should contain references to previous correspondence, if any • Avoid: Lengthy sentences, abruptness • Repetition of words, observations or ideas • Offending, discourteous language

  21. DRAFTING-CHECK LIST • A draft should indicate the following: • File Number • The names and complete postal address of the sender organization • The name/designation of the addressee with complete postal address • Subject of the communication • Number and date of the last communication in the series (from the addressee or from the sender) • The enclosures which are to accompany the fair copy • Subscription • Urgency grading (By registered post/Spl. Messenger) • Name and Designation, signature of the sender form applicable should be carefully chosen

  22. Types of Communication • Letter • DO letter • Memorandum • Inter departmental Note • Office order • Notices • Circular, Telegram

  23. Letter TM/Lr.No.A/1670/97 Dt To Official Address Sir/Madam Sub Ref (in first person) Yours faithfully Sd Designation

  24. DO Letter DO Letter No.A/1670/97 dt Sir(Respected Sir) Dear Sri / My Dear Sub Ref (in first person) With regards Yours Sincerely Sd/ By Name Name Official Designation

  25. Category'A' meaning 'keep and microfilm' (a) files which qualify for permanent preservation for administrative purposes (part `A' of Appendix 25) since the document is precious & its original must be preserved intact and access to it in the original form must be restricted to the barest minimum & • The material likely to be required for frequent reference by different parties. • (b) files of historical importance ( Part `B' of Appendix 25). • Category `B' meaning `keep but do not microfilm‘ • Same as A but need not be microfilmed. • Category`C' meaning `keep for specified period only‘ • Files of secondary importance and having reference value for a limited period not exceeding 10 years.

  26. He fainted when he came to Paragraph 13 where you say, “as we have already clarified in paragraph 6 and elaborated in 9 …” In the first paragraph we were ‘surprised’, in the second ‘shocked, in the third ‘disappointed’. We can only ‘regret’ in the fourth paragraph.

  27. It takes Vision to perceive Opportunities • Ex: Eagle • It takes Momentum to reach Targets • Ex: Cheeta • It takes Teamwork to achieve Goals • Ex: Ants

  28. Functional file numbering system - • (1) In this system the range and dimensions of the subjects falling under the scope of business allocated to a department are analysed in the following sequence: • (a) the main functions of the department; • (b) the activities in each of these functions; • (c) the aspects or operations involved in each of these activities; and • (d) the factors to be taken into consideration relating to each of these aspects or operations. • File numbering system based on subject classification - • (1) Each section will maintain approved lists of: • (a) standard heads, i.e. main subject headings concerning it; and • (b) standard sub-heads, i.e. aspects of the main subject headings • The first three elements in the file number will be separated from one another by a slant stroke and the last two by a dash. Thus, files opened in, say, Scientific Research Section during 2000 under the standard head bearing serial number `3', will be numbered consecutively as 3/1/2000-SR, 3/2/2000-SR and so on, where `SR' represents the section.