Use Reminder Systems

LG-BSBBAD0032A USE REMINDER SYSTEMS
LEARNER GUIDE
USE REMINDER SYSTEMS
Published by
HEART TRUST/NATIONAL TRAINING AGENCY
Produced by
Learning Management Services Department

Gordon Town Road
Kingston 7
Jamaica W.I.
This material is protected by copyright. Copying this material or any part of it by any means,
including digital or in any form is prohibited unless prior written permission is obtained from
the HEART Trust/NTA.
*** 2004 ***
Version 1 LRDU – MAY 04

TABLE OF CONTENTS
PAGE
Introduction................................................................................................................................... 1
Welcome ......................................................................................................................................1
This Competency Unit.................................................................................................................1
Before You Start ..........................................................................................................................2
Planning Your Learning Programme..........................................................................................2
Self-Assessment Checklist ..........................................................................................................3
How To Use This Learner Guide................................................................................................5
Using The Computer And Other Resources...............................................................................6
Method Of Assessment ...............................................................................................................6
Quality Assurance........................................................................................................................7
Element 1: Organize And Maintain Appointment and Reminder Systems ........................... 8
Self Assessment Checklist ................................................................................................ 12
Element 2: Schedule Appointments Carefully ........................................................................ 13
Self Assessment Checklist ............................................................................................... 17
Element 3: Use Reminder Systems........................................................................................... 18
Self Assessment Checklist .............................................................................................. 22
Version 1 LRDU – MAY 04

LG-BSBBAD0032A:
USE REMINDER SYSTEMS
INTRODUCTION
Welcome
Welcome to the Learner Guide for Unit of Competency “Use Reminder Systems”. This is just
one of a number of Learner Guides produced for the Business stream of the Business and
Commerce Industry, and it is designed to guide you, the learner, through a series of learning
processes and activities that will enable you to achieve the specified learning outcomes for the
competency unit.
The content of this guide was developed from the Competency Standard BSBBAD0032A, which
is one of the basic building blocks for the National Vocational Qualification of Jamaica (NVQ-J)
certification within the industry. Please refer to your Learner Handbook for a thorough
explanation of standards and competencies, and how these relate to the NVQ-J certification.
You are also advised to consult the Competency Standard and assessment instrument for a better
understanding of what is required to master the competency.
This Competency Unit
“Use Reminder Systems” addresses the knowledge and skills requirements to effectively use
reminder systems. There are three main areas or elements:
Element 1: Organise and maintain appointment and reminder systems
Element 2: Schedule appointments carefully
Element 3: Use reminder systems
As you go through each element, you will find critical information relating to each one. You are
advised to study them carefully so that you will be able to develop the necessary knowledge,
skills and attitudes for using reminder systems.
Version 1 LRDU – MAY 04 1

Before you start
Before you start this Learner Guide, you need to:
a. Obtain a Learner Logbook. You will use it to record evidence of your new
skills/competence. As you demonstrate your new skills, record your activities and have your
learning facilitator sign off on them. This will allow you to provide evidence of your
competence when you are being assessed against the competency standard.
b. Ensure that you have access to the facilities and equipment necessary for learning.
c. Ensure that your learning resources are available.
d. Ensure that you are wearing suitable clothing, that tools and equipment are safe, and that the
correct safety equipment is used.
e. Plan your learning programme (see below)
f. Understand how to use this Learner Guide (see below)
Planning your learning programme
The self-assessment checklist on the following page will assist you in planning your training
programme and it will help you to think about the knowledge and skills needed to demonstrate
competency in this unit. As you go through the checklist you will be able to find out what
elements you have already mastered and which ones you will need to pay more attention to as
you go through the learning process.
To complete the self-assessment checklist, simply read the statements and tick the ‘Yes’ or ‘No’
box. You should do this exercise now.

Self-Assessment Checklist
Use Reminder Systems
Element 1 Organise and Maintain Appointment and Reminder

Systems Yes No
1. I can allocate and confirm appointments within available time

schedules ( ) ( )
2. I can indicate appropriately in diary, dates, which are not available

for appointments ( ) ( )
3. I know how to consider manager’s preferences when making

appointments ( ) ( )
Element 2 Schedule Appointments Yes No
1. I can cancel/reschedule appointments tactfully and

as as soon possible ( ) ( )
2. I can co-ordinate appointment diaries frequently so that

information is always up-to-date ( ) ( )
3. I can space appointments appropriately, including adequate

travelling time ( ) ( )
4. I can monitor essential information and action notes ( ) ( )

Element 3 Use Reminder Systems Yes No
1. I can make timely reminders to the manager regarding

2. I can maintain visual/memory aids and follow-up systems

accurately ( ) ( )
3. I can implement and maintain security and confidentiality

procedures ( ) ( )
How did you do?
If you ticked all or most of the ‘Yes’ boxes then you might not need to go through the entire
guide. Ask your learning facilitator to assist you in determining the most appropriate action you
should take.
If you ticked a few of the ‘Yes’ boxes or none at all then you should work through all of the
guide, even though some of the material may be familiar to you.
Plan your learning based on your answers. Be sure to involve your learning facilitator in the
planning process.

How to use this Learner Guide
This Learner Guide is designed to assist you in working and learning at your own pace.
We suggest that you:
• Go through the sections/elements as they are presented (starting at Section 1)
• Check your progress at each checkpoint to ensure that you have understood the material
• Observe the icons and special graphics used throughout this guide to remind you of what you
have to do and to enhance your learning. The icons and their meanings are as follows:
Complete Assessment Exercise

This exercise requires you to think about the knowledge and skills
that you have or will develop in this competency unit.
Definition Box
Words/phrases are defined or explained in this box. The
words/phrases being explained are in bold print.
Checkpoint
This denotes a brain teaser and is used to check your
understanding of the materials presented. No answers are
provided for the questions asked.
Activity
This denotes something for you to do either alone or with
the assistance of your trainer/supervisor.
Reference
Points you to the reference materials and other support
documents or resources used in compiling the unit content.

• Ask your learning facilitator for help if you have any problems with the interpretation of the
contents, the procedures, or the availability of resources.
• Complete each activity as you come to it. If the activity requires you perform an actual task,
be sure to tell your learning facilitator when you get to that activity so that he/she can make
any arrangements, if necessary.
• Get your learning facilitator to sign and date the Learner Logbook when you have completed
an activity.
• Complete the self-assessment checklist at the end of each section or element.
When you have worked through all elements of the guide, and when you can tick every ‘Yes’
box, you are ready for assessment and should ask your learning facilitator to assist you in making
the arrangements to have your performance assessed.
Using the Computer and Other Resources
Where your activities refer you to the library, computer and Internet resources, ask your learning
facilitator to assist you with locating these resources. If you are getting your training in an
institution, there may be a library and a computer laboratory. If this is not the case, visit the local
library and find out what resources are available.
If you are new to the computer and the Internet, someone in the computer room should be able to
show you how to use these resources.
Please note that in many of your activities you have been referred to information on the Internet.
This is because the Internet has a vast amount of information that can help you in acquiring the
particular competencies. We would like to advise you, however, that we cannot guarantee that
all the sites will be available when you need them. If this happens, ask your learning facilitator
to assist you with locating other sites that have the information you require.
Method of Assessment
Competency will be assessed while you are actually performing the tasks related to this
competency. This may be in a real workplace or a simulated situation that accurately relates to
the work situation. You are advised to consult the associated competency standard for further
details relating to the assessment strategies.
You may now start your learning. Have fun while you work!

Quality Assurance
A feedback form is included at the back of each Learner Guide, so all users are afforded the
opportunity to document their concerns pertinent to the various aspects of the guide. Such
concerns will assist in the review process of the Learner Guides. Users are encouraged to cut out
the form, complete and submit same to the address provided.

ELEMENT 1: ORGANIZE AND MAINTAIN APPOINTMENT AND

REMINDER SYSTEMS
LEARNING OUTCOMES
As you go through this element you will acquire the necessary knowledge, skills and attitudes to
organize and maintain appointment and reminder systems. Your learning facilitator is there to
assist you through the various activities. Upon completion you should be able to:
1. Make and confirm appointments within available time schedules

2. Indicate appropriately dates which are not available for appointments in diary
3. Consider the preferences of the manager when making appointments
MAKE AND CONFIRM APPOINTMENTS
Appointment:
You may be asked to schedule appointments by your
Prior arrangement that has manager or by someone who wishes to see your manager. It
been made between two or is important that appointments are managed in a manner that
more persons to meet on a meets the organization’s objectives. They should also be
specific date, time and place. arranged according to the availability of the persons
concerned. Appointments that are planned may either be
done formally or informally (telephone or face to face).
These types of appointments may include:
Appointments with external business associates

Appointments with employees
Social appointments
Business meetings, for example, board meetings, committee meetings, etc
When making an appointment for your manager, you need to ensure that the day and time chosen
are convenient to him/her. You will also need to find out the degree of urgency of the meeting
and request a brief outline of what will be discussed in the meeting.
It is important that you make contact with the other party/parties to ensure that the time and date
of the meeting is suitable for all parties. These details are important, as time must be allowed for
them so that your executive can be punctual for his/her appointment.
If you receive a call from someone who wishes to make an appointment to see your manager,
you will want to know the reason and perhaps the suggested day and time. You must then check
your diary, which should be identical to your manager’s and agree on a suitable day and time. If
you think your manager may have made an appointment that you do not know about, you should
make tentative arrangement that will be confirmed later. This is extremely important because
double bookings can cause chaos, embarrassment and inconvenience.

Always check your diary against your manager’s at regular intervals, and as soon as you make an
appointment for him/her, enter it in both diaries.
Responding to appointment requests
Once you receive a request for an appointment, you should check the diaries to determine
whether the date and time requested are available. If this is not so, you may have to suggest
alternative appointment dates and times. By knowing the purpose of the meeting, you can
determine and provide all supporting materials needed. The authority you have to make
appointments will depend on the nature of your business. The following are some guidelines that
you should follow when making appointments:
Avoid double-scheduling of appointments i.e. scheduling more than one appointment for
the same time
Keep a complete calendar – record the names, telephone numbers, email addresses and
other pertinent information
Use legible handwriting to record entries. Avoid crossing out of entries
Provide a daily listing of appointments at the beginning of the workday and show the list
in time sequence
DATES ARE INDICATED IN DIARY
As a secretary, you will not be able to remember all the details necessary in the day-to-day
operations of the office, including your executive’s engagements, appointments and future
planning of your duties. Diaries are an essential part of daily planning. They give the day’s
programme at a glance and in addition, they enable you to space the engagements and to allow
time between callers, visits, meetings, luncheon and dinner engagements etc, so that the manager
may carry out his/ her own functions. A diary can be used as a reminder of:
Work deadlines
Diary: A daily planner
Appointments and meetings
that gives the time, day,
Files to be followed up
type of meeting and with
Staff absences – holidays
whom
Social engagements
You should remember that there are specific dates that are not available for appointments, these
include:
Standing meetings
Vacation
Public holiday
Other ‘out-of-office’ dates

CHECKPOINT
What would be the result of dates not appropriately indicated in a

diary? Give three results.
Entering recurring items
Some meetings and tasks are performed weekly, monthly, quarterly or annually. As you begin to
prepare your calendar at the beginning of the year, enter the recurring items and tasks on both
your calendar and your manager’s. Once you do this for these recurring items, both you and your
manager will know what time is available for scheduling other appointments.
MANAGER’S PREFERENCES ARE CONSIDERED WHEN MAKING APPOINTMENTS
The planning of appointments for the services of people or the use of equipment,
accommodation, among others must be well coordinated and organised. On many occasions,
your manager may have certain preferences that may include:
Work habits
Preferences regarding the timing of certain appointments
These preferences are ones that will help to make the individual feel comfortable and also help to
ease any unfortunate circumstances that may occur.
CHECKPOINT
Are the manager’s preferences important when making

appointments? Why?

ACTIVITY
Your manager is out of town for a number of days and has his
diary. A customer comes in and requests a meeting. The
information is needed within the next 24 hours. Explain how you
would deal with this situation. Ask your learning facilitator to
assess.
Refer to: Harrison, J. (1996). Secretarial Duties (10th ed.) Addison Wesley
Longman: Singapore
Jardine, V., & Shaw, J., (1983). Office Procedure: for CXC and similar
examinations. Edward Arnold: London

ARE YOU READY TO PROVE YOUR COMPETENCE?
Now that you have completed this element, check whether you have fully grasped all the
components by doing the following Self Assessment.
Checklist 1 Yes No
1. I know how to make and confirm appointments within available

time schedule ( ) ( )
2. I understand how to indicate dates in diary that are not

available for appointments ( ) ( )
3. I understand how to consider manager’s preferences when making

Checklist 2 Yes No
1. Appointments are made within available time schedules

and confirmed ( ) ( )
2. Dates which are not available for appointments, are appropriately

indicated in diary ( ) ( )
3. Manager’s preferences are considered when making


ELEMENT 2: SCHEDULE APPOINTMENTS CAREFULLY
LEARNING OUTCOMES
schedule appointments carefully. Your learning facilitator is there to assist you through the
various activities. Upon completion you should be able to:
1. Cancel/reschedule appointments tactfully and as soon as possible

2. Coordinate appointment diaries frequently so that information is always up to date
3. Space appointments appropriately, including adequate travelling time
4. Monitor essential information and action notes
CANCEL/RESCHEDULE APPOINTMENTS
It is important that great care be taken when you are either cancelling or rescheduling
appointments. This is essential as the tone of the voice and the way in which you expresses
oneself may give a positive or negative impression.
Cancelling
The following should be followed when cancelling appointments:
When declining an appointment, always be polite, but firm. If appropriate, offer an

alternative, agree on options within the time and confirm decisions that have been
reached.
If an appointment has to be cancelled because of an illness or other unforeseen
circumstances, make a telephone apology and arrange for another appointment.
Cancellation of appointment needs to be done at least 2 hours prior to the scheduled time.
Rescheduling
Sometimes you may find that unforeseen circumstances occur which may require you to
reschedule appointments that have already been documented. The following are some steps that
should be followed when rescheduling appointments:
Leave some time unscheduled between appointments to allow for meetings that may run
longer than planned in order to return telephone calls or to prepare for the next
appointment.
To make changes easily, write appointment information and determine a symbol to use to
confirm appointments. Commonly used symbols may include a check mark, an asterisk
or an underscore of the person’s name. The word ‘confirmed’ is often times written
beside the person’s name.
Ensure that the new date and time are convenient to both parties.

COORDINATE APPOINTMENT DIARIES
In the office it is very important to follow up activities and various operations, and as a result
diaries are an essential part of the daily planning. These diaries include:
Manager’s
Secretary’s
Desk organizer
The manager’s diary and the secretary’s diary are kept in the office and should be identical in
their entries. Frequent checks must be made during the day to make sure that all engagements
have been entered each day.
Key factors in using the diary include:
Being systematic – this includes:

At the beginning of the day, refer to the diary and take actions on all entries, for example,
prepare the papers and files that will be required for appointments
During the course of the day, keep in mind and prepare for the various activities, making
amendments, additions and deletions as required
At the end of the day, ensure that all items have been dealt with, or if necessary, transferred
to a future date
Write entries clearly and concisely with a pen to include essential details of appointments –
date, time and place
Enter provisional appointments in pencil and rewrite them in ink when they are confirmed
Enter the appointments for each day in the correct time sequence
Entries in diaries must be clearly written to avoid any possibility of misunderstandings.

Provisional arrangements should be entered in pencil, which can be easily altered at a later date.
Name, formal address, telephone number, and email addresses are all essential information to be
entered when making appointments.
CHECKPOINT
Why is it important to coordinate information between diaries?

SPACE APPOINTMENTS AND TRAVELLING TIME
The planning of appointments for the services of people or the use of equipment, accommodation
among others, must be well coordinated and organised. A diary may be used for making
appointments and for documentation of other meetings. Adequate time should be left between
appointments to allow for travel, especially, if the venue is away from that location.
When scheduling appointments, the following are important details to be taken into
consideration of:
Record the name of the contact, organization, time and venue on the relevant day of your
diary
Keep in mind the regular office matters with which the manager probably prefers to deal
at certain times of the day
Allow necessary travelling time between appointments
When negotiating appointments, assess priorities and suggest alternatives
Avoid making appointments immediately after your manager returns after being away
from the office
MONITOR ESSENTIAL INFORMATION AND ACTION NOTES
In order to have an efficient and effective system operating at work, it is important that
information is monitored on a daily basis and action notes are attached to maintain the system.
This is extremely important as many times the manager or you, may become distracted with the
daily activities. As a result of this, it is necessary for checks to be done during the day to
maintain the system.
ACTIVITY
Your manager has many business and social engagements. You are
responsible for his/her appointments diary; discuss with your peers
and facilitator what are the main factors that you would have to
bear in mind.

Longman: Singapore
Harrison, J., & Scantlebury, B., (2001). New Caribbean Office

Procedures (3rd ed.). Longman: London
examinations. Edward Arnold, London

Now that you have completed this element, see if you have fully grasped all the components by
doing the following Self Assessment.
Checklist 1 Yes No
1. I understand how to tactfully cancel/reschedule appointments ( ) ( )
2. I know how to coordinate appointment diaries frequently

to update information ( ) ( )
3. I know how to space appointments appropriately to include

4. I understand how to monitor essential information and

action notes ( ) ( )
Checklist 2 Yes No
1. Appointments are tactfully cancelled/rescheduled as

soon as possible ( ) ( )
2. Appointment diaries are coordinated frequently so

that information is always up to date ( ) ( )
3. Appointments are appropriately spaced to include adequate

4. Essential information and action notes are monitored ( ) ( )

ELEMENT 3: USE REMINDER SYSTEMS
LEARNING OUTCOMES
use reminder systems. Your learning facilitator is there to assist you with the different activities
so upon completion you should be able to:
1. Make timely reminders to the manager regarding appointments

2. Maintain visual/memory aids and follow up systems accurately
3. Implement and maintain security and confidentiality procedures
MAKE TIMELY REMINDERS REGARDING APPOINTMENTS
It is important that timely reminders be made in order to maintain appointments and other
matters of importance for the manger and clients. Listed below are some useful tips:
Charts – these are useful when large projects or those involving a number of people are
broken down into various small tasks with many deadlines. By displaying the chart, you
and others can keep track of deadlines
Tickler system – this is a chronological system for keeping track of future actions
Loose-leaf diaries – these are small notebooks that are not bound, but have a system of
being able remove and add leaves as is necessary
Bound diaries – these are small notebooks that contain a calendar and space for recording
appointments, listing tasks, writing notes and keeping a contact list and information
Electronic diaries – this is an electronic device for storing contact information and
scheduling appointments and tasks
In every business it is necessary to have reminders, as they help to make a meeting or

performance more effective. For example, written correspondence may have to be followed up
by a reminder, or it may be that a telephone call may have failed to reach the required person and
there needs to be some sort of system in place to remind you to return the call.
CHECKPOINT
What is the difference between an electronic diary and a tickler

system?

ACTIVITY
Do a research on the reminder systems that have been listed above,

showing also the advantages and disadvantages. Have this ready
for a class discussion.
MAINTAIN VISUAL/MEMORY AID AND FOLLOW UP SYSTEMS
There are several systems that can be used satisfactorily for following up correspondence.
The follow-up system, or tickler file as it is sometimes called, is used to ensure that a matter is
not overlooked, especially when an action is required following the writing of a letter. For
example, if a letter is sent on the 8th of the month, the writer may wish to send a further letter on
the 18th, if a reply has not been received. Once the writer has signed the letter on the 8th, he/she
completes a memo, attaches it to a copy of the letter and enters a date on it when the file will
next be needed. The file itself will then be filed away by the filing clerk in its proper file with
other correspondence, where it can be found at any time that it is required.
The ‘follow up’ filing cabinet drawer consists of twelve pockets, titled from January to
December. Memos are placed in the appropriate monthly pocket which, when the month
becomes current, is subdivided on a daily basis by daily inset sheets.
Each day the filing clerk extracts any memo forms from the daily pocket, finds the files to which
they refer and passes them to the individuals whose initials appear on the forms. After
appropriate action, the writer places the form and file back in the filing tray with, if necessary, a
further date marked for the action to be repeated.
Another reminder system comprises the use of files or folders to keep copies of letters awaiting
reply or documents relating to work in progress. The titles given to such folders vary from office
to office; sometimes they are called:
Bring-up Files
Pending Files
Work in hand
Work in progress, or
In abeyance

CHECKPOINT
Why is it important to maintain memory and follow up systems?
ACTIVITY
Write a short report to be presented in class on “The importance of

reminder systems – advantages and disadvantages”. Have your
peers and facilitator discuss the presentation.
IMPLEMENT AND MAINTAIN SECURITY AND CONFIDENTIALITY PROCEDURES
Folders: Most organizations have established rules and guidelines

A container made of strong, that influence the way they operate. All staff must be
durable paper called manila trained in the importance of observing the policies and
and used to hold papers in a procedures of the establishment so that they will be able to
file. function effectively and efficiently.
Files and folders that an office has in its possession are now its private property and should be
generally treated as such. The files and folders should not be ones that are accessible by
everyone, but by specific individuals who have been placed in charge. A file or folder getting
into the hands of other persons may prove to be quite detrimental, not only to the organization,
but also to the individual. Most filing cabinets are built with locks as part of the structure. These
lock all the drawers in a cabinet at once, once the lock is pressed in. This presence of a
protruding lock, on many cabinets makes it obvious to the clerk not to forget to lock it up.
Labels Labelling
Strips of paper attached to file
folders with captions You need labels on file folders so that you can identify
identifying the contents. the contents of each drawer without opening the folders.
The information on the drawer label should be specific,
easy to read and current. When the contents of a cabinet
are changed in any way, the drawer label should be corrected immediately to reflect the changes.

Folder labels are attached to the folder tabs. The caption on the label identifies the contents of
the folder. The captions should be placed in a consistent manner, usually at the top, left hand
corner of the label. Labels come in standard sizes to match various tab sizes for the folders.
ACTIVITY
Members of staff are accustomed to going to the filing cabinet and

removing files which they need. An important correspondence has
come in and the relevant file is missing. Discuss with your peers
and facilitator the actions that you would take to find this file.
Longman: Singapore
Harrison, J., & Scantlebury, B., (2001). New Caribbean Office

Procedures (3rd ed.). Longman: London
examinations. Edward Arnold, London

Now that you have completed this element, see if you have fully grasped all the components by
doing the following Self Assessment.
Checklist 1 Yes No
1. I know how to make timely reminders regarding appointments ( ) ( )
2. I understand how to accurately maintain visual/memory aids and

follow up systems ( ) ( )
3. I understand how to implement and maintain security and

confidentiality procedures ( ) ( )
Checklist 2 Yes No
1. Timely reminders are made to the manager

regarding appointments ( ) ( )
2. Visual/memory aids and follow-up systems are accurately

maintained ( ) ( )
3. Security and confidentiality procedures are

implemented and maintained ( ) ( )

Use Reminder Systems

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LG-BSBBAD0032A USE REMINDER SYSTEMS

HEART TRUST/NATIONAL TRAINING AGENCY

Learning Management Services Department

*** 2004 ***

Version 1 LRDU – MAY 04

Element 1: Organize And Maintain Appointment and Reminder Systems ........................... 8

Self Assessment Checklist ................................................................................................ 12

Element 2: Schedule Appointments Carefully ........................................................................ 13

Self Assessment Checklist ............................................................................................... 17

Element 3: Use Reminder Systems........................................................................................... 18

Self Assessment Checklist .............................................................................................. 22

Version 1 LRDU – MAY 04

This Competency Unit

Element 1: Organise and maintain appointment and reminder systems

Element 2: Schedule appointments carefully

Element 3: Use reminder systems

Version 1 LRDU – MAY 04 1

Before you start

Before you start this Learner Guide, you need to:

c. Ensure that your learning resources are available.

e. Plan your learning programme (see below)

f. Understand how to use this Learner Guide (see below)

Planning your learning programme

Version 1 LRDU – MAY 04 2

Element 1 Organise and Maintain Appointment and Reminder

1. I can allocate and confirm appointments within available time

2. I can indicate appropriately in diary, dates, which are not available

3. I know how to consider manager’s preferences when making

Element 2 Schedule Appointments Yes No

1. I can cancel/reschedule appointments tactfully and

2. I can co-ordinate appointment diaries frequently so that

3. I can space appointments appropriately, including adequate

4. I can monitor essential information and action notes ( ) ( )

Version 1 LRDU – MAY 04 3

Element 3 Use Reminder Systems Yes No

1. I can make timely reminders to the manager regarding

2. I can maintain visual/memory aids and follow-up systems

3. I can implement and maintain security and confidentiality

How did you do?

Version 1 LRDU – MAY 04 4

How to use this Learner Guide

We suggest that you:

• Go through the sections/elements as they are presented (starting at Section 1)

Complete Assessment Exercise

Version 1 LRDU – MAY 04 5

• Complete the self-assessment checklist at the end of each section or element.

Using the Computer and Other Resources

Version 1 LRDU – MAY 04 6

Version 1 LRDU – MAY 04 7

ELEMENT 1: ORGANIZE AND MAINTAIN APPOINTMENT AND

1. Make and confirm appointments within available time schedules

MAKE AND CONFIRM APPOINTMENTS

Appointments with external business associates

Version 1 LRDU – MAY 04 8

Responding to appointment requests

DATES ARE INDICATED IN DIARY

Version 1 LRDU – MAY 04 9

What would be the result of dates not appropriately indicated in a

Entering recurring items

MANAGER’S PREFERENCES ARE CONSIDERED WHEN MAKING APPOINTMENTS

Are the manager’s preferences important when making

Version 1 LRDU – MAY 04 10

Version 1 LRDU – MAY 04 11

ARE YOU READY TO PROVE YOUR COMPETENCE?

* 2004 *