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  • Client FIle Process

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    Vivienne Irving
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    1) A new client file is created and assigned a number by the licensing secretariat. File information is inputted into a spreadsheet and an index card and file folder are prepared. 2) A maximum of five files can be issued to any one person at a time, unless otherwise authorized. 3) Files are requested from and administered by the administrative officer, with the date and user name logged on the file index card. Users receive the file and sign the file log form.

    Original Description:

    File information for clients

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    1) A new client file is created and assigned a number by the licensing secretariat. File information is inputted into a spreadsheet and an index card and file folder are prepared. 2) A maximum of five files can be issued to any one person at a time, unless otherwise authorized. 3) Files are requested from and administered by the administrative officer, with the date and user name logged on the file index card. Users receive the file and sign the file log form.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    4 views1 page

    Client FIle Process

    Uploaded by

    Vivienne Irving
    1) A new client file is created and assigned a number by the licensing secretariat. File information is inputted into a spreadsheet and an index card and file folder are prepared. 2) A maximum of five files can be issued to any one person at a time, unless otherwise authorized. 3) Files are requested from and administered by the administrative officer, with the date and user name logged on the file index card. Users receive the file and sign the file log form.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Client File Management Process

    Administration
    Licensing Secretariat

    New File created (Licensing) File is passed to Admin Officer


    Assign Number to File File informationAdministration
    is inputted in spreadsheet
    Write up the File Log Index card and File Folder is prepared
    Start Allocate new file to designated category

    A maximum of five files per person – any one time unless otherwise authauthorized

    File is requested from the Admin Officer


    Five (5) files are to be Yes issued for a maximum of Date out & Name of User is logged on the File Index Card
    five (5) days only User receives file sign the File Log Form
    five (5) days only

    No

    Technical Review and ApprovalAdministrative Review and Approval


    Legal Review and Approval Final Approval Print original licence Submit for signature

    Prepare dispatch letter

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