Describing Office Procedures
Objectives
- Describe step-by-step procedures
- Use sequencing words
- Use the passive for processes
Explanation
Use sequencers to describe procedures: first, then, next, after that, finally. Processes are often described in the passive: 'The document is reviewed, then it is signed and stamped.' The passive focuses on the action, not on who does it.
procedure
An established way of doing something.
“This is our procedure for new clients.”
to stamp
To mark a document with an official seal.
“The notary stamps each page.”
record
An official written account kept for reference.
“We keep a record of every signing.”
to verify
To check that something is true or correct.
“We verify the client's identity.”
intake form
A form with a new client's basic information.
“Please complete the intake form.”
Flashcards
Match terms and definitions
procedure
to stamp
record
to verify
intake form
Complete the sentences
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