|
STEP |
WHO
|
WHEN
|
INFO TO USE
|
WHAT TO DO
|
RESULTS
|
|
1 |
Anyone |
Upon wishing to add, change or delete a
form |
Form Master File |
Submit request to Controller as to how a
particular form needs to be added, changed or
deleted; if possible, submit a sample of a new or
updated form |
Request to Controller along with any
sample |
|
2 |
Accounting Manager |
As requested in step 1 |
Form Master File; request; any samples
provided |
Review need for add/change/delete, especially
considering how various areas of the company might be
impacted; check with QA Manager if there is any
question regarding request's compliance with
quality system; notify requester whether or not
request will be granted |
Decision regarding request (if decide against
request, stop here) |
|
3 |
Accounting Manager |
Upon deciding to add/change/delete
form |
Form master file; request; any samples
provided |
Modify master form kept in Form Master File on
server at s:\forms; if new form, be sure name is
unique; if an outside printer has artwork for the
form, be sure it is updated or scrapped and keep
notes on Forms Control Form regarding
artwork |
Form Master File updated |
|
4 |
Accounting Manager |
Upon adding or changing a master
form |
Form master file; forms stores throughout
company |
Determine whether new/modified form makes any
forms currently in use obsolete; if so have obsolete
blank forms destroyed and replaced with new ones (but
if old forms continue to serve purpose, allow
supplies to be used up); initiate or update Forms
Control Form |
Obsolete forms replaced in service; Forms Control
Form updated |
|
5 |
Anyone |
As need to print or copy new supply of
forms |
Form master file |
Have new forms copied or printed using form from
form master file or artwork that matched the master
(DO NOT JUST COPY ANOTHER FORM AS IT MAY NOT BE THE
MOST CURRENT VERSION); update the Forms Control
Form |
Newly printed/copied forms are always to the
current version of the master; Forms Control Form
maintained |
