forms, forms and logs
DESCRIPTION
TRANSCRIPT
FORMS, FORMS & LOGSthe how-to’s and when’s of ResLife paperwork
Friday, August 16, 2013
by the end of the session...
-know the types of paperwork-know how and when to use them-become familiar with filling them out
Friday, August 16, 2013
CATEGORIES
duty & reports
student affairs
community engagement
budgeting & programming
Friday, August 16, 2013
DUTY & REPORTS
Friday, August 16, 2013
DUTY LOG
Sent to your staff & your RC, RC on duty & admin
Record what happened during office hours
Include an updated duty log for calls/incidents outside of office hours
Maintain a professional tone
Friday, August 16, 2013
WORK ORDER
Use for damaged/imperfect items you notice when on rounds
fire extinguishers, holes in walls, loose door handles
Encourage residents to do work orders for their own rooms
physical plant
Friday, August 16, 2013
INCIDENT REPORT
Completed on Advocate
Use 3rd person, detached, objective tone when documenting and detailing the incident.
advocate
Friday, August 16, 2013
DUTY SWITCH
Form usually kept in RA office
Must be completed at least 48 hours before the change, and must be submitted to and approved by your RC
Friday, August 16, 2013
STUDENT AFFAIRS
Friday, August 16, 2013
ROOMMATE AGREEMENTS
Must be done by the end of September, or whenever a new resident occupies a space
“Optional” for upperclass students (not including sophomores)
Three documents involved: questionnaire, facilitation guide, and agreement
Friday, August 16, 2013
1:1s
Due at two times during a semester
Lesson plans are on Blackboard with guided conversations
Helpful to jot down notes after conversations: date, time, content- you can’t remember everything!
Friday, August 16, 2013
STUDENT CONCERN REPORT
Send to: [email protected]
Can be paired to an incident report
Helps to keep tabs on students’ situations and concerns
Friday, August 16, 2013
COMMUNITY ENGAGEMENT
Friday, August 16, 2013
COMMUNITY ENGAGEMENT FORM
One localized form that serves a variety of uses
Summarizes programs, activities and hall meetings
Is a major way to track performance and programming
Friday, August 16, 2013
BUDGETING & PROGRAMMING
Friday, August 16, 2013
REQUEST FOR FUNDS
Used to request funds for events
Should be completed at least 1 week before event
Building funds (Visa gift card for smaller programs)
Advance (4 weeks before event)
Reimbursement
Credit Card
Friday, August 16, 2013
EXPENSE REPORT
Accompanies reimbursements and advances
Must be completed and returned with all receipts and refunds
Found on Blackboard, under Forms
Friday, August 16, 2013
TRAVEL ADVANCE
Completed at least 4 weeks before event
Used for requesting advanced funds for a program
Found on Blackboard, under Forms
Friday, August 16, 2013
QUESTIONS?
Friday, August 16, 2013