Conclusion of Record Keeping Series: In today’s post, we will be concluding our series on record keeping by discussing problem-reporting worksheets and requesting data and work samples. Let’s start with problem-reporting worksheets. Problem Reporting Worksheets: …
Record Keeping Activity #2: In addition to the communication log, sending confirmation e-mails is another record-keeping activity that you should engage in. A lot of confusion and misunderstanding can be avoided when you write confirmation …
Record Keeping: When dealing with governmental agencies such as the IRS or Social Security, we all know the importance of keeping detailed records. We also know the importance of keeping records such as auto, home …
