RCBeyette said:
Nah...just using an example of an activity that most of us can relate to. Just like in my training session on Routine Management when I talk about "What do you do to ensure you get to work on time?" All of us
try to do that.
Not I. I haven't punched a time clock in forty years. I also haven't had a position with defined hours during those forty years. At my last company, the shortest route between home and work was 17 miles. The company before that, 32 miles. Unless I had a defined appointment, I usually gave myself a two-hour window in which to arrive (usually between 8 and 10 am.) Sometimes I played nine holes of golf. Sometimes I used to detour to a customer or supplier just to "nose around" - I made sure to bring plenty of donuts or cookies to go with their coffee. They never thought of it as an audit, but I found it made life much more simple if they had a face to go with the name when I made a phone call if there was a glitch. Those "coffee dates" were often excellent problem-solving seminars for them and for me. For them and for me, it was an excellent way to reinforce the "partnership" aspect of our business relationship. Similarly, we invited them to "drop in" any time and "hold court" in our break room for any reason at all. Our treasurer and his staff once helped a supplier prepare all the paperwork for an SBA loan to expand his plant after the guy casually commented how difficult it all was for him. The company that calibrated and certified our gages and other instruments had an employee who lived about 10 minutes from our shop. We got free pick up and delivery service plus impromptu training sessions on care and interim calibration - he got free coffee and rolls plus an exclusive customer.
Re: REVIEW notice/documentation
the formality or informality you use in marking a document as reviewed is strictly contingent on your organization's need and the nature of the document or record, itself.
To be clear, we are only talking about documents and records in a "controlled" system. I have seen everything from rubber stamps with date
("reviewed 8/8/2004 by _______[initials]___") to "tickler files" listing the documents with columns for date and reviewer and notation whether to leave as is, modify, or discard.
Some organizations use a document numbering system which incorporates the date for easy retrieval of documents to be reviewed on a chronological basis. Some review documents on a department by department basis.
("All engineering documents are reviewed annually to determine whether to retain, modify, or scrap.")
or
("All shipping records are reviewed every three years to determine whether to retain or scrap.") [you don't modify RECORDS]