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BU-095 Filing, Office Procedures

Course Description

The course is designed to have students demonstrate proficiency in general office procedures including proper communication within the internal and external business environment; the proper use of office machines; the use of office support functions such as work priority schedules, meeting plans, and travel arrangements; and the ability to select and use an appropriate filing system.

  • This course meets PLO #(s) 2, 3, and 6 of Secretarial Science and 2 and 6 of Bookkeeping programs.

A.  PROGRAM LEARNING OUTCOMES (PLOs): 
The student will be able to:
1. Apply proper bookkeeping techniques in an office.
2. Demonstrate general computer competence and information technology literacy.
3. Demonstrate proper office procedures and management techniques
4. Communicate effectively in English for business purposes.
5. Perform business computations and apply logic as needed.
6. File documents properly and use common office machines.

B.  STUDENT LEARNING OUTCOMES (SLOs) - GENERAL:
The student will be able to:

  1. Describe the office workplace and its environment.
  2. Identify techniques for being productive in the office.
  3. Demonstrate and explain ethical behavior in the workplace.
  4. Use office machines such as computers, fax, calculators, copy machines, and telephones.
  5. Relate to others effectively inside and outside the organization by written or oral communication.
  6. Set up and control a suitable filing system.
  7. Arrange business trips, meetings, and conferences.
  8. Prepare financial documents such as invoices, statements, checks and bank statement reconciliations.

SLO

PLO1

PLO2

PLO3

PLO4

PLO5

PLO6

1

 

ID

ID

 

 

ID

2

 

ID

ID

 

 

ID

3

 

ID

ID

 

 

ID

4

 

ID

ID

 

 

ID

5

 

ID

ID

 

 

ID

6

 

ID

ID

 

 

ID

7

 

ID

ID

 

 

ID

8

 

ID

ID

 

 

ID

I = Introduced
D = Demonstrated
M = Mastered

C.  STUDENT LEARNING OUTCOMES (SLOs)-SPECIFIC: 
      The student will be able to: 

   General SLO 1.  Describe the office workplace and its environment.


Student Learning Outcomes

Assessment Strategies

1.1 Identify career opportunities in the office fields.

Short answer questions

1.2 Define the skills and knowledge needed to succeed in the office.

Short answer questions
    1. Demonstrate how to work effectively with internal and external teams.

Team assignments and projects
    1. Demonstrate how to be effective with office visitors.

Class demonstrations

General SLO 2.  Identify techniques for being productive in the office.


Student Learning Outcomes

Assessment Strategies

2.1 Explain why managing stress and time is important in the workplace.

Short answer questions

2.2 Apply appropriate coping techniques to minimize negative stress.

Class demonstrations
    1. Establish time and stress management action plans.

Team assignments and projects

General SLO 3.  Demonstrate and explain ethical behavior in the workplace.


Student Learning Outcomes

Assessment Strategies

3.1 Identify the characteristics of an ethical organization.

Short answer questions

3.2  Identify the characteristics of an ethical office professional.

Short answer questions

General SLO 4. Use office machines, such as computers, fax, calculators, copy machines, and telephones.


Student Learning Outcomes

Assessment Strategies

4.1 Use applications software in performing tasks on computer.

Computer lab assignments
    1. Describe how to care for office machines.

Short answer questions

4.3 Identify the types of copiers and fax machines available and explain the features available on them.

Short answer questions and class presentations

General SLO 5.  Relate to others effectively inside and outside the organization by written or oral communication.


Student Learning Outcomes

Assessment Strategies

5.1 Explain and use effective communication practices

Short answer questions and demonstrations
    1. Apply effective writing principles when composing e-mail, memorandums, letters, and reports.

Computer lab assignments
    1. Prepare and deliver oral presentations.

Class presentations

5.4 Explain how telecommunication affects the way information is transmitted.

Short answer questions

5.5 Identify telecommunication equipment and services.

Short answer questions
    1. Develop and use proper telephone techniques.

Short answer questions and demonstrations

5.7 Identify mail classification/services and process outgoing and incoming mail.

Short answer questions and demonstrations

General SLO 6.  Set up and control a suitable filing system.


Student Learning Outcomes

Assessment Strategies
    1. Use filing rules.  

Short answer questions and demonstrations

6.2 Identify and use the basic storage methods.

Short answer questions and demonstrations

6.3 Determine the types of paper storage equipment available.

Short answer questions

General SLO 7.  Arrange business trips, meetings, and conferences.


Student Learning Outcomes

Assessment Strategies

7.1 Explain the elements of an effective meeting.

Short answer questions

7.2 Identify and explain electronic meeting alternatives.

Short answer questions
    1. Define the responsibilities of office professionals for meetings and conferences.

Short answer questions

7.4 Make travel arrangements and prepare itineraries.

Individual projects and presentations

7.5 Describe the duties to be performed while the executive is traveling and when he or she returns and prepares an expense report.

Short answer questions and projects

General SLO 8.  Prepare financial documents such as invoices, statements, checks and bank statement reconciliations.


Student Learning Outcomes

Assessment Strategies

8.1 Describe electronic technology used in the banking industry.

Short answer questions

8.2 Explain basic financial statements and the various parts of the statements.

Short answer questions
    1. Explain payroll and other tax  laws.

Short answer questions

D.  COURSE CONTENT

  1. Office workplace and environment.
  2. Productive techniques in the office.
  3. Ethical behavior in the workplace.
  4. Office machine use.
  5. Communication skills.
  6. Managing records
  7. Coordinating business meetings and travel.
  8. Managing financial responsibilities.

E.  METHODS OF INSTRUCTION
Hands-on practice, lecture, field trips, and individual and group assignments

F.  REQURIED TEXT(S) AND COURSE MATERIALS
Fulton-Calkins, Rankin, Shumack (2011). The Administrative Professional: Technology & Practices 14e. Ohio: South-Western, Cengage Learning (or most recent edition).
Flash drive
COM-FSM email account

G.  REFERENCE MATERIALS
None

H.  INSTRUCTIONAL COSTS
None

I.   EVALUATION
None

J.   CREDIT BY EXAMINATION
None

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