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  • How to make a report correctly. Specific examples. Stop note: Subtleties of compilation and design Reporting note

How to make a report correctly. Specific examples. Stop note: Subtleties of compilation and design Reporting note

Stop note, certificate. Their details

Stake up - The document addressed to the head of this or higher institution and informing it about the emerging situation that took place or a fact about the work performed, as well as containing the conclusions and proposals of the compiler. The memorandum is prepared both at the initiative of the employee himself and at the direction of the leadership. The goal of the initiative report note is to encourage the manager to take a certain decision. Therefore, the text is clearly divided into two parts: standing and offering.

In the first, notes(descriptive), the facts that occurred or described the situation, the second set out offers, requests. Reporting notes inform the leader about the progress of work. Such notes are provided regularly.

The text of the memorandum is necessarily preceded by a headline starting with the pretext of "O" ("OB"). Registration of this type of document depends on the addressee.

Reporting notes can be two types: external and internal.

External report The note, signed by the manual, is printed on a shared form with filling the following details:

place of compilation or publication;

title to the text;

Internal report The note addressed to the leadership signed by its compiler or the head of the structural unit is printed on a standard sheet of paper. The requisites of the form requisites are reproduced by typewriter:

name of the structural unit;

type of document (memorable note);

reference - This is a document containing a description and confirmation of certain facts and events. References are two types:

1) with information on facts and event events;

2) institutions to certify one or another legal fact.

A more numerous group constitutes a second-type reference. They are issued daily. This is a certificate of confirmation of the place of study and work, about the position being held, etc.

Form of reference in Appendix No. 4.

Form of a memorandum in Appendix No. 5.

Order, Procedure Compilation and its details

Order The main activity is a regulatory document reflecting management decisions on production activities, planning, reporting, financing, lending, sales, foreign economic activity, improving the structure and organization of the enterprise, etc.

Projects of orders are prepared by enterprise specialists, coordinate with the main, leading experts, lawyers, chief accountant and are signed by the company's director.

The order signed by the Director is registered by the employee responsible for conducting office work.

The order comes into force from the moment of its signing, if another period is not specified in its text.

Orders on the main activity are issued on the enterprise form and contain the following details:

company name;

name of the type of document;

title to the text;

stamp on control;

marks on the execution of the document;

mark of data transfer to machine media.

The order of the order consists of two parts:

stating;

administrative.

Order -act published by the heads of ministries, departments, departments and administrations of the executive committees of local councils of people's deputies, heads of institutions, associations, organizations and enterprises acting on the basis of unity. The order is issued to solve the main operational tasks facing this body. According to the legal nature, the order may be a regulatory act of management containing the rules of law governing certain areas of social relations, and the act of applying the rules of law (for example, appointing to position).

The order is the most common type of administrative document used in the practice of management. It is issued on the creation, liquidation, reorganization of institutions or their structural parts; approval of the situation, instructions, rules, etc. documents requiring approval; For all issues of the internal life of the institution, organization, enterprises, as well as by personnel issues of reception, movement, dismissal of workers, etc. Through the order, the leader to put basic tasks in front of employees, indicates ways to solve fundamental issues. The order is obligatory for all employees of this organization or industry. In some cases, the order may concern a wide range of organizations and officials regardless of their subordination. All managerial documents must strictly comply with the law, none of them may contain the provisions contrary to the law. Preparation of the main types of administrative documents is mainly similar. It is a rather complicated process that has differences in the final stage of paperwork, reflecting the result of collegial activities (decisions and decisions) and uniqueness (order, order).

The following stages of preparation of the administrative documents can be distinguished: the study of the substance of the question, preparation of the draft document, coordination of the document, signing.

The procedure for compiling and designing the administrative document should be described in the table of forms of documents of a particular institution or in its instructions for office work. They outlines the sequence over the draft document and those requirements whose compliance with the legal use of the document.

The preparation of the draft administrative document may be assigned to one or several structural divisions or individual officials. When developing projects of complex and large managerial documents, working groups (commission) are involved in scientific or qualified specialists from among practical workers. The main condition that ensures the quality of the document, sufficient competence of persons preparing it. The higher the level of the document being written, the higher the requirements for its compilers (professionalism, the depth of knowledge of the question, the general cultural level, the ability to present thoughts).

The legal basis for the development of the administrative document may be the publication of the document by the authorities and management, a specific instructions of a higher authority, the need to implement executive and administrative activities for the tasks assigned to the institution. The establishment or structural unit may act with the initiative of the development of the administrative document on any issue.

The first stage of project development of any administrative document is to determine the circle of issues that will reflect it. Depending on the importance of management action, it is proceeded with the study of materials on the merits, primarily legislative acts and decisions of the government, then departmental regulatory documents preceding the administrative documents on this and similar issues.

The study of legislative acts and government documents ensures the legal basis of the document, its focus of the state formulation of the problem. The revision of the executive documents previously published on this issue will avoid duplication and contradictions, focus on the unresolved parties of the problem. Preparation of the draft administrative document requires the collection of the necessary information on the merits of the question. This uses various information and reference documents: reports, references, reports and explanations, acts, service correspondence. Having collected and having studied the necessary materials, having received a complete clarity on the merits of the issue, clearly defining the purpose of the publication of the administrative document, proceed to the preparation of his project. The focus should be focused on the formulation of the basic provisions of a particular decision. First you need to do it in the draft, and then edit and clarify the parts in the order of approval.

Textthe administrative document most often consists of interdependent two parts - notes and regulatory.

Notes The part is the introduction of the question under consideration, is designed to explain what orders are caused. It can be listed the facts, events, the assessment is given. Often, the statement of the superior body is given in the statement, in the execution of which this administrative document (most often retelling) is published, in this case the type of act, its author, full name (title), number and date, i.e. are all search ( Reference) data. The statement part is optional, it may be absent if there is no need to explain.

Administrative The part carries the main load in the administrative documents, which is outlined in the imperative form. Depending on the type of document, it begins in words:

« decree"- in the ruling;

« decides.» (« i decided") - in solving;

« i suggest"- at the disposal;

« order"- in the order.

The type of administrative document predetermines the nature of the presentation of its text. The words " decree», « decides.» (« i decided»), « i suggest», « order»Printed in capital letters or lowercase in discharge, i.e. They are visually allocated and thus separated the statement of the document from the administrative part. These words are located from a separate line from the zero position of the tab.

Then, the text of the decisive part follows from the new lines. The formulations of this part of the document are particularly strict requirements. They should be concrete, not contradict the meaning of previously published documents, clear, clear, not allowing different interpretations. They should avoid non-specific expressions of the type: " raise», « increase», « strengthen», « improve», « take action», « activate" etc. The text formulated in this way, the instructions vague, checking their execution is difficult.

If the administrative part assumes various in the nature of the action and several performers, it is divided into points that are numbered by Arabic numbers. Each point indicates the Contractor (organization, structural unit, a specific official, for example, in orders), prescribed and exploitation. The performer is indicated in the detailed case. You can specify and generalized, for example: directors of factories, archives leaders.The prescribed action is expressed by the verb in an indefinite form - "Prepare", "enroll", "organize", "provide", "to lay", "Develop" etc. The term of execution should be real, correspond to the volume of alleged work.

It should be taken into account the time to bring information to specific performers. The administrative document may have a common executive period for all items. However, more often the execution time is set for each task separately. At the end of the text of the ordered document, the list of documents is placed, invalid or subject to change with the publication of this act. The last point in orders, decisions, orders are indicated by the person on which the control over the execution of the document is imposed. Regulatory documents may have ApplicationsThe instructions on which are given in the respective clauses of the text. The props "Appendix" after the text of the administrative documents is independently not issued.

Text of the administrative document must have a title. The title begins with the pretext of "O" ("OB") and is formed with the assay of nouns (for example " On appointment...», « On approval...», « On the introduction... "), subject (for example," About results...», « About Merakh... "). For a number of typical management situations requiring the publication of an order (on the creation, reorganization, elimination of institutions, organizations and enterprises, on the distribution of responsibilities between the management, the amendments to the Regulation (Charter), the structure, staff number and staffing of the management apparatus, in job descriptions The transition to a new mode of operation), developed unified forms of documents in which not only the composition is predetermined, but also the order of information. The unified form also has personnel orders for admission to work, movement, translation to another job, exemption from the post, the imposition of promotions, imposing disciplinary penalties, change in the names.

Prepare the text of the administrative document, proceed to its design, the administrative documents are drawn up on a shared format, A4 format. The composition of the details includes: the emblem of the Russian Federation, the Allied or Autonomous Republic, the name of the department, the name of the institution, the name of the document, the date, index (number), the place of compilation, headline, text, signature (signatures), the alignment mark.

The final stage of working with projects of administrative documents is their coordination and signing. The project before signing is subject to coordination with stakeholders, which it concerns. Coordination is carried out by visiting in the presence of the ruling of the grid of coordination. Thus, the draft of the order, decisions, orders seemed by the draft project and the head of the structural unit, which makes the project, by all the executive officers specified in the project, officials responsible for executing a document as a whole, legal officers. Projects of documents, the fulfillment of which requires financial support, is necessarily coordinated with financial authorities or services.

The visa of the lawsurance testifies to the compliance of the document to legislative and regulatory acts, as well as on the conformity of individual formulations with special requirements of some organs (for example, ships, prosecutors, healthcare). Coordination conducts a structural unit or a person who has prepared a draft administrative document. Visa or neck harrity are usually affixed on the first copy of the project. In case of disagreement with the project, a motivated conclusion is written. Before signing the project is further carefully verified. At the same time, special attention should be paid to checking digital data, surnames, names and patientities. Fully prepared projects of documents are submitted to the signature. Orders are signed by the head or his deputy.

Signed the first instance of the document made on the form. Regulatory documents come into force from the moment of signing or bringing to the attention of the Contractor. In some cases, the term of entry into force and the duration of the Act of the Office is indicated in the document itself.

Of particular importance is attached to the removal of the administrative document to the Contractor. Resolutions of the Council of Ministers of the Russian Federation is published in the meeting of the Government of the Russian Federation, and if necessary, a broad publication is brought to universal information by the media. Similarly, they are brought to the attention of acts of government of other states. The acts of ministries and state committees are published in the Bulletin of Regulatory Acts of Ministries and Fundamentals of the Russian Federation - the authority of the Ministry of Justice of the Russian Federation and departmental publications. Decisions, orders, orders are replicated and sent in accordance with the list prepared by the draft document.

An example of an order is shown in Appendix No. 6.

Reporting notes may be informational, initiative and reporting. There are also reports and explanatory notes - the second explains the causes of the actions and events or explain the individual parts of the document.

An example of a memorandum

A classic example of a memorandum can be an initiative document on providing the workflow required subjects.

At the top of the right, we place information about the disposal:

Director of LLC "Sphere".
Pavlov N.P.
On the left in the top - the name of the structural unit: Document Management Department
In the center: a memorandum.
Next - the date and number of the document on the left side: 07.05.2013 №1.
In the right - place: Moscow.
Below - title: On the replacement of the cartridge.

Text: I bring to your information that the existing cartridge for the printer has become unusable due to the exceedment of its use. This circumstance does not allow you to fulfill the tasks of the documentation.
I ask you to consider the issue of replacing the failed cartridge to a new one.
Below - information about the addressee and its signature: Deputy Head of Department - Signature - Vlasov D.I.

Standard note Sample

The proposed sample of writing a memorandum will help inform the authorities about the results - including intermediate - the fulfillment of any order.

In the upper right corner:

Head of CJSC Rack.
Below in the center: a memorandum.
Further, the date and number: 05/07/2013

Summary: On the completion of the first stage of the competition.
Text: As part of the competition of professional skill among young builders, the first qualifying round was held, in which 14 specialists took part. Successfully passed the test of 11 people. The second stage of the competition will be held on May 14 at 14.00 in structure 1a.
From the Red Row: Brigadier - Signature - Semenov S.A.

Student memorandum

The memorandum can serve as a measure of impact on the student, if other educational techniques do not work. Then the teacher makes up a memorandum of note director or temptation.

For example: About the need to transfer the student
I bring to your information that despite the conversations and meetings with parents, the student of 7b class Ivanov V.V. continues to disturb the discipline. On May 7, they were running a literature lesson, and on May 8 - a lesson of biology.
As a result of the actions of Ivanova V.V. Other disciples could not get knowledge. In this regard, I propose to support the decision of the Pedagogical Council and consider the translation of Ivanov V.V. in the 7th class.

Stroll memorandum

A widespread of the report is a note by the head about the perfect security officer without a valid reason.

For example: On violation of labor discipline.
I bring to your information that 07.05.2013 An accountant of Glakova Nina Dmitrievna from 09.00 to 13.00 was absent in the workplace.
Documents confirming respect for the cause of absence, glazing N.D. Not provided. In connection with the foregoing, I propose to declare the eyes of N.D. rebuke.

Form of a memorandum

Reporting notes are drawn up in free form: the first part is the presentation of the essence of the question, the second is the conclusions and suggestions. Design depends on the addressee.

The external memorandum in the superior organization is sent on the branded form and contains the same details as the usual letter.
The internal memorandum includes: the name of the structural unit, the name of the document is a memorandum, date, number, destination, text header, text and signature.

Interesting video: a memorandum (written on the reality of a real memorandum)

The memorandum is a documented information that the employee did not fulfill or did not do as needed, his job responsibilities. Also in the note is usually proposed measures that need to be applied to the leadership in relation to the negligent employee.

So, you are the middle manager on again by the average manufacturing plant - say, the head of the shop. In your submission of 40 workshops. I am professional, but everyone with their troubles, problems and interests. When and in what cases do you need to write memorandums on them? Now will figure it out!

How to write a memorable note on an employee: sample

Stop note: Sample (blank) looks like this:

How to write a report on violation of labor discipline

As you know, everyone who gets to work, reads and signs job description. If during the work it does not fulfill the function specified in the instructions or performs them not as it should, then this is the reason to punish it. This can be anything: regular delay, incorrectly decorated documents ...

Any actions that entail losses are punishable. You, as a direct supervisor, can solve these problems by warnings or conversations. But if the conversations do not work, the employee must be punished. The main thing is to do this by law.

According to many, the earnings note on the violation of labor discipline can serve as a better means to combat lateness.

But how? After all, all decisions on disciplinary recovery in the company takes only its top management. It is in order to notify the authorities about the employee's misdemeanor, and a memorandum is written, addressed, admit, to the Director General of the Firm.

By the way, the report can write not only a higher person, but also any employee. However, internal documents of a number of firms provide for a strict procedure for filing complaints. According to him, an ordinary employee must not write a report, and complain to the immediate authorities.

Stop note of non-fulfillment of official duties

How is the report written? There is no special format of this document in the Russian Labor Code. However, each organization may have internal documents, among which there are and approved reports. You can write it on the computer, and by hand. The general rules for the preparation of official documents dictate the following form of writing. The report on the employee, or rather, its scheme, looks like this.

  1. Right upper angle: to whom the letter is addressed (the position and Full name).
  2. Below: from whom (position and full name).
  3. Below in the center (in compliance with the retreat): the name is a memorandum.
  4. Next - the main text of the message. Here the applicant lists the list of those responsibilities of the employee (with reference to the internal documents, for example, the rules of the internal regulation or official) that it did not fulfill.
  5. Next, it is indicated, what the actions of the employee led, what consequences were made by his misconduct.
  6. The main text of the note by the proposal on disciplinary measures is completed, which, in the opinion of the direct supervisor, it is necessary to apply to the stratum employee to correct the situation.
  7. At the bottom of the left is the date of writing the document.
  8. Down on the right - signature.

If necessary, you can attach some evidence of the guilt of the employee, say the photo of the desktop, if it does not work all day, but sits on the Internet. Links to such applications are made in the main text of the note.

Report: Example of writing

For example, your employee misunderstood the invoice for the goods. As a result, the car with the products that drove some number of kilometers and dawn some amount of gasoline, customer representatives refused to unload. The corrected version of the customer refused to take electronically, demanding the original. You had to urgently reissue the documents and send the courier on the passenger car to the customer's warehouse.

Standard note: Example

Director LLC "Veselushka" Ivanov S.P.

from the head of the production workshop LLC "Veselushka" Petrova I.P.

stop note.

I bring to your information that the worker of the production workshop of Sidorov L.E. Incorrectly issued an invoice for the delivery of goods (5 tons) for the company "Consumer of our products". As a result of the wrong registration, the invoice of the customer refused to unload the goods. To correct the situation, I had to use the Zhiguli car to transmit a corrected invoice to the customer.

The consequences of such a negligent relationship of the employee who wrote out the invoice was a simple car in stock; Using a car; Increased flow rate of fuel; Spoiled supplier reputation.

For the negligence attitude to work, please declare Sidorov L.E. rebuke.

All, I am ready! What's next? If in the internal documents of the company there is an indication of the order of coordination of such documents, for example, they must first consider and put the resolution, for example, the Director of Production or Security Service, which means you following the specified navigation standard, convey a document to the relevant units.

Memorable note (sample according to GOST) with poor behavior

If there is no instructions on the order of coordination, then we go with this paper to the reception and give the secretary, while he notes the document in the list of incoming and assigns it a number.

Stop note of non-fulfillment of official duties (sample)

And what to do next? Nothing! Just wait for the consequences (and they will definitely, because on official paper, which is a memorable note, must be the official answer). Disciplinary measures are designated in the organization. But it happens that the stated facts will need to be checked. Then the order contains information about the activities that are needed to confirm or refute the facts you specified.

Many are related to memorandums, as a formality that takes time and nerves. But there are situations where this formality is able to protect the employee from unfair claims of management. Documented petitions at any time will force you from trouble, which cannot be said about the requests set forth in oral form, which do not even always give the value. Thus, these documents confirm the fact of relationships, they are registered as outgoing documentation.

We write a memorandum note

What is a memorandum note?

The memorable note is an important document of internal communication., without it, no influential institution is required. For the normal functioning of the organization, a sample of a memorandum should be under hand almost all workers. The difference between her from the office notes is that it has a hierarchical orientation, that is, always comes from subordinate to the upstream leadership. The note is an informational document that is written in time to inform the superiors of a higher instance or another structural event department affecting the stability of the management system in the enterprise.

The report is legal, because its goal is not only to inform the management of the Organization, but also to induce the removal of a certain decision on the recovery situation. A document is drawn up on the personal initiative of the employee or at the request of the head. Notes code according to the classifier of management documentation - 0286041 OKD. The document should clearly describe the problem that has arisen, and since it is legally binding, it must be absent orphographic and legal errors.

Definition of a memorandum

The document is not only instructing the incident, but also writes with the conclusion of the options to resolve the situation. After that, the head is obliged to study the document and impose its resolution. Subsequently, this resolution acts as a basis for approvaling and implementing various measures (imposition of recovery, imposing promotion, etc.). Thus, the memorandum is a feedback element between the head and subordinate.

Goals of reports

The main objectives pursued in the formation of this document:

  • Increase personal performance. When an employee interferes with something, and it offers ways to solve this problem.
  • Rectify the situation. When the employee is known for certain facts that do not care personally, but, in his opinion, preventing stable and efficient work. He is written to the leadership to the situation so that the situation is allowed in the near future.
  • Literate. If the employee has some information to higher persons and wants to make responsibility for correcting the incident. After that, there should be no complaints to the compiler.
  • Defend rights. Here the note is attempted to attempt the peaceful settlement of the incident.

One of the objectives of the memorandum, take off responsibility

Types of reports

They are two types:

  1. Internal - He is written at the request of an employee or his boss in order to increase the efficiency of the company. The signature here puts the author. Once the document is considered internal, then the design is carried out on paper A4.
  2. Exterior - sent to higher authorities. This type is signed only by the head of the company, and he is printed on the branded form.

In both cases, the date is placed on the day of writing and signing.

  • Informational - As a rule, they are compiled regularly, they inform in detail about the methods and features of the work. Also with their help, you can convey to the leadership of the idea to improve the workflow.
  • Reporting - report on the results of the executed order in a specific period. Make them up, as a rule, employees of the lowest link.
  • Initiative - Those where the employee offers the authorities to make a definite solution due to specific events - disorders, downtime, etc.

Interior memorization

Often, among the reports, it is necessary to write the authorities of "repressive" notes, at the staff of Hams and Lazy. They should be particularly careful, because even the slightest flaws can lead to troubles in the future. Violation of discipline is a reason for financial recovery, only for this in the document must be given for weighty arguments. Incorrectly formulated document can be submitted to the court, complaining that the authorities are maliciously infringes in the right of a specialist. Therefore, it is important to know how to write a memorandum correctly.

Document structure

The memorandum includes two or three semantic sections:

  1. Actual Part where the causes of the incident prompted for its formation with a detailed presentation of accompanying circumstances.
  2. Analytical - Represents an analysis of the situation with the potential consequences of the incident and various options for eliminating the problem.
  3. Summarythe part where the speaker describes its opinion, gives convincing arguments and recommends that some specific actions to resolve the incident. And after the head he decides, what sanctions do. Since the authorities have no time on the proceedings, most often it, it agrees with the proposals of the author, not delight into details.

External memorandum

You can draw up a memorandum in both text and table option. An analytical partition in the document may be absent depending on the type of question. In this case, the document has only the actual part and the conclusion with the solutions of the problem. With the help of it, it is possible to make not only suggestions for improving any production processes, but also express our discontent with the measures taken. Before proceeding with the registration of the report, it is necessary to clearly formulate the problem or its point of view and then start its presentation on paper.

A memorandum of note that this document is how to write and arrange and arrange, you will find the answer to these questions.

Heads can be submitted to report on violations of workers: finding, violations of labor and recreation, not fulfilling official duties and other or to make proposals aimed at improving the organization's activities.

Studymark, what is this document?

The memorandum is a document addressed to the head of the organization or a higher organization and containing the presentation of any issue of production activities with conclusions and suggestions.

The memorandum is drawn up if necessary, to put the heads about any facts, events and may contain proposal proposals on the issue.

How to write a memo?

The memorandum contains the following details: the name of the organization, the name of the document, addressee, date, number, header to the text, text, signature, resolution, mark on the execution of the document.

The first part of the text outlines the facts or events that served as a reason for writing a report note. The second part should contain conclusions and proposals for specific actions that, in the opinion of the compiler, must be taken in connection with the facts stated.

The dates of the report note is the date of its signing. Reporting notes on the main activity of the organization are stored for 5 years.

  • initiative;
  • information;
  • reports.

Making a memorandum

The design of the memorandum depends on its recipient. If it is addressed to the head of the organization, it is considered internal, if it is sent beyond the organization into a superior organization, then external. External reports are drawn up on the form and must be signed by the head of the organization. Internal strategic notes are drawn up on a regular sheet of paper.

Stop note - sample

The memorandum, consists of details, which are issued in accordance with GOST R 6.30-2003 "Unified system of organizational and administrative documentation. Requirements for paperwork, "from July 01, 2018 issues according to GOST R 7.0.97-2016" System of standards according to information, library and publishing. Organizational and administrative documentation. Requirements for paperwork. "

The memorandum has such props as the date, which is drawn up in the upper left corner digital in 05.10.2018 or verbal-digit on October 5, 2017.

Props. Destination. When addressed to the document, the initials official point in front of the last name, and from July 01, 2018 after the last name. The position of person who is addressed to the document indicate in the duty.

Props. Title to text. Includes a summary of the document and must be agreed with the name of the type of document. The header to the text can answer questions: what? O Com? The header to the text may contain no more than 5 lines. It is located on the left above the text of the document, retreating from the inscriptions of the form 2-3 of the line interval. The title is printed after 1 interval, the point at the end is not put.

Props. Test document. The text of the document is printed, retreating 2-4 intervals from the requisite "Title to the text", observing the 1.5 zone interval.

Props. Signature. The signature includes: the name of the position of a person signing a document (complete, if the document is not issued on the organization's form and abbreviated - on a document decorated in the form), personal signature and its decoding (initials, surname). The signature is placed after text, retreating 2-3 line intervals.

Stop note - sample GOST 2003

Stop note - sample GOST R 7.0.97-2016 from July 01, 2018

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