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Click on each section below to bring up the file links for each of the following areas:

  1. Staff Forms and Templates
  2. Standards
  3. Policies
  4. Staff Newsletters
  5. System and Procedural Documents
  6. Consulting Controlled Documents
  7. Operations Controlled Documents
  8. Finance and Admin Controlled Documents
  9. Learning and Development Controlled Documents
  10. Occupational Health and Safety
  11. Conference Information

 

Staff Forms and Templates

Staff Forms

Templates

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Standards

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Policies

Click to view a policy:

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Staff Newsletters

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System & Procedural Documents

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Consulting Controlled Documents

Project Proposal Stage

Mandatory Documents
Optional Documents
RS0028 – Consulting Proposal RS0011 – Lessons Learnt Report
RS0123 Proposal Acceptance Form RS0027 – Consulting Clientele List
RS0022 – Staff Time Sheet RS0029 – Consulting Referee iist
RS0015 – Proposal Quality Check & Approval RS0049 – Records Solutions Business Profile
RS0009 – Job Expense Calculation (only mandatory if project expenses exist) Staff Resumes
RS0036 – Unsuccessful Proposal Client Debrief (only mandatory if proposal is unsuccessful) RS0050 – Records Solutions Consulting Team
  RS0006 - Proposal or Job Summary Form
  Records Solutions Insurance Policies 10/11

 

Project Startup, Planning and Initiation Stage

Mandatory Documents
Optional Documents

RS0008 - Job Authority to Commence

RS0011 – Lessons Learnt Report

RS0010 – Job Invoice Schedule & Reconciliation

RS0014 – Client Start Up Meeting

RS0009 – Job Expense Calculation (only mandatory if project expenses exist)

RS0030 – Project Schedule

RS0003 – Consulting Project Brief

RS0012 – Project Communication Plan

RS0022 – Staff Time Sheet

 

 

Project Execution and Control Stage

Mandatory Documents
Optional Documents
RS0022 - Staff Time Sheet RS0013 - Project Progress Report
RS0023 - Job Invoice Request RS0001 - Employee Expense Sheet
RS0010 - Job Invoice Schedule & Reconciliation RS0024 - Report/Deliverable Template
  RS0031 - Covering Letter Report/Deliverable
  RS0005 - Report Quality Check

 

Project Closure Stage

Mandatory Documents
Optional Documents
RS0023 – Job Invoice Request (not Mandatory for weekly/fortnightly invoicing etc.) RS0027 – Consulting Clientele List
RS0010 – Job Invoice Schedule & Reconciliation (not Mandatory for weekly/fortnightly invoicing etc.) RS0029 – Consulting Referee List
RS0011 – Lessons Learnt Report Resumes - Various
RS0004 – Consulting Project Closure RS0007 – Client Marketing Opportunity
RS0002 – Consulting Client Feedback
  RS0181 – Consulting Support Agreement

Resumes & Biographies

Resumes
Biographies
RS0040 - Resume - Anne Cornish Anne Cornish - Biography
RS0041 - Resume - John Sim John Sim - Biography
RS0043 - Resume - Sandra Ennor Sandra Ennor - Biography
RS0044 - Resume - David Taylor David Taylor - Biography
RS0118 - Resume - Lucy Schelberg Lucy Schelberg - Biography
RS0168 - Resume - Samantha Reidy Samantha Reidy - Biography
RS0176 - Resume - Steve McGrane Steve McGrane - Biography
RS0183 - Resume - Janine Cummings Janine Cummings - Biography

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Operations Controlled Documents

Project Proposal Stage


Project Startup, Planning and Initiation Stage

Project Closure Stage

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Finance & Administration Controlled Documents

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Learning & Development Controlled Documents

Industry Training Workshops

Records Management 1 - Introduction to Records Management

Records Management 2 - Capturing and Classifying Records

Records Management 3 - How to Apply a Records Retention & Disposal Schedule

Records Management 4 - Designing & Developing a Thesaurus

Records Management 5 - Best Practice ISO 15489 - Intro to DIRS/DIRKS Steps A/B & C

Records Management 6 - Functions & Requirements of an EDRMS

Records Management 7 - How to Implement an EDRMS

Notes:

  1. Workshop books and Certificates can be ordered from Head Office at least 1 week prior to the training delivery date.
  2. The above documents are Controlled Documents and are not to be altered unless the workshop is being designed specifically for the client.

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Occupational Health and Safety

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Conference Information

 

 

 
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