Workplace forms and documents

Most business operations rely on complete and accurate workplace documents for communication, information management and record keeping.  Your role may require you to write emails and letters, and complete documents and reports.

Determine authorisations and permissions

You might prepare documents to be signed by delegated persons, or be authorised to sign certain documents yourself.  Some information is protected by privacy and confidentiality policies that determine who can see it.

Identify any rules and formats that apply

Organisations are often specific about how to present formal correspondence and case management notes, as well as reporting and record keeping, including for legal purposes.  Workplace guidelines, templates and forms are often provided to ensure that these tasks are completed correctly.

Check your information thoroughly

Misleading, incorrect or missing information is not only frustrating for the people who process or refer to the information; it could have client service, financial, duty of care or reporting implications for which your organisation is legally liable.  If you are in rural or regional areas, incorrect information could delay important processes that could severely affect your client.

If you are unsure how to fill out forms or complete documentation, always ask – don’t guess.

Workplace activity

Common forms and documents

Section 1 activities (Word Document 77KB)

Last modified: Wednesday, 5 December 2018, 4:03 PM