Forms, Forms and Logs

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Forms, Forms and Logs

  1. 1. FORMS, FORMS & LOGS the how-to’s and when’s of ResLife paperwork Friday, August 16, 2013
  2. 2. 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
  3. 3. CATEGORIES duty & reports student affairs community engagement budgeting & programming Friday, August 16, 2013
  4. 4. DUTY & REPORTS Friday, August 16, 2013
  5. 5. 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
  6. 6. 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
  7. 7. INCIDENT REPORT Completed on Advocate Use 3rd person, detached, objective tone when documenting and detailing the incident. advocate Friday, August 16, 2013
  8. 8. 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
  9. 9. STUDENT AFFAIRS Friday, August 16, 2013
  10. 10. 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
  11. 11. 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
  12. 12. STUDENT CONCERN REPORT Send to: studentconcerns@philau.edu Can be paired to an incident report Helps to keep tabs on students’ situations and concerns Friday, August 16, 2013
  13. 13. COMMUNITY ENGAGEMENT Friday, August 16, 2013
  14. 14. 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
  15. 15. BUDGETING & PROGRAMMING Friday, August 16, 2013
  16. 16. 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
  17. 17. 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
  18. 18. 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
  19. 19. QUESTIONS? Friday, August 16, 2013

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