Business Admin Level 2
Personal Progress Log
Elizabeth Wood
Business Admin Apprenticeship
18th – 22nd March 2013
Monday (Finance)
- Put the entire debtor invoices sheets in Venue and numerical order
- Updated the individual venues information sheets in Excel entering the dates raised, amount and Customer name
J drive – tees active – finance – debtors & debt recovery – leisure centres inv sheets
- Filled the debtor invoice sheets away
Tuesday (Finance)
- Updated members old address to their new address
Log on – people – find person – enter the members details from the Notification of a move within the Stockton-on-Tees Borough Council area sheet – find correct person – select – change personal details – update the old address to the new by clicking address look up and entering the new post code find the correct address – update any other details that may be necessary – next – check details are correct – save – finish
- Shown how to use franking machine
- Opened post
Do not open if marked confidential – select the current date on the stamp and stamp letter when opened (you must do this to mark on the letter what date it was received and opened) – J drive – tees active – finance – administration – post registers – open the current date excel folder – fill out date, who it was addressed to, forwarded too, from and a brief explanation of the subject of the letter – save – close
Wednesday (HR)
- Completed Lifetime Training booklet
- Printed apprentice holiday cards
- Filled documents to correct places
- Shredded private and confidential papers and documents
Thursday (Finance)
- Made an excel spreadsheet of the answers from the Customer Feedback Survey leaflets and of the percentages of the different answers the customers chose e.g. excellent, good, average, poor, very poor.. I then made a pie chart of the answers percentages.
- Filed away membership cancellation forms
- Faxing
- Post Franking
- Put the entire debtor invoices sheets in Venue and numerical
Elizabeth Wood
Business Admin Apprenticeship
18th – 22nd March 2013
Monday (Finance)
- Put the entire debtor invoices sheets in Venue and numerical order
- Updated the individual venues information sheets in Excel entering the dates raised, amount and Customer name
J drive – tees active – finance – debtors & debt recovery – leisure centres inv sheets
- Filled the debtor invoice sheets away
Tuesday (Finance)
- Updated members old address to their new address
Log on – people – find person – enter the members details from the Notification of a move within the Stockton-on-Tees Borough Council area sheet – find correct person – select – change personal details – update the old address to the new by clicking address look up and entering the new post code find the correct address – update any other details that may be necessary – next – check details are correct – save – finish
- Shown how to use franking machine
- Opened post
Do not open if marked confidential – select the current date on the stamp and stamp letter when opened (you must do this to mark on the letter what date it was received and opened) – J drive – tees active – finance – administration – post registers – open the current date excel folder – fill out date, who it was addressed to, forwarded too, from and a brief explanation of the subject of the letter – save – close
Wednesday (HR)
- Completed Lifetime Training booklet
- Printed apprentice holiday cards
- Filled documents to correct places
- Shredded private and confidential papers and documents
Thursday (Finance)
- Made an excel spreadsheet of the answers from the Customer Feedback Survey leaflets and of the percentages of the different answers the customers chose e.g. excellent, good, average, poor, very poor.. I then made a pie chart of the answers percentages.
- Filed away membership cancellation forms
- Faxing
- Post Franking
- Put the entire debtor invoices sheets in Venue and numerical