Use Checklists to Improve Documentation

Lacking documents, overdue tasks, and unorganized processes are a pain in the neck. With Activity Factory, it allows users to use a checklist to improve documentation without missing a single step.
 
MAKATI CITY, Philippines - March 22, 2018 - PRLog -- Using Checklists
Checklists make sure that required documentation for a particular business process is complete. Activity Factory will prevent users from passing work to the next sequence until all checklist items that are marked as mandatory are complete.

Applications

Loan Application Requirements
• Photos, Proof of Billing
• Application Forms
• Payslips
• Land Titles or TCTs)

Employee 201 Records
• Resume
• NBI Clearance, Police Clearance
• Recommendation Letters
• Application Forms, Employment Contracts
• Employee Information Sheets
• Non-Disclosure Agreements

Billing and Collection Attachments
• Billing Invoices
• Signed Delivery Receipts
• Statements of Accounts (SOAs)
• Official Receipts

Disbursements
• Quotations
• Purchase Orders
• Checks
• Invoices
• Signed Vouchers

Benefits

Audit Friendly
Makes audits easier, by having all the supporting documents in 1 place. Minimizes the need to go look for records during audits.

Proof of delivery or proof of billing
Makes transactions transparent and well documented.

Disputes
Avoid disputes by having the complete paperwork at hand.  This minimizes the risk of not getting paid or delayed collections because of the lack of paperwork.

Compliance
Addresses all compliance requirements from different regulatory bodies.

http://www.activityfactory.biz/articles/activity-factory-...

Contact
Paperless Trail Inc.
marketing@paperlesstrail.net
893-5951
End
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