TYPICAL DOCUMENTS• Accounting Journals: In accounting, a first recording of financial transactions as they occur in time, so that they can then be used for future reconciling and transfer to other official accounting records such as the general ledger. • Application forms: A form to use when making an application which is data captured into a system. • Attendance Records: A record of how often someone has been present and absent which is then data captured into a system. • Bankruptcy Forms Application by a debtor (or his or her creditors) to a court to declare the debtor bankrupt. • Benefits Enrollment A document signed by the employee as a notice of their desire to participate in the benefits of a plan offered by the Company which is then data captured into a system. • Bill of Lading A detailed list of a ship's cargo in the form of a receipt given by the master of the ship to the person consigning the goods which is then data captured into a system. • Catalogs A book containing a list of things that you can buy. • Check Stub / Register A part of a check that is kept for record keeping purposes. • Claim Forms A form to use when capturing a claim which is then data captured into a system. • Competition Entry forms An application form for a competition. • Contracts A written agreement, especially one concerning employment or sales that is intended to be enforceable by law. • Credit Card Applications A form captured by an individual or business seeking to apply for a credit card with a banking institution which is then data captured into a system. • Customer Credit Applications Documentation that is captured by an individual or business seeking to apply for a line of credit with a lending institution which is then data captured into a system. • Customer Records A computerised or hard-copy record of a customer’s name, address, telephone number, credit card numbers, buying history, etc. • Customer Satisfaction Surveys Survey used for discovering whether or not a company's customers are happy or satisfied with the products or services received from the company. • Delivery Receipts (POD) A document used to prove that the recipient received the contents sent by the sender. • Direct Mail Surveys A survey used to gather information distributed by direct mail. • Drug Reaction Research Research performed to ascertain reactions to certain drugs. • Employee Satisfaction Surveys These surveys are used to establish job satisfaction. • Enrollment Forms A form used to enrol / join a particular programme. Commonly used for schools, universites and loyalty based programmes which are then data captured into a system. • Entry Forms An application form to participate in a competition or event. • Event Registration An application form to participate in an event. • Expense Claim forms A form used to claim money spent for business purposes that should be paid back by your employer. • Fax Processing & Routing Fax Processing is a system which allows recording and sending in fax form via information processor from or to computer. • Field Work Tickets Tickets used for work done in the field, as research, exploration, surveying or interviewing. • Government Applications Application forms used by Government which are then data captured into a system. • Government Filings Filing of government returns e.g. VAT, tax, UIF and PAYE. • Government Forms Forms used by Government • Government Inquiry Documentation Documentation used to lodge an inquiry. • HCFA 1500 HCFA-approved standardised claim form used to bill professional services. • Health Care Documents All documentation relating to the patient. • Hospital Forms All documentation relating to the patient. • Inspection Reports A written report of the property's condition presented by a licensed inspection professional. • Insurance Claims Forms A formal request to an insurance company asking for a payment based on the terms of the insurance policy. • Inventory Control Sheets An inventory control tool used when taking a physical inventory. • Invoices A list of goods sent or services provided, with a statement of the sum due for these which are then data captured into a system. • Job Applications An application for employment used by companies to hire employees. • Leave forms Form used to request leave i.e. time off from work. • Litigation Documents Documentation used for civil law suits. • Loan Forms This form is data captured as a loan agreement/contract between a borrower and a lender which regulates the mutual promises made by each party. • Log Reports Detailed log of activities. • Log-Book Trip Report Forms A form used to log trips. • Market Research Surveys A survey used to gather and interpret information about individuals, organisations or products. • Market Research Coding & Editing This process assigns a numeric code to each unique response, and is then able to re-use this code each time this response is encountered. • Mail Order Forms Form used for buying of goods or services by mail delivery. • Mailing Lists A list of the names and addresses of people to whom advertising matter, information or other material may be mailed regularly. |
• Medical Claims Processing Analysing and processing claims, checking it for validity and then data cpaturing into a system. • Medical Records Documentation of a patient's medical history across time within one particular health care provider's jurisdiction. The medical record includes a variety of types of "notes" entered over time by health care professionals, recording observations, administration of medication and treatment etc. • Membership Renewals The act of renewing a membership e.g. a subscription. • Mortgage Loan Applications Application captured by borrower to provide financial information in order to evaluate whether they qualify for a loan, and if so, the amount of money they can borrow. • Mystery Shopper Reports A field-based research technique of using independent auditors posing as customers to gather information about product quality and service delivery by a retail firm. The "mystery shopper" poses as a customer in order to objectively gather information on the business being studied and provides a report on completion. • Order Forms A form on which a customer writes the details of a product or service they wish to order. • Packing List A document that includes details about the contents of a package. • Passport Applications An application made for issuing of a passport. • Patient Registration Collection of data about new patients in order to generate a patient record. • Payroll amendment forms Form used to make changes to existing information on record. • Payroll Time Sheets Used to track employee hours, leave, accruals and adjustments for payroll processing. • Performance Appraisals A periodic process that assesses an employee's job performance and productivity in relation to certain pre-established criteria and organisational objectives. • Personnel Records A record kept by the employer that identifies the employee. • Physician Encounter Forms A service form that lists health care procedure codes data captured during a patient's visit. • Police Department Forms Forms used by Police Department. • Product Registration Cards, A card which must be returned by the consumer shortly after purchase of the product for proof of ownership. • Proxy Statements A statement required when requesting shareholder votes. • Punch-cards A card with holes that have been punched in different positions to represent information which is then data captured into a system. • Purchase Orders A commercial document and first official offer issued by a buyer to a seller, indicating types, quantities and agreed prices for products or services. • Questionnaires A set of printed or written questions with a choice of answers, devised for the purposes of a survey or statistical study. • Reader Response A school of literary criticism that ignores both the author and the text's contents, restricting analysis to the reader's experience when reading a particular work. • Recruitment Files A file that includes all resumes/applications of applicant's referred. • Registration Forms A form used to gather personal data. • Requisitions An official order placing claim to the use of property or materials which are then data captured into a system. • Resumes A written compilation of education, work experience, credentials and accomplishments used to apply for jobs. • Sales Orders An order issued by a business to a customer, it may be for products and/or services. • Sales Tax Forms Sales tax is tax paid to a governing body for the sales of certain goods and services, this is reflected on a VAT Return. • SAT Tests SAT is the most widely used standardised test for college admissions. • School Exams An important test of your knowledge. • School Grading Reports Communicates a student's performance academically. Generally the report card is issued by the school to the student or the student's parents twice to four times yearly. A typical report card uses a grading scale to determine the quality of a student's school work. • School Registration Application captured by a student in order to enrol at a particular school. • Share Application Form An order to buy new shares in a company when they are made available for sale. • Shipping Documents Any document that is required for an item to clear customs. • Social Service Documents Application for a social service e.g. grant • Stock sheets A list of items that can be found in the inventory. • Student Applications An application or enrolment requesting personal data from a student which is then data captured into a system. • Subscription Forms An agreement to receive something, typically a publication, regularly by paying in advance. • Surveys Data collection tool used to gather information. • Tax Records Documents relating to income tax. • Tax Returns & Forms A form on which a taxpayer makes an annual statement of income and expenses, used by tax authorities to assess liability for tax. • Time Sheets A piece of paper for recording the number of hours worked which is then data captured into a system. • Transcriptions A written, voice or printed version of something i.e. a transcript that can be data captured into a system. • Transportation Documents Document given by the carrier to the shipper. This document serves as receipt for the goods during shipment and as evidence of a carriage contract. • UIF Returns Declaration of amount of UIF paid to UIF department. • VAT Returns A VAT return shows how much VAT is due on Sales (output VAT) and how much VAT can be reclaimed on Purchases (input VAT) determining how much is then paid or reclaimed for a given period. • Warranty Registration Cards A card which must be returned by the consumer shortly after purchase of the product and which is stipulated or implied in the warranty to be a condition precedent to warranty coverage and performance. BACK |
• Accounting Journals: In accounting, a first recording of financial transactions as they occur in time, so that they can then be used for future reconciling and transfer to other official accounting records such as the general ledger.
• Application forms: A form to use when making an application which is data captured into a system.
• Attendance Records: A record of how often someone has been present and absent which is then data captured into a system.
• Bankruptcy Forms Application by a debtor (or his or her creditors) to a court to declare the debtor bankrupt.
• Benefits Enrollment A document signed by the employee as a notice of their desire to participate in the benefits of a plan offered by the Company which is then data captured into a system.
• Bill of Lading A detailed list of a ship's cargo in the form of a receipt given by the master of the ship to the person consigning the goods which is then data captured into a system.
• Catalogs A book containing a list of things that you can buy.
• Check Stub / Register A part of a check that is kept for record keeping purposes.
• Claim Forms A form to use when capturing a claim which is then data captured into a system.
• Competition Entry forms An application form for a competition.
• Contracts A written agreement, especially one concerning employment or sales that is intended to be enforceable by law.
• Credit Card Applications A form captured by an individual or business seeking to apply for a credit card with a banking institution which is then data captured into a system.
• Customer Credit Applications Documentation that is captured by an individual or business seeking to apply for a line of credit with a lending institution which is then data captured into a system.
• Customer Records A computerised or hard-copy record of a customer’s name, address, telephone number, credit card numbers, buying history, etc.
• Customer Satisfaction Surveys Survey used for discovering whether or not a company's customers are happy or satisfied with the products or services received from the company.
• Delivery Receipts (POD) A document used to prove that the recipient received the contents sent by the sender.
• Direct Mail Surveys A survey used to gather information distributed by direct mail.
• Drug Reaction Research Research performed to ascertain reactions to certain drugs.
• Employee Satisfaction Surveys These surveys are used to establish job satisfaction.
• Enrollment Forms A form used to enrol / join a particular programme. Commonly used for schools, universites and loyalty based programmes which are then data captured into a system.
• Entry Forms An application form to participate in a competition or event.
• Event Registration An application form to participate in an event.
• Expense Claim forms A form used to claim money spent for business purposes that should be paid back by your employer.
• Fax Processing & Routing Fax Processing is a system which allows recording and sending in fax form via information processor from or to computer.
• Field Work Tickets Tickets used for work done in the field, as research, exploration, surveying or interviewing.
• Government Applications Application forms used by Government which are then data captured into a system.
• Government Filings Filing of government returns e.g. VAT, tax, UIF and PAYE.
• Government Forms Forms used by Government
• Government Inquiry Documentation Documentation used to lodge an inquiry.
• HCFA 1500 HCFA-approved standardised claim form used to bill professional services.
• Health Care Documents All documentation relating to the patient.
• Hospital Forms All documentation relating to the patient.
• Inspection Reports A written report of the property's condition presented by a licensed inspection professional.
• Insurance Claims Forms A formal request to an insurance company asking for a payment based on the terms of the insurance policy.
• Inventory Control Sheets An inventory control tool used when taking a physical inventory.
• Invoices A list of goods sent or services provided, with a statement of the sum due for these which are then data captured into a system.
• Job Applications An application for employment used by companies to hire employees.
• Leave forms Form used to request leave i.e. time off from work.
• Litigation Documents Documentation used for civil law suits.
• Loan Forms This form is data captured as a loan agreement/contract between a borrower and a lender which regulates the mutual promises made by each party.
• Log Reports Detailed log of activities.
• Log-Book Trip Report Forms A form used to log trips.
• Market Research Surveys A survey used to gather and interpret information about individuals, organisations or products.
• Market Research Coding & Editing This process assigns a numeric code to each unique response, and is then able to re-use this code each time this response is encountered.
• Mail Order Forms Form used for buying of goods or services by mail delivery.
• Mailing Lists A list of the names and addresses of people to whom advertising matter, information or other material may be mailed regularly.
• Medical Claims Processing Analysing and processing claims, checking it for validity and then data cpaturing into a system.
• Medical Records Documentation of a patient's medical history across time within one particular health care provider's jurisdiction. The medical record includes a variety of types of "notes" entered over time by health care professionals, recording observations, administration of medication and treatment etc.
• Membership Renewals The act of renewing a membership e.g. a subscription.
• Mortgage Loan Applications Application captured by borrower to provide financial information in order to evaluate whether they qualify for a loan, and if so, the amount of money they can borrow.
• Mystery Shopper Reports A field-based research technique of using independent auditors posing as customers to gather information about product quality and service delivery by a retail firm. The "mystery shopper" poses as a customer in order to objectively gather information on the business being studied and provides a report on completion.
• Order Forms A form on which a customer writes the details of a product or service they wish to order.
• Packing List A document that includes details about the contents of a package.
• Passport Applications An application made for issuing of a passport.
• Patient Registration Collection of data about new patients in order to generate a patient record.
• Payroll amendment forms Form used to make changes to existing information on record.
• Payroll Time Sheets Used to track employee hours, leave, accruals and adjustments for payroll processing.
• Performance Appraisals A periodic process that assesses an employee's job performance and productivity in relation to certain pre-established criteria and organisational objectives.
• Personnel Records A record kept by the employer that identifies the employee.
• Physician Encounter Forms A service form that lists health care procedure codes data captured during a patient's visit.
• Police Department Forms Forms used by Police Department.
• Product Registration Cards, A card which must be returned by the consumer shortly after purchase of the product for proof of ownership.
• Proxy Statements A statement required when requesting shareholder votes.
• Punch-cards A card with holes that have been punched in different positions to represent information which is then data captured into a system.
• Purchase Orders A commercial document and first official offer issued by a buyer to a seller, indicating types, quantities and agreed prices for products or services.
• Questionnaires A set of printed or written questions with a choice of answers, devised for the purposes of a survey or statistical study.
• Reader Response A school of literary criticism that ignores both the author and the text's contents, restricting analysis to the reader's experience when reading a particular work.
• Recruitment Files A file that includes all resumes/applications of applicant's referred.
• Registration Forms A form used to gather personal data.
• Requisitions An official order placing claim to the use of property or materials which are then data captured into a system.
• Resumes A written compilation of education, work experience, credentials and accomplishments used to apply for jobs.
• Sales Orders An order issued by a business to a customer, it may be for products and/or services.
• Sales Tax Forms Sales tax is tax paid to a governing body for the sales of certain goods and services, this is reflected on a VAT Return.
• SAT Tests SAT is the most widely used standardised test for college admissions.
• School Exams An important test of your knowledge.
• School Grading Reports Communicates a student's performance academically. Generally the report card is issued by the school to the student or the student's parents twice to four times yearly. A typical report card uses a grading scale to determine the quality of a student's school work.
• School Registration Application captured by a student in order to enrol at a particular school.
• Share Application Form An order to buy new shares in a company when they are made available for sale.
• Shipping Documents Any document that is required for an item to clear customs.
• Social Service Documents Application for a social service e.g. grant
• Stock sheets A list of items that can be found in the inventory.
• Student Applications An application or enrolment requesting personal data from a student which is then data captured into a system.
• Subscription Forms An agreement to receive something, typically a publication, regularly by paying in advance.
• Surveys Data collection tool used to gather information.
• Tax Records Documents relating to income tax.
• Tax Returns & Forms A form on which a taxpayer makes an annual statement of income and expenses, used by tax authorities to assess liability for tax.
• Time Sheets A piece of paper for recording the number of hours worked which is then data captured into a system.
• Transcriptions A written, voice or printed version of something i.e. a transcript that can be data captured into a system.
• Transportation Documents Document given by the carrier to the shipper. This document serves as receipt for the goods during shipment and as evidence of a carriage contract.
• UIF Returns Declaration of amount of UIF paid to UIF department.
• VAT Returns A VAT return shows how much VAT is due on Sales (output VAT) and how much VAT can be reclaimed on Purchases (input VAT) determining how much is then paid or reclaimed for a given period.
• Warranty Registration Cards A card which must be returned by the consumer shortly after purchase of the product and which is stipulated or implied in the warranty to be a condition precedent to warranty coverage and performance.
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