M3 - Learner Manual

Review and Sign-off

At the beginning of your research it is really important to be mindful of the deadline for your work. There may also be a requirement within your organisation that a designated person will need to review and/or sign off on the report or correspondence. You will need to factor this into your planning so that you can meet the deadline. This requirement is likely to apply to a draft letter or report. This person may be your Supervisor or another person in the organisation.

Apply Organisational Requests

Each organisation will have its own information recording procedures. These procedures are essential for running an efficient and effective organisation/firm so that documents can easily and quickly be accessed. This means that each time you complete some research work it is important that you copy, file and record your research report/correspondence in line with the organisational requirements. For example, you may need to save a copy of the report to a file in a client folder and also make a hard copy and place it on the file in the filing cabinet. You may need to copy your report and put it in the office library and add it as a record in the library catalogue. An organisation’s information-recording procedures may also set out requirements for attaching a file name and case number; ensuring client details are up to date, and the storage and security of a copy.

Forward to Client

In cases where you have responded directly to a request from a client then you will need to write a letter of advice and send it to the client. It is important that you ensure it has been reviewed and complies with all organisational and professional requirements before sending it out.